Creating Export Bundles

An export bundle contains a list of entities that can be imported into another environment.

To create an export bundle:

1. Log on to the source environment from which objects will be exported.
2. Select Admin, and then Implementation Tools, and then Bundle Export, and then Add.
3. Complete the fields in the Main section to define the bundle's basic properties.

   Note:

   You can use the Entities section to add bundle entities now, or save the bundle and then add entities as described in step 5.
4. Click Save to exit the Edit dialog. The export bundle status is set to Pending.
5. While an export bundle is in Pending state, use any of the following methods to add entities to the bundle:
   1. Use the Entity Search zone on the Bundle Export portal to search for entities and add them to the bundle. If an entity is already in the bundle, you can remove it.
   2. To import entities from a .CSV file, click Edit on the Bundle Export portal, and then click CSV File to Upload. Specify the file name and location of the .CSV file containing the list of entities. Click Submit to upload the file, and then click Save to save the changes.
   3. Use the Current Bundle zone in the sidebar of the entity you want to add. (All entities that are configured to support bundling display a Current Bundle zone). This zone displays a list of all pending export bundles to which you can add the entity.
   4. When you check an entity into revision control, specify the export bundle on the Revision Info dialog.
6. When you have added all entities, click Bundle in the Bundle Actions zone on the Bundle Export portal. The export bundle state is set to Bundled and the Bundle Details zone displays the XML representation of every entity in the bundle.

   Note:

   The owner flags of the entities in the bundle must match the owner flag of the bundle itself. If the owner flags do not match, the system displays a warning message. Click OK to continue or Cancel to abort the bundle. If you click OK, you will need to resolve the owner flag discrepancy before you import the bundle to the target environment.
7. Copy the XML from the Bundle Detail zone to the clipboard (or to a text file). You can now create an import bundle and apply it to the target environment.

   Note:

   If you need to make additional changes to the bundle, you must change the bundle state by selecting the Back to Pending button in the Bundle Actions zone.