Use Case: Promoting UAT-Validated Changes to Production Using Incremental Migration
- A previous Full Migration has been completed between the source (UAT) and target (production) organizations, establishing a baseline for Pricing objects and Workflow configuration objects.
- You have access to both the source and target organizations.
- Source and target organizations are validated in Migration Manager. For more information on how to validate the organizations, see Step 4 and Step 5 in Performing Incremental Migration.
- The admin user in the target organization has permission to create or update data.
- The target organization schema is aligned with the source. If schema differences exist, perform a Selective Migration to synchronize the schema before proceeding with incremental data migration.
Business Context:
An organization develops and validates configuration and data changes in a UAT environment before deploying them to Production. During testing cycles, new records are created, existing records are updated, and schema adjustments may be introduced.
After UAT validation, the business needs to promote only the approved changes to Production without:
- Re-migrating unchanged data
- Overwriting stable Production configurations
- Causing unnecessary downtime
- Running long Full Migrations
Incremental Migration enables controlled, change-based promotion from UAT to Production, ensuring only validated updates are transferred.
Overview:
Incremental Migration detects and migrates only the differences between UAT (source) and Production (target) since the last established baseline. Instead of reprocessing entire datasets, it transfers only:
- New records created in UAT
- Modified records during testing
This ensures Production receives only what changed and nothing more.
Scenario:
A product team introduces new pricing rules and modifies approval workflows in the UAT environment. During testing:
- New pricing records are created
- Existing discount rules are modified
Once testing is complete, the administrator needs to promote only these approved changes to Production without impacting unrelated Production data.
- From the Home page, click the up-down arrow (
) icon next to your username at the bottom of the left panel and click the Go to Administration option.
- Only UAT-approved changes are migrated to Production.
- Existing Production data that was not modified remains untouched.
- Migration completes significantly faster than a Full Migration.
- The system updates the baseline for future incremental runs.
Production now reflects the validated UAT updates without unnecessary data processing.
Validate pricing rules and workflows in Production.