DTAP support

In this topic, you will find information regarding the options you need to select in the workbench Export Manager to export the needed configurations. Exporting the configurations allows you to transfer the configurations using STEPXML to support the Development, Testing, Acceptance, and Production (DTAP) approach to testing and deployment.

Configurations can be stored on the user level, user group level, or global (default settings) level.

If no configurations are stored on the user level, then the system will look for the user group level.
If no configurations are stored on the user group level, then the system will look at the global level (default settings).

DTAP support

In step 2 (Select Objects) of the Export Manager Wizard, select the users and/or groups from which configurations should be exported. Select the "Configuration System" level setup group tree node in the setup group hierarchy holding centralized configurations. Also, select all setup entities below the "Configuration System" level.

In the screen shot below, the users "User A" and "User B" and the user group "Retail" has been selected. The "Configuration System" level setup group and the three setup entities in the setup group are also selected.

In step 3 (Select Format), select "Advanced STEPXML" and use the template:

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<?xml version='1.0'?>
<STEP-ProductInformation DefinitionsAsComments="true">
    <SetupGroups ExportSize="Selected"/>
    <SetupEntities ExportSize="Selected"/>
    <UserGroupList ExportSize="Selected"/>
    <UserList ExportSize="Selected"/>
</STEP-ProductInformation>

This would generate a STEPXML file like the following:

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<STEP-ProductInformation ExportTime="2022-01-12 22:10:14" ExportContext="Context1" ContextID="Context1" WorkspaceID="Main" UseContextLocale="false">

  <SetupGroups>
    <SetupGroup ID="CentralizedConfigurations" UserTypeID="CentralizedConfigurations">
      <Name>Centralized Configurations</Name>
      <SetupGroup ID="Instrument" UserTypeID="ConfigurationType">
        <SetupGroup ID="258107" UserTypeID="ConfigurationSystem" Selected="true" Referenced="true">
          <MetaData>
            <Value AttributeID="ConfigurationSystem">Default System For Value Holder</Value>
          </MetaData>
        </SetupGroup>
      </SetupGroup>
    </SetupGroup>
  </SetupGroups>

  <SetupEntities>
    <SetupEntity ID="258309" UserTypeID="CentralizedConfigurationValueHolderType" Selected="true" Referenced="true">
<!-- Definition:
Configuration={
  "ContextConfiguration" : "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<plugin id=\"ContextConfiguration\">\n  <simple id=\"Context\">step://context?id=Context0</simple>\n</plugin>\n"
} -->
      <SetupGroupLink SetupGroupID="258107"/>
      <Configuration>H4sIAAAAAAAAAG2NQQrCMBBF9z3FMHtN3UmJzSLgCXSXjbQxDKST0KRSEO9uSlwouBv+e3++Dnwnt8y3TIFPzwYAdeBs16y/CUIHKNU6eXjYOW2uwcO+NQiWhzASuxJcL+fd0aDqDcvoF0cMNJb830eDxQKQiabo7Y9XUMo2dkIMNVCFflgrRW1sG6KOlBObl0zRU+7fRL5xGtEAAAA=</Configuration>
    </SetupEntity>
    <SetupEntity ID="258111" UserTypeID="CentralizedConfigurationValueHolderType" Selected="true" Referenced="true">
<!-- Definition:
Configuration={
  "ContextConfiguration" : "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<plugin id=\"ContextConfiguration\">\n  <simple id=\"Context\">step://context?id=Context0</simple>\n</plugin>\n"
} -->
      <SetupGroupLink SetupGroupID="258107"/>
      <Configuration>H4sIAAAAAAAAAG2NQQrCMBBF9z3FMHtN3UmJzSLgCXSXjbQxDKST0KRSEO9uSlwouBv+e3++Dnwnt8y3TIFPzwYAdeBs16y/CUIHKNU6eXjYOW2uwcO+NQiWhzASuxJcL+fd0aDqDcvoF0cMNJb830eDxQKQiabo7Y9XUMo2dkIMNVCFflgrRW1sG6KOlBObl0zRU+7fRL5xGtEAAAA=</Configuration>
    </SetupEntity>
    <SetupEntity ID="258108" UserTypeID="CentralizedConfigurationValueHolderType" Selected="true" Referenced="true">
<!-- Definition:
Configuration={
  "ContextConfiguration" : "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<plugin id=\"ContextConfiguration\">\n  <simple id=\"Context\">step://context?id=Context0</simple>\n</plugin>\n"
} -->
      <SetupGroupLink SetupGroupID="258107"/>
      <Configuration>H4sIAAAAAAAAAG2NQQrCMBBF9z3FMHtN3UmJzSLgCXSXjbQxDKST0KRSEO9uSlwouBv+e3++Dnwnt8y3TIFPzwYAdeBs16y/CUIHKNU6eXjYOW2uwcO+NQiWhzASuxJcL+fd0aDqDcvoF0cMNJb830eDxQKQiabo7Y9XUMo2dkIMNVCFflgrRW1sG6KOlBObl0zRU+7fRL5xGtEAAAA=</Configuration>
    </SetupEntity>
  </SetupEntities>

  <UserGroupList>
    <UserGroup ID="Retail" ReadOnly="false" Selected="true" Referenced="true">
      <Name>Retail</Name>
      <PrivilegeRule ActionSetID="RetailMaintain" ProductID="18200" AttributeGroupID="DescriptionAttribute"/>
    </UserGroup>
  </UserGroupList>

  <UserList>
    <User ID="USERA" ForceAuthentication="true" Selected="true" Referenced="true">
      <Name>User A</Name>
      <UserGroupLink UserGroupID="Super User"/>
      <SystemSetup>
        <SystemSetupValue Type="WB_USERSET" Name="CurrentContext">Context1</SystemSetupValue>
      </SystemSetup>
    </User>
    <User ID="USERB" ForceAuthentication="false" Selected="true" Referenced="true">
      <Name>User B</Name>
      <MetaData>
        <MultiValue AttributeID="ConfigurationEntityReferences">
          <Value>ContextConfiguration#Instrument#Default System For Value Holder#258309</Value>
        </MultiValue>
      </MetaData>
      <UserGroupLink UserGroupID="Product Managers"/>
      <SystemSetup>
        <SystemSetupValue Type="WB_USERSET" Name="CurrentContext">Context1</SystemSetupValue>
      </SystemSetup>
    </User>
  </UserList>
</STEP-ProductInformation>

The file is ready to import to another system.