Catalog items Migration from one instance to another

[Joshuu]

Hello All,

What is best approach to migrate all the catalog items from one instance to other instance of two different companies.

The old instance is having Pairs version and with all custom tables in it.

And the new instance does not have any customizations it is kind of basic Vanilla instance.

Please suggest me the best approach to move all the configurations too.

Please help on this.

Thank you,

Priya.

[Ankur Bawiskar]

@priyarao 

You should use update sets for migrating catalog items, scripts, variables etc from one company instance to another company instance.

Sometimes you migrate update sets from PDI to company instance so it's the same way unless you are having custom scoped application being created and updates captured in that.

For that there is another approach.

Custom tables are also captured in an update set with the custom fields.

Regards
Ankur

[Joshuu]

SO Ankur, we need to go to each and every custom table field and update something and capture in and update set is it?

or can we capture all the fields at a time for a custom table?

[Ankur Bawiskar]

Hi,

So are you saying you don't have any update set in which there are customer updates?

If the customer updates are there then you can migrate the update set via export import

Regards
Ankur

[Joshuu]

Hello Ankur,

Sorry, I think I don't understand your point. 

But as shown below, this custom table is having 37 fields in it. How can I capture all these in an update set. Do I need to open each n every field or can we do it at a time?

or if I do export XML like below, will I get all the data including fields to the new instance ?

[Ankur Bawiskar · Accepted solution]

Hi,

from the list view of dictionary for that table do bulk update

1) Ensure you are in your update set

2) make all fields as active=false using Update with selected all

3) then again make those active=true

Those will be captured in update set

Regards
Ankur