Exporting base configuration

Export a large number of configuration items to specially formatted files.

To export base configuration:

  1. Select Set Up > Configuration Manager.
  2. Select one of the following export options:
    • Save on Client—Select to save the files on the client's machine.

      The system automatically populates Path on the server where the file will be initially saved.

    • Save on Server—Select to save the files on the server.

      Email Address—Enter the email address to which to have email notifications sent when the configuration process is complete.

      Include file in Email—Select to receive a second email with the file attached.

      The system automatically populates Path on the server where the file will be initially saved.

  3. Specify this information:
    User Groups and Permissions
    Select to export user groups and their permissions, including hyperlinks, screen designer changes, and menus.
    Export Single User Group
    Enter a single user group to export. Only permissions for this user group will be included in the export file.
    Users
    Select to export users and their related organizations, including personal Dataspies and report filters.
    Properties
    Select to export properties.
    Install Parameters
    Select to export install parameters.
    Audit Setup
    Select to export audit setup.
    Screens and Reports
    Select to export screens and reports, including changes made to existing screens and any new screens. New reports are not included.
    Locales
    Select to export locales.
    Flex SQL
    Select to export Flex SQL.
    Updated Text
    Select to export updated text.
    Include Translations
    Select to export translations.
    Messenger Setup
    Select to export messenger setup.
    KPIs and Inboxes
    Select to export KPIs and Inboxes.
  4. Click Export. The system creates the file, and then displays the Save As popup.
  5. Select the folder in which to save the file, and then click Save. The system saves the record in .XML format.
    Note: Click Select All to select to export all of the items.

    Click Unselect All to unselect all of the items.