Importing and Exporting DataViews

To facilitate the migration of DataView definitions from one database to another, use the DataViews Import/Export utility to import and export DataViews. This can be done one DataView at a time or in mass. The utility can also be used as a tool to maintain back-ups of custom DataViews. The DataViews Import/Export form supports the function of exporting DataViews to an XML file and importing DataViews from a pre-formatted XML file. The XML file is saved in the directory specified following the naming convention WBDataViews_[DataViewName].xml.

Follow these steps to import or export a DataView:

1. When exporting DataViews, use the starting and ending parameters on the form to determine which DataViews are included:

   DataView

   Select a range of DataViews.

   Group Name

   Select a group name or range of names.

   User Name

   Select a user name or range of names.

2. Use the check boxes to determine which permissions and layouts are included in the export:

   Include Permissions

   Select this check box to include permissions for each DataView being exported.

   Include Layouts

   Select this check box to include layouts for each DataView being exported.

3. To specify the Directory for the import or export:
   • When exporting, specify the Directory in which the DataView XML file is placed. If the folder/directory exists, it is removed and re-added to ensure a clean export.
   • When importing, specify the Directory that stores the DataView XML file to be loaded.
   • Click Browse to navigate to the directory.
4. Click Import or Export.

Notes

The import does not allow a DataView to be added to a database if one of the same name already exists. Instead, copy the existing DataView to a new name in the target database then delete the duplicate record so it can be loaded without error.

If an error occurs during import, no elements of the DataView with the issue are loaded.

The import routine does not validate users or groups for permissions and layouts; users and groups must be added manually to the target database as needed.

Related Topics

About DataViews