How to migrate HSDL templates from one environment to
another environment using FSM/Configuration Package
Migrating HSDL templates using FSM has 3 parts.
1>
Create an Implementation Project.
2>
Create Configuration Package using the same Implementation
Project.
3>
Migrate the Configuration Package in the target
environment.
Part 1:
Step 1: In the source environment navigate to
Setup and
maintenance à Tasks
àManage Implementation Projects
Screen shot: 1
Step 2: Now click on the below “+” button and create an Implementation Project.
Put the details as per screen shot 3 and click on the “Save
and Open Project” button
Screen shot: 3
From the dropdown select the option “Tasks” and search for
the task “Manage Spreadsheet Templates”. Select the task and click on Done as
per below Screen shot 5
Screen shot: 5
Part 2:
Step 5: Navigate to Setup and Maintenance à Tasks à Manage Configuration
Packages
Screen shot: 6
Step 6: Click on the “+” button as below and create a new Configuration Package.
Step 7: In the create Configuration Package page, select the
Implementation Project name from the dropdown as below and click on OK if any
warnings appears. Then click Next.
Screen shot: 8
Step 8: In the create Configuration “Select Objects for Export” page, click on the “+” button as below to select the HSDL template name which we want to migrate to the target environment.
Put the name of the HSDL template in the Name field as per
Screen shot 10. Click on the search button. Once you get the HSDL template,
select the template and click on Save and Close button. Then Click on Next.
Screen shot: 9
Screen shot: 10
Screen shot: 10
Step 9: Click on the Submit button.
Screen shot: 11
Step 10: Once the Configuration Package creation process is
submitted, please check the status in the Export and Import Processes section.
Click on the refresh button several times and check if the status of the
process changes to “Completed Successfully”.
Screen shot: 12
Step 11: Once the process is completed successfully, please
click on the “Download” button as below and Download the Configuration Package.
Please check Screen shot 13.
Screen shot: 13
Part 3:
Step 12: Now login to target environment and navigate to
Setup and Maintenance à
Tasks à
Manage Configuration Packages
Screen shot: 14
Step 13: In the target environment, Manage Configuration
Packages page, click on the upload button and upload the Configuration Package which
has been downloaded from source system.
Once the Configuration Package has been uploaded, please
click on the Submit button.
Then check in the Export and Import Processes section
whether the upload has been completed successfully or not.
Screen shot: 15
| Screen shot: 17 |
Step 14: Once the upload has been completed successfully, please click on the Import Setup Data button as per Screen shot 17.
Step 15: In the Import Setup Data details page, please click
on Next. Then Click on Next again in the Select Pauses for External Import
page. At last in the Schedule and Notifications page click on the Submit
button.
Screen shot: 18
Screen shot: 19
Screen shot: 20
Screen shot: 20
Step 16: Now in the Export and Import Processes section please click on the refresh button several times and check whether the process gets completed successfully or not.
Screen shot: 21
Screen shot: 22
Step 17: Now in the target environment navigate to
Home à
My Clients Group à
Data Exchange à
Spreadsheet Templates and search for the template which we were trying to
migrate.
