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Export configuration data

There are several ways that you can go about exporting Dialer configuration data: You can export all objects, you can export a category of objects, or you can export individual objects.

To export all objects

  1. Select the Configuration check box.

  2. Click Export Configuration.

To export a category of objects

  1. Select the check box next to the object category.

  2. Click Export Configuration.

To export individual objects

  1. Expand the object category.

  2. Select the check boxes next to each object that you want to export.

  3. Click Export Configuration.

    WARNING: 200 object limit. When exporting a category of objects or individual objects, be aware that if there are more than 200 objects in any single category, the Export configuration tool is unable to display or export more than 200 objects without manual intervention. If you want to view and select objects in a category that contains more than 200 objects, you must use the Filter items text box to manually append additional objects to the display. You can then select them for inclusion in the export.

    To append additional objects:

    1. Expand the object category.

    2. Select the check box next to the object category to select all the objects.

    3. In the Filter items text box, type the name of the object that you want to add to the display and press Enter. When you do, the object is added to the bottom of the tree list.

    4. Select the check box next to the object category to clear all the check boxes.

    5. Again, select the check box next to the object category to select all the objects. When you do, the new object is selected and ultimately included in the export.

    6. To add other objects to the list, repeat steps 3-5.

    7. Click Export Configuration.

      NOTE: If there are objects with similar names that you want to add to the list, you can type a partial name in the Filter items text box to add more than one object to the list at a time. This applies to selecting object categories and individual objects. When selecting the entire configuration, all objects are exported regardless of how many objects are in any one category.

    To complete the export

    1. After you click Export Configuration, you are prompted to name the XML file.

    2. Select a folder and type a name in the File name box.

    3. Click Save. The XML file is saved at the location specified.

Note: In order to successfully import a policy set that refers to an email template, you must manually copy the template file from the Central Campaign Server you are exporting from to the one you are importing to.

Templates are stored on the CCS as DET files at %Installation Folder%\Server\Resources\EmailTemplates, as shown here:

Copy the desired template file from this location on the originating machine to the same location on the CCS of the machine that you are importing the policy set to. When you load the template edit screen, it shows the available templates. If your template doesn’t appear, the editor failed to find the template in the expected location.