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1.  Migrating Company setups across environments

Posted 9 days ago

​Hi All,

Does anyone know if there is a supported mechanism from Microsoft to migrate company setups over to different environments?  We have around 12 companies we will be creating for our next implementation, and there is a desire from the project team to do the 12 company setups once and migrate those setups across to other testing environments and eventually production so that they do not have to complete the setups manually for several times.

So far I have not been able to find any officially supported way to do this, and our implementation partner mentioned the same.  Hoping someone how has been working in multi-company environments may have some ideas on this.

Thanks,

Dustin



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Dustin Sanders
Allegion
Carmel IN
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2.  RE: Migrating Company setups across environments

TOP CONTRIBUTOR
Posted 8 days ago
Use the data management workspace to export your configuration from your source instance and import it into your destination instance.  That approach is dependent on data entities and you knowing your data.

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Kaare Boraas
Solution Delivery Manager
PCL Constructors Inc.
Edmonton AB
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3.  RE: Migrating Company setups across environments

TOP CONTRIBUTOR
Posted 8 days ago
Kaare, are you referring to the Export/Import options or to the "Copy into Legal Entity" options on the workspace?

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Zvika Rimalt
Functional Consultant
Vancouver BC Canada
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