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Deployment plan to deploy portals to production

Posted on by 465

Hi all,

I am using D365 online version.

I have completed customer self service portal in dev environment .

Now I need to deploy this to production environment.

I need to prepare deployment plan. Any links in Microsoft or any other suggestions

Regards,

Babu

  • Charlie Chen Profile Picture
    Charlie Chen 92 on at
    RE: Deployment plan to deploy portals to production

    Setting up a schema is fine. Without the filtering, manually cleaning the exported xml file to exclude the data I don't need is tons of work.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Deployment plan to deploy portals to production

    That's nice I haven't checked that

    but this looks like it is when setting up a Scheme, it is fine if you are willing to create a scheme from scratch, which is a lot of work

    but probably for existing schemes you might not be able to change that easily

  • Charlie Chen Profile Picture
    Charlie Chen 92 on at
    RE: Deployment plan to deploy portals to production

    Sorry guys. I was wrong. The latest version of Configuration Migration tool is capable of filtering data by using fetch xml.

    pastedimage1591196189666v1.png

  • Charlie Chen Profile Picture
    Charlie Chen 92 on at
    RE: Deployment plan to deploy portals to production

    Hi Oliver,

    The tools is pretty good. If I can use it with source control, it would be even better. I will know exactly what and how is changed.

    Thanks

  • Charlie Chen Profile Picture
    Charlie Chen 92 on at
    RE: Deployment plan to deploy portals to production

    Hi Oliver,

    The tools is pretty good. If I can use it with source control, it would be even better. I will know exactly what and how is changed.

    Thanks

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Deployment plan to deploy portals to production

    Please view my answer above

    ------------

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

    We highly recommend users to migrate to PowerUsers community for new Portal questions:

    powerusers.microsoft.com/.../PowerAppsPortals

  • Charlie Chen Profile Picture
    Charlie Chen 92 on at
    RE: Deployment plan to deploy portals to production

    Hi Ravi,

    The problem is the MS tool doesn't support filtering, so I cannot deploy the added/updated portal config data.  Lots of manual work is required to identify the added/update records. Any good idea to share?

    Thanks,

    Charlie

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Deployment plan to deploy portals to production

    in addition to Ravi's answer, XrmToolbox also have good tools that helps you moving data (Portal Records Mover is the one I use)

    You need to understand the structure of Portal entities, be careful not to move website bindings/etc

    Microsoft is working on improving Portal's ALM features

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Deployment plan to deploy portals to production

    Hi,

    Deployment of portals involves deploying all the data/records which are related to portal entities. Microsoft hs released some schemas which can be used within the Configuration Kigration tool to deploy ortals data.

    Refer this articel: docs.microsoft.com/.../migrate-portal-configuration

    Hope this helps.

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