Export and import

Portals

If you are in the "Start" module, a portal with all its data can be exported or importws via the main menu "Portal / Export portal" or "Import Portal". 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.

You can find more information about "Export portals" here. You can find information about "Import portals" here.

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 menu "File / 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 menu "File / Import [Object]".

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".

M-Files

M-Files configurations are automatically exported when the portal is exported, and then imported with the portal. Should it be necessary for a single configuration to be exported to another portal, then 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. The file name corresponds to the configuration GUID.

If you need to transfer a configuration to another portal, then you can simply copy the appropriate file and insert it into the subdirectory of the target portal. After restarting the portal server, the configuration will be available in the "Integration" module.

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.

User and group import

Click here for more information about this topic.

Import web service

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.

Application texts and constants

Click here for more information about this topic.

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.