Export and import

1. Portals

In the Start module of the Portal Manager, portals including all of their data can be exported and imported via the Portal menu / Export portal or Portal / Import portal, respectively. To do this, you must be logged in to the portal and possess the appropriate permission Administer portal. Portal exports can also be scheduled in the Tools module.

2. Applications, Processes, Layouts, Configurations, Web services, Files

If you are in the Applications, Processes or Design module, you can access the export dialog via the File menu / Export [object]. If configurations from the Integration module are connected to objects from one of these modules, then they can be included in the export as well. Web services can be exported via the Web service menu / Export web services in the Integration module. This menu is available if the "Web service" entry is selected in the "Consume data" branch. The various objects can be imported via the File menu / Import [Object].

3. Data transfer

If you're in the Integration module, configurations for data transfer connections can be exported from the menu Edit / Export. Configurations for data transfer connections can be imported from the menu Edit / Import.

4. M-Files

M-Files configurations are automatically exported when the portal is exported, and then reinserted when the portal is imported. If an custom configuration is to be exported to another portal, this is currently only possible using the file system.

The configuration files are located in the portal directory internal/cfg/mfiles. Each configuration consists of an XML file whose name corresponds to the configuration GUID.

If a configuration is to be transferred to another portal, you can simply copy the appropriate file and paste it into the same subdirectory of the target portal. After restarting the portal server, the configuration will be available in the Integration module.

5. Users - Schemas

The properties of all objects and attributes, which are defined in the User Manager for the current portal, can be exported as an XML file from the Schema menu in the Schema manager. An export file of this type can also be reimported in the same way. Deviations from the existing schema will be displayed before the actual import takes place.

6. User and group import

Click here for more information.

7. Import web services

Exported web services can be imported from the menu Web service menu / New web service. The exported file can be selected in the subsequent dialog.

8. Application texts and constants

Global language constants and application texts, such as the title from elements or data fields, can be exported in the formats CSV, XLS or XML. When importing, the format XLSX is also allowed. Constants can be imported and exported from the Portal menu / Portal properties / Regional settings / Global texts / Global language constants. For element texts, this function is available in the respective module from the menu <Module name> / Export texts.

9. Search facets

Search facets that are used in portal applications are listed when the application is being imported. When importing, you can assign these to existing facets or create them as new facets.