Bundling when building zones - Migration
By ACShorten on Apr 20, 2011
In the last two posts, I outlined the process of building a portal and a query zone. Once the components and built and tested how do you transfer the solution to another environment? The answer is Bundling.
The concept of Bundling is ability to associate selected objects with a Bundle and then be able to export that Bundle to an XML format. The bundle then can be imported into a target environment and that will add/update all the objects included in the bundle.
- Create a bundle BEFORE starting work on a new portal/zone. This will save time later. The Bundle will be empty. This can be done using the Administration menu -> B -> Bundle Export+ menu option. Give the bundle a recognizable name.
- When working on each object in the customization, you can add the object to the bundle using the Current Bundle Zone. If the object is already part of the Bundle it will change to "Remove"
- You can also add objects from the Bundle Export screen using the Entity Search Zone.
- Remember to add ALL the objects you need including portals, zones, UI Maps, Fields, Business Services, etc to your bundle to make sure your bundle is complete.
When you confident your bundle is complete then export the bundle using the Bundle function in the Actions zone.
The Bundle Details will have the bundle ready for copy and paste into the target environment or saved in a text file (use a .XML extension).
You can then import the Bundle into the target environment using the Administration menu -> B -> Bundle Import+ menu option on the target environment.
Note: Not all objects can be bundled. If they are not part of the bundle but are necessary for your solution then you must document them or extract them using another means (SQL statements for example). An example of this is security information, the link between user group and application service is not part of the bundle. This is logical as the setup in your development environment will most probably be different to other environments. In this case, I would document the additional steps to complete the configuration AFTER the bundle has been imported and applied.