Importing a Configuration

It is possible to import various configuration definitions (e.g. for categories, keywords, datatypes, and workflow processes) created on a Therefore™ system. These configurations need to have been exported from a Therefore™ system.
Tutorial - Exporting a Configuration

  1. Select the Import icon button on the toolbar or click on Import in the file drop-down menu.

  2. This will prompt the user with a file to import. Enter the appropriate path and file name and then press OK. By default, all items are selected for import. Items with a check mark will be imported, items without one will not be imported. The import configuration will try to predict the most logical action for each item based on the system configuration. This is listed under the Action column and can be changed if necessary. If no changes to an item are detected, the action will be listed as "None". Warning messages about potential problems will be listed in the Warning column. Click OK when done.

    Note:

    • Choosing the option Update will simply overwrite the target (existing) object with the data from the source object being imported. This means that any changes made to the target object after the configuration was exported will be overwritten when re-importing the source object.

    • Refer to our reference page on file import for more details:
      Import

  3. Various conflicts may arise (e.g. if the imported file has a definition with the same name as one already defined). If this occurs, a dialog will display a list of conflicts. These can be resolved by clicking on the 'Resolve' button.

  4. In the case of a name conflict, this can either be solved by keeping the existing and not importing the object, or by changing the name.

  5. In the case of a user conflict, there are two options. If you know that all or some of the users exist on the system you are exporting to, then click on 'Automatic Matching'. This will attempt to match all users. If any other users cannot be matched, then these can be matched manually, by clicking on the field and browsing for the correct user.

  • When a workflow is imported, automatic methods for starting the workflow are NOT retained. These must be reset manually.

  • If you want to import the categories with their folder structure, then the checkbox Include Folder Structure needs to be selected when the configuration is exported.