Creating a virtual environment

Introduction

A virtual environment is the container for associated configuration and process flows. You should create one virtual environment for each required context - for example:

• Test and live

• Different regions

• Different stores

• etc.

There's no right or wrong way to define virtual environments. If you're creating multiple process flows that essentially do the same thing but have elements of variation for different contexts, you can likely benefit from creating virtual environments for each of those contexts.

Need to know

• A virtual environment isn't tied to a single process flow - you can run one process flow in a virtual environment, or multiple process flows.

• You can't deploy multiple versions of the same process flow to a given virtual environment. If a deployed process flow changes, you should delete the existing version from virtual environments and then deploy the updated version. For more information, please see: Updating the process flow version for a virtual environment.

• For a virtual environment to be available for selection when testing process flows against a virtual environment or when deploying process flows, it must contain a deployed version.

• If you delete a virtual environment, the name cannot be used again.

The steps

1

Access virtual environments

Log in to the dashboard and select virtual environments | overview from the left-hand navigation menu.

2

Create a new virtual environment

Click the create button in the top-right corner (if this is your first virtual environment, you could also use the create one here link in the middle of the page):

3

Provide basic details

Enter a name and description for this environment, then select a type (test or live):

Fields to be completed are summarised below:

Field	Summary
Name	The name to be displayed for this virtual environment, wherever it's used in the dashboard.
Description	Optional information to help others understand the purpose of this virtual environment.
Type	Choose from test or live. This setting has no functional impact, but it can be used for filtering.
Labels	If you need to create and manage lots of virtual environments, it can be useful to apply labels for filtering the display. Any existing labels (defined for process flows or other virtual environments) are available for selection, or you can use the create label option to add new ones. For general information about working with labels, please see our Label management page.

4

Configure the virtual environment

Configuration options are displayed over a series of panels:

For information about these panels, please refer to The anatomy of a virtual environment.

5

You can now go on to configure the draft virtual environment version with required component replacements.