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Deployment plan to deploy portals to production

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Posted on by Narendra Sunkara

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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

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RaviKashyap 55,410 Moderator on at

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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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oliver.rodrigues 4,052 on at

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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

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Charlie Chen 92 on at

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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

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oliver.rodrigues 4,052 on at

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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

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Charlie Chen 92 on at

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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

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Charlie Chen 92 on at

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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

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Charlie Chen 92 on at

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

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oliver.rodrigues 4,052 on at

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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

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Charlie Chen 92 on at

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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.

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