Moving XML from PDI to Customer Env

Mike15
Tera Contributor

Hello Experts

I have developed some flows/Notifications/Business rules in personal instance(PDI) Now i want to export and import in Customer Instance ,Will that be issue ?

Will be any security issues ?

I want to go through export and import xml not update sets 

Thanks

 

2 REPLIES 2

Community Alums
Not applicable

Hi Mike,

If am correct then you want to deploy the Application from PDI to Dev/Prod(Business Instance). If my understanding is Correct. I would like to say that it's not a good practice to move anything from PDI to any Business Instance. Since, PDI is only for the Learning.

Good practice will be developing in your Dev Instance(Business Instance) and deploying it to other Business instance. In this scenario you can deploy by medium of update sets or you can just publish and Application and install in any of your Business instance.

However, The only way to move the updates from PDI to Dev/Prod(Business Instance) is by manually moving the updates/update set (Exporting from PDI and importing to Target instance).

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

Maik Skoddow
Tera Patron
Tera Patron

Hi Mike

It is not uncommon to play around with something on the personal PDI and then transfer it to the DEV instance in the customer project.

But if we talk about Flows, Notifications and Business Rules then this should be done via Update Sets as these artifacts represent configurations and not real data like Incidents which can be exported via XML.

But of course there can raise some issues. For example, if on your DEV instance there is a custom scoped application you want to add your artifacts but on your PDI that scoped application is not available. In that case, you will not be able to import your update set on the DEV instance.

So in my experience the best approach is to rebuild the required artifacts on your DEV instance so that they can be integrated seamlessly and smoothly into the existing application.

Kind regards
Maik