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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / ADX Studio Portal, Web...
Microsoft Dynamics CRM (Archived)

ADX Studio Portal, WebSite Copy and other Tools to migrate data.

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Posted on by Alduzzen1985 65

Hi guys,


I was wondering ... Have you ever had the necessity to copy only few parts of your ADX WebSite like new pages or bug fixes between 2 different environments ?

I've used the tool "ADX Web Site copy", but for incremental changes how have you salved the problem ? I was thinking to use the DataMigration tool but I think isn't the best choice.

Thanks for the advices

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  • Verified answer
    Alan Mervitz Profile Picture
    Alan Mervitz 295 on at

    This is possible using the Configuration Migration Tool as you've referred to, but to do it smoothly requires several key conditions:

    1. The source environment must be an exact copy of the target environment
    2. The target environment must not change between the time the changes are made to the source environment and the export from it and import to the target environment is done
    3. When creating the data schema file, the fields to compare on update is set to the ID field of each entity, to ensure the records are matched by ID when determining if they already exist and which record to update, rather than the default behavior of matching on the primary field name which is problematic when multiple records have the same value in that field
    4. When creating the data schema file, exclude fields you don't care about and that are always different between multiple environments (e.g. createdon). You'll have to compare data exports between both environments to identify these fields and exclude them from the schema file prior to generating your final data set.

    As you probably understand, this will import and update ALL records of the selected entities, not just the ones that have been modified, but with these conditions in place, the records that haven't been modified will essentially be a no-op during import because the records being imported are still the same, and the records that have been modified will get changed in the target environment.

    If you want to be very specific on which records are imported, you could modify the XML in the data zip file and delete records which you don't want to be imported, but this could be very time consuming and lead to referential integrity problems if you're not careful.

  • Alduzzen1985 Profile Picture
    Alduzzen1985 65 on at

    Hi Alan,

    I guess I will use the CrmDataCopy that is included in the ALM Toolkit. With it I can do a selective copy of the data with a simple creation of custom Fetch. I don't want risk to copy over all the entities data every time I release something in Live.

  • Alan Mervitz Profile Picture
    Alan Mervitz 295 on at

    Hi Aldo,

    CrmDataCopy will certainly work, but it would be prudent to look for other techniques since the ALM Toolkit and CrmDataCopy tool are unsupported now - Microsoft did not decide to continue that product line after the Adxstudio acquisition.

    Thanks,

    Alan

  • Suggested answer
    Emmaneul James Abraham Profile Picture
    Emmaneul James Abraham 727 on at

    Hello Aldo

    Have you tried XRM Tool Box Portal Records Mover tool ? 

    Thanks

    James

  • Alan Mervitz Profile Picture
    Alan Mervitz 295 on at

    [quote user="Emmaneul James Abraham"]Have you tried XRM Tool Box Portal Records Mover tool ? [/quote]

    I don't think that tool is compatible with Portals 7, can you confirm?

  • Alduzzen1985 Profile Picture
    Alduzzen1985 65 on at

    Hi guys,

    I tried to use the CRM Move Tool, but it doesn't work with the ADX Studio portal. It copy everything but for some strange problem it can't create the correct relation between Linksets and Link.  I guess there is also a problem, because when I try to export a portal because it look like it copy all portals and not only the one I selected. Anybody had my same problem  ?

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