After you've created the export.zip file, you can import the objects by using the Import Package 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 option on the Account menu. To have this permission, the role that you have been assigned must have Allow Solution Promotion to migrate objects checkbox selected in it. To know more about this permissions, refer to this document.
You can create the export package by following the steps given below.
- Click Account > Tools > Solution Promotion
- On the left panel, select Import Packages.
Click CREATE Import Package.
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On the Create Import Package screen,
Provide a name for the import package.
Provide a description for the import package.
In the Select Project field, select the project where you want to keep the import package.
In the Override User field, select the user to whom you want to provide ownership of the activities.
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.
- 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.
- Select the Solution Database checkbox if you want to import data to the solution database to be specified in the next step. If you have selected Solution Database checkbox, continue following the steps from step 6, else perform step 5. If you have not selected any of the checkboxes (Retain Activities or Solution Database), perform step 5.
Click Save & Exit.
- Click Continue.
- If you have selected the checkbox Export Files/Folders, follow the steps from 11 through 13.
Select Folder to export folders or sub folders within them, and provide the details as described in the following table.
Base Folder Base folder is the mounted folder in the PVC. Folder Enter the name of the folder to be exported. Include Subfolder Enter the comma-separated list of subfolders of the folders you want to export. Exclude Subfolder Enter the comma-separated list of subfolders of the folders you want to exclude during export. Include Files Enter the comma-separated list of files you want to export from the folders/subfolders. Exclude Files Enter the comma-separated list of files you want to exclude from the folders/subfolders during export.
Select File to export the files, and provide the details as described in the following table.
Base Folder Base folder is the mounted folder in the PVC. File Enter the name of the file to be exported. Click Save & Exit.
If you have selected the checkbox Export Solution, follow the steps from 15 through 18.
Click Next.
In the Database Info section, provide the following details of the database containing the tables that you want to export.
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. In the Solution Tables section, you can further apply the conditions for exporting database tables.
Table Name Enter the name of the tables you want to export. Where Clause Write a conditional query to export selective data or leave it blank to export all the data from the table. Click Save & Exit.
In the Target Zip Location field, if you wish, you can change the name and location for the exported ZIP file which is created during migration.This field contains a predefined name and the location for the exported ZIP file.
Click Export Metadata to download the Export XML file.