Creating an Import Package

After you've created the export.zip file, you can import the objects 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. 

Prerequisite

• Make sure that you have the required permissions to view and use the Solution Promotion feature. To have this permission, the role that you have been assigned must have the required permissions on the Solution Import entity. To know more, refer to the documents Creating a Role and Permission Model.
• Ensure that you have followed the migration prerequisites mentioned on this page.

You can import the objects 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.

   

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.

Rolling back the import operation

If you decide upon rolling back the import operation, you need to follow the instructions given below.

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

Related pages

Creating an Export Package

Dashboard

Creating a Role