Export a large number of configuration items to specially formatted files.
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Select Administration > System Configuration > Configuration Manager.
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Select one of the following options for Delivery Method:
Save on Client - Select to save the files on the client's machine. Path is automatically populated on the server where the file will be initially saved.
The export process may take a while to successfully process and the system could timeout during the process. If this happens, click the Status tab to check the results of the import.
Save on Server - Select to save the files on the server.
Email Address - Specify the email address to which to have email notifications sent when the configuration process is complete.
Include file in Email - Select to receive a second email with the file attached. Path is automatically populated on the server where the file will be initially saved.
Click Select All to select all of the export options.
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Specify this User Groups and Permissions information:
User Groups and Permissions - Select to export user groups and their permissions, including hyperlinks, screen designer changes, and menus.
Export Single User Group - Specify a single user group to export. Only permissions for this user group will be included in the export file.
Status Authorizations - Select to export status authorizations.
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Specify this General Setup information:
Users - Select to export users and their related organizations, including personal Dataspies and report filters.
Organizations - Select to export organizations.
Multi-org Security - Select to export multi-org security.
Install Parameters - Select to export install parameters.
Closing Codes - Select to export closing codes.
Trades - Select to export trades.
Audit Setup - Select to export audit setup.
Screens and Reports - Select to export screens and reports, including changes made to existing screens and any new screens. New reports are not included.
Departments - Select to export departments.
Locales - Select to export locales.
Category - Select to export categories.
Reliability Ranking - Select to export reliability ranking values.
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Specify this Configuration information:
Custom Fields - Select to export custom fields, including classes.
Flex SQL - Select to export Flex SQL.
Updated Text - Select to export updated text.
System Codes - Select to export system codes.
Mobile - Select to export HxGN EAM Mobile configuration settings.
Include Translations - Select to include translations in the export.
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Specify this Optional Setup information:
Messenger Setup - Select to export messenger setup.
KPIs and Inboxes - Select to export KPIs and Inboxes.
Account Detail Setup - Select to export account detail setup.
eRecord Setup - Select to export eRecord Setup.
Web Service Prompts - Select to export web service prompts.
Call Center Setup - Select to export call center setup.
Data Collection Setup - Select to export data collection setup.
eRecord Setup - Select to export eRecord Setup.
Email Setup - Select to export email setup.
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Click Export.
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Select the folder in which to save the file, and then click Save.