PEC-REP/Current/RT/RTRImportExport - Revision history

WikiSysop at 18:16, August 3, 2022

2022-08-03T18:16:04Z

Monique.gionet@genesys.com: Published

2021-08-17T14:17:35Z

Published

Tony.gilchrist@genesys.com: Published

2021-07-15T12:29:11Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:31:52Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:45:42Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Olena: Published

2020-06-09T22:03:22Z

Published

Bgrenon: Published

2020-06-08T14:21:32Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Import/Export
|TocName=Import/Export
|Context=Export dashboards, wallboards, and templates from one environment to another.
|Dimension=RealTime
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Pulse Reporting
|Prereq=
|Section={{Section
|sectionHeading=Import and export of custom dashboards, wallboards, and templates
|anchor=Importandexportofcustomdashboards,wallboards,andtemplates
|alignment=Horizontal
|Media=Image
|image=Pulse_85105_ExportImportDB.png
|structuredtext=You can export dashboards, wallboards, and templates from one environment to another. This means after you create your own custom content based on the business requirements, you can easily build a package to use in other environments.

===Export package file from your environment===

#Select '''Import/Export options''' from the top right menu.
#Select any dashboards, wallboards, and widget templates from the centralized repository. You can also apply a filter on the type of objects or the name of dashboards
#Click '''Export''' to save a package file (json format) into your system.

===Import package file to another environment===

#In the other environment, select '''Import/Export''' options from the top right menu.
#Click '''Import''' to select a previously exported package file.
#Select the dashboards, wallboards, and widget templates from package file to import into your current environment
#Click '''Import'''.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=What do I do next?
|anchor=WhatdoIdonext
|alignment=Vertical
|Media=
|image=
|structuredtext=You might want to learn more about:

*{{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=|display text=Dashboards and Wallboards }}
*{{Link-SomewhereInThisManual|topic=RTRTemplates|anchor=|display text=Manage Report Templates }}
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 19: / Line 19: @@
 ====Export package file from your environment====
-#Select '''Import/Export options''' from the top right menu.
+#In the source environment, in the '''Manage''' menu, select '''Import/Export''' options.
 #Select any dashboards, wallboards, and widget templates from the centralized repository. You can also apply a filter on the type of objects or the name of dashboards
 #Click '''Export''' to save a package file (JSON format) into your system.
@@ Line 25: / Line 25: @@
 ====Import package file to another environment====
-#In the other environment, select '''Import/Export''' options from the top right menu.
+#In the destination environment, in the '''Manage''' menu, select '''Import/Export''' options.
 #Click '''Import''' to select a previously exported package file.
 #Select the dashboards, wallboards, and widget templates from package file to import into your current environment
 #Click '''Import'''.
 |Status=No
 }}{{Section

@@ Line 14: / Line 14: @@
 |Media=Image
 |image=Pulse_85105_ExportImportDB.png
 |structuredtext=You can export dashboards, wallboards, and templates from one environment to another. This means after you create your own custom content based on the business requirements, you can easily build a package to use in other environments.

@@ Line 8: / Line 8: @@
 |Role=Supervisor
 |Application=Pulse Reporting
 |Section={{Section
 |sectionHeading=Import and export of custom dashboards, wallboards, and templates
@@ Line 21: / Line 20: @@
 #Select '''Import/Export options''' from the top right menu.
 #Select any dashboards, wallboards, and widget templates from the centralized repository. You can also apply a filter on the type of objects or the name of dashboards
-#Click '''Export''' to save a package file (json format) into your system.
+#Click '''Export''' to save a package file (JSON format) into your system.
 ====Import package file to another environment====
@@ Line 29: / Line 28: @@
 #Select the dashboards, wallboards, and widget templates from package file to import into your current environment
 #Click '''Import'''.
 |Status=No
 }}{{Section
@@ Line 36: / Line 33: @@
 |anchor=WhatdoIdonext
 |alignment=Vertical
 |structuredtext=You might want to learn more about:
 *{{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=|display text=Dashboards and Wallboards }}
 *{{Link-SomewhereInThisManual|topic=RTRTemplates|anchor=|display text=Manage Report Templates }}
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Export dashboards, wallboards, and templates from one environment to another.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Pulse Reporting

PEC-REP/Current/RT/RTRImportExport - Revision history

WikiSysop at 18:16, August 3, 2022

Monique.gionet@genesys.com: Published

Tony.gilchrist@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Olena: Published

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"