Save an update set as a local XML file

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Administrators can export an update set as an XML file to save a specific version of an application or set of changes.

    始める前に

    Role required: admin

    このタスクについて

    Create an XML file of an update set when:
    • The two instances lack network connectivity, preventing the retrieval of update sets or the creation of a data source for import from the source instance.
    • You don't want to give administrator credentials for the source instance.
    • You want to back up important customizations locally.

    手順

    1. Navigate to System Update Sets and select either Local Update Sets or Retrieved Update Sets.
      注:
      Retrieved Update Sets must be in a loaded state to be exported.
    2. Select an update set that is in the Complete state.
    3. On the Update Set form, select the Export to XML Related Link.
    4. Save the XML file.

      When a file is uploaded to a different instance, it’s recognized as a retrieved update set.

    Load customizations from a single XML file

    Administrators can load an update set XML file to apply a specific version of an application or set of changes.

    始める前に

    Roles required: admin

    手順

    1. Elevate privileges to the security_admin role.
    2. Navigate to System Update Sets > Retrieved Update Sets.
    3. Select Import Update Set from XML.
    4. Select Choose File and select an XML file.
    5. Select Upload.
      The customization is available as a retrieved update set with the state Loaded.
    6. To commit the update set, see Commit an update set.