Copy Group along with its Members and Roles from One Instance to Another Instance in a Single Click

[Narsing1]

Brief Description 

In our regular development work we use to create/update different Groups and Its Roles/Members very frequently.  Once we create/update, we either use "Create Application Files" to add it to your update set (This may not work always) or Export the Groups, Roles and Members in separate XML files and Import the same into Other Instances i.e. (Dev/QA/UAT/Production etc.,).  

To reduce/minimize this effort of exporting and importing the XML in multiple instances, I came up with a solution where we will have an option within Groups to choose the Instance of our own and Copy the Group, Roles and its Members at once i.e. in a single click.

• Once you select the Instance of your choice and save the record, it copies the Group to the Selected Instance along with Group Members and Roles.
• You don't need to Import and export xml files between instances, it just copies in a single click

Download the Update Set from the below location and follow the instructions mentioned in the Release Notes.

Download From Here

Let me know in case of any modifications are needed.

Thanks,

Narsing

[aleks05]

Hello Narsing,

Thank you for the detailed document on this. We are trying to implement this in our instances. I am able to copy groups from your sandbox instance to my personal development instance but not the vice versa.

I believe we are going wrong in providing the value of our sandbox instance in choices for dictionary field in my personal instance

eg:https://abc-sandbox.xyz.com is our instance , then what should the value in the choices??

[aleks05]

Also please note that i had changed the url respectively in the Business Rule(line 3). I have tried putting the logs and undefined value is returning from line 64. Could you please help on where do wee need to make further changes?

[Narsing1]

Hi,

Based on your comments, can you try these..

Have you created the "cg_groupcopier" user in all your instances with the same password? If not, please do that.  

Have you added the roles that were mentioned in the release notes for the above user in all your instances.  If not, please try.

Have you created the entry in "sys_auth_profile_basic" table with the name called "BA_Copy_Group".  If not please try.  Also, make sure you are using this sys_id in your code at line number 64 as mentioned below.

Note:  If you create this entry in one instance and copy the record xml, then the sysid will be the same in all your instances.  But if you are creating this entry manually in each instance, this sysid will be different in all instances and you need to make sure you are using the sysid based on instance.

Try these steps and let me know if still not working.

Thanks,

Narsing

[aleks05]

Thank you Narsing . I have resolved the issue , my bad i was not checking properly 🙂

[Narsing1]

Cool.  Let me know in case if you need any further enhancements to this tool.  Much appreciated your feedback.

Thanks,

Narsing

[holly-t]

I have this working but I have hit an issue. If the group has alot of members or alot of roles i am getting 400 Bad request.  On small groups it is working so i feel it is set up correctly.

[Narsing1]

@holly-t  @aleks05 

A new version has been added to address the issues with copying huge set of  members / roles.

Download from here and observe the release notes steps

Thanks,

Narsing

[Ravi Chandra_K]

Hello @Narsing1 

We are using this and this is super helpful feature.

Thank you very much for this!

Kind Regards,

Ravi Chandra