Import and Export

The Import and Export functionality is a useful tool to export and store data in a secondary device and import it back into your 12d Synergy system whenever needed.

This is mostly used when you need to export data or a configuration from a 12d Synergy instance and merge it into another.

Note that this functionality is different from a migration. Migration is often used when an entire server needs to be moved while Import and Export functions can be used to merge data, as a one-off operation.

1.1. Contents of a Package

The import and export tool includes, by default, the following

1. Job structure
2. Relevant job and folder rules, meta data and configuration
   1. Teams
   2. Attributes
   3. Naming Rules
   4. Folder Layouts
   5. Dashboard configuration
   6. Issue Types
   7. Associations
   8. Notes
   9. Permissions
3. Tasks
4. Relevant file information including
   1. Content (and all versions if required)
   2. Attributes
   3. Change records (who changed it, and when)
   4. Permissions
5. 12d Model projects and relevant meta data including
   1. Attributes
   2. Default rules

Details such as groups, contacts, and attributes tagged with the packaged data are automatically included in the package. You do not have to explicitly keep track of these details and include them separately.

1.2. How to Export a Data Package

1. In the 12d Synergy Administration application, select the Import/Export tab > Export tab.
   
   
   
2. In the Jobs tab, click the button to add the job that you want to export.
   The Find a job window is displayed.
3. Search, browse and select the required job.
   The selected job is displayed in the left panel of the Jobs tab. The right panel displays the contents of the selected job.
   
   • Select the All jobs check box to export all the jobs in your 12d Synergy Server. 
   • If you want to omit any specific contents of the selected job, you can clear the checkboxes corresponding to those contents in the right panel.
4. Click the Config and Rules tab.
   The available configurations and rules are displayed in a tree structure with a check box against each item.
   
   
   
5. Select all the checkboxes against the items you want to include in the export package.
   

   If the job(s) you are exporting need any specific configuration items such as attributes or rules, they are automatically included in the export package.
6. Select the Export Parameters tab.
   
   
   By default, all the listed parameters in this tab are included in the export package.
7. If you want to exclude any specific parameter in the export package, select the False option from the corresponding cell in the Value column.
8. Click the Export button.
   The following prompt is displayed.
   
   
   
9. Do one of the following:
   • To store the data package on your personal computer, do the following:
     1. Select the On my PC option.
        The Save a package where? prompt is displayed.
        
        
        
     2. Browse and select the location where you want to save the package from the tree structure.
     3. Enter a file name for the package you are exporting in the File name box.
     4. Click the Save button.
   • To store the data package on your network, do the following:
     1. Select the On my Network option.
        The Export package window is displayed.
        
        
        
     2. Enter the path of the location on the network drive where you want to store the package in the Export path: box. 
     3. Click the Export button.

Based on the size of the package and the speed of your connection, the package is exported to the mentioned location.

1.3. How to Import a Data Package

1. In the 12d Synergy Administration application, select the Import/Export tab > Import tab.
   In the Available Packages panel, all the previously added data packages are displayed. The panel on the right displays the contents of the package selected in the Available Packages panel. You can also view who created the package and when in this tab.
   Before a package is imported, it has to be added to the system so that it can be properly referenced and validated.
   
   
   
2. Click the  button to select the package you want to add.
   The Give the package a name window is displayed.
3. Enter an appropriate name for the package in the Name box.
4. Click the Set button.
   The following prompt is displayed.
   
   
   
5. Do one of the following:
   • Select the Only accessible by me to select a package from the local folder where it is saved and click the Open button.
     
     
     
   • Select the Server accessible location to select a package from the network drive folder, mention the full path of the package to be imported in the Export path box and click the Import button.
     
     
     The package is created and added to the Available Packages panel in the Import tab.
     
     A copy of all the added packages is stored in the General storage folder, the location of which is mentioned at the 12d Synergy Administration application > System Settings tab> General tab > Value column of the General Storage setting. After a successful import, you can choose to delete these packages from this folder as they consume space (this is dependent on the size of the package you are importing.)
6. Select the package you want to import from the Available Packages panel.
7. Click the Import button.
   A confirmation prompt is displayed.
8. Click the Yes button.
   The following prompt is displayed.
   
   
   
9. Do one of the following:
   • Select At the top level to import the packaged content at the top level.
   • Select Below another job to import the packaged content as a sub job, find and select a job under which you want to import it, and click the Select button.
     The package is accordingly imported, and a message is displayed after the import is successful. You can open the imported package (job) using the 12d Synergy Client application by finding the imported job.