Import/Export


An export consists of extracting Product name - ev itsm.png objects from an Product name - ev itsm.png database and of generating an .exp file. An import consists of downloading one of these .exp files to integrate the objects it contains in an Product name - ev itsm.png database.

These two operations are used to:

  • Retrieve objects that have been created or modified on a test database so as to avoid defining them again in the production database.
  • Quickly reproduce the configuration of a development platform in the production database.
  • Replace existing elements with a new version when migrating an Product name - ev itsm.png version.
  • Help solve Technical Support incidents, for example, by providing corrections to a bug.

Examples

Objects that can be imported or exported:
     scheduled alerts, filters, integration models, or parent queries.

==> You can access the full list of objects by selecting Administration > Import / Export > Export…

 

Distribute a filter created in the test database to all production databases:

     1. Export the Filter object created in the test database.

==> Result: An .exp file is created.

     2. Import the file to each of the production databases:

==> Result: After integration, users can access a new filter which will automatically be displayed in the list of filters for contracts, depending on the access rights defined by profile for the filter.

Notes

  • Do not confuse the export of the Product name - ev itsm.png objects described in this document with the export of the records used to export only data. Open url.png See the Export records functionality.
  • The list of objects that can be exported is provided by Logo - EasyVista.png. You cannot add to them.
  • Only Logo - EasyVista.png can modify menus (Theme objects). If you want to import a theme file, you must contact the Technical Support for assistance.
  • The number of objects imported can be greater than the number of objects exported.
             Example documentation icon EN.png  Export of reports that also contain filters and views
  • Export operation:
    • Files are encrypted, compressed and non-modifiable.
    • Specific naming conventions are defined for each file, depending on the type of object exported.
  • Import operation:
    • Only differential elements (between the export file and the target database) will be integrated.
    • To maintain the consistency of relationships within the database, exported files must be reimported in a certain order using numeric values added to the file name. Files named 100 must be imported first, followed by files named 200, and subsequently by files named 300, etc.

      Example documentation icon EN.png  Import the following files in the order indicated:
      Export_100_C_XSD__DYNAMIC_FORM.exp followed by Export_200_C_REPORT__List.exp followed by Export_300_SD_QUESTION_LIST__Oracle.exp followed by Export_400_C_TASK_integration__Employees.exp 

Caution

  • Remember to update access rights to the object. By default, it is accessible to all profiles. You can also perform an export followed by an import of profiles.
  • Before running the import, ensure that you are connected to the correct Product name - ev itsm.png database.

Best Practice big icon.pngBest practice

  • To import objects to several databases, you should connect to each database and run the import operation using the same file.
  • To import several types of objects in a single operation, you should perform a multi-export (via the Export menu option) to generate a single export file, then download this one.
  • If the object is associated with a parent query (e.g. filter, view, representation, trend, report or alert), remember to export and import it if it has been modified (e.g. fields manually added). You must import the parent query before importing the object.

Screens description

Import

   Import.png

Menu access: Administration > Import / Export > Import

Upload a File: Path and name of the export file to be integrated in the Product name - ev itsm.png database. If the file does not correspond to an export file, the following error message, Unknown File will appear.

Export

        Export.png

Menu access: Administration > Import / Export > Export…

  • Using each Export menu option :
    • The list of elements that can be exported is displayed with its modification date and modification user. 
    • The name of the generated file complies with the naming convention.
    • You can export several elements of a given object at the same time. In this case:
      • The name of the file is obtained using the name of the last element in the selection.

        Example documentation icon EN.png Simultaneous export of the Discovery, Operation and Transition profiles ==> File name: Export_AM_PROFIL__Transition.exp

      • All of the files in the package will be displayed when importing.
  • When you use the Export menu option, you can export several types of objects at the same time:
    • The file is generated as a compressed ZIP file in the following format: Export_Package followed by the date, YYYYMMDD.
    • It contains one .exp file for each type of object. The name of each file complies with the naming convention.

Example documentation icon EN.png You want to export user profiles, the Attributes and Capacities connectors, and the license file.

  • Generated file: Export_Package_20160729191254.zip.
  • It contains three .exp files for user profiles, connectors and blocks.
  • The numeric value added to the name of each file indicates the order in which files must be reimported in order to maintain the consistency of relationships within the database.

Naming convention of exported objects

Rule Example

Object

Naming convention

Object

Naming convention

Scheduled alerts Export_400_C_TASK_alerts__(scheduled alert name).exp Contracts Cancelled by Mistake Export_400_C_TASK_alerts_Contracts_Cancelled_by_Mistake.exp
Wizards Export_200_C_WIZARD__(wizard name).exp Delivery reception Export_200_C_WIZARD__Delivery_Reception.exp
Baselines Export_200_CMDB_GRAPH__(baseline name).exp ORA-RDB_UK Export_200_CMDB_GRAPH__ORA-RDB_UK_.exp
Blocks Export_200_C_BLOCK__(block name).exp DialogEquipment Export_200_C_BLOCK__DialogEquipment.exp
Mail Components Export_SD_MAIL_TAG__(mail component name).exp ServiceDesk_Signature Export_SD_MAIL_TAG__ServiceDesk_Signature.exp
Connectors Export_200_IN_CONNECTOR __(connector name).exp Employees Export_200_IN_CONNECTOR__Employees.exp
Report Designer Export_200_C_REPORTDESIGNER__(Report Designer name).exp Order Form Export_200_C_REPORTDESIGNER__Order_Form.exp
Filters Export_200_C_FILTER__ (filter name).exp

Notes:

The name of the parent query displayed in the list of filters to be exported is not reused in the name of the generated file.

The name of the file may not always be unique, e.g. the None filter is available in most menus.

Equipment in stock Export_200_C_FILTER__Equipment_without_user.exp
Forms Export_200_SD_FORMS__(form name).exp Full configuration Export_200_SD_FORMS__Full_configuration.exp
Trends Export_400_C_TASK_statistic__(trend name).exp Number of Equipment Export_400_C_TASK_statistic__Number_of_Equipment.exp
Mail Templates Export_300_SD_MAIL_TYPE__(mail template subject).exp [IT Service Desk] - Internet Explorer Configuration Export_300_SD_MAIL_TYPE__[IT_Service_Desk]_-_Internet_Explorer_Configuration.exp
Integration Models Export_400_C_TASK_integration__(integration model name).exp Employees Export_400_C_TASK_integration__Employees.exp
Click2Get Packages Export_200_CLICK_2_GET_SOFTWARE_PACKAGES__(Click2Get package name).exp Google Chrome Export_200_CLICK_2_GET_SOFTWARE_PACKAGES__Google_Chrome.exp
Profiles Export_200_AM_PROFIL__(profile name).exp Discovery Export_200_AM_PROFIL__Discovery.exp
Questionnaires Export_300_SD_QUESTION_LIST__(questionnaire name).exp

Note:

Questions associated with the questionnaire are exported at the same time as the questionnaire.

Oracle Export_300_SD_QUESTION_LIST__Oracle.exp
Multi-section Questionnaires Export_300_SD_QUESTION_LIST__(multi-section questionnaire name).exp

Note:

Sections and questions associated with the questionnaire are exported at the same time as the questionnaire.

Groups and Support Persons Export_300_SD_QUESTION_LIST__Groups and Support Persons.exp
Business Rules Export_500_SD_PROCESS_DEF__(business rule name).exp

Note:

You should first export the processes associated with the business rule to maintain the link between elements.

Contract Business Rule Template Export_500_SD_PROCESS_DEF__Contract_Business_Rule_Template.exp
Reports Export_400_C_TASK_reporting__(report name).exp

Caution:

The parent query will be overwritten by the import. To keep your changes on this one, e.g. a new field E_..., a field with a modified label, check the box Do not replace parent query during import.

Last Week's Late Actions Export_400_C_TASK_reporting__Last_Weeks_Late_Actions.exp
Representations Export_100_C_BLOCK_OVERLOAD__(representation name).exp

Note:

Only for conditional form presentations.

For vehicles Export_100_C_BLOCK_OVERLOAD__For_vehicles.exp
Queries Export_200_C_QUERY__AM_(query name).exp

Note:

Only for parent queries.

Cost Centers Export_200_C_QUERY__AM_CostCenter.exp
Customized Roles Export_300_GENERIC_ROLE__(customized role name).exp Asset Owner Export_300_GENERIC_ROLE__Asset_Owner.exp
Themes Export_200_THEME__(theme name).exp

Notes:

Only for menus.

To import, please contact the Technical Support team for assistance.

Transition Export_200_C_THEME__Asset_Management.exp
Pivot Tables Export_200_C_CROSSTABLE__(pivot table name).exp Incidents by Location and Category Export_200_C_CROSSTABLE__Incidents_by_Location_and_Category.exp
Views Export_200_C_REPORT__(view name).exp

Notes:

The name of the parent query displayed in the list of filters to be exported is not reused in the name of the generated file.

The names of files may not be unique, e.g. the List view is available in most menus.

List of equipment Export_200_C_REPORT__List.exp
Workflows / Related Processes Export_400_SD_WORKFLOW__(workflow or process name).exp

Note:

Workflows and processes related to business rules have the same prefix.

Network Process Export_400_SD_WORKFLOW__Network_Process.exp
XSD Export_100_C_XSD__(xsd name).exp DYNAMIC FORM Export_100_C_XSD__DYNAMIC_FORM.exp

Procedures

How to export objects

1. Select Administration > Import / Export in the menu and select the object you want to export.

  • Export: Used to access all types of objects that can be exported. Select the ones you want.
  • Export...: Used to export only one type of object.

2. Run the Export wizard.

3. Once the export has been performed, click the link called Click here to download File.

4. In the Opening dialog box, click [ SAVE ] and specify the folder where the file should be saved. Click [ CLOSE ].

How to import an export file

1. Select Administration > Import / Export > Import in the menu.

2. Select the export file you want to download by clicking [ BROWSE ]. Next, click [ UPLOAD ]. A page will display the list of elements to be integrated.

3. Click [ NEXT ]. The import operation will be performed and a page will display the number of elements integrated.

4. Click [ FINISH ].

Tags:
Last modified by Unknown User on 2018/09/03 14:46
Created by Administrator XWiki on 2013/03/25 18:20

Shortcuts

Recent Updates

Haven't been here in a while? Here's what changed recently:

-   Product name - ev itsm.png
-   Product name - ev sas.png

Interesting Content

How to Automate Integration
Add a Shortcut to an App
History
Quick Dashboard
Full text search - Stop Words

Powered by XWiki ©, EasyVista 2018