Transferring customizations to another Sage CRM instance

You can transfer customizations made on one Sage CRM instance to another instance of Sage CRM. To transfer your customizations, complete the following steps:

• Step 1: Save customizations in a component
• Step 2: Generate script files
• Step 3: Apply customizations to the target system

You can transfer virtually any changes that you make in the <My Profile> | Administration | Customization area of Sage CRM. The table below lists the customizations that you can and cannot transfer between two instances of Sage CRM.

You can transfer

You cannot transfer

Field customizations Field security where the update applies to Everyone Screen customizations including field level scripting and custom content View customizations List customizations Tab customizations including system menus and menu buttons Block customizations including Dashboard blocks Table script customizations Translations including inline translation mode, field customization method, and translations list method Reports including creation of new reports and modification of existing reports Most workflow customizations Button groups Table and database connections Interactive dashboards You can only record Interactive Dashboard customizations if the data sources, users, and channels are identical in the source and target Sage CRM systems. For example, if you script a dashboard gadget based on a saved search, the saved search must exist in the target Sage CRM system for the gadget to work on the dashboard.

Field security other than where the update applies to Everyone Field deletions Products Currencies Configuration settings User data Workflow escalation rules Territory changes Related entities Security profiles

Related ASP pages are transferred automatically only if they are directly referenced in your customization (for example, on a newly created tab). However, when an ASP page is updated, or when a file that's indirectly referenced is added (for example, an include file in an ASP page), you must manually copy these files to the component folder.