Save an update set as a local XML file

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • Administrators can export an update set as an XML file to save a specific version of an application or set of changes.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    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.

    프로시저

    1. Navigate to System Update Sets and select either Local Update Sets or Retrieved Update Sets.
      주:
      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.

    시작하기 전에

    Roles required: admin

    프로시저

    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.