This article lists all steps to migrate an Incorta solution from one environment (Dev or UAT) to another environment (UAT or PROD).
We recommend that you be familiar with these Incorta concepts before exploring this topic further.
These concepts apply to all versions 4.5+ and version 5.0 of Incorta for customers who implement Incorta on-premises or in their own cloud.
Suppose you have your development tenant ready, and you want to move it to UAT, or you want to set up your Production environment for the first time. You have two options at this stage:
If your Dev environment is clean enough, and does not have many extra schemas and dashboards, we suggest you go for option 1, because it is easier and takes less time. You may have to do some clean up after importing the tenant, but that should not be hard. This can be done the first time you are setting up the UAT (or Prod) environment of course. After the first migration, using option 2 is usually the better option so as not to introduce unwanted configurations into your upper, and in theory, cleaner environments. If your Dev environment has a lot of extra objects or you are only ready to migrate a subset of the objects you have built, we suggest you go for option 2 even the first time you are creating a new environment.
If you are migrating from UAT to Prod, and you are planning to keep the same data source name in Prod as in UAT then you can migrate the full tenant, using export/import, for a faster migration. Incremental migration/overwrite of schemas and dashboards will work fine after this from UAT to Prod, without having to export/import the full tenant every time you want to change any of these two types of objects. Here are the steps for a full tenant migration:
If you have a running UAT instance, you can migrate new/modified objects of the following type by using Command Line Interface (CLI) commands. This allows the Incorta administrator to schedule the migration of objects developed in UAT to Production on a preset schedule and without having to access Incorta through the URL. Objects of the following types can be migrated:
It is important to check a few things after a migration to verify that nothing has been broken