Skip to content

Latest commit

 

History

History
53 lines (39 loc) · 2.84 KB

File metadata and controls

53 lines (39 loc) · 2.84 KB

Environment Comparison user guide

Environment Comparison shows which important Dataverse definitions are missing or materially different between two environments.

Environment Comparison with fictional Contoso results

All screenshots in this guide use fictional Contoso connections and metadata.

Five-minute workflow

  1. Select the saved XrmToolBox connection that represents the expected state as Environment A.
  2. Select the environment being validated as Environment B.
  3. Check only the areas needed for this investigation.
  4. Compare published metadata unless draft customizations are intentionally in scope.
  5. Review Critical and High rows, apply filters, and export the useful result set.

Missing in B is normally the most important deployment direction: the definition exists in the reference environment but not in the target. Missing in A identifies additional definitions found only in the target. Changed means both sides were matched and an important property differs.

Guide map

Guide Use it for
Getting started Connections, area selection, published state, regex scope, running a comparison
Choosing comparison areas Exact properties, exclusions, component identity, and XML normalization
Interpreting results Direction, severity, filters, fingerprints, and false-positive reduction
Exporting results CSV, HTML, raw JSON, Excel limits, and complete definitions
Troubleshooting Empty results, slow retrieval, missing components, and export issues
Safety and data handling Read-only behavior, permissions, metadata content, and local exports
Roadmap Planned comparison areas, delivery improvements, and design investigations
Suggesting a feature Information needed for an actionable, safe comparison request
Contributing Local setup, development rules, tests, and pull request submission
Extending the comparison engine Developer steps for adding a comparison area

Supported scope

The plugin compares:

  • table metadata;
  • column metadata;
  • system forms and their role assignments;
  • system views;
  • organization SSRS reports registered in Dataverse.

It deliberately does not compare:

  • business table records;
  • personal views or personal reports;
  • reports stored only in an external SSRS server catalog;
  • solution layers or managed-versus-unmanaged state;
  • component version stamps;
  • app modules, dashboards, charts, keys, relationships, business rules, or organization settings in the current release.

Every environment operation is read-only. Export actions write only to a local path selected by the operator.