Exporting Configuration Data Files by Provider

Export Gateway configuration data directly from the user interface to replicate Gateway environments as follows:

  1. In the sidebar, select Configuration.
  2. Select the Import/Export tab.
  3. In the Export Configuration Data section, select By Provider.
  4. Use the Ctrl or Shift keys to select any of the following providers from the Provider list:
    • EnterpriseTrack
    • File
    • Gateway
    • P6
    • Primavera Cloud
    • Sample
    • Unifier
  5. By default all the data files are selected for export from the Data list. So, use the Ctrl or Shift keys to deselect any of the following configuration data files:
    • Business Flow / Synchronization
    • Cross Reference
    • Customization
    • Event Provider
    • Field Mapping Template
    • File Converters, only if the File provider is installed
    • Flow Definition
    • Metadata
    • Provider
    • Value Mapping
  6. Select Export to generate a zip file.
  7. Select Save to save the zip file.

    The default naming convention for any generated zip file is: <Provider1Provider2...ProviderN>_ConfigurationFiles_V<GatewayVersion>_<ExportDateFormat_mmddyyyy>

    Tip:

    • The exported data will not contain passwords. So, you must re-enter the password after importing data into Gateway.
    • Any custom step created for a business flow using the formula editor in the Custom Steps tab of the Configurations page will be in Provider.xml.
    • Any external or internal custom step that was imported into Gateway will be in the Customization.xml file.
    • If multiple providers are selected for export, then the configuration data of each provider is zipped individually within the generated export file. For example, if three providers are exported, then the export file, <Provider1Provider2Provider3>_ConfigurationFiles_V194_04272019.zip contains three separate zip files, associated with each provider.

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Exporting Configuration Data by Provider: Example



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Last Published Thursday, October 6, 2022