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The process of designing and building a DHIS2 configuration (aggregated or tracker) is iterative. As these iterations are revised, there is significant level of change across iterations: items are discarded, elements are renamed, or configurations are abandoned in re-started (deleting objects in DHIS2 is a very difficult process). Using a development environments ensure you can create as many iterations as required, without affecting any live users, creating conflict on the data. It also doesn’t matter how much orphan objects you leave behind - dev environments are refreshed frequently.

Before you start

Requirements doc pack (LINK): a comprehensive pack includes a nice summary, details about the actors, data collection flow, security considerations. More importantly, it MUST include a D2A, psi’s framework for analytic requirements for any product.

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The process of design and development must be done in a designated development server, and never on a production server. This gives you the freedom to build as many iterations as required, discard data/objects without having to delete them, or abandon them as required, without ‘littering’ the production environment - dev is a safe space to experiment and iterate.

Dev

Production

Initial design, prototypes

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Changes to configurations

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Small cosmetic update (typos, partial renames of a DE or Program Stage, Section)

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, but ensure that you also port them back to dev.

Adding options to an options set

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, but ensure that you also port them back to dev.

Changes to a custom form

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Adding translations

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, but ensure that you also port them back to dev.

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See also

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New categories, cat combos

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Testing

See Testing DHIS2 configurations and apps

Deploying

Once the testing has been finalised and approved by the product owner, you can proceed to its deployment. See H2 Deployment Guidelines - Environments

SOP versions

0.1

Nov 29/ 2022

R. Melia - first draft