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Customer experience | Sales, Customer Insights,...
Answered

Exporting portal configuration

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Posted on by 5

Hi

I am using configuration migration tool to export the custom portal configuration from dev environment to prod environment.

What I have seen is that it is also selecting all notes which are not related to the configuration. I have tried removing the entity name from the export schema file like the contacts from the annotation section (lookup reference) but this isn't helping as it is still exporting the contact notes as we do not want the notes from Dec environment to move to prod for contact.

Would appreciate if you can look into this or if you have come across this scenario and how have you managed to just export only the required configuration data.

I have the same question (0)
  • Verified answer
    oliver.rodrigues Profile Picture
    4,052 on at

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

    powerusers.microsoft.com/.../PowerAppsPortals

    For migrating Portal Data, I would recommend using the Portal Records Mover from XrmToolBox, you can filter the entities and even at a level record when exporting the data.

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

    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.

  • Binod Nepal Profile Picture
    5 on at

    Hi Oliver

    Thank you for your suggestion, I will try that tomorrow and will update accordingly

    Thanks

    Binod

  • Binod Nepal Profile Picture
    5 on at

    Hi Oliver

    I tried using the Portal Records Mover, and having a small issue with the java script file authorization, I am using the latest version. I am not sure where to authorize the javaScipt file types. Would appreciate if you can provide some info on this.

    pastedimage1604287859537v1.png

    Regards

    Binod

  • Binod Nepal Profile Picture
    5 on at

    The java script issue was due to a custom plugin against the annotation entity which has to be de activated

  • Verified answer
    oliver.rodrigues Profile Picture
    4,052 on at

    Hi, in this case is very likely you will face the same issue using configuration migration as well (unless you change the schema do disable your plug-in step).

    I think as part of your deployment procedure you will need to disable during the import and re-enable it after.

  • Binod Nepal Profile Picture
    5 on at

    Yes I did disable the plugin and now I have imported successfully into another environment, thanks heaps for your suggestions

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