Exporting Transfer Desk settings

You can export configuration data and settings. This provides a backup of automations, profiles, formats, transformations, filters and lookup tables and provides other business units or users with the files and settings you have set up in Transfer Desk.

To export configuration information:

  1. In Transfer Desk, click Configuration Export on the toolbar. The Configuration Export dialog is displayed. The Select items to be exported section shows a hierarchy of automations, profiles, formats, transformations, filters and lookup tables. Each item has a check box next to it and all are selected by default.
  2. To select individual items from the hierarchy, first clear the Select All checkbox. This clears all of the items. To select an item for export, check the appropriate checkbox.
  3. In the Export File section, enter the path and file name of the file to which the data is to be exported.

    Alternatively, click Browse to display the Specify Export File dialog where you can navigate to and select a file to receive the exported data. Click Save to close the Specify Export File dialog and return to the Configuration Export dialog. The saved file path and file name are displayed in the Export File field.

  4. Click OK to start exporting the data. The Configuration Export dialog is displayed.

    The progress indicator shows how close the export is to completion. It also shows the number of records successfully or unsuccessfully exported and where to find the RepositoryExportLog file containing details.