Use Cases for Partition Copy

Partition Copy is typically used for these purposes:

• For go-live preparations at a Pricefx project when you copy the QA partition to the PROD partition.

• For QA purposes when you copy PROD to QA, e.g. in preparation for Pricefx upgrades or new project work.

• For training and demo purposes. 

Partition Copy activities are occasional and far apart.

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With regards to any forward path, i.e. to bring instance content from a non-PROD to a PROD environment, you should make use of the available tools:

• Pricefx Studio

• File Uploader

• Excel Client

• IntegrationManager

All these tools will allow for automation, traceability, and therefore better control of your instance contents.

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These specific elements on the destination partition might get affected/replaced by the partition copy (the list is not exhaustive):

• User accounts and passwords travel together with the partition data, so e.g. after PROD => QA refresh expect your QA environment to require the PROD credentials (username and password).

  • This impacts integration authentication: the integration will fail until amended with the correct user credentials.

  • The same applies to Single Sign On configuration and API / ERP (e.g. Salesforce, SAP) integration.

• Changes to Event URL and Bound Partition configuration might also become necessary.

It is the requestors responsibility to manage these configurations once the Partition Copy is completed. If the requester requires assistance from an Integration Engineer or Configuration Engineer to perform these changes, it needs to be arranged through Pricefx Project Manager or Customer Success Manager.

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If the self-service options above are not sufficient, a Partition Request can be forwarded in Pricefx HelpDesk via the Service Request case type.

• Please count with a 5 business-day lead time and be aware that not all requests will be granted for operational reasons.

• For both source and destinations specify full <cluster>.<partition> name to prevent misunderstandings and add the respective app web URLs to add clarity.