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This document describes how to export/import objects from one CentraSite registry to another.

The content is organized under the following sections:

• Introduction

• Exporting and Importing Specific Object Types

• Exporting Objects Using CentraSite Business UI

• Importing Objects from an Archive Using CentraSite Control

Introduction

CentraSite enables you to export registry objects from a registry to an archive file on the file system, and import them from the archive file into the same registry or to another instance of CentraSite.

Please note that the import/export feature is designed specifically for exporting selected objects from the registry. If you want to make a copy of an entire instance of the CentraSite registry/repository in order to move it to another machine or for disaster recovery purposes, see the topic Backing up the Database in the section Maintaining CentraSite's Internal Database in the document Administrator-level Configuration Tasks.

Important:
Registry objects should only be exported between CentraSite versions of the same release level; the export feature is not intended for migration purposes.

• Which Objects Can You Export and Import?

• An Overview of the Export/Import Process

Which Objects Can You Export and Import?

The following native CentraSite objects are objects that you can select for export:

• Organizations

  By exporting an organization, it is possible to export and import the following objects that are associated to it:

  • Users

  • Lifecycle Models

  • Design-Time Policies

  • Run-Time Policies

• Assets (instances)

An Overview of the Export/Import Process

Exporting registry objects and repository items is done in two steps; the exported objects are first copied to an archive file (a zip file that contains the exported registry objects and repository items) and at a later stage the contents of the archive file are imported into a target registry (which may be the registry from which the objects were exported or a different one).

• Exporting an Object
• Importing an Object

Exporting an Object

You can export an object using the CentraSite Business user interface, as described in Exporting Objects Using CentraSite Business UI.

Be aware that when you export an object, CentraSite generally exports a number of additional objects besides the one you select. The specific set of objects that CentraSite exports with an object varies by object type (this topic is discussed in more detail below).

To export an object successfully, you must have view permission on the object that you select for export and all of the additional objects that will export with that object.

After CentraSite completes the export process, it generates a report that identifies each of the objects that it attempted to export and indicates whether or not the object was exported successfully. The export report also identifies all referenced objects that were omitted from the archive file.

Review the information in the document Importing/Exporting Registry Objects before exporting an object to ensure that you create an archive that can be imported successfully.

Importing an Object

You import an object by importing the archive file to which it was previously exported. You can import an object into the same CentraSite registry from which it was originally exported or to a different registry.

The import dialog displays the contents of the archive to be imported, and you can select either the entire archive or just a subset of the objects to import.

Note:
If the archive contains a registry object with references which cannot be satisfied during import, the import process will continue but this object is not imported.

For more information about the import process, see the document Importing/Exporting Registry Objects.

Exporting and Importing Specific Object Types

This section covers the following information:

• Organizations

• Asset Instances

Organizations

When you export an Organization, the export set consists of:

• The definition of the organization itself

• The contents of the Supporting Documents library of the organization

Additionally, you can optionally export the following objects with the organization:

• Definitions of users, groups and roles, together with their associated permissions.

• Child organizations with their related objects

• Lifecycle Models

• Policies

• Assets

Notes:

1. Users, Groups, Roles and Permissions objects cannot be directly exported. You can only export these kinds of objects by exporting the organization to which they belong.
2. If lifecycle models and policies are selected to be exported with the organization, users are automatically selected for export also. If lifecycle models and policies are not included in the export, you have the option to select the users for export.
3. If an organization with login-users is imported where the user is already present in the target registry, the import of the user object is ignored and the object is not replaced. This is also true when only the user name but not its "Key" attribute are identical; in this case the conflicting user will be ignored at import and a warning message is displayed. The user is removed from its group and any Keep current owner settings referring to this user are ignored.
4. If the organization is exported with users and a user is a member of one of the organization's groups without being related to the organization itself, then this user will not be exported with the organization. This is true even if the user is the Organization Administrator.
5. If the organization was exported without users or if the Organization Administrator belongs to a foreign organization, the Organization Administrator will be set to the importing user on import; otherwise the Organization Administrator will not change. An organization's Primary Contact will always be the importing user.
6. If the replace option was set and the imported organization is already present in the target registry, its associated groups and users will be updated. Furthermore, if the export included users, the groups are entirely replaced with the corresponding information of the export set, i.e., users may be added to or deleted from the organization and the groups. However, if the export did not include users, the organization and its groups will retain their users.
7. If an archive with one or more organizations is imported, then the Keep current organization option is implicitly switched on, thereby ensuring that all objects will be imported to their original organization.

Asset Instances

When you export an instance of an asset, the export set consists of:

• The asset's type definition

• The asset object itself

• All supporting documents associated with the asset

• The taxonomy associated with the asset type, if the taxonomy is a custom taxonomy or a modified predefined taxonomy.

• All referenced objects to which the asset to export has an association.

• For each exported asset instance, the export set contains all referenced asset types and association types. This means that when the export set is imported on the target machine, imported assets have no unsatisfied references.

• Assets that are referenced by the assets that you wish to export (if you select the option Include assets referenced by selected assets). If referenced assets themselves reference other assets, also those assets will be included; this selection process is repeated until all asset references are satisfied.

  Note:
  This option can cause the size of the export set to be very large.

Note:
When you export an asset that refers to XML Schemas, the referenced XML Schemas are also exported automatically, provided that you have permission to export them. If you do not have permission to export a referenced XML Schema, the referenced XML Schema will not be exported and a warning message will be logged.

Note:

Exporting Objects Using CentraSite Business UI

With Business UI, you can export one or more objects in each export operation. To export an object, you typically select it and then specify which related objects you would like to export along with it.

The export operation creates an archive file on the file system. The archive file contains a copy of the objects that you have exported. The archive file can be imported afterwards into the same CentraSite registry or into a new registry. For details of the import operation, see the document Importing/Exporting Registry Objects.

Objects can be exported either by viewing the details page of the object you wish to export and choosing Export action, or by selecting the object you wish to export in the Search Results page and choosing the Export action. The Search Results page allows you to export multiple objects in one step whereas the details page of the object only allows you to export that particular object.

Note:
You must have view permission for the assets you want to include in the export set.

To export an object or a set of objects

1. In CentraSite Business UI, go to the page that contains the object or the set of objects that you want to export. For example, if you want to export an asset, go to the asset's details page as described in Viewing Details for an Asset, or if you want to export a set of assets, go to the search results page as described in Using the Search Result List.

2. Select the object or set of objects you want to export and click the Export () icon.

3. The Export dialog shows the selected object.

4. Expand the Advanced Settings to display a list of the additional export options.

   The available options depend on the type of object you wish to export.

   Object type	Available export options
   Asset	Include assets referenced by selected assets If the selected assets contain references to other assets, then include the referenced assets also in the export set. This selection process is repeated recursively until all asset references are satisfied.
   Organization	Include users Include all users who belong to the organization. Include child organizations Include all organizations that are child organizations of the organization. If the option "Include assets of organization" is selected, include also all assets that belong to the child organizations. Include lifecycle models and policies Include all lifecycle models and policies that have been define for the organization. Include assets of organization Include all assets that belong to the organization. Include assets referenced by selected assets If the assets that are selected by the option Include assets of organization contain references to other assets, then include the referenced assets also in the export set. This selection process is repeated recursively until all asset references are satisfied.

5. After you have selected the export options, click Apply Settings. The Export Preview page is displayed.

6. The Export Preview page displays the list of selected objects and its dependent objects.

   The checkbox beside each object indicates whether or not the object should be included in the export set. By default, all displayed objects are included in the export set.

   If you wish to remove an object from the export set, unmark its checkbox. This removes the object and all of its dependent objects (if any) from the export set.

7. Click Export to start the export operation.

   Important:
   If none of the object is selected for export, the Export button is disabled.

   Note:
   If at any time you wish to abandon all your changes and return to your previous screen, just click the Cancel button.

8. An Export Progress popup will display the export progress bar.

9. Click Download if you wish to download the export archive file. This starts the creation of the archive file.

   Note that the Download button will remain disabled until the entire export operation is completed.

   The default location to which the archive file is downloaded is My Documents\Downloads.

   Note:
   If at any time you wish to abandon the export operation and return to your previous screen, just click the Cancel button.

Importing Objects from an Archive Using CentraSite Control

Currently, CentraSite Business UI does not support importing the registry objects from archive files. With CentraSite Control, these objects can be imported in to another registry.

Note:
The archive you wish to import must reside in the file system of the computer where your browser is running.

For information on how to import objects from an archive file that was previously created by using the CentraSite Business UI export feature, see the document Importing/Exporting Registry Objects.

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