Best practice to transfer Employee Center ...

[jarl-steph]

Hi Community,

I have an Employee Center portal already configured in my production instance, and I just received a new instance. I would like to transfer my Employee Center configuration from Prod to Test, so that it looks and works exactly the same.

What is the best practice to do this cleanly?

• Should I export/import XML records (sp_portal, sp_page, sp_menu, sp_instance, etc.)?

• Are there any specific pitfalls I should watch out for (for example, dependencies between widgets, menus, or pages)?

My main goal is to have the same EC portal structure, menus, and layout in my new instance without breaking anything.

[debendudas · Accepted solution]

Hi @jarl-steph ,

1. Use Update Sets (Recommended for smaller changes)

• For portal records (sp_portal, sp_page, sp_instance, sp_widget, sp_menu, etc.), capture them in an update set in your production instance.
• Move the update set into your new instance (Test) and commit.

Be mindful: update sets may not always bring in all dependencies (if you are using any images or other dependencies) so make sure to capture them and move to the new instance).

2. Cloning (When feasible)

• If the goal is to have Test look exactly like Prod, and you can afford a full copy, a clone from Prod to Test is the cleanest way.

If this solution helps you then, mark it as accepted solution ‌‌✔️ and give thumbs up 👍!