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== Environments == | == Environments == | ||
Select '''Settings > Environments''' from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. This allows you to quickly maintain and manage multiple similar environments; for example, one organization for testing and another for production. | Select '''Settings > Environments''' from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. This allows you to quickly maintain and manage multiple similar environments; for example, one organization for testing and another for production. | ||
=== What can you migrate === | |||
You can select which parts of your environment should be migrated: | |||
* Metadata (data model) | |||
* Data (entity records) | |||
* App projects | |||
* Localizations | |||
* Processes | |||
* Plugin assemblies | |||
=== Use cases === | |||
Here are some tips on how connected environments can help you: | |||
* Release management: You can maintain separate environments for development, testing, and production. Once stable and working, you can easily transfer your changes to production. | |||
* Multiple customers: If you're in charge of multiple customers using a similar custom solution, you can develop features in a central organization and push them to child organizations. | |||
* [[Beta]] testing with your environment: Clone your production to the beta server to check new features and verify that your custom development is not impacted. | |||
* Bug reporting: Clone your organization without sensitive data so that our support engineers can help you with troubleshooting. | |||
=== Connect or clone === | === Connect or clone === | ||
You have two options for | You have two options for establishing a connection between environments: connect to an existing organization or clone your current organization into a new copy. | ||
* Click '''Connect Organization''' and specify the credentials of an existing organization. Click '''Save & Close'''. The organization is added to the list of connected environments. | * Click '''Connect Organization''' and specify the credentials of an existing organization. Optionally, to keep environments organized, select a category and provide a description. Click '''Save & Close'''. The organization is added to the list of connected environments. | ||
* Click '''Clone Organization''' to create a copy of your organization. Enter a name for the clone and specify other parameters of your organization. If you want to copy also the data, check '''Include organization data''' and select the entities that should be copied. Click '''Save & Close''' to start the cloning. Depending on the amount of cloned data, this may take a few seconds, several minutes or more. | * Click '''Clone Organization''' to create a copy of your organization. Enter a name for the clone and specify other parameters of your organization. If you want to copy also the data, check '''Include organization data''' and select the entities that should be copied. Click '''Save & Close''' to start the cloning. Depending on the amount of cloned data, this may take a few seconds, several minutes or more. | ||
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=== Work with connected organizations === | === Work with connected organizations === | ||
* Click a connected organization to display its basic properties | * Click a connected organization to display its basic properties. Click '''Save''' to save your changes, or '''Cancel''' to return to the organization list. | ||
* Select a connected organization and click '''Disconnect Organization''' to remove the organization from the list of connected environments. Both organizations remain intact, they are just not connected any longer. | * Select a connected organization and click '''Disconnect Organization''' to remove the organization from the list of connected environments. Both organizations remain intact, they are just not connected any longer. | ||
* Select a connected organization and click '''Pull From''' to import from the selected environment into your organization. | * Select a connected organization and click '''Pull From''' to import from the selected environment into your organization. | ||
# Select '''Schema Only''' to update metadata only; select '''Custom''' to include data. | |||
:* | #* In the case of custom import, select what to import, then click '''Pull From''' again.<br>[[File:Pull from step 1.png|600px]] | ||
# Review the components that you selected for import.<br>[[File:Pull from step 2.png|600px]] | |||
#* On the '''Schema''' tab, set the import '''Mode''': Use '''Import''' to merge changes (only new or changed entities and fields are transferred to the local organization; any extra fields in the local organization are not removed) or use '''Update''' to create an exact match (can result in loss of data in the local organization, for example when a field with data is removed from an entity). Optionally, check '''Show All Entities''' to display the full list of entities (including those without changes). | |||
# Click '''Save & Close''' to perform the changes. | |||
[[Category:Resco Cloud]] | [[Category:Resco Cloud]] | ||
[[Category:Resco Routes]] | [[Category:Resco Routes]] | ||