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Adeptia provides a intuitive interface to create an export package using the Export Package option under the Solution Promotion feature. The export package contains the definition of the objects you want to migrate from one environment of Adeptia Connect to another. Once created, you can use it to generate the export.zip file that contains the exported objects.

Prerequisite

• Make sure that you have the required permissions to view and use the Solution Promotion feature. To have this permission, the role that you have been assigned must have the required permissions on the Solution Export entity. To know more, refer to the documents Creating a Role and Permission Model.

• Ensure that you have followed the migration prerequisites mentioned on this page.

You can create the export package and generate the export.zip by following the steps given below. 

1. Click Account > Tools > Solution Promotion
2. On the left panel, select Export Packages.
   

3. Click CREATE Export Package.

   
   

4. On the Create Export Package screen, 

   1. Provide a name for the export package.

   2. Provide a description for the export package.

   3. Select the project where you want to keep the export package.

   4. Select the Export Files/Folders checkbox if you want to select and export the additional files/folders on the screen that follows.

   5. Select the Export Solution checkbox if you want to export data from database tables on the screen that follows.
      

5. Click Continue.

6. In the Select Export Criteria field, select the criteria based on which you would like to export the objects.
   
   

   Project	Allows you to export all the selected projects and the activities associated with them.
   Service Type	Allows you to export all the activities of selected services.
   Individual Activities	Allows you to pick and export the activities of a selected Service Type.

   
   

7. To further filter the activities to be exported, use

   1. Add Filter Condition checkbox for Project and Service Type export criteria. This checkbox enables you to filter the projects or services based on their last modified date. 

   2. Add Filter Conditions field for Individual Activities export criteria. This checkbox enables you to filter the activities based on the project they are associated with, keywords used in their name, and their last modified date.  
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   Tip
   If you have selected either of the checkboxes Export Files/Folders or Export Solution on the first screen, continue following the steps from step 9, else perform step 8. If you have selected both the checkboxes Export Files/Folders and Export Solution on the first screen, continue following the steps from step 9.

   
   

8. Click Save & Exit.
9. Click Next.
10. If you have selected the checkbox Export Files/Folders, follow the steps from 11 through 13.

11. Select Folder to export folders or sub folders within them, and provide the details as described in the following table.
    
    

    Base Folder	Base folder is the mounted folder in the PVC.
    Folder	Enter the name of the folder to be exported.
    Include Subfolder	Enter the comma-separated list of subfolders of the folders you want to export.
    Exclude Subfolder	Enter the comma-separated list of subfolders of the folders you want to exclude during export.
    Include Files	Enter the comma-separated list of files you want to export from the folders/subfolders.
    Exclude Files	Enter the comma-separated list of files you want to exclude from the folders/subfolders during export.

    
    

12. Select File to export the files, and provide the details as described in the following table.
    
    

    Base Folder	Base folder is the mounted folder in the PVC.
    File	Enter the name of the file to be exported.

    
    

13. Click Save & Exit.

14. If you have selected the checkbox Export Solution, follow the steps from 15 through 18.
    

15. Click Next.

    
    

16. In the Database Info section, provide the following details of the database containing the tables that you want to export.

    Type	Enter the type of database. For example MySQL, SQL, etc.
    Server	Enter the hostname of the database server.
    Port	Enter the port number of the database server.
    Name	Enter the name of the database.
    Username	Enter the username to access the database.
    Password	Enter the password to access the database.

    
    

17. In the Solution Tables section, you can further apply the conditions for exporting database tables.

    Table Name	Enter the name of the tables you want to export.
    Where Clause	Write a conditional query to export selective data or leave it blank to export all the data from the table.

    
    

18. Click Save & Exit.

    This creates the export package that gets listed in the Export Packages manage page.

19. Click More under ACTION against the package, and then click Generate Package.
    
    
    

    
    

    Tip
    You can also perform the following actions on the package from its More menu under ACTION: Download the Export XML file containing the references to the objects you want to export. Edit, delete, or view the export package.

    
    

    This creates the export.zip file – containing the objects to be migrated -- which can be used for importing the objects at the target environment. You can also download this file by navigating as follows:
    Dashboard > Solution Promotion > More
    
    

    
    
    

Related pages

Creating an Import Package

Dashboard

Creating a Role