Creating an Import Package

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 file. 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. To have this permission, the role that you have been assigned must have Allow Solution Promotion to migrate objects checkbox selected in it.

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

1. Click Account > 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 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.

   • 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.

19. 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.

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

    
    

20. Click Export Metadata to download the Export XML file.