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Import configuration from content package

You can import a configuration from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package.
You can import a content package from and into any D365 FO environment with RapidValue installed.


Consultant Consultant Consultant Set up connection Set up connection You can set up a connection from the current D365 FO environment to another D365 FO environment. You can use a connection to a remote D365 FO environment to: Import content packages. Do business process-specific remote task recording using categories. In this case, only the 'Internet address' of the connection is used! So, the Microsoft Entra ID app and web service are not used. A web service is hosted on the remote environment. This web service connects the remote environment with the RapidValue content environment. To access the web service hosted on the remote environment:  The user on the current environment must be authenticated by Microsoft Entra ID. An authentication token must be received. For this process, an application must be registered in Microsoft Entra ID and the required permissions must be given. Required Microsoft Entra ID app settings: Supported account types = Single tenant Redirect URI = Public client/native (mobile & desktop). For RapidValue, the Redirect URI is not applicable. Therefore, enter a default URI, for example: myapp://auth. Make sure, the URI doesn't end with a slash. Add an API permission for the Microsoft API 'Dynamics ERP' For the Dynamics ERP API, set up Delegated permissions for: AX (select the AX.FullAccess check box) CustomService (select the CustomService.FullAccess) For the 'Client credentials' authentication type, also add a client secret to the Microsoft Entra ID app. You can copy the relevant information from the registered Microsoft Entra ID application to the related connection fields. Procedure 1. Click Business process management. 2. Click Connections. 3. Click New. 4. In the Connection field, type a value. 5. Expand the Description section and enter a description of the connection. 6. Expand the Details section. 7. In the Azure client application field, paste the copied 'Application (client) ID'. 8. In the Azure active directory tenant field, paste the copied 'OAuth 2.0 authorization endpoint'. 9. In the Authentication field, select an option. 10. Copy the value of the client secret as added to the registered Microsoft Entra ID app. Make sure to copy this client secret value immediately after creation! In the Client secret field, paste the client secret value. Note: This field is only applicable if the authentication is 'Client credentials'. 11. The user must be defined as a user in: - The Microsoft Entra ID. - The source environment where the user must have access to RapidValue. The user name must be an email address. In the User name field, enter the email address of the user. Note: This field is only applicable if the authentication is 'Username / password'. 12. In the Password field, enter the applicable password for the user. Note: This field is only applicable if the authentication is 'Username / password'. 13. In the Internet address field, enter the internet address of the source environment. Note: Make sure, you enter the main internet address. So, there is no '/...' in it. 14. Before you test the connection, make sure to register the Microsoft Entra ID application in the current environment. For more information, refer to the 'Register Microsoft Entra ID application on remote environment' activity. Click Test connection. Note: The test outcome is shown as an info message. 15. Close the page. 16. Close the page. Start Start Import configuration - Selective Import configuration - Selective You can selectively import a solution or any part of a solution from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package. On selective import, the content package is analyzed, and its contents is compared with the already existing data in RapidValue. If a to-be-imported record already exists in RapidValue, you can indicate what to do: Keep - The existing record in RapidValue is kept without changes. Overwrite - The existing record in RapidValue is replaced with the record in the configuration file. The steps in this topic show how to import a content package from another D365 FO environment with RapidValue installed. You can also import a content package from the RapidValue file share. If a content package is already available on the file share, it is shown in the grid on the Import wizard. Procedure 1. Click Business process management. 2. Click Import Wizard. 3. Sub-task: Upload content package. 4. By default, the source for the XML data is set to Content package. Upload the to-be-imported content package from the source environment. Click Upload. Note: You can also select a content package from the grid. These content packages are uploaded or created in the current environment. 5. Choose the connection to the source environment. In the Connection field, enter or select a value. Note: You can only select connections of type 'Package environment'. 6. In the list, find and select the desired content package. Note: Only the shared content packages are shown and available for import. To share a content package, on the applicable environment, on the Business process file share workspace, open a content package and set the 'Share' field to 'Yes'. 7. Click Next. Note: As a result, the content package is uploaded from the source environment to the current environment. If you cancel the Import wizard now, the content package stays uploaded on the current environment. 8. Sub-task: Select data import mode and analyze content package. 9. In the Options field, enter 'Selective - Analyze data and specify which existing data to keep/overwrite (safer)'. 10. Click Next. Note: As a result, the uploaded content package is analyzed and its configuration is compared with the related configuration in the current environment, if any. 11. Sub-task: Confirm import of existing records. 12. In the list, mark the records with action Overwrite, that you want to keep. 13. Click Keep. 14. In the list, mark the records with action Keep, that you want to overwrite. 15. Click Overwrite. 16. Click Next. 17. Click Finish. Notes Make sure, the content package that you want to import is shared on the source environment. Import configuration - Direct Import configuration - Direct You can directly import a solution or any part of a solution from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package. If a record already exists in RapidValue, it is replaced with the record in the content package. The steps in this topic show how to import a content package from another D365 FO environment with RapidValue installed. You can also import a content package from the RapidValue file share. If a content package is already available on the file share, it is shown in the grid on the Import wizard. Procedure 1. Click Business process management. 2. Click Import Wizard. 3. Sub-task: Upload content package. 4. By default, the source for the XML data is set to Content package. Upload the to-be-imported content package from the source environment. Click Upload. Note: You can also select a content package from the grid. These content packages are uploaded or created in the current environment. 5. Choose the connection to the source environment. In the Connection field, enter or select a value. Note: You can only select connections of type 'Package environment'. 6. In the list, find and select the desired content package. Note: Only the shared content packages are shown and available for import. To share a content package, on the applicable environment, on the Business process file share workspace, open a content package and set the 'Share' field to 'Yes'. 7. Click Next. Note: As a result, the content package is uploaded from the source environment to the current environment. If you cancel the Import wizard now, the content package stays uploaded on the current environment. 8. Sub-task: Select data import mode and analyze content package. 9. Keep the by default selected import mode: Direct - Import data without analyzing impact on existing data (faster). Click Next. Note: As a result, the uploaded content package is analyzed. 10. Click Finish. Notes Make sure, the content package that you want to import is shared on the source environment. Import  content package  from another  environment? Import  content package  from another  environment? Import configuration - Separate Import configuration - Separate You can import a solution or any part of a solution, as a new separate solution. You can import from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package. As a result of the separate import, none of your existing RapidValue content is overwritten. The steps in this topic show how to import a content package from another D365 FO environment with RapidValue installed. You can also import a content package from the RapidValue file share. If a content package is already available on the file share, it is shown in the grid on the Import wizard. Procedure 1. Click Business process management. 2. Click Import Wizard. 3. Sub-task: Upload content package. 4. By default, the source for the XML data is set to Content package. Upload the to-be-imported content package from the source environment. Click Upload. Note: You can also select a content package from the grid. These content packages are uploaded or created in the current environment. 5. Choose the connection to the source environment. In the Connection field, enter or select a value. Note: You can only select connections of type 'Package environment'. 6. In the list, find and select the desired content package. Note: Only the shared content packages are shown and available for import. To share a content package, on the applicable environment, on the Business process file share workspace, open a content package and set the 'Share' field to 'Yes'. 7. Click Next. Note: As a result, the content package is uploaded from the source environment to the current environment. If you cancel the Import wizard now, the content package stays uploaded on the current environment. 8. Sub-task: Select data import mode and analyze content package. 9. In the Options field, enter 'Separate - Import data and separate it from existing data'. 10. Click Next. Note: As a result, the uploaded content package is analyzed. 11. Sub-task: Define solution name. 12. In the Prefix field, type a value. 13. In the New solution field, type a value. 14. Click Next. 15. Click Finish. Notes Make sure, the content package that you want to import is shared on the source environment. How to import  the configuration? How to import  the configuration? End End Register Microsoft Entra ID application on remote environment Register Microsoft Entra ID application on remote environment If you want to import content packages from another D365 FO environment, you must register the Microsoft Entra ID app on the remote environment. On the remote environment, also RapidValue must be installed. Procedure 1. Go to System administration > Setup > Microsoft Entra ID applications. 2. Click New. 3. In the Client Id field, enter the 'Application (client) ID' of the Microsoft Entra ID app. 4. In the Name field, enter the 'Display name' of the Microsoft Entra ID application. 5. In the User ID field, enter or select a value. Note: Make sure, this user has sufficient rights. You can, for example, use a user with admin rights. 6. Close the page. Yes No Selective Direct Separate

Activities

Name Responsible Description

Set up connection

Consultant
You can set up a connection from the current D365 FO environment to another D365 FO environment.
You can use a connection to a remote D365 FO environment to:
  • Import content packages.
  • Do business process-specific remote task recording using categories. In this case, only the 'Internet address' of the connection is used! So, the Microsoft Entra ID app and web service are not used.
A web service is hosted on the remote environment. This web service connects the remote environment with the RapidValue content environment. To access the web service hosted on the remote environment: 
  • The user on the current environment must be authenticated by Microsoft Entra ID.
  • An authentication token must be received.

For this process, an application must be registered in Microsoft Entra ID and the required permissions must be given.

Required Microsoft Entra ID app settings:

  • Supported account types = Single tenant
  • Redirect URI = Public client/native (mobile & desktop). For RapidValue, the Redirect URI is not applicable. Therefore, enter a default URI, for example: myapp://auth. Make sure, the URI doesn't end with a slash.
  • Add an API permission for the Microsoft API 'Dynamics ERP'
  • For the Dynamics ERP API, set up Delegated permissions for:
    • AX (select the AX.FullAccess check box)
    • CustomService (select the CustomService.FullAccess)
  • For the 'Client credentials' authentication type, also add a client secret to the Microsoft Entra ID app.
You can copy the relevant information from the registered Microsoft Entra ID application to the related connection fields.

Import configuration - Selective

Consultant

You can selectively import a solution or any part of a solution from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package.
On selective import, the content package is analyzed, and its contents is compared with the already existing data in RapidValue. If a to-be-imported record already exists in RapidValue, you can indicate what to do:

  • Keep - The existing record in RapidValue is kept without changes.
  • Overwrite - The existing record in RapidValue is replaced with the record in the configuration file.

The steps in this topic show how to import a content package from another D365 FO environment with RapidValue installed.
You can also import a content package from the RapidValue file share. If a content package is already available on the file share, it is shown in the grid on the Import wizard.

Import configuration - Direct

Consultant

You can directly import a solution or any part of a solution from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package.
If a record already exists in RapidValue, it is replaced with the record in the content package.
The steps in this topic show how to import a content package from another D365 FO environment with RapidValue installed.
You can also import a content package from the RapidValue file share. If a content package is already available on the file share, it is shown in the grid on the Import wizard.

Import configuration - Separate

Consultant

You can import a solution or any part of a solution, as a new separate solution. You can import from a content package. A content package consists of configuration data that is stored in RapidValue tables in XML format. For each record in a configuration, a line exists in the content package.
As a result of the separate import, none of your existing RapidValue content is overwritten.
The steps in this topic show how to import a content package from another D365 FO environment with RapidValue installed.
You can also import a content package from the RapidValue file share. If a content package is already available on the file share, it is shown in the grid on the Import wizard.

Register Microsoft Entra ID application on remote environment

Consultant

If you want to import content packages from another D365 FO environment, you must register the Microsoft Entra ID app on the remote environment.

On the remote environment, also RapidValue must be installed.

See also

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