Export Configuration Setting Metadata

Exporting and importing metadata can save time, especially when you have large numbers of custom settings. You can export configuration setting metadata and then import that data into another site using the Data Import Wizard.

All attributes associated with configuration settings are available for the interfaces you choose to display. Configuration setting attributes include ID, key (name), description, enter (site or interface specific), data type, minimum and maximum value, maximum text length, pattern constraint, predefined menu, folder and folder ID, default value, configuration base (site or particular interface), and values.

  1. From the Configuration Settings editor, click Meta Data on the ribbon.
  2. Specify options and enter field information.

    Meta Data Window

    Field Description

    Folders

    Select the folders that contain the configuration settings you want to display. The Custom folder is selected by default.

    Key

    Enter the name of a specific configuration setting in this field. This field is not case sensitive.

    Tip: You can also enter just the first few letters and append either the percentage sign (%) or an asterisk (*) to serve as a wildcard. All settings that begin with the letters you type will be returned.

    Type

    Select the check boxes next to the type of configuration setting you want to display.

    Select All—Displays all site- and interface-specific settings. (Default)

    Site—Displays only site-specific settings that are shared across all interfaces on this site.

    Interface—Displays only those settings that are specific to the interface you are logged in to.

    Configuration Base

    Select the check boxes next to the interfaces for which you want to display configuration settings.

    Select All—Displays all site- and interface-specific settings.

    Logged In—Displays only interface-specific settings for the interface you are logged in to. (Default)

    <interface name>—Displays only interface-specific settings that apply to the selected interface.

    Site—Displays only site-specific settings that are shared across all interfaces on this site. (Default)

  3. Click Search.
  4. Click the Options drop-down list and select Export > Delimited > Comma.
  5. Specify export options.

    Export Options Window

    Field Description

    Location

    Lists the default location where your CSV file will be saved.

    This figure is described in the text.

    Save As

    Click this button to open the Save As window where you can specify a location (other than the default) to save your file.

    Launch Application

    Clear this check box if you do not want the file to open after you export it.

    Append date/time to file name using the following format

    Select this check box to add the date and time to your file name.

    To change the format in which the date and time is added to your file, enter your preferred format in the field next to the check box and then click Reset.

    Save the selected directory as the default directory

    Select this check box to make the directory specified in the Location field your default directory.

    Add report name to output

    Clear this check box to remove the report name from the CSV file.

    Note: You must clear this check box to import the file from the Data Import Wizard because it uses the value specified in the Header Location field to import the data.
  6. Click OK.

What to do next

Now you can import your CSV file from the Data Import Wizard.