Customizations in an update set

An update set is an XML file that contains a list of changes to an instance. Administrators can save an update set as a local file that can be transferred to another instance.

Typically you create an update set when one of the following conditions apply:

  • The two instances do not have network connectivity so you cannot retrieve update sets from the remote instance nor create a data source to pull, or import, data directly from the source instance
  • You do not want to provide administrator credentials to the source instance (for example, you do not want to share an administrator password with people outside your company) so you cannot retrieve update sets nor create a data source
  • You want to back up important customizations locally