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Import and Export Repository Information

Overview

Hubble uses repository data files (RDFs) to store repository information. The import/export function allows you to share items between your Object Repository and your computer via an RDF file.

Import/export functions as a temporary workspace or staging area, so once you have completed the import or export, be sure to clear this workspace.

Examples of when you may use the import function include the following:

  • When upgrading or running parallel to an existing Object Repository.
  • When you need to restore your Object Repository from a backup.
  • When you wish to import the Standard Templates back into Administrator (for example when templates have been overwritten or have not been upgraded).

Examples of when you may use the export function include the following:

  • When running parallel installs of Hubble.
  • When you need to send a particular inquiry to our Customer Support Department for further assistance.

Import into a Repository

Follow the steps below to import into the repository:

  1. Log into your repository if you are not logged in already.
  2. Highlight the Import/Export node in the left panel and then either right-click and select Open File or click Open File on the Ribbon.
  3. From the Open File dialog, navigate to and select the RDF file and click Open.
  4. The data from the RDF is now in a staging area under Import/Export. Everything included is displayed in the right panel:

  5. You now have the option to either drag and drop or copy each imported object from the holding area to the corresponding object within the Object Repository. This can be done at the highest level of the object tree, such as Data Sources, or lower down the tree, such as under Profiles.

    (The objects can also be copied to multiple repositories if desired.) If you wish to add all items of one Repository Data File to another, use the Restore function instead of the Import function.

  6. If any profiles have been imported, go through the profile wizard again, making sure all tests are completed successfully. The profile wizard can be access by right-clicking the individual profile, in this example JDE90, and then selecting Edit:

  7. Assign Permissions as needed for this object that was just moved into the repository.
  8. When finished, be sure to clear the temporary workspace area by highlighting the Import/ Export node in the left panel and then either right-clicking and selecting Clear or clicking Clear on the Ribbon.

Import the Standard Templates

Follow the steps below to import the standard templates into the repository:

  1. Log into your Repository if you are not logged in already.
  2. Highlight the Import/Export node in the left panel and then either right-click on Import/Export and select Open File or click Open file on the Ribbon.
  3. From within the Hubble installation folder, highlight StandardTemplates.rdf and select Open:

  4. On the left panel, expand Import/Export > Documents > Templates.
  5. In this example, the GL Balances and Weekly Balances templates will be copied. Using the Ctrl key, select both templates and either right-click and select Copy or click Copy in the Ribbon:

  6. Collapse the Import/Export Folder, expand Documents > Templates in the designated repository and highlight the folder into which you wish to put the templates (in this case the General Ledger folder).

  7. Either right-click and select Paste or click Paste in the Ribbon.
  8. When prompted, select Replace All to overwrite the old templates.
  9. When finished, clear the staging area by selecting the Import/Export folder and either right- clicking on Import/Export and selecting Clear or by clicking Clear on the Ribbon.

Export from the Repository

The Export function is used to select and save single and multiple Repository elements to a repository data file (RDF). (To export the entire repository, use the Backup function instead of the Export function.)

  1. Log into your repository if you are not logged in already.
  2. Highlight the Import/Export node in the left panel and then either right-click and select Begin Export or click Begin on the Ribbon.
  3. A blank repository then opens within the Import/Export tree. Use this to paste or drag and drop the repository items that you want to export.

    In this example, the ‘Tags’ Folder was moved into the staging area:

Another way to export single items from the Repository is to:

  1. Highlight the item you wish to export.
  2. Right-click and select Export.
  3. When the Save file dialog opens, name and select a location to store the data.

Import Custom Templates

A custom template is a Designer-created custom-requisitioned template.

  1. In Administrator, focus on the Import/Export node.
  2. Click Import Custom Templates on the ribbon.
  3. Navigate to the template (RDF file) you are importing and click Open.
  4. This will look in the RDF file, find all templates and import them into the Custom Templates folder.
  5. If the Custom Templates folder doesn’t exist, it will be created underneath Documents. (You will need to refresh the main Administrator page in order to see it once it is created.)
  6. Templates in the Custom Templates folder with a matching Unique ID will be replaced by one being imported. (The import propagates template changes to reports which depend upon the imported templates and have a revision version lower than that of the template.)
  7. A progress window will be displayed (similar to that at the end of the profile wizard), which will show importing and propagating progress. It will automatically close once the tasks have completed. If the RDF has none or just a couple of templates to import, it will disappear immediately.

Import Designer Templates

A designer template is a standard Hubble-created/delivered Designer template (created/delivered by our internal Solutions Team).

  1. In Administrator, focus on the Import/Export node.
  2. Click Import Designer Templates on the ribbon.
  3. Navigate to the template (RDF file) you are importing and click Open.
  4. This will look in the RDF file and search for designer templates which either have a corresponding template in the repository (matched using the Unique ID) and a revision less than that in the RDF. It also looks for those that do not exist at all in the repository.
  5. These templates will be imported to the same corresponding location they were stored in within the RDF, e.g. if RDF location is \\Documents\Templates\NewModule\NewTemplate, and then stores them in the equivalent location in the repository. (The import propagates template changes to reports which depend upon the imported templates and have a revision version lower than that of the template.)
  6. A progress window will be displayed (similar to that at the end of the profile wizard), which will show importing and propagating progress. It will automatically close once the tasks have completed. If the RDF has none or just a couple of templates to import, it will disappear immediately.