Migrate entities from web UI

You can migrate PPM entities from one instance to another, such as from the test environment to the production environment, from the web UI.

Note: To migrate entities from web UI, you must have both the Configuration License and the Sys admin: Migrate PPM Objects access grant.

Export entities

Export the entities from the source instance such as the test instance.

To export entities from the source instance:

Log on to the instance from which you want to migrate entities.
Click the Administration button in the masthead.
From the Administration menu, click Configuration > Entity Export/Import to open the Entity Export/Import page.

All the entities that can be migrated are listed, grouped by entity type. Each group displays the number of entities within it.
To export one or more entities, expand the relevant group and select the target entities you want to migrate. You can use the Search box to quickly locate an entity by its name.
When you have selected all the target entities, click Export Entities to export them.

Import entities to the target instance such as the Production instance.

To import entities to an instance:

On the Entity Export/Import page, click Import Entities and then drag and drop the bundle files containing the desired entities to the Drag and drop bundle files here to import area.

If you want to perform a trial run without actually importing the entities, select the Trial Import checkbox.

Note: In 24.3 and later versions, if the entity you want to migrate references other entities that already exist in the target instance, these referenced entities are not replaced unless they are also selected for migration. In 24.2 and earlier versions, these referenced entities are replaced in the target instance by default.