Import and Export

1. In the Applications menu, navigate to ADMIN > Configuration Manager > Export.
2. In the Available Items section, perform the following steps:
   1. Select the data type (such as Families, Filters and Fields, Family Rules and so on) from the Select metadata type drop-down list.
      All the metadata in that data type appears in the Available Items section.
   2. If you want to export all the metadata in the selected data type, select .
      -or-

      If you want to export only some of the metadata in a data type, select the check box for metadata that you want to export and then select .

      All the selected metadata that you chose to export appear in Selected Items section.
   Tip: You can also search for metadata in a data type (by name) by selecting .

   Note: If you want to remove the selections from the Selected Items list, then select the check box for the items, and then select . The metadata removed from the Selected Items list will be available for selection in the Available Items section.
3. In the File Name box, provide the name of the file, and then select the file type from the File Type box.
   Note: By default, the Include underlying Query/Dataset/Subreports check box is selected. If you do not want to export the underlying queries or datasets, then clear the Include underlying Query/Dataset/Subreports check box.
4. Select Start Export. Or, select Schedule Export
5. If you select Schedule Export, the Job Monitoring Dashboard appears, displaying the progress of the export. After the export is complete, select the link in the Description column.

1. In the Applications menu, navigate to ADMIN > Configuration Manager > Export.
2. In the Available Items section, perform the following:
   1. In the Select metadata type box, select the Records and Links from the drop-down list.
      The Select a query from the catalog window appears displaying the Catalog folder structure.
   2. Navigate to the folder that contains the query and then select Open.
      Only the following queries are supported:

      • Query with two related entity families, joined in the query using the relationship family.

      • Query with one entity family only.

      The selected query appears in the Available Items section. It also displays the following information in that query.

      • The Primary Family, its fields and Action
      • The Predecessor Family, its fields and the action associated with it.
      • The Successor Family, its fields and the action associated with it.
   3. Select .
      All the metadata that you want to export appear in Selected Items section. You can select the next metadata type that you want to export in the Available Items section.

      Note: If you want to remove the selections from the Selected Items list, then select the check box of the items and select button. The items removed will appear in the Select metadata type box of the Available Items section.
3. In the File Name text box, provide the name of the file and then select the file type from the File Type drop-down list box.
4. Select Start Export. Or, select Schedule Export
5. If you select Schedule Export, the Job Monitoring Dashboard appears, displaying the progress of the export. After the export is complete, select the link in the Description column.

1. In the Applications menu, navigate to ADMIN > Configuration Manager > Import.
2. On the Import page, select Choose File.
   The Open dialog box appears.
3. Navigate to the folder that contains the .ZIP file from which you want to import data and then select the file.
4. Select Open.
   The Open dialog box closes, and the file name that you selected appears in the Choose File box. The metadata contained in that file appears listed in drop-down box in the Available Items section.
5. If you want to import all the items in the file, then in the Available Items section, in the Select metadata type box, select the option All Metadata.
   All the items in the import file appears in Selected Items section.

   Note: The All Metadata option appears only if the import file contains more than one metadata type.
6. If you want to import all the items in a metadata type, in the Select metadata type box, select the metadata type, and then select .
   All the items in the selected metadata type appear in Selected Items section.

   -or-

   If you want to import only some of the items in a metadata type, select the metadata type, select the check box for the required items, and then select .

   Tip: You can search for a metadata type (by name) by using .

   The items that you want to import appears in Selected Items section.

7. Select Start Import to import the selected metadata.

When you import records and links from a legacy format or from a CGU file, the existing relationships in the file will be imported if the predecessor and successor families exist in the database. However, the relationship between the records will not appear in the application.

1. In the Applications menu, navigate to ADMIN > Configuration Manager > Import.
2. On the Import page, select Choose File.
   The Open window appears.
3. Navigate to the folder that contains the CGU file from which you want to import the record, and then select the file.
4. Select Open.
   The Open window closes, and the file name that you selected appears in the Choose File box. The family IDs and entity IDs of all the records contained in that file appears in the Available Items section listed under Records and Links- CGU .
5. In the Available Items section:
   • If you want to import all the metadata in a data type, select .

     All the metadata in a data type appear in the Selected Items section.

     -or-

     If you want to import only some of the metadata in a data type, select the check box for the metadata, and then select .

     Tip: You can search for a metadata (by name) by using .

     The metadata that you want to import appear in Available Items section.

6. Select Start Import to import the selected metadata.
   When the import is complete, a confirmation message appears, indicating that the metadata are imported to the database, and a log file in CSV format is generated.