Backing up customizations

Hi
Is there a way to backup all the customizations I have made on Kinetic and be able not only to restore on the same server if needed, but also on to another server for instance production as what I am developing on at the moment is a staging instance?
If anyone could help, I would be very much appreciated.

Thank you

Prepare Solution file in Solution Workbench.

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1 Like

Hi
Thanks for that, is there a document I could read to understand how it works please?

Thanks

You can Export and Import Customizations from the Maintenance menu under Actions.
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Hi
Thanks, can you tell me how it works please?
I have just clicked on ‘Export Customization’ and it has done nothing.

Thanks

Select the custom you want and select Export. Fill in the box that appears with a name and location to save. This is an on prem instance.

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Hi
I am trying to find the Kinetic custom layers I have created for the Sales Order Entry and Customer forms, is there a specific type to search on?

Thanks

Hi Paul,
I highly recommend your familiarize yourself with the basics of Epicor Ice and Customizations

here are a few resources you should browse

https://epicweb.epicor.com/doc/Docs/KineticCustomizationClassicUX_UserGuide_2021.1.pdf

https://epicweb.epicor.com/doc/Docs/KineticICEToolsClassicUX_UserGuide_2021.1.pdf

https://epicweb.epicor.com/doc/Docs/Kinetic_ConvertedCode_ProgrammingGuide_2021.1.pdf

https://epicweb.epicor.com/doc/Docs/KineticApplicationClassicUX_UserGuide_2021.1.pdf

https://epicweb.epicor.com/products/kinetic-erp/kinetic-ux

Thanks, i’ll read through them.

I see. The Kinetic layers do need to get built into a solution on the workbench. Lots of good links from Jose to get you there.