Difference between revisions of "HowTo:Transfer Meta Data between Environments"

Revision as of 16:35, 26 June 2023

Using Smart Studio, meta data from one UBIK^® Environment can be transported into another one. This includes Meta Classes and their Meta Properties, Meta Proxies, Selective Lists and Units.

This is useful when a staging strategy is applied in a project, where every feature is quality assured by first being implemented in a Development (DEV) Environment then integrated with other systems in the Integration (INT) Environment and finally, after testing and acceptance, released to the Productive (PROD) Environment.

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Instructions

Instructions

Considerations

Before transporting a data model, or meta data, between UBIK^® Environments, it is important to consider the following:

Transporting meta data using SmartStudio is best done in UBIK^® 4 and newer, to avoid problems with the Sandbox/Live mode.
If you don't just transport only once, but continue developing and want to transfer your changes incrementally, you need a development strategy.
While SmartStudio is capable of merging two different situations, it cannot work out the differences between two situations (at least not in version 4). UBIK^® also is no version management system like Git or SVN and does not support several development branches inherently.

Development strategy

SmartStudio uses Worksheets and Smart Projects to store your work. Since, as explained above, you cannot work out the differences between two situations, and UBIK^® is no version management system like Git or SVN, you need a good development strategy to avoid serious organizational problems later:

Develop different features in different Smart Projects. You don't need to have everything in one project.
Always develop in one direction: From DEV to INT to PROD.
When transferring a model to another Environment, always perform a Merge.
Always check the result of a Merge before saving to the Environment.

Tools

Use the Inheritance Graph or the Transport Container to define the models you want to transport. You can use the tools on the left side to add models to a worksheet, via Drag & Drop.