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Adeptia provides a intuitive interface to create an export package that contains the objects you want to migrate from one environment of Adeptia Connect to another. After you've created the export.zip file, you can import the objects using import.xml fileby using the Import Package option under Solution Promotion feature at the target environment. A successful import completes the migration process, and you'll be able to access all the objects in your new environment. 

Prerequisite

• Make sure that you have the required permissions to view and use the Solution Promotion option on the Account menu feature. To have this permission, the role that you have been assigned must have Allow Solution Promotion to migrate objects checkbox selected in ithavethe required permissions on the Solution Import 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 import the export package objects by following the steps given below. 

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

3. Click CREATE Export Import Package.
   

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4. On the Create Export Package Import Package screen, 

   In the Select Export Criteria field, select the criteria based on which you would like to export the objects.
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   ProjectAllows you to export all the selected projects and the activities associated with them.Service TypeAllows you to export all the activities of selected services.Individual ActivitiesAllows you to pick and export the activities of a selected Service Type.

   To further filter the activities to be exported based on their last modified date, use

   1. Add Filter Condition checkbox for Project and Service Type export criteria. 

   2. Apply Filter field for Individual Activities export criteria.

   TipIf you have selected either of the checkboxes Export Files/Folders or Export Solution on the first screen

   1. Provide a name for the

   export

   1. import package.

   2. Provide a description for the

   export

   1. import package.

   2. In the Select Project field, select the project where you want to keep the

   export

   1. import package.

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

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

5. Click Continue.

6. 1. In the Override User field, select the user to whom you want to provide ownership of the activities.

   2. In the Override Modified By User field, select the user who will be reflected in the Modified By field of every activity after the deployment.
      

   3. Select the Retain Activities checkbox if you want to retain the services at the target environment, and then click Browse to select the required Retain XML file.
   4. Select the Solution Database checkbox if you want to import data to the solution database to be specified in the next screen.
   5. If you have selected Solution Database checkbox, continue following the steps from step
   9
   1. 6, else perform step
   8
   1. 5.
   2. If you have not selected
   both the checkboxes Export Files/Folders and Export Solution on the first screen, continue following the steps from step 9.
7. Click Save & Exit.
8. Click Next.
9. If you have selected the checkbox Export Files/Folders, follow the steps from 11 through 13.

Select Folder to export folders or sub folders within them, and provide the details as described in the following table.
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Base FolderBase folder is the mounted folder in the PVC. 
Folder Enter the name of the folder to be exported.Include SubfolderEnter the comma-separated list of subfolders of the folders you want to export.Exclude SubfolderEnter the comma-separated list of subfolders of the folders you want to exclude during export.Include FilesEnter 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.

Select File to export the files, and provide the details as described in the following table.
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Base Folder Base folder is the mounted folder in the PVC.  
FileEnter the name of the file to be exported.

10. Click Save & Exit.

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

12. Click Next.

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    1. any of the checkboxes (Retain Activities or Solution Database), or selected only the Retain Activities checkbox, perform step 5, else perform the steps from step 6.

    
    

13. Click Save & Exit.

14. Click Continue.

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15. In the Database Info section,  provide provide the following details of the database containing the tables that solution database to which you want to exportimport data.

    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.

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

    Table NameEnter the name of the tables you want to export.Where ClauseWrite a conditional query to export selective data or leave it blank to export all the data from the table.

16. Click Save & Exit.

17. 
    

18. In the Target Zip Location field, if you wish, you can change the name and location for the exported ZIP file which is created during migration.

    Info
    This field contains a predefined name and the location for the exported ZIP file.

    Image RemovedClick Export Metadata to download the Export XML file.Click Save & Exit.
    This creates the import package that gets listed in the Import Packages mange page.

19. Click More under ACTION against the package, and then click Import Package.
    
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20. On the Import Package screen, click Browse to select the Export ZIP file.
21. Click Import.
    This imports the objects to the target environment and also creates a corresponding Rollback ZIP that can be used to rollback the import operation. You can visit the Dashboard to view the details of the import operation. 

    You can also perform the following actions on the package from its More menu under ACTION:

    • Perform the rollback operation.
    • Edit, delete, or view the import package.

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rollback rollback

Rolling back the import operation

If you decide upon rolling back the import operation, you need to follow the instructions given below.

1. Download the Rollback ZIP file corresponding to the import package from the Dashboard by navigating as follows:
   Dashboard > Solution Promotion > More > Rollback ZIP
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2. Go to the Import Packages manage page by navigating as follows:
   Account > Tools > Solution Promotion > Import Packages
3. Click More under ACTION against the import package, and then click Rollback.
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4. On the Rollback screen, click Browse to select the Rollback ZIP you have downloaded in step 1.
   
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5. Click Rollback.
   This rolls back the import operation. 
   You can go to Dashboard > Solution Promotion to see the details of the rollback operation.

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Related pages

Creating an Export Package

Dashboard

Creating a Role