Is it possible to export all the customization done in the DEV instance?

[Valerio M_]

Hello everyone,

I'm working on the DEV instance (Madrid version) on GRC - Policies and Compliance for a long time. I've customized a lot of different fields, tables, labels and so on. I would like to export this work in a different instance. 

I would like to know how to do it. I've read that I cannot clone my dev instance but I hope that is not true.

If possible, how can I copy all my data on the target instance? Could I export "my library" to another dev/prod instance avoiding the erase of current data maybe using update sets? Who already made it could share the procedure and possible issues? 

Thanks in advance

V.M.

[Valerio M_]

Additionally, in order to export all the data records to XML from each source instance tables,' I really need a MID Server installation? It looks too tricky to be real.

I just successfully imported the update sets of global and GRC: Policy and Compliance applications.

Looking forward to hearing from you

Thanks in advance

Valerio

[Sushant Kadam1]

Hi Valerio,

You can use update set to move all your customizations to target instance.

For more information please refer below link:

Update set in service now

Please mark correct/helpful.

Regards,

Sushant

[Valerio M_]

Hi Sushant, 

could you state a procedure to export and import all the data to XML from each table > import XML in dev. The documentation is very ambiguous.

I followed the official procedure: 

From source instance (DEV): New update set from DEV / State Complete / Application: GRC Policy and Compliance Management / Export to XML

From target instance (DEV): System Update Sets > Retrieved Update Sets > Import Update Set from XML > ??? (In this case, I selected the update set uploaded and press Create Application File)

After that nothing change on the target DEV instance.

Thanks

[Sushant Kadam1 · Accepted solution]

Hi Valerio,

Procedure to import and export data from each table is :

1. Navigate to your table form 

2. Right click on form header.

3. Choose import or export from the header menu. 

If you run through any other issue then please let me know.

Please Mark correct/helpful.

Regards,

Sushant