Exporting Definitions

The Export Definitions option enables you to export existing items in a scheduler to a file, which can then be imported into another scheduler. This allows items to be used on multiple schedulers without having to create them in each individual scheduler. When exporting from the definitions list, there is an option to include other referenced items, including agents.

Items reference other items within the product based on a record UID which is unique across scheduler environments. For example, a task item requires a link to an agent which is based on the agent record’s UID. If the task is linked to a login record, that reference is based on the login record UID. When exporting the task definition, the agent record being referenced and the login record being referenced, may optionally be included in the export. If it is not, then the assumption is that when importing the task into another system, the agent and login record in this example, already exist with the same UID in the target environment. If not, the references need to be resolved at import time with a different agent and login record.

The following diagram shows a partial xml document of a task record. Note the UID attributes for both the referenced agent and the referenced login.

To export definitions

Select the folder in Authoring containing the items to export.

Select the items contained in the folder to export.

From the context menu, or from the list menu, select Export to file which will display the following dialog:

All items within a folder can be exported by right-clicking on the folder and selecting the Export All option.

Export Fields

Following is a description of each of the fields in the dialog:

Field	Description
File Name	Name that will be given to the file export.
Include details for all referenced definitions	Include in the export all definitions needed for the currently selected items to run in the target scheduler. This includes the details for any referenced definitions of the selected items, and any definitions referenced inside any of the referenced items. It does not include any referenced agents.
Include details for all referenced agent	Include in the export all agents needed for the currently selected items to run in a new scheduler. If the referenced definitions option is also selected, the export file will include any agents referenced in any of the referenced definitions; otherwise, it only includes agents referenced in the selected items.
Exclude passwords	Will exclude any passwords contained in any of the items being exported.

Export Criteria

Criteria	Description
User must have view rights for the items	The user performing the export must have view rights for the items which will be exported.
User must have view rights to referenced items	For any references of the items being exported, the user performing the export must have access rights to that item. Items being exported will not be included in the export if this criterion is not met.

Pressing the OK button will initiate the export.