How to migrate Indicator Templates from one instance to another

[UIB Whisperer]

I've implemented indicator templates on a client instance but now we're trying to move them to another one. I had to forced those indicator templates as well as the M2M relationships between those and the control objetives but it appears that when I apply that update set to another SN Instance, Indicators are not created for the controls from the control objetives in the M2M relationship.

I need to know how to successfully migrate those indicator templates so that once on the other instance, they generate indicators for the control's created from those control objectives.

[Community Alums · Accepted solution]

Hi @Martin Perez Cobo ,

Unfortunately, Indicator Templates doesn't gets captured in a Update set !!

As a Workaround , you can do XML Export/Import or recreate the Indicator Template manually on the target instance.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[Sebastien Fix]

Indicator templates, just like Control Objectives or Risk Statements are data/content and therefore not captured by Update Sets. 

Your wording was unclear when you talk about moving to "another one". Just be careful if one want to move data from one client instance to another client instance since the client may consider the data you produce as part of a project to be their property and not yours as a consultant. If you meant "to another instance for the same client" (like from TEST to PROD) then disregard this comment.