Transferring Configurations to Another CRM.Designer Database
You can transfer configuration data as XML files to other CRM.Designer databases using CRM.Bulkloader:
During the transfer you can move:
- configurations
- configuration units
- the complete database
To transfer a configuration:
- Create a directory for the XML files.
- Download the desired configuration to this directory. For further details, see Downloading Configuration Data from the CRM.Designer Database.
- Create a configuration with the same name in the target database. The configuration should have the same parents as in the source database. If such a configuration already exists, it is overwritten on upload.
- Upload the XML files containing the configuration to the target database. For further information, see Uploading Configuration Data to the CRM.Designer Database.
Note: Users, languages, logins, and authentication settings are not transferred via
configurations or packages; you need to create a database dump to transport these
items.
For more information about transferring Configuration Units, see Packages.
For further details on how to transfer the complete database, see Database Dump.