In enterprise applications, it’s best practice to have separate development, staging, and production instances so that you can:
- Establish a transparent change management process.
- Test changes before you go live.
- Ensure that the production environment is not compromised by configuration changes.
As advocates of this best practice, Oomnitza will provide additional instances to customers when requested. You can then make configuration changes and test them thoroughly in your development instance before you migrate the configuration changes to your production instance.
To test configuration changes before you go live, it is normally sufficient to have two separate instances:
- A development instance
- A production instance
However, if configuration changes involve integrating with multiple environments, you might need multiple instances.
Whatever your change management process is, we’re here to help you migrate the configuration of an instance from development to production. You won’t have to make configuration changes manually in each production environment, which can cause data entry errors and the mismatching of IDs.
Migrating and syncing a development and a production instance
The purpose of configuration migration is:
- To establish a change management process for your Oomnitza instance
- To migrate a configuration from a source to a target instance such as migrating the configuration of your development instance to your production instance.
- To restrict changes in the production instance to ensure that both instances stay in sync
- To keep production and development in sync by migrating the configuration of the production instance to the development instance
Avoid adversely affecting the performance of your production instance by migrating configuration changes when your production instance is least busy. Major configuration changes, such as field changes to a large asset or user database, can take a significant amount of time to be processed.
Re-baselining your development instance
It is essential that both your development and production instances are in sync before configuration changes are made to your development instance. For example, if a workflow, saved search, or any other object references master or transactional data such as a specific asset, specific user, or specific location you must ensure that these objects are in sync in your development and production instances.
The best way to ensure that both instances are in sync is to use the re-baselining process.
Before you begin, you must raise a ticket with email@example.com to request a re-baselining of your development instance.
During the re-baselining process, historical data that is over 30 days old for the following objects is deleted:
- Login historical data
- Workflows historical data
- Assets historical data
- Users historical data
- Saved searches historical data
If you want to keep historical data for more than 30 days, you must specify this in the support ticket that you raise.
When the migration module is enabled and the configuration of the production instance is migrated to the development instance, you must ensure that you create any new custom fields in your development instance, and not in your production instance. If you create new custom fields in your production instance, the instances will become out of sync.
To avoid making changes in the target instance that prevent you from running the migration, you can disable configuration changes in the target instance, which in this case is the production instance. See
Disable configuration changes in the target instance in Planning the migration.
Standalone and package migrations
You can create standalone or package migrations.
You choose standalone migrations to migrate the configuration of one or more types of objects such as Business Objects, which comprise assets, desktop software, SaaS software, and so on. It’s an iterative process whereby you test and migrate the configuration of types of objects in a specified order.
Standalone migrations allow you to select the configurations that you want to update. Say you want to add recently defined global settings to a migration. All you need to do is select Global Setting as the migration type and select the settings that you want to migrate.
Choose package migrations when you want to migrate the configuration of extended integrations such as:
- Asset integrations
- User and SaaS user integrations
Unlike standalone migrations, package integrations migrate the integration and all its associated objects together such as:
- The credentials that are used in the integration
- The integration user
- The dashboard and saved searches
- The workflows
You can create your own packages and migrate them.