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Version: 4.0 (2026 H1)

Export: Database or Package

info

Applies to: OnPrem customers; primedocs Desktop, primedocs Web, OneOffixx
Concerns: Administrators

Instructions (short)​

  1. Open the Dashboard (requires the appropriate permissions)
  2. Select the desired export variant via the gear icon.
  3. The exported oopx file (Package) or zip file (Database) is saved by your browser (often under "Downloads")
  4. Next steps are, for example:
  5. Archive the file (as a backup) or
  6. Import the file into another database or
  7. Attach the file to the ticket via the primedocs Support Desk / OneOffixx Support Desk.

Instructions​

warning

Only users who have been authorised in the corresponding file located on the application server have access. If you do not have access but require it, please contact your internal administrator.

  • Click the gear icon and select the desired export:
    • Package → export: Individual templates, Snippets, etc. can be selected and exported as an oopx file.
    • Database → export: The complete database is exported as a zip or dacpac file.

Package Export​

  • Click the gear icon at the top right and select package → export.
  • Navigation
    • To proceed to the next step, click the Next button or, alternatively, click directly on the desired packaging step at the top of the overview (Templates > Snippets > […] > Organization Unit).
    • The Export button is always available, i.e. an export is possible at every packaging step (it simply exports whatever is selected across all steps).
    • Note the button with the wrench ✅ below the Export button. Here you find options for selecting and deselecting elements at the respective packaging step.

Step "Templates"​

Select the template(s) you want to export.

Step Snippets​

  • Option 1: Manually select all Snippets you want to export.
  • Option 2:
    • Go to the pliers button on the right and select "Select snippets that are used in selected templates". After a short wait, all Snippets that are linked in the previously selected templates are automatically selected.
    • Review the selected Snippets and make corrections if necessary.

Step Tags​

If new tags have been created, they can be selected here.

Step Global Document Functions​

If changes have been made to the globally stored document functions, select them here.

image-20240704-141344.png

Step Global Configuration​

If changes have been made to the global configurations, select the corresponding entries here.

Step Global Translation​

If changes have been made to the global translations, select the corresponding entries here.

Step Organization Unit​

If changes have been made to the organisations and/or new departments have been recorded, select them here.

image-20240704-141311.png

Completing the Package Export​

  • Click Export.
  • A pop-up window now appears. It shows what was selected and where.

  • Once you are sure that everything needed has been selected, click "Export".
  • After the export is complete, the following window appears:

  • The browser now downloads the file to your PC.
  • You then find the file in File Explorer wherever your browser stores it (usually under Downloads).

Database Export​

tip

We recommend database exports before server updates, before major changes to your template solution, and simply for backup purposes.

  • Click the gear icon at the top right and select "database" → "export".

image-20240704-112909.png

  • Select which type of database export you want to perform:
    • Datasource Export: This is the conventional database export. Files created from this export cannot be imported across versions.
    • DACPAC Export: This export variant allows a cross-version import and is therefore more flexible. Choose this variant if you want to create a backup or send the export to PrimeSoft Support.
  • The zip file or the dacpac file is downloaded by your browser.
  • You then find the file in File Explorer wherever your browser stores it (usually under Downloads).
warning

The "export" pop-up window does not close automatically when the download has finished. Close it by clicking Close.

You can find the instructions for performing a database import or a package import here: Import: Database or Package