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Version: Classic

Export: Database or Package

ℹ️ Info Applies to: OnPrem customers; primedocs desktop, primedocs web, OneOffixx
Concerns: Administrators

Instructions (short)​

  1. Open the Dashboard (requires the corresponding 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, contact your internal administrator.

  • Click on 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 on the gear icon at the top right and select package → export.
  • Navigation
    • To get to the next step, click on the Next button or alternatively 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.

"Templates" step​

Select the template(s) that are to be exported.

Snippets step​

  • 1st option: Manually select all snippets that you want to export.
  • 2nd option:
    • Go to the pincer 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 then selected automatically.
    • Check the selected snippets and make corrections if necessary.

Tags step​

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

Global Document Functions step​

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

image-20240704-141344.png

Global Configuration step​

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

Global Translation step​

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

Organization Unit step​

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

image-20240704-141311.png

Completing the Package Export​

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

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

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

Database Export​

tip

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

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

image-20240704-112909.png

  • Select which kind of database export you want to make:
    • 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. Select this variant if you want to make a backup or if you want to send the export to PrimeSoft Support.
  • The zip file or the dacpac file is downloaded by your browser.
  • You will then find the file in File Explorer where your browser stores it (usually under Downloads).
warning

The "export" pop-up window is not closed automatically when the download is finished. Close it by clicking on Close.

You can find the instructions on how to carry out a database import or a package import here: Import: Database or Package