Configuration Management - Export

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 a 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).

In step 2 (Select Objects) of the Export Manager Wizard, 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 "Configuration System"-level setup group and the three setup entities in the setup group are 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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                        <MadCap:concept term="Instrument" xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" /><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>
</STEP-ProductInformation>

The file is ready to import to another system.