Export and Import Recommendations

1. Since an application is represented by all its packs, you have to collect all of them to transfer the application to another instance.

2. Do not make any changes to the existing functions (either incremental or decremental changes) during migration. To implement any important improvements, follow the guidelines below:

   • Go through the development cycle stages (including testing).
   • Or implement these improvements after the migration is completed.

3. Configuration migration is done with the Configuration Packages. To simplify this process, merge some packs before exporting. To ensure importing only actual versions, create snapshots of each application imported using the instructions below:

   1. Create a local pack for an application to migrate. For example, a local pack for the Simple Application tables snapshot may be named as a [SA] - Snapshot diff.

   2. Set this local pack as current.

   3. Navigate to System Settings → Server Scripts and run the script below to create snapshots of all versioned tables:

      Table Shapshot Script

      const table = new SimpleRecord('sys_db_table');
      table.addQuery('is_vcs_enabled', true);
      table.addQuery('sys_id', '!=', '999999999999999998'); // exclude REM
      table.selectAttributes('name');
      table.query();
      while (table.next()) {
          const vcs = new SimpleVcs();
          const versionCount = vcs.createTableSnapshot(table.name);
          if (versionCount > 0) {
              ss.info(`${table.name.padStart(80, " ")}: ${versionCount} versions  created`);
          }
      }
      warning

      When transferring an application, pay attention to the dependencies with the other applications that it has.

      For example, an application on the target instance may lack the roles used within the ACLs of the migrated applications. In this case, the access restrictions cannot work properly.

4. Also, do not forget to import the related records of the following tables:

   Table system name	Table title	Description
   sys_search_index	Search Index	Stores search indices. You cannot create, edit, or delete records in the Search Index (sys_search_index) table. Only users with the admin role can read them.
   sys_activity_feed_item	Activity Feed Item	Stores record field changes recorded by the Activity Feed. You cannot create, edit, or delete records in the Activity Feed Item (sys_activity_feed_item) table. Only users with the admin role can read them.
   sys_history	History	Stores field changes history. You cannot create, edit, or delete records in the History (sys_history) table. Only users with the admin role can read them.
   sys_activities_stream_field	Activity Stream Field	Stores record field changes recorded by the Activity Stream Widget. You cannot create, edit, or delete records in the Activities Stream Field (sys_activities_stream_field) table. Only users with the admin role can read them.
   sys_email	Emails	Stores Incoming and Outgoing Emails.

5. Most users have their own interface usage patterns. Include the tables below into your migration process so as not to disrupt them:

   Table system name	Table title	Description
   sys_menu_favorite	Menu Favorite	Stores user Favorites.
   sys_filter	Filter	Stores user filters.
   sys_user_preference	User Preference	Stores User Preferences.

6. When performing user migration in a complex way, remember to import roles and group objects.

   Table system name	Table title	Description
   user	Users	Stores instance Users list and related information.
   employee	Employees	Stores Employees list and related information.
   sys_role	Roles	Stores available Roles list.
   sys_role_contains	Role Contains	M2M table, stores relationships between parent and child roles.
   sys_group	Groups	Stores available Groups list.
   sys_group_contains	Group Contains	An M2M table, stores relationships between parent and child groups.
   sys_user_has_role	User has Role	An M2M table, stores relationships between users and roles they are granted.
   sys_user_group	User Group	An M2M table, stores relationships between users and groups they are granted.
   sys_user_criteria	User Criteria	Stores User Criteria list.