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Overview

You can export an application, packages or selected items from PhixFlow. This is useful when you want to:

  • take a backup.
    For , for example, before making changes.
  • import an application or package to another instance of PhixFlow.
    For example, it is common to have you may create an application on a development instance in which you create applicationsof PhixFlow. When the application is ready, you then export it from the development instance and import it into a production instance.

Exporting

To open If you want to export data only, see Export Application Data or Filtering and Sorting Data.

How To Export Items

You can choose what items to export from the Export Configuration window and export configuration:.

  1. Click the 
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     icon, in the top right of the PhixFlow header bar.
  2. Select Export → Configuration.The 

  3. PhixFlow opens the Export Configuration window

    opens.Set

    where you can specify what to export:

    FieldDescription
    Items to Export
    Selected ItemsFrom the repository drag in the items you wish to export

    Select:

    • Select Items 
      Drag the items from the repository into the box.
      When you add an application, PhixFlow asks if you want to add packages that the application uses.
    Do this
    • It is important to include the packages when you plan to import an application to another instance
    that doesn't already have the required packages or if you want to update these packages
    • to ensure that the latest version of all the items the application uses are included. 
    • Full Configuration
    This will export
    • to export the entire system configuration.
  4. Set the Name of your export.
  5. Set the Description
    File NameEnter a name for the export file. It is good practice to include the date/time of the export.
    DescriptionEnter a description for the file.


  6. Click Export Configuration

    when ready.
  7. The configuration is exported and saved in the download area, which opens when the download is ready.
  8. Double click the required download item.
  9. You will be prompted for a password that will be used to encrypt the configuration. You will need to enter this password when importing.
  10. Click Confirm.
  11. Click Download.
  12. The file will be saved your local machine.

    . PhixFlow generates the export file, and opens the Download Area window; see Using the Download Area.

    Tip

    We recommend you download the file as soon as it is available, as your administrator may have set an expiry time.

Import Errors and Overrides

The import process reports errors if an item being imported references something does not exist in either the import file itself or the target system. PhixFlow reports the names of missing items or fields in the error messages from a failed import.

If you want to complete the import, even with references to missing items:


  2. Click

    Double-click your export file to download it from the PhixFlow database.

  3. PhixFlow asks for a password it will use to encrypt the export file. Either use your default password or enter a new one.

    Note

    Remember this password. You need to provide it when you import to another instance


  4. Click Confirm, then Download.
  5. PhixFlow saves the file to your local machine.

When you import an exported configuration to another instance, PhixFlow runs checks to make sure it has everything it needs. If it finds missing items, you may need to re-run the export including the required items; see Import Errors. 

Exporting Analysis Models

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When exporting or copying Analysis Models using the 

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 icon, in the top right of the PhixFlow header bar.
  • Open System → Configuration.
  • Navigate to the Advanced section.
  • In the Allow Missing on Import box, specify a comma-separated list of missing items or fields listed in the import failure error message.
  • Next time you run the import, PhixFlow overrides the error messages and completes the import process.

    • Example

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    options, a message will show asking if you want to include the model's objects.

    If the Analysis Model has unsaved data, you must confirm before proceeding.


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    Passwords

    Passwords Saved in PhixFlow

    Exported files do not include any passwords from the PhixFlow system, such as passwords for:

    • user accounts
    • accessing external data, for example using file or HTTP collectors and exporters or FTP sites.
    Note

    If you are planning to import an exported configuration to another PhixFlow instance, you may need to update the passwords in that instance.

    Providing a Password to Encrypt the Exported File

    By default, when you download an exported file, it is encrypted. You must provide a password that you can then use when you import the file into another instance. 

    Persisting Passwords

    Some objects, such as the Datasource and HTTP Datasource, have the option to Protect on Import which will retain  retain its settings even if imported from another instance.

    Copying

    In addition to being able to export items ready for import to another instance, you can also copy items into the same instance using the copy option. See Copying Models and Modelling ObjectsConfiguration.

    To move data between instances or to copy it see Copying or Moving Table Data.

    Learn More