Migrating employee center taxonomies and connected content between instances

Charles_gio
Tera Contributor

Hello all

 

We have been working on building out Employee Center for our organization and recently tried to migrate the new taxonomy along with the connected content (catalog items, knowledge articles, quick links, etc). However, we ran into a lot of issues (100+ update set errors) with the connected content. I suppose because these are data records. 

 

I had to clear the below tables in the TEST instance and then copy all of the XML records from DEV into an update set in order to migrate the content.

  • Quick links
  • M2m_connected_content
  • M2m_connected_category
  • Sn_ex_sp_external_link

Is there an optimal way to migrate employee center modifications between instances? 

 

1 ACCEPTED SOLUTION

Siddhesh Gawade
Mega Sage
Mega Sage

Hello @Charles_gio ,

 

Yes, for migrating records from these tables to another instance you need to more careful. as these records doesn't get captured in update properly. So I will suggest whenever you are changing/creating new configurations for these tables you can follow below checklist to make sure all the updates are captured properly.

 

1. This records always gets created in global application. So make sure you are capturing them in correct application update sets.

2. While moving quick links make sure you are capturing records for external link field as well if there are any.

3. while moving M2m_connected_content records make sure you have all the topics present in target instance if not capture them as well.

4. sn_ex_sp_external_link this record doesnt get captured automatically. need to add them in update set manually.

 

Summary, yoo need to check for each records is captured along with their related records.

 

Kindly mark the answer ✔️ Correct or Helpful ✔️ If it addresses your concern.


Regards,

Siddhesh

View solution in original post

2 REPLIES 2

Siddhesh Gawade
Mega Sage
Mega Sage

Hello @Charles_gio ,

 

Yes, for migrating records from these tables to another instance you need to more careful. as these records doesn't get captured in update properly. So I will suggest whenever you are changing/creating new configurations for these tables you can follow below checklist to make sure all the updates are captured properly.

 

1. This records always gets created in global application. So make sure you are capturing them in correct application update sets.

2. While moving quick links make sure you are capturing records for external link field as well if there are any.

3. while moving M2m_connected_content records make sure you have all the topics present in target instance if not capture them as well.

4. sn_ex_sp_external_link this record doesnt get captured automatically. need to add them in update set manually.

 

Summary, yoo need to check for each records is captured along with their related records.

 

Kindly mark the answer ✔️ Correct or Helpful ✔️ If it addresses your concern.


Regards,

Siddhesh

Thank you very much @Siddhesh Gawade