Exporting Poetic settings

About exporting settings

Poetic allows you to export the following:

• List values (including custom properties) and the localized values for all languages that use the DEFAULT context
• Error messages, including all of the localized versions
• Registry settings
• Security settings, including the report settings for Poetic Java reports
• Regions

The export function is most often used to export settings from a test system after new or updated functionality has been tested, in preparation for importing the new settings into the production system.

Poetic does not import list values for lists that are mapped to other tables. For example, when you create a new company type from the company type maintenance function, Poetic automatically adds a company type list value. The company type list values are used for localization only. Because there is no way to guarantee that the corresponding value exists in the import system, Poetic does not import these types of values.

Options for exporting

The list pages for the following functions include an export link:

• Error message maintenance
• List value maintenance
• Region maintenance
• Registry maintenance
• Security maintenance
• Custom property maintenance

There is also an Export settings link on the Configuration tab of the Site Maintenance menu.

Exporting the settings

To export the settings:

1. Click the export link.

   The Export Settings page displays.

2. For each type of setting or value you want to export, check the check box.

To export Securities, you can:

Click select all to select all Security Roles to export.

Check the individual check boxes for the Security roles you want to export.

Check All Inactive roles to select only inactive Security roles.

3. To export the selected settings, click Finish button.

   For each type of setting exported, the page includes a link to the event generated for that setting. Click the link to display the View Event page for that event.

   Each type of setting that you selected is exported to a separate XML file.

   The files are placed in the directory set by the Poetic.outbound.SiteSettings.Dir setting in FileShare.properties. FileShare.properties is maintained using the configuration file maintenance function. See Managing configuration files for details.

Importing the settings to another instance

To import the exported settings into another instance:

1. On the instance where you exported the settings, download the exported files from the File Share. See Downloading files from the File Share.
2. On the instance where you want to update the settings, upload the file to that instance's File Share. See Uploading files to the File Share.