Step 6: Importing Applications from a Template

After you finish reviewing and correcting any warnings from the template import preview process, you can proceed with importing the both of the applications from the template file.

  1. Before transferring applications over from templates, it is a best practice to take a backup snapshot of your production environment:
    1. In your PRODUCTION environment, click Tools, and then Migration.


      migration icon
    2. From Categories, click Backup to create a backup snapshot of your current production environment.
      migration button
    3. Enter a name for the snapshot, and then click OK.
      backup name
    4. Click Refresh to update the status of the backup, and then click Close to close the window when the backup is complete.
      backup complete
  2. Next, import the applications using the template files that you created. In the PRODUCTION environment, click Tools, and then Templates.
    template icon
  3. On the Import tab:
    1. Click Choose File.
    2. Navigate to the export file that was downloaded to your local system.
    3. Click Import.

    template preview
  4. Review the confirmation message, and then click Yes.
    template import confirmation message
  5. Verify that the template was imported successfully.
    template results
  6. Use the Warning and Error filters to locate any import warnings or errors.
    no import errors and warnings
  7. Verify that the new application, new default and maintenance views, and new data chain objects exist in your production environment.
    Corporate Planning UK in production environment