1. Online Help
  2. Configuration Import/Export

Configuration Import/Export

Configuration Import/Export (config) action button helps you to export and/or import (migrate or replicate) configurations from one environment (source) to another (target) in WMS, or company/facility specific configurations from one WMS Company/Facility to another.

Config Action Button

Using this action button, you can export all or specific records via export configuration option and import those records to the target environment in the same screen via import configuration option. Importing configurations can create new records or update existing ones, but it does not delete existing records.

This configuration migration assists you in:

  • Migrating customized configurations between environments within a single release.
  • Extracting specific configurations and/or screens from a customer environment to QA to replicate issues.
  • Duplicating the Parent Company's setups to create new facilities.
  • Configuring new users who might require their default settings.

Pre-Requisites

To enable the “config” action button in the relevant screens, you need to add the group permission “ConfigImportExport / Import/Export Configuration”.

To add “ConfigImportExport / Import/Export Configuration” group permission, do the following:

  1. Go to Groups (GroupsView) UI.
  2. Select your group and click “Permissions” action button.
  3. In the group permissions list, enable the permission “ConfigImportExport / Import/Export Configuration”.
  4. Click Save.

Applicable Screens

The flexibility to migrate or replicate the UI configurations between facilities, companies, and environments is available in the following UIs or screens.

Module Name UI/screen Name
CCTriggerMgmtView Cycle Count Trigger Management
InventoryLockCodeView Inventory Lock Codes
LocationSizeTypeView Location Size Types
ObLpnTypeView LPN Type
OrderLockView Order Lock
PurchaseOrderTypeView Purchase Order Type
PutawayTypeView Putaway Type
ReasonCodeView Reason Code
ReplenishmentTypeView Replenishment Type
ReplenishmentZoneView Replenishment Zone
TaskTypeView Task Type
TaskZoneView Task Zone
TrailerTypeView Trailer Types
WorkOrderTypeView Work Order Types
LgfProgramDataView Facility Parameters
BarcodeTypeView Barcode Type
ScreenView Screens
CompanyParmView Company Parameters
EquipmentTypeView Equipment Type
ContactView Contact
OrdertypeView Order Type
CompanyReportTypeView Company Report Type
MheSystemView MHE System / MHE Lane / MHE Msg Config / MHE Route Config
VendorView Vendor
ShiptoCompanyView Ship to Company
ReplenishmentTypeZoneXrefView Replenishment Type Zone Xref
InputInterfaceConfigView Input Interface Config
VendorCharacteristicsView Vendor Characteristics View
LabelTemplateView Label Template View
BreaksView Breaks View - WFM
CostCentreView Cost Centre
WorkGroupView Work Group
GroupActivityView Group Activity
WFMWork_AreaView Work Area
TeamsView Teams View - WFM
BonusGroupView Bonus Group View - WFM
BonusBudgetView Bonus Budget View - WFM
MessageCodeView Message Codes
PutawayTypeCalcRuleView Putaway Type Calc Rule
MenuHdrView Menus
CubingRuleView Cubing Rule
CCAdjustmentApprovalRuleView CC Adjustment Approval Rule
TaskCreationView Task Creation
StaffingPlanView Staffing Plan View - wfm
WorkAreaActivityWFMView Work Area Activity
WmsTransactionView Wms Transaction View - wfm
ProdGoalVasView Prod Goal Vas View - wfm
ProdGoalLineGroupView Prod Goal Line Group View - wfm
SkuLineGroupView Sku Line Group View - wfm
ShiftsView Shifts
MaterialHandlingView Material Handling
ReplenishmentTemplateView Replenishment Template View / Replenishment Rule
ColumnOrderingView Column Ordering
WaveTemplateView Wave Template / Wave Template > Wave Template Search / Wave Template Search > Dynamic Wave Search / Wave Template Search > Order Sequence Rule / Wave Template > Expiry Date Range / Wave Template > Allocation Mode
InvHistoryActivityParamView Inventory History Activity Parameters
IbShipmentTypeView IB Shipment Types
VendorPerfCodeView Vendor Performance Codes
PutawayPriorityView Putaway Priority
OblpnPATypeActionView Oblpn Putaway Type Action

Export Configuration

You can export configurations for either selected rows or for entire screen. If the screen supports the “config” action button, then you can export the screen configuration.

To export the configuration, do the following:

  1. Go to your preferred UI or screen that supports config action button (applicable UIs or screens mentioned in the above list).
  2. Select the records to export.
    Note:
    • If you are not selecting any records, the system exports all data available on the screen.
    • Searching for a few rows and then exporting without selecting any record will still export all data (regardless of what was searched).
  3. On the right corner of the UI’s table, click “config” action button.
  4. In the drop-down options, click “export_configuration” option.

    Export Configuration

    The system prompts to save the configuration file (.cfg file format) that needs to be downloaded in the local file system.

    Note: You have to enable download permissions on your browser to download and save the export configuration file.
  5. Select the folder location and click Save.
Note: The downloaded configuration file is an encrypted text file. So, any attempt to modify the file corrupts and render it as un-importable.

Import Configuration

You can import configurations to create new records or update existing records, but it does not delete existing records on the supported screen. If the screen supports the “config” action button, then you can export the screen configuration.

Importing configurations depends on the unique field names of the screens.

For example, assume that you have a task type description record “Internal Pick” on the source environment and on the target environment for Task Type UI.

If editing your source screen’s (Task Type) task type description to “Internal LPN Pick” and importing this configuration, the system will no longer find the “Internal Pick” task type description but creates a new “Internal LPN Pick” task type description record for the screen in the target environment.

The target environment for importing configurations can be:

  • The same Facility/Company in the same environment. This is useful for restoring from a backup.
  • A different Facility/Company but in the same environment. This is useful for replicating configurations done for one Facility in another Facility.
  • The same Facility/Company in a different environment.
  • A different Facility/Company in a different environment.
Note:
  • The exported configuration file must be from an environment with a matching major release number (such as 23B or 23C).
  • Currently, there is no support for automatic backup of the current configuration when an import is done. So, while importing configurations, it is always recommended to export configurations first for backup.
  • The exported configuration file (.cfg file format) must be unedited manually.

To import the configuration, do the following:

  1. Go to the UI or screen that supports config action button (applicable UIs or screens mentioned in the above list).
  2. On the right corner of the UI’s table, click “config” action button.
  3. In the drop-down options, click “import_configuration” option.

    Import Configuration

  4. On the dialog box screen, click “Choose Files” button.
  5. Then, select the previously exported configuration file and click Upload.

Support Additional Tables in Purge Handling

The addition of new tables to our purge process delivers improved performance, helping optimize data retention and storage efficiency.

As part of the enhanced purge handling capabilities, we've introduced the option to purge records from the following tables according to a predefined schedule:

Table Time frame to be purged
MHE_PICK_CONFIRMATION 3 Months from current date.
WMS_ACTIVITY 3 Months from current date.
INVENTORY_HISTORY 5 years from the current date.
AUDIT_HISTORY 5 years from the current date.
LPN_AUDIT_DTL 5 years from the current date.
PALLET_AUDIT_DTL 5 years from the current date.
OUTPUT_INTERFACE 3 Months from current date.
OUTPUT_INTERFACE_MSG_LOG 3 Months from current date.
LGFAPI_ARCHIVE 3 Months from current date.
STAGE_REPLENISHMENT_PICK 3 Months from current date.
SERIAL_NBR_HISTORY 3 years from the current date.

Serial Number History handles the history of Serial Number being linked, delinked, and shipped from LPNs.

NOTE: To avoid accidental loss of essential data during the purge, it's highly recommended to schedule regular API extractions or data exports for all critical information. This ensures a backup of historical data before it's removed by the automated purge processes.