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How to: Migrating Unified Service Desk Configuration Data

Today's blog post was written by Michael Maloney, Principal Developer at Sonoma Partners.

As with many projects, we typically follow a development, staging, and production model of deployments. On larger projects, it’s not unheard of to have four, five, or even more environments. When it comes to deploying Unified Service Desk, this can be a challenge due to the heavy reliance on data as configuration. Today, we are going to walk through how you can easily migrate this configuration data from one environment to another. For the purposes of this walk-through, we will assume the environment(s) already have the required USD solutions installed. If not, take a look at one of our previous posts on how to get Unified Service Desk up and running.

Before getting started, be sure to download the latest version of the Dynamics CRM and UII SDK from here and extract each to a designated folder, e.g., D365\SDK and D365\UII.

Exporting Unified Service Desk Configuration Data from the Source Environment

To export the configuration data, run the DataMigrationUtility.exe file found in the D365\SDK\Tools\ConfigurationManager folder and choose Export Data on the main screen, then click Continue.

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Enter credentials for the organization you would like to export data from and click Login.

On the next screen, select the default Unified Service Desk configuration data schema file (USDDefaultSchema.xml) to be used for the data export. This is found in the UII\USD Developer Assets\USD Configuration Tool Schema folder.

Specify the name and location of the data file to be exported.

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Click Export Data. The screen displays the export progress and the location of the exported file at the bottom of the screen once the export is complete.

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Click Exit to return to the main menu.

Importing Unified Service Desk Configuration Data to the Target Environment

Before importing the USD configuration data to the target environment, be sure to import the necessary packages and/or solutions first.

From the main screen of the CRM Configuration Manager, select Import Data then click Continue.

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Enter credentials for the organization you would like to export data from and click Login.

The next screen prompts you to provide the data file (.zip) to be imported. Browse to the data file, select it, and then click Import Data.

The next screen displays the import status of your records. The data import is done in multiple passes to first import the foundation data while queuing up the dependent data, and then import the dependent data in the subsequent passes to handle any data dependencies or linkages. This ensures clean and consistent data import.

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Click Exit to close the tool.

To verify the changes in the target environment, open up the Unified Service Desk app and click the “Change Credentials” link on the loading screen.

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If you have more complex customizations involving many solutions and configuration data, you can opt to create a custom package instead. These packages bundle everything up so that you can then run them from the Package Deployer Tool, just as the original Unified Service Desk packages you see when setting up for the first time. We’ve written in the past on how to get started creating your own package, and you can find more detail on MSDN on how to include your configuration data along with the package. 

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Topics: Microsoft Dynamics 365