{"id":542,"date":"2024-08-21T09:21:42","date_gmt":"2024-08-21T08:21:42","guid":{"rendered":"https:\/\/moodytech.uk\/kb\/?post_type=knowledgebase&#038;p=542"},"modified":"2025-02-28T09:58:45","modified_gmt":"2025-02-28T08:58:45","slug":"docentric-copy-settings-between-d365fo-instances","status":"publish","type":"knowledgebase","link":"https:\/\/moodytech.uk\/kb\/index\/d365\/docentric-copy-settings-between-d365fo-instances\/","title":{"rendered":"Docentric Copy Settings Between D365FO Instances"},"content":{"rendered":"<p>To migrate the print management settings between two environments, perform the following steps:<\/p>\r\n<h3>Export from the source environment<\/h3>\r\n<p>In the source environment in the Data management workspace create a new\u00a0<strong>Export<\/strong>\u00a0data project with\u00a0<strong>Docentric Print Management Settings Package<\/strong>\u00a0data entity as shown below. Specify the\u00a0<strong>XML-Element<\/strong>\u00a0Source data format. Make sure to switch the\u00a0<strong>Generate data package<\/strong>\u00a0flag ON.<\/p>\r\n<p><a class=\"fbx-link fbx-instance\" href=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01.png\" rel=\"gallery\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-23335\" src=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01-300x100.png\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01-300x100.png 300w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01-1024x341.png 1024w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01-768x256.png 768w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01-640x213.png 640w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_01.png 1380w\" alt=\"\" width=\"300\" height=\"100\" \/><\/a><\/p>\r\n<p>Start the export (<strong>Export<\/strong>\u00a0now or\u00a0<strong>Export in batch<\/strong>). When you see in the\u00a0<strong>Execution summary<\/strong>\u00a0form that the export is finished, click the\u00a0<strong>Download package<\/strong>\u00a0menu item. You will get a\u00a0<strong>ZIP<\/strong>\u00a0file with the exported content, which you will use in the next step for the\u00a0<strong>Import<\/strong>.<\/p>\r\n<p><a class=\"fbx-link\" href=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_02.png\" rel=\"gallery\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-23336\" src=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_02-300x185.png\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_02-300x185.png 300w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_02-768x474.png 768w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_02-640x395.png 640w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_02.png 820w\" alt=\"\" width=\"300\" height=\"185\" \/><\/a><\/p>\r\n<h3>Import into the target environment<\/h3>\r\n<p>In the target environment in the Data management workspace create a new\u00a0<strong>Import<\/strong>\u00a0data project. Click the\u00a0<strong>Add file<\/strong>\u00a0menu button, select the\u00a0<strong>Package<\/strong>\u00a0source data format and click the\u00a0<strong>Upload and add<\/strong>\u00a0button.<\/p>\r\n<p>When dialog opens, point to the\u00a0<strong>ZIP<\/strong> file downloaded at the end of the export\u00a0process. The information about the data entity will be loaded from the\u00a0<strong>ZIP<\/strong>\u00a0and displayed in several info and warning messages. You might get the warning messages about some missing fields in the staging table as in the image below (bug in the framework), but you can ignore them, because these fields actually exist and will be correctly recognized and used during the import.<\/p>\r\n<p><a class=\"fbx-link\" href=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03.png\" rel=\"gallery\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-23337\" src=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03-300x82.png\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03-300x82.png 300w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03-1024x280.png 1024w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03-768x210.png 768w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03-640x175.png 640w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_03.png 1408w\" alt=\"\" width=\"300\" height=\"82\" \/><\/a><\/p>\r\n<p>You should get the following situation in the\u00a0<strong>Selected entities<\/strong>:<\/p>\r\n<p><a class=\"fbx-link\" href=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04.png\" rel=\"gallery\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-23338\" src=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04-300x90.png\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04-300x90.png 300w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04-1024x307.png 1024w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04-768x230.png 768w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04-1536x460.png 1536w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04-640x192.png 640w, https:\/\/ax.docentric.com\/wp-content\/uploads\/2022\/01\/D365_HTM_DataMgmtPrintMgmt_04.png 1543w\" alt=\"\" width=\"300\" height=\"90\" \/><\/a><\/p>\r\n<p>Import the data by clicking one of the\u00a0<strong>Import<\/strong>\u00a0menu items.<\/p>\r\n<p>&nbsp;<\/p>\r\n<p>Source: <strong><a href=\"https:\/\/ax.docentric.com\/d365-how-to-manuals\/d365-setup\/d365-data-management\/export-and-import-print-management-settings\/\" target=\"_blank\" rel=\"noopener\">https:\/\/ax.docentric.com\/d365-how-to-manuals\/d365-setup\/d365-data-management\/export-and-import-print-management-settings\/<\/a><\/strong><\/p>\r\n<p>&nbsp;<\/p>\r\n<hr \/>\r\n<p><div class=\"noPrint align wp-block-ppb-print-page\" id='ppbPrintPage-1' data-attributes='{&quot;cId&quot;:&quot;fef71a47-5&quot;,&quot;alignment&quot;:&quot;left&quot;,&quot;isPrintSection&quot;:true,&quot;sectionSelector&quot;:&quot;.bpress-content-area&quot;,&quot;icon&quot;:{&quot;type&quot;:&quot;default&quot;,&quot;default&quot;:&quot;fiPrinter&quot;,&quot;url&quot;:&quot;&quot;},&quot;btnTypo&quot;:{&quot;fontSize&quot;:{&quot;desktop&quot;:16,&quot;tablet&quot;:20,&quot;mobile&quot;:18}},&quot;btnColors&quot;:{&quot;color&quot;:&quot;rgba(25, 91, 150, 1)&quot;,&quot;bg&quot;:&quot;#ffffff&quot;},&quot;btnBorder&quot;:{&quot;radius&quot;:&quot;5px&quot;,&quot;width&quot;:&quot;&quot;,&quot;color&quot;:&quot;#0693e3&quot;},&quot;align&quot;:&quot;&quot;,&quot;isModal&quot;:false,&quot;isIcon&quot;:true,&quot;isText&quot;:true,&quot;btnText&quot;:&quot;Print&quot;,&quot;btnPadding&quot;:{&quot;vertical&quot;:&quot;5px&quot;,&quot;horizontal&quot;:&quot;15px&quot;},&quot;btnShadow&quot;:[]}'>\r\n\t<style>\r\n\t\t#ppbPrintPage-1 .ppbPrintPage button{ font-weight: 400;font-size: 16px;font-style: normal;text-transform: none;text-decoration: auto;line-height: 135%;letter-spacing: 0px; } @media (max-width: 768px) { #ppbPrintPage-1 .ppbPrintPage button{ font-size: 20px; } } @media (max-width: 576px) { #ppbPrintPage-1 .ppbPrintPage button{ font-size: 18px; } }\r\n\t#ppbPrintPage-1 .ppbPrintPage{\r\n\t\ttext-align: left;\r\n\t}\r\n\t#ppbPrintPage-1 .ppbPrintPage button{\r\n\t\tcolor: rgba(25, 91, 150, 1);background: #ffffff;\r\n\t\tpadding: 5px 15px;\r\n\t\tborder-radius: 5px;\r\n\t\tbox-shadow: 0px 0px 0px 0px #7090b0 ;\r\n\t}\r\n\t<\/style>\r\n\r\n\t<div class='ppbPrintPage'>\r\n\t\t<button>\r\n\t\t\t<svg xmlns='http:\/\/www.w3.org\/2000\/svg' width='30' height='30' viewBox='0 0 24 24' strokeWidth='2' strokeLinejoin='round' stroke='currentColor' style='fill: none;'>\r\n\t\t\t\t<polyline points='6 9 6 2 18 2 18 9' \/>\r\n\t\t\t\t<path d='M6 18H4a2 2 0 0 1-2-2v-5a2 2 0 0 1 2-2h16a2 2 0 0 1 2 2v5a2 2 0 0 1-2 2h-2' \/>\r\n\t\t\t\t<rect x='6' y='14' width='12' height='8' \/>\r\n\t\t\t<\/svg>\t\r\n\r\n\t\t\t<span>Print<\/span>\t\t<\/button>\r\n\t<\/div>\r\n<\/div><\/p>","protected":false},"excerpt":{"rendered":"<p>To migrate the print management settings between two environments, perform the following steps: Export from the source environment In the source environment in the Data management workspace create a new\u00a0Export\u00a0data project with\u00a0Docentric Print Management Settings Package\u00a0data entity as shown below.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[137],"knowledgebase_tag":[187,181],"class_list":["post-542","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-d365","knowledgebase_tag-d365","knowledgebase_tag-docentric"],"_links":{"self":[{"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/knowledgebase\/542","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/knowledgebase"}],"about":[{"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/types\/knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/comments?post=542"}],"version-history":[{"count":6,"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/knowledgebase\/542\/revisions"}],"predecessor-version":[{"id":681,"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/knowledgebase\/542\/revisions\/681"}],"wp:attachment":[{"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/media?parent=542"}],"wp:term":[{"taxonomy":"knowledgebase_cat","embeddable":true,"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/knowledgebase_cat?post=542"},{"taxonomy":"knowledgebase_tag","embeddable":true,"href":"https:\/\/moodytech.uk\/kb\/wp-json\/wp\/v2\/knowledgebase_tag?post=542"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}