Import and Export

Export Metadata

About This Task

For exporting Predix Essentials metadata, you can choose the items of each supported data type and any combination of any data types you wish to export. However, large exports can take a considerable amount of time.

Procedure

  1. In the module navigation menu, select Admin > Configuration Manager > Export.
  2. In the Available Items section, perform the following steps:
    1. Select the data type (such as Families, Filters and Fields, Family Rules and so on) from the Select metadata type drop-down list.
      All the metadata in that data type appears in the Available Items section.
    2. If you want to export all the metadata in the selected data type, select .
      -or-

      If you want to export only some of the metadata in a data type, select the check box for metadata that you want to export and then select .

      All the selected metadata that you chose to export appear in Selected Items section.
    Tip: You can also search for metadata in a data type (by name) by selecting .
    Note: If you want to remove the selections from the Selected Items list, then select the check box for the items, and then select . The metadata removed from the Selected Items list will be available for selection in the Available Items section.
  3. In the File Name box, provide the name of the file, and then select the file type from the File Type box.
    Note: By default, the Include underlying Query/Dataset/Subreports check box is selected. If you do not want to export the underlying queries or datasets, then clear the Include underlying Query/Dataset/Subreports check box.
  4. Select Start Export.

Results

A ZIP file is generated in the name that you specified in File Name box. This file contains all the metadata that you have selected along with a log file in CSV format.

Import Metadata

About This Task

When you import Predix Essentials metadata, you can choose to import all the metadata in the file that is associated with a given data type or only some of the metadata.

Procedure

  1. In the module navigation menu, select Admin > Configuration Manager > Import.
  2. On the Import page, select Choose File.
    The Open dialog box appears.
  3. Navigate to the folder that contains the .ZIP file from which you want to import data and then select the file.
  4. Select Open.
    The Open dialog box closes, and the file name that you selected appears in the Choose File box. The metadata contained in that file appears listed in drop-down box in the Available Items section.
  5. If you want to import all the items in the file, then in the Available Items section, in the Select metadata type box, select the option All Metadata.
    All the items in the import file appears in Selected Items section.
    Note: The All Metadata option appears only if the import file contains more than one metadata type.
  6. If you want to import all the items in a metadata type, in the Select metadata type box, select the metadata type, and then select .
    All the items in the selected metadata type appear in Selected Items section.

    -or-

    If you want to import only some of the items in a metadata type, select the metadata type, select the check box for the required items, and then select .

    Tip: You can search for a metadata type (by name) by using .

    The items that you want to import appears in Selected Items section.

  7. Select Start Import to import the selected metadata.

Results

When the import is complete, a confirmation message appears, indicating that the metadata are imported to the database successfully and a log file in .CSV format is generated.