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Hi,
I have question about the best practice on the CRM Online (version I am using)
I have UAT and PROD org/online instances on both I see just one default solution published (managed); I don't have any dev environment setup, I will never have one probably. Our vendor has decided not to work with us and just gave us latest Unmanaged.zip and managed.zip and left us;
Now I have to make changes to one entity, add new fields, another one was modify the data type from text to date. What is the best way to proceed for me?
Which of the follow you recommend?
Regards,
John
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Please also see the below Shan ADX studioes article
community.adxstudio.com/.../2014-01-17-converting-crm-solutions-from-managed-to-unmanaged
I found little easy to understand the issues within similar environment
makes perfect sense Neil, even I came from background of working on Dev, QA, UAT and PROD. Hardly I ever had access to UAT & PROD if I remember correctly; Mostly UAT is replica of PROD for the customers and Dev and QA for partners environment.
Thanks for your help & Tushar and others.
That is the approach I would take.
But there isn't a hard and fast rule with solutions! Many people always stick to unmanaged for internal development.
However I personally like to keep my dev unmanaged and UAT / Production as managed.
FYI: I do this as I have had experiences going straight from dev into production. If anything about the solution doesn't deploy as expected I like to find that out in UAT.
Thanks Neil, in fact that was my initial question you have answered on the best practise;
I will follow the below steps then:
0. I will take ondemand back of UAT first:)-
1. will take the 'unmanaged.zip' provided by the vendor and IMPORT on a TRIAL instance;
(Assume that this trial version is my Dev instance until I get proper Dev instance)
2. And then I will make my changes on the trial instance and EXPLORT as MANAGED and IMPORT to UAT
I presume this is what you said & hope best practice as well; Please let me know
Thanks
John
Best practice would be to probably use a managed solution for your production environment. But obviously unmanaged would work.
In an ideal environment I would encourage you to use three environments! Keeping dev and UAT separate. The dev system would contain unmanaged solutions. Then export them as managed into UAT. Test them in UAT before deploying the same managed solution to production. This way you UAT will have been done on exactly the same solution that will be deployed to production.
But for a small change, as suggested, you could get away with making the change in your UAT environment. And maybe even deploying an unmanaged solution to production. Especially if this is a one off!
If it was me, small change or not I'd want to set-up a process that would be consistent. (In my experience, it is the small changes done quickly that seem to always cause the most problems!)
If you don't have a second sandbox to use as a dev environment you could use a trial system. But assuming you will be making more changes in the future you might want to consider having a dev sandbox.
HI ,
Since its a small change you can have it as unmanaged as well . however you might be sure of the changes which you are adding , in future . As unmanaged changes cannot be reverted .
This was just a workaround which i suggested and not a best practice . It would be good if you have a development environment in future .
Thanks!
Thanks Tushar,
"Then import the solution in your production environment ."
Do you mean IMPORT AS MANAGED OR UNMANAGED to my prod environment?
John
HI ,
You can simply make your changes in your UAT ( If all the latest changes are already installed in it) .
Add the new fields . For the datatype change i dont think it will be possible as it is not editable once the field is created .
Then create a new unmanaged solution in your UAT with only the entities which you have modified .
Then import the solution in your production environment .
Thanks !
Hi,
I would strongly recommend creating your own dev instance which you keep as your dev master. You can then import the unmanaged solution there and do changes etc. Without that, you're going to end up in a world of pain.
From there you can deploy managed solutions to UAT/Live.
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