Packaging Sitecore items to move them between environments

Packaging items up in Sitecore is the easiest way to move things between environments. Often, there's an issue on a server that someone else is testing on, that has a bug related to the content on that server. Instead of creating the content yourself on your local or development server, it's much easier to simply package that content up and move it over to your own environment.

Creating a Package

Creating a package in Sitecore is pretty simple. Although it's changed a little in Sitecore 8, the general process is the same. Firstly, select the Package Designer from the start menu shown here:

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This gives you a wizard that looks like the below image, which has a few details to fill in. This will be reflected in the metadata of the package. Additionally, in Sitecore 8 this is reflected in the filename of the zip.

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On this menu, select the Items statically button, so we can add something from the content tree. While there are a lot of options, let's keep it simple for now and just create a basic package.

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To add the items, simply select them in the dialog and you'll be asked for a source name. This isn't really shown anywhere and is only used if we have multiple source which, for this package, we won't.

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Now we've added the items, we just need to generate a zip from the package. This is done from the main menu back on the package designer screen. We can also save it here if we're ever likely to need to generate a similar package in the future.

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This gives another short wizard that asks for a name:

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It then lets you download the package. Success!

Another change introduced in Sitecore 8, is that the download button is now a lot bigger, since it was pretty easy to miss in previous versions.

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Installing the Package

Now we have our package, it's simple to install it onto the environment of our choosing. First off, select the Installation Wizard (note: this is found in the control panel in older versions of Sitecore).

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Then you'll be asked to choose the package to install. Since we haven't uploaded it to the server yet, let's pick Upload package here.

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Upload the package from your filesystem:

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Then install it! Note that the info shown here should be the details we entered previously.

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The final step is simply to restart the client, if necessary, then check if your content moved across successfully.

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That's all you need to do to move content across. Sitecore will even create the parent folders of the content for you, if needed.

 

You may also be interested in...

 Creating a Custom Sitecore Field Validator in Twenty Minutes

How to Turn Sitecore 8 Aliases into Redirects 

'Simplifying the Extraordinary' with Sitecore 8

Any questions?

If you need more information or have any questions just get in touch and we'd be happy to answer them for you.