Data Replication Tasks in B2C Commerce

A data replication process includes one or more configurable tasks that handle different types of data.

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When selecting replication tasks, consider the files that they affect.

Note Run the first replication to each target instance as a full global replication that includes all data. You can’t select individual tasks for the initial run.

Global Data Replication Tasks

Task	Data	Notes
Assignments	All assignments and their mapping to qualifiers, sites, and experiences. The corresponding system object type extensions for this replication group are updated on the target system.	Assignments are a generic means to define what’s active under a set of conditions, such as for store-based pricing or a promotion. You can define the rules that determine shopper eligibility for what they receive.
CSC Settings	All Customer Service Center settings.
Cross-site request forgery (CSRF) allowlist Pipeline/Start Nodes	All CSRF allowlist pipeline and start nodes.
Catalogs	Select one or more catalogs to replicate. The content includes: Catalog-specific static content, such as catalog image resources Categories Explicit recommendations Products, including options, variation attributes, and sets The replication includes these system object type extensions: Catalog Category CategoryAssignment Product Recommendation	To include all catalogs, select Catalogs. To exclude static content such as images, deselect Static catalog for all catalogs or individual catalogs. If you exclude static content, make sure that new and changed catalog image resources arenʼt referenced. The replication ignores cross-catalog product references, such as category assignments and recommendations. If you’re replicating individual catalogs that contain references to products in other catalogs, also replicate the referenced catalogs. Replicate custom objects used in catalog data, such as custom recommendation objects. When you’re replicating catalogs to production, replicate the associated search indexes at the same time. Dynamic recommendations aren’t replicated because they’re generated on each instance. Catalog feeds aren’t replicated. Configure them directly on each instance. The replicated folders are `https://[hostname]/on/demandware.servlet/webdav/[organization]/Catalogs/[Catalog name]`.
Custom Object Types	System object type extensions and custom object types.	Define the custom object types in a staging instance before replicating them to development and production. Replicate a new custom object type before replicating a custom object of that type. Although you can define custom objects at the global or site level, define custom object types at the global level. This replication task deletes or overwrites all custom object types that were defined directly in the target instance. Replicating a custom object type replicates only the type's definition, not its object instances (unless you also replicate custom objects). For example, replicate a custom object type to production without also replicating objects of that type that were used for testing on staging. To prevent objects of a type from being included when custom objects are replicated, set the type to Not Replicable.
Custom Objects	Organization-scope custom objects that are of types defined as Replicable. To make sure that you have the latest version, this task replicates custom object types that were already replicated.	Replicate a custom object type before replicating custom objects of that type if the type hasn't been replicated before. Custom object types not managed in the staging instance are removed or overwritten in development and production instances. Custom objects of types defined as Not Replicable aren’t included.
Customer Lists	All customer lists, including their settings, such as password requirements.	Customer profiles and sequence numbers aren’t replicated.
Geolocations	All geolocation data.
Global Sorting	All global sorting rules.
Libraries	All shared library content, including content assets, folders, and library static content. These system object type extensions are also replicated. Content Folder Library	To replicate shared library content, select Libraries. To include content belonging to a specific library, select the library.
OAuth Providers	All OAuth providers.
OCAPI Settings	Global Open Commerce API settings.
Preferences	System and custom preferences, including: Currency and exchange rate settings Locale, region, and time zone settings Locale and page meta tag settings Order, invoice, shipment, and customer number sequencing rules Organization Preferences system object with custom attributes and values Primary Instance Group time zone Supported countries and language codes User security policy	Select System Preferences or Custom Preferences. To include both, select Preferences. If you select Preferences, configure the global security Enforce HTTPS preference separately for each instance because the Preferences replication task doesn’t replicate this setting. If you replicate all preferences or custom preferences, the system object type extension OrganizationPreferences is also replicated.
Price Books	Product price books. The system object type extension PriceBook is also replicated.	Select Price Books to include all price books, or select Individual Price Book Selection.
Sites	Site definitions, including currency, taxation, and storefront server configuration settings Content library and assets Site preferences, including catalog assignments, price books, inventory, and customer lists Site cartridge path from the Preferences task The replication also includes system object type extensions. Content Folder Library SitePreferences	Select one or more sites to replicate. To include all sites, select Sites. When you create a site or modify site data, run a global replication that includes its site task before running a site replication on it. The replicated folder is `https://[hostname]/on/demandware.servlet/webdav/[organization]/Libraries/[library name]`.
Static content	Global static content (non-catalog and non-library static resources), including images loaded into site content slots and assigned to system and custom objects.
WebDAV Client Permissions	Global WebDAV client permissions.

Site-Specific Data Replication Tasks

Task	Data	Notes
A/B Tests	Replicates the site's A/B tests.
A/B Tests and Experiences	Replicates the site's A/B tests, promotions, slot configurations, and sorting rules. These system object type extensions are also replicated. Promotion SlotConfiguration	This task is a superset of the A/B Tests task.
Active Data Feeds	All active data feed definitions.	Active data, such as metrics, isn’t replicated. Import active data from your production instance into a staging or development instance. Replicate active data feeds before importing active data to make sure that the data matches.
Cache Settings	Cache settings, including page cache settings, TTL of static content, and page cache partitions.	This task overrides the Page Cache setting of the replication process. Replicating cache settings invalidates the cache.
Campaigns	Campaigns and promotions, including promotion images. These system object type extensions are also replicated. Campaign Promotion	When you select this task, also replicate the source code groups, customer groups, and coupons used by your campaigns and promotions. If you have customized Campaign or Promotion objects, replicate Custom Object Types first.
Content Library	Library content, including content assets, folders, folder ranking, and library static content (title, description, URL, HTML content, and templates). These system object type extensions are also replicated. Content Folder Library	Only content in the site's private content library is included. This setting doesn’t include content in shared libraries. Content feeds aren’t replicated. Configure them directly on the target instance. The replicated folder is `https://[hostname]/on/demandware.servlet/webdav/[organization]/Libraries/[library name]`.
Content Slots	Slots and slot configurations, including definitions of slot schedules, callouts, and assets. The system type extension SlotConfiguration is also replicated.	Slot content is often in a shared library, which is replicated as global data. When you run this task, also replicate the categories referenced by your slots.
Commerce Feature State	Commerce app installation and configuration state for the site, including install status, configuration status, version, timestamps, and metadata. The replication process updates the CommerceFeatureState system object type extension on the target system.	This task replicates the feature-state settings that record which Commerce App Packages (CAPs) are installed and configured for the site. The system: Replicates each CAP's install status, configuration status, version, timestamps, and metadata. Doesn’t replicate the CAP’s cartridge code. When promoting CAPs from staging to production, include this task so that B2C Commerce synchronizes feature configurations.
Coupons	Coupon IDs, definitions, and codes. The system object type extension Coupon is also replicated.	Coupon redemptions and coupon export status aren’t replicated.
Custom Objects	Site-scope custom objects that are of types defined as Replicable. To make sure that you have the latest version, this task also replicates custom object types that were already replicated.	Replicate a custom object type before replicating custom objects of that type. Custom object types not managed in the staging instance are removed or overwritten in development and production instances. Custom objects of types defined as Not Replicable aren’t included.
Customer Groups	Customer group definitions and roles. The system object type extension CustomerGroup is also replicated.	Calculated group memberships aren’t replicated. When you replicate dynamic customer groups, they don’t have members on the target instance until the background process that populates them runs. Individual customer records aren’t included.
Dynamic Content	External systems manage all dynamic content.
OCAPI Settings	Open Commerce API settings for this site.
Payment	Payment processors, payment methods, payment cards, payment-specific system preferences, and all custom preferences. These system object type extensions are also replicated. PaymentCard PaymentMethod SitePreferences	Before replicating this data, replicate all changed global and site preferences.
Preferences	Site-specific system and custom preferences, including: Active system locales Basket persistence and behavior Catalog assignments User-defined custom preferences Customer list assignments Gift certificate email notifications Inventory assignments Order, invoice, shipment, and customer number sequencing rules Order export delay Pricebook assignments Product lock times Search and spell-check behavior Site Preferences system object with custom attributes and values Site cartridge path SEO support (deprecated -- use Site URLs instead) Storefront time zone and location	Select System Preferences or Custom Preferences. To include both, select Preferences. If you select Preferences, the cartridge path is also replicated. If you replicate all preferences or custom preferences, the system object type extension SitePreferences is also replicated. Guided search settings are individually defined for each system in the Primary Instance Group.
Search Indexes	Search indexes and dictionaries, including: Products Spelling Content Redirects Synonyms Suggestions Rankings Stopwords Hypernyms Sorting configuration	Availability and active data indexes aren’t included because they depend on inventory data that’s available only on the production instance. The search index update schedule isn’t included. Configure it directly on the target instance. Use the Preferences task to replicate search preferences. Replicate the templates, pipelines, and other code underlying your search feature. However, you can't change the B2C Commerce underlying search and navigation processes. If a search index is rebuilt during replication, the replication can fail. When replicating a search index, disable incremental search indexing and all scheduled index builds. Also make sure that running rebuilds are completed.
Shipping Methods	All data regarding shipment and shipping methods. The system object type extension ShippingMethod is also replicated.
SEO	SEO and static mappings, including: Catalog URLs--Generated category URLs, catalog-specific URL rules and product/category settings, locale settings, and general settings (lowercase and special character substitution) Content URLs--Generated folder URLs, library-specific URL rules and product/category settings, locale settings, and general settings (lowercase and special character substitution) Pipeline URLs--Pipeline aliases, locale settings, and general settings (lowercase and special character substitution) Mapping and Redirect Rules--Static mappings, dynamic mappings, and URL redirects	Select Catalog URLs, Content URLs, Pipeline URLs, or Mapping and Redirect Rules. Selecting SEO includes all URLs and rules. Site aliases aren’t included.
Sorting	All sorting rules and storefront sorting options.
Source Codes	All defined source codes and source code groups. The system object type extension SourceCodeGroup is also replicated.	Source code redemptions aren’t replicated.
Stores	All defined stores and store groups, including addresses and store hours. These system object type extensions are also replicated. Store StoreGroup
Taxation	Tax classes, jurisdictions, rates, and tax-specific system preferences.	Tax calculation relies on the jurisdiction settings, which are part of system preferences. They’re included in Taxation replication.

Data Replication Tasks in B2C Commerce

Global Data Replication Tasks

Site-Specific Data Replication Tasks

See Also