Overview

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

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

Exporting

To open the Export Configuration window and export configuration:

1. Click the  Administration icon, in the top right of the PhixFlow header bar.
2. Select Export → Configuration
3. The Export Configuration window opens.
4. Set Items to Export
   1. Selected Items
      1. From the repository drag in the items you wish to export.
      2. When you add an application PhixFlow asks if you want to add packages that the application uses. Do this when you plan to import to another instance that doesn't already have the required packages or if you want to update these packages. 
   2. Full Configuration
      1. This will export the entire system configuration.
5. Set the Name of your export.
6. Set the Description.
7. Click Export Configuration when ready.
8. The configuration is exported and saved in the download area, which opens when the download is ready.
9. Double click the required download item.
10. You will be prompted for a password that will be used to encrypt the configuration. You will need to enter this password when importing.
11. Click Confirm.
12. Click Download.
13. The file will be saved your local machine. 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:

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

Example

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.

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  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 Objects.

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

Learn More

Importing Data

Import Configuration