SFIDP Snapshot: SAP SuccessFactors tools and processes to move or copy instances

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Introduction

 

SAP SuccessFactors customers usually have three sets of instances - development, test, and production. The consultant is required to align these instances to ensure common behavior. There are three options to copy or move the configuration.

1. Instance sync tool


2. Instance refresh


3. Manual import and export

Each of them has advantages and disadvantages. This article will provide a snapshot of the options.  A detailed SAP SuccessFactors document can be found here

Terminology and usability

 

	Instance sync	Instance refresh	Import and export
Definition	An instance Sync is a tool that can be accessed from Admin Center. It allows to move configurations, specific data, and settings to target instance.	It is a process that completely overwrites database schema of the target instance and replaces with the source instance.	It is a process that completely overwrites database schema of the target instance and replaces with the source instance.
Usability	Only moves configuration. It does not change data in the target instance	Completely transfers and produces exact copy of the source instance	Manually importing and exporting data

Use case scenarios