How to keep the object instances data after a refresh
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How to keep the object instances data after a refresh

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Article ID: 203606

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

We have custom object instances such as ideas, roadmaps, portfolios etc. that we have created and use in Dev environment. After each refresh they are erased. What can we do to keep them there after a refresh?

 

Environment

Release : Any

Component : CA PPM SAAS INSTALLATION AND UPGRADE

Resolution

The refresh works by dropping the existing database schema (all tables and objects) and recreating it as copy for Production. So unfortunately there is no way to keep some things and leave others during refresh

If you would like to keep some of your ideas, roadmaps and portfolios in Dev, there are the following options:

  1. Develop them in Prod instead
  2. Do not refresh Dev as often. We have a possibility to keep Dev upgraded but not updated to latest Prod data. Many customers are doing this. For upgrade validation, we recommend using Test environment instead. Many upgrades were done in this order - Test - Prod - Dev (last). For customers who use Dev heavily they do not test the upgrade there.
  3. Refresh frequently, but pull and insert the data via XOG or REST API
  4. Recreate the same object instances manually

Our recommendation would be to go for approach #2 if possible for you.