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Documentation 8.7

User Manual / Platform Manual > Modeler

Export and Import

The modeler user can export their objects for different purposes.

 

To move objects between environments, importing those objects into the target environment

To make backup copies.

 

Exporting an object generates a compressed file containing the definition of the object and its selected related objects.

 

Export and import operations have different considerations depending on whether the objects have state or not.

 

With state: when imported into the target environment, they have no impact until they are published.

Without state: when imported into the target environment, they have an immediate impact.

 

Before moving objects from one environment to another, it is advisable to configure the target environment correctly in terms of organizational units, users, roles, and adapters.

Steps to Move Objects between Environments

Step 1: Import objects

 

Applications and permissions are imported first.

The order in which other objects are imported is indistinct.

Step 2: Publish objects

 

It is recommended to publish objects that have no relation to other objects, first.

First, rules, value list and indicators, followed by forms, dashboards and processes.

Export

 

Objects are exported from the icon V00002 - H&M_ManUsu_Import_exportPicture4_img1 in the top toolbar of each object modeler or from the modeler's grid, with the exception of application, role and permission, which are exported only in the latter way.

Import

 

All the objects are imported from the context menu n-boton_mas of the modeler.

 

From the icon V00006 - H&M_ManUsu_ImportarMenuContextual_img1.

From the expanded menu using the "Import" option

 

 

M-Exportacion-Importacion-001

 

Import Panel

 

When import starts, a panel with information about the object being imported is opened.

 

Description
It is the description entered when exporting the object. This text can be modified upon import and is displayed in the description column of the imports record.

 

Imported Objects

By expanding this container, the related objects are displayed in a hierarchical order. They were included when the main object was exported. Check marks can be removed from objects that you do not want to import.

 

Application

It corresponds to the application in which each object is imported.

 

Type

The types of objects being imported are detailed.

 

Status before import

In the case of objects with state, it indicates the state of the object in the environment in which it is being imported:

V00002 - H&M_ManUsu_Import_exportPicture2_img5 : Modified

V00002 - H&M_ManUsu_Import_exportPicture2_img2 : Published

V00002 - H&M_ManUsu_Import_exportPicture2_img6 : Draft

For objects without state, it indicates if there is an object in the environment in which it is being imported or not:

V00002 - H&M_ManUsu_Import_exportPicture3_img4 : There is

V00002 - H&M_ManUsu_Import_exportPicture3_img10 : There is not

 

By pressing the "Import" button, the selected objects become imported into the target environment and the panel displays information on the operation result.

 

 

C00080~1_img1

 

 

By pressing the icon of the V00002 - H&M_ManUsu_Import_exportPicture2_img1 column Status , the explanation of its content is displayed.

 

If the selected objects do not meet any of the conditions to import, the import is totally ineffective, that is, all or none of the objects are imported.

 

If exported objects imported in versions prior to 7.0, only the allowed related objects are displayed.

 

Status after import

For objects with state:

If they were in the target environment with published V00002 - H&M_ManUsu_Import_exportPicture2_img2 or modified state V00002 - H&M_ManUsu_Import_exportPicture2_img5, after importing they change into modified state V00002 - H&M_ManUsu_Import_exportPicture2_img5

If they were in the target environment with draft state V00002 - H&M_ManUsu_Import_exportPicture2_img6 or did not exist, after importing they remain with draft state V00002 - H&M_ManUsu_Import_exportPicture2_img6

For objects without state:

If they were in the target environment V00002 - H&M_ManUsu_Import_exportPicture3_img4, the import updates them directly V00002 - H&M_ManUsu_Import_exportPicture3_img4

If they did not previously exist V00002 - H&M_ManUsu_Import_exportPicture3_img10, the import creates them V00002 - H&M_ManUsu_Import_exportPicture3_img4

Conditions for Import

 

When importing objects, the same conditions apply as when performing the save operation for each object.

 

Additionally, the following conditions are verified depending on the object:

 

Processes
In a process with cases already started, it cannot be imported if activities or gates have been deleted.

 

Rules
There should be an adapter.

 

Roles
There should be a role application, actors and a coordinating user.

 

Permissions

The permission application should be in the target environment. It may happen that some of the security functions contained in the permission do not exist in the target environment. In these cases, a warning is issued in the log file and the import is allowed. The imported permission is left without referencing these non-existent functions.

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