Overview of import and export options

Importing and exporting options based on role

The table below lists the import and export options available to a user based on that user's assigned security role:

Security role Import and export permissions
IPI-ModelerDesigner A user with this role can export:
  • A main folder to a PI Archive (ZIP) from Process Designer - folder context menu
  • A sub-folder to a PI Archive (ZIP) from Process Designer - folder context menu
  • A single BPMN diagram as XML (.bpmn) from the Process Designer/BPMN Modeler toolbar
  • A selection of folders and models from the Process Designer toolbar
  • All BPMN Models from a locked folder in Process Designer - folder context menu
  • Registry entries "Export to CSV" for a selected category from the Registry toolbar
  • Registry entries (only en-US translations) used by a folder or models for the purpose of providing translations; the export option is available in the folder context menu and from the Process Designer toolbar

A user with this role can import:

  • A sub-folder from a PI Archive (ZIP)
  • A BPMN XML (.bpmn) from the Process Designer/BPMN Modeler toolbar
  • Registry entries "Import from CSV" from the Registry toolbar

IPI-ModelerAdmin

 A user with this role can import and export everything that a Designer can do. In addition, this user can import and export:
  • Translations (to and from .csv) from the Configuration/Categories toolbar
  • Custom Attribute Definitions (to and from .json) from the Configuration/Custom Attributes toolbar
  • Navigation Configuration (to and from .csv) from the Configuration/Navigation Configuration toolbar
  • Permissions (to and from .json) from the Settings/Permissions toolbar

In addition, this user can:

  • Import a main folder from a PI Archive (ZIP file) from the Process Designer toolbar
  • Import images (to and from a .ZIP file with PNG or SVG files) from the Configuration/Images toolbar or add a single image to a selected image library
  • Import ZIP files containing registry entries containing translations, which have been previously exported as export translations; the option to import translations is available from the Process Designer toolbar

Importing and exporting data

The table below shows the data included in export file types:

Entity type PI Archive (ZIP) Translations archive (ZIP) .csv entries .csv translations .bpmn XML .ZIP with .bpmn XML files

.json custom attribute definitions

 .json navigation configuration .json permissions
Folder/Subfolders structure check mark not applicable not applicable not applicable not applicable check mark not applicable not applicable check mark only main folder names used in permissions
BPMN Model check mark not applicable not applicable not applicable check mark check mark not applicable not applicable not applicable
Process Map check mark not applicable not applicable not applicable not applicable not applicable not applicable not applicable not applicable
Registry Category check mark when used by models check mark when it is the parent of exported registry entries only selected category check mark (several) not applicable not applicable check mark when used check mark only the category name used in the configuration check mark only the category name used in permissions configuration
Registry Entry check mark when used by models and folders check mark when used by models and folders check mark check mark only values only values check mark when used not applicable not applicable
Images check mark when used by models not applicable not applicable not applicable x mark x mark not applicable not applicable not applicable
Customer Attribute Definition check mark not applicable not applicable not applicable not applicable not applicable check mark not applicable not applicable
Navigation Configuration check mark not applicable not applicable not applicable not applicable not applicable not applicable check mark not applicable
Assisted Modeling mapping not applicable not applicable not applicable not applicable not applicable not applicable not applicable not applicable
Permissions x mark not applicable not applicable not applicable not applicable not applicable not applicable not applicable check mark