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After you've downloaded the Export.zip file containing the EDI Transactions, you can import them by using the Import Package option under Solution Promotion feature at the target environment. A successful import completes the migration process, and you'll be able to access all the objects in your new environment. 

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Important
If you ever make any changes to the resources in the migration values.yaml file, you need to change the JVM parameters accordingly through the environment variable JAVA_OPTS – It can be up to 70% of the allocated resources.

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ENTITIES

Permissions

VIEW TAB\LINK

LIST & READ

 CREATE

EDIT

EXECUTE

Solution Import

View the tabs/links on the Import Package manage page

View

Create the Import Package

Edit the Import Package

  • Import Package

  • Rollback Package

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Importing the package

You can import the objects package by following the steps given below. 

  1. Click Account > Tools > Solution Promotion

  2. On the left panel, select Import Packages.

  3. Click CREATE Import Package

  4. On the Create Import Package screen, 

    1. Provide a name for the import package.

    2. Provide a description for the import package.

    3. In the Select Project field, select the project where you want to keep the import package.

    4. In the Override User field, select the user to whom you want to provide ownership of the activities.

    5. In the Override Modified By User field, select the user who will be reflected in the Modified By field of every activity after the deployment.

    6. Select the Retain Activities checkbox if you want to retain the services at the target environment, and then click Browse to select the required Retain XML file.

    7. Select the Solution Database checkbox if you want to import data to the solution database to be specified in the next screen.

    8. If you have selected Solution Database checkbox, continue following the steps from step 6, else perform step 5.

    9. If you have not selected any of the checkboxes (Retain Activities or Solution Database), or selected only the Retain Activities checkbox, perform step 5, else perform the steps from step 6.

  5. Click Save & Exit.

  6. Click Continue.

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  7. In the Database Info section, provide the following details of the solution database to which you want to import data.
    Type - Enter the type of database. For example MySQL, SQL, etc.
    Server - Enter the hostname of the database server.
    Port - Enter the port number of the database server.
    Name - Enter the name of the database.
    Username - Enter the username to access the database.
    Password - Enter the password to access the database.

  8. Click Save & Exit. This creates the import package that gets listed in the Import Packages mange page.

  9. Click More under ACTION against the package, and then click Import Package.

  10. On the Import Package screen, click Browse to select the Export ZIP file.

  11. Click Import.
    This imports the objects to the target environment and also creates a corresponding Rollback ZIP that can be used to rollback the import operation. You can visit the Dashboard to view the details of the import operation. 

    You can also perform the following actions on the package from its More menu under ACTION:

    • Perform the rollback operation.

    • Edit, delete, or view the import package.

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  1. Download the Rollback ZIP file corresponding to the import package from the Dashboard by navigating as follows:
    Dashboard > Solution Promotion > More > Rollback ZIP

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  2. Go to the Import Packages manage page by navigating as follows:
    Account > Tools > Solution Promotion > Import Packages

  3. Click More under ACTION against the import package, and then click Rollback.

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  4. On the Rollback screen, click Browse to select the Rollback ZIP you have downloaded in step 1.

  5. Click Rollback.
    This rolls back the import operation. You can go to Dashboard > Solution Promotion to see the details of the rollback operation.