Sync data

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Sync data

If you have data on your development environment that you wish to preserve in your target environment, you need to perform a Data Synchronization.

This procedure lets you copy data between environments. The data that you can select to be included in the procedure is listed below:

Parameter Values managed in production

Users and their relations

oAreas

oGroups

oLanguages

oLocations

oOrganizations

oPositions

oRoles

oSkills

oTime Zone

oWorking Time Schema

 

You can only import data into an environment for which a metadata counterpart has already been deployed. If you have not deployed an entity into an environment, you cannot synchronize its data into the same environment.

 

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Export data

1. Click the Export file button to open the wizard.

 

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2. Select the data of the Parameter entities. From the left, select the data elements that you want to include in the .bdex file; then, click >. Those elements are now visible on the right, which means that they will be included in the .bdex file.

 

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3. Move to the User Relations tab. Once again, select in the left panel the user relations you want to export and then click > to make sure they are included in the right group. You can always click the >| button to move all the options available at once.

 

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Once you are done selecting the Data and User relations to export, click Next.

In the next step, all the Parameter entities included in the previous step are listed in the left panel (Select entity value). When you click an entity in the left panel, the wizard will show the available attributes for which you can select the Entity key. This key is used in the import procedure to compare the existing records on the target environment against the ones exported from the development environment, to prevent Data Synchronization from creating duplicate records.

 

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Select the combination of columns that uniquely identify each record of the entity. Do so for each of the entities listed on the left panel. Once you are done, click Export.

A pop-up alert informs you if the file was successfully generated or if an error occurred. If the file was generated successfully, it is automatically downloaded to your computer.

 

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Import data

1. Click Import file to open the wizard.

 

2. Click Browse to display a file explorer. Navigate your file system and select the .bdex file that contains the data you want to import.

 

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Mark Override localization for entity values if present on target environment if you need to override existing values.

 

3. Click Open to select the file. Then click Next to move on to the next step of the import procedure.

The second step of the wizard appears.

 

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In this step, two lists appear. The one on the right lists all of the data from the selected .bdex file that is going to be imported into the environment. By selecting each element individually you can add or remove data elements from this column to select the objects that you want to include in the import procedure. Entities that don’t belong to the target environment in data synchronization are not selected.

Once you have moved the elements between the columns according to your needs, click Next to continue to the last step of the procedure.

 

4. Review if any error message appeared during the validation. Fix or approve the errors and warnings presented before continuing.

 

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When you finish reviewing and resolving errors and warnings, click Import to import the data you selected into your environment. The import of the data is executed in the background.

 

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When the import finishes you can review the status of the imported file:

 

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You can also download the BDEX file clicking the Download icon on the right-hand side of each row.

 

At this point you have finished synchronizing your data from your development environment into your test or production environment. You can now use those values and information in the target environment.