The Import-Export Tool lets you to import and export entities to/from iCore systems. To start the Import-Export Tool, select Tools --> Import (or Tools --> Export) from the main menu in iCore Administrator.
There are two types of export-import procedures:
- between internal iCore systems, registered on the same machine.
- between external iCore systems, located and registered on
- Importing or exporting entities to/from external systems is done via an .ieo file. You can choose whether you want to encrypt the contents of the file or not.
The basic rule is that importing or exporting an entity requires that the User has full CRUD permissions on the entity in question.
However, you can use the Import and Export permissions to "override" the permissions the user has on the entity. Doing so can be useful for example in a scenario where a User in a support role needs to be able to import entities (e.g. as a part of deploying integrations to an iCore system), without being granted the permission to edit the entities themselves.
For more information, see User group.
Entities can be explicitly or implicitly selected for import/export. If you use a Filter result to select entities, they become implicitly selected. If an entity is automatically selected due to a dependency, the selection is also implicit, see also Export Import Dependencies below.
The type of selection in the Import-Export Tool is visualized by the status of the associated check box.
Entity tree nodes
Entity tree nodes are displayed in the entity tree in the left window pane.
|Explicitly selected||All items contained in this entity tree node are selected. Any entities under a filter or entity type nodes are implicitly selected. Unchecking the item will return it to either Partially selected or Not selected depending on the selection status of the contained items.|
|Partially selected||One or more items contained in this node are selected. Checking this checkbox will mark it as explicitly selected.|
|Not selected||No items in this node are selected. Checking the checkbox will mark the item as explicitly selected.|
Entities are displayed in an entity list in the right window pane.
|Explicitly selected||This entity has been explicitly selected by checking it, which means it will be included in the import/export. Un-checking the checkbox will return the item to unselected or implicit selection status depending on if there are other items that reference this entity or not.|
|Implicitly selected due to mandatory dependency||This entity is implicitly selected because at least one other entity that depends on it is selected. This item can not be de-selected (but can be excluded during import if the entity already exists in the destination system, see Explicitly excluded below). Checking the checkbox will mark the item as explicitly selected.|
|Implicitly selected due to optional dependency||This entity is selected because at least one other entity has a reference to it. However, the dependency is optional, so the item can be deselected (Right-click and select Deselect in the context menu). Optional dependencies include any dependencies created by user-defined references and Category memberships. Checking the checkbox will mark the item as explicitly selected.|
|Explicitly excluded||An implicitly selected entity can be excluded from the Selected entities view during import by selecting Exclude from import in the context menu. This means that if the entity already exists in the destination system when the import is performed, this entity will not be updated from the import document. If the entity does not exist in the destination system however, the import will fail. Clicking this item will not affect it. You must right-click it and uncheck Exclude from import in the context menu to restore it to its previous status.|
|Not selected||This entity is not included in the import/export. Checking the checkbox marks the item as explicitly selected.|
If an entity selected for export has dependencies to another entity, this entity will automatically be included in the export. If the original entity (with dependencies to other entities) is manually removed from the import selection, the "dependency entities" are automatically deleted as well. For more information, see Entity references.
Direct exports via context menu