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Record Migration

Timothy Anyona

Record Migration

You can export records from your art instance and import them into another art instance, or re-import them to your instance at a later date.

Export

To export records,

  • Use the Configure | Export Records menu, or go to the configuration page of the type of record you would like to export and use the Export or Export All buttons. The Export All button will export all records of the given type, while the Export button will export selected records.
  • Select the Record Type if not already selected. The All option will export all record types.
  • The IDs field contains a comma separated list of ids of records to export. If blank, all records of the given type will be exported.
  • Select the Location to export to
  • You can export directly to another art instance by selecting the Datasource location and selecting that instance's datasource in the Datasource field. You would need to have created a datasource that points to the art database for the target instance. Also note that Datasource export will not include template files associated with the objects. This may affect objects like reports, encryptors, parameters and these template files would need to be manually copied from the source instance to the destination instance. Also for Datasource export, if the useCache custom setting is enabled, you will need to use the Clear All cache option on the target instance or wait for about 10 minutes to ensure the exported records are properly recognized.
  • Click on the Export button to generate the export file or start the direct export to the selected datasource. Some export files may be generated as zip files depending on additional files that may be included in the export.
  • Export files are stored in the WEB-INF\work\export\records directory

Import

To import records,

  • Use the Configure | Import Records menu, or go to the configuration page of the type of record you would like to import and click on the Import button
  • Select the Record Type if not already selected. For the All option or if no record type is selected, the file names will be used to determine the type of record i.e. files starting with art-export- followed by the record type e.g. art-export-Datasources.json, art-export-Datasources(1).json, art-export-Datasources-22 Nov 2022.json.
  • Select the File to import. This will be a file from a previous export, and multiple files can be selected. Importing from an export file of a previous art version may be successful, or may import partially or with errors depending on changes that have happened between versions.
  • The IDs field contains a comma separated list of ids to import. If blank, all records in the given file will be imported.
  • The Existing Records field determines how to handle existing records, whether to skip, overwrite or attempt to insert records with the same name
  • The Use Export ID field determines if the import should use ids in the export file for inserted records
  • Click on the Import button to perform the import.
  • After the import is done, check the art logs for any "File not overwritten" messages, to see if you need to take any extra action.
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