This documentation supports the 9.0 version of Remedy Action Request System.

To view the latest version, select the version from the Product version menu.

Exporting object definitions, views, and applications

Exporting definitions to a file is the first step in moving object definitions from one server to another. You can export multiple object types at a time.

Warning

After initiating an export operation, do not cancel it. The BMC Remedy AR System server does not support the cancel option for exports, so attempting it might corrupt your files.

To export object definitions

  1. Select File > Export.
    Export wizard
    (Click the image to expand it.)

  2. Expand BMC Remedy Developer Studio in the tree.
  3. Select Object Definitions, and click Next.
  4. Select the server from which to export objects, and click Next.
  5. In the Export Objects dialog box, click Add to open the Add Items dialog box.
    Add Items dialog box
    (Click the image to expand it.)
  6. Perform the following actions:
    1. (Optional) In the Filtering Options area, use any of these methods to narrow the list of objects in the list:
    2. To find an object, enter the first few characters of its name in the Name field. For example, to find a form called Class Cost, enter "cla" or "class."
      • To show only the objects for a specific application, select an application from the Applications drop-down list.
      • To display specific types of objects, Use the Object Category check boxes to select categories. To select all categories, click Select All.
      • To find a specific object after you filter the list, enter the first few characters of an object name in the Locate field above the object list.
  7. You can sort the list of objects by name or type by clicking a column header. For example, to sort the objects by name, click the Name column header. By default, items are sorted in ascending order. To sort by descending order, click the column heading again.
  8. Select the objects to export. (Use the CTRL or SHIFT key to select more than one object.)
  9. From the Add Items with Related Properties drop-down list, select an option:
    • Object Only
    • Directly Related Objects
    • All Related Objects
    • Content
      The Directly Related option limits the scope of server objects when exporting shared workflow to a definition file. This option defines new rules for each workflow object, establishing parameters that restrict the objects that are related to include only the associations defined by the new rules for each type of workflow.
      The Content option is applicable only to container objects: applications, guides, and packing lists. If you select only Container object types in the Filtering Options, the Content option is displayed in the list. Selecting Content exports only the object in the container. The container and related objects are not exported.

      Note

      You can change the Related property for an object after you add it to the Export wizard page.

      The following table outlines how each object definition is exported with the Directly Related option.

      Items exported with Directly Related option

      Object type

      Items exported with Directly Related option

      Forms

      All related menus, active links, filters, escalations, active link guides, filter guides, web services, and distributed mapping definitions. Menus from the Change Field action of the active links are also included. Any other forms referenced in workflow actions, guides, and menus are not associated as related objects.

      Join forms

      All forms used to create join forms and their related items (as defined in the operations included in the forms described in the preceding row).

      Active links

      All menus referenced in the Change Field actions, and all guides referenced in the Call Guide action. The guides should see the same form to which the active link refers. The active links referenced in the guide also fall within the same scope; therefore, the associated objects of those active links are included. This cycle continues until it reaches a form.

      Filters

      All filter guides referenced in a Call Guide action and all DSO mapping definitions referenced in a DSO action. Filters referenced in the guide also fall within the same scope; therefore, the associated objects of those filters are included. The guides should see the same form to which the filter refers. Escalations do not have any of the preceding actions, so there are no associations for escalations.

      Active link guides

      All active links referenced in the guide and all associated objects for those active links.

      Filter guides

      All filters referenced in the guide and all associated objects for those filters.

      Applications

      All associated forms and the list of related objects associated with those forms.

      Packing lists

      All contents of the packing list and all related objects for those contents.

      Menus

      No related items exported.

      Web Services

      Exports as an independent object.

      Flashboards

      Exports as an independent object.


      The All Related option moves an object and any objects that are related to it.
      The following table outlines how object definitions are exported with the All Related option.


      Items exported with All Related option

      Object type

      Items exported with All Related option

      Forms

      All related menus, active links, filters, escalations, active link guides, filter guides, web services, and distributed mapping definitions. Forms associated with distributed mapping definitions are exported with all related forms and workflow on the current server.

      Join forms

      All related forms and their form-related items.

      Filters, active links, and escalations

      All related forms and their form-related items.

      Guides

      All related forms and their form-related items.

      Applications

      All related forms and their form-related items.

      Packing lists

      List of all objects in the packing list and the related items of each object, including list of objects in an embedded packing list.

      Note

      Exporting embedded objects can be time consuming.

      Menus

      No related items are exported.

      Web Services

      All related forms and their form-related items.

      Flashboards

      Exports as an independent object.

      Note

      If you enabled Record Object Relationship on the Configuration tab of the AR System Administration: Server Information form, BMC Remedy Developer Studio uses that data to find the related objects. See Setting administrative options.

      Tip

      When you export a large number of forms with many related objects, the export operation might time out and return an error. To avoid the time-out, export the forms and objects in two or more operations.

  10. Click OK to close the Add Items dialog box.
    Selected objects for exporting
    (Click the image to expand it.)

  11. To add more objects, click Add, and repeat steps 5 through 8.
  12. To remove objects from the list or to change the Related property for objects, select the objects in the list and use the command buttons.
  13. When the list is correct, click Next.

    Export options
    (Click the image to expand it.)

  14. In the To File field of the Options page, verify the directory and file name for the object or objects being exported. Make any corrections necessary.
  15. (Optional) Select one or both of the following options:
    • Lock Exported Objects --Select the check box to protect the exported objects from unwanted modifications. See Locking objects.
    • Save as Related Working List --Select the check box, and enter a name for the new working list. Related lists can be created from AR System Navigator by right-clicking the Working Lists node and selecting New Related List from the context menu.
  16. Click Finish.
    The export begins. A progress bar appears as objects are exported. When the export is finished, the Progress tab displays an Export Complete message.

    Note

    Exporting .def files cleans up only known names on the BMC Remedy AR System server. For example, if you log on to ServerA, the export cleans up all names found with ServerA. Your computer might not know ServerA and ServerA.domain.com are the same, so it does not clean up the fully qualified name or an alias name. Also, table fields and active links can point to other servers to gather data. Exporting with server independent does not clean up those names.

To export view definitions

  1. Select File > Export.

    Warning

    After initiating an export operation, do not cancel it. The BMC Remedy AR System server does not support the cancel option for exports, so attempting it might corrupt your files.

  2. Expand BMC Remedy Developer Studio in the tree.
  3. Click View Definitions, and click Next.
  4. Select the server containing the view or views to export, and click Next.
  5. In the Export Views dialog box, click Add to select views to export.
    Export Views dialog box
    (Click the image to expand it.)

  6. In the View Selector dialog box, click Add to display a list of available views.

    View Selector dialog box
    (Click the image to expand it.)

  7. (Optional) Perform any of the following actions to filter the list of views available for exporting:
    • To find a view in the list, enter the first few characters of its name in the Name field. For example, to find a form called Application View, enter app or application in the Name field.
    • To show only views for a specific form, select a form from the Forms drop-down list.
    • To find a specific view after you filter the list, enter the first few characters of its name in the Name field above the view list.
    • You can sort the views in the list by name or type by clicking a column header. For example, to sort the views by name, click the Name column header.
  8. Click the views to export.
  9. In the To File field of the Export Views dialog box, enter the path for the directory to which to export the view.
  10. Click Finish.
  11. To export more views, click Add, and repeat steps 6 through 9. Otherwise, click Next.
    The export starts and a progress bar appears. When the export is finished, a Completed message appears.

To export applications

  1. Select File > Export.

    Warning

    After initiating an export operation, do not cancel it. The BMC Remedy AR System server does not support the cancel option for exports, so attempting it might corrupt your files.

  2. Expand BMC Remedy Developer Studio in the tree.
  3. Select Application, and click Next.
  4. Select the server that contains the application or applications to export, and click Next.

    Export Application dialog box
    (Click the image to expand it.)


    The Application Selection page lists the applications available for export from the selected server. You can sort the list by clicking a column header. For example, to sort applications by type, click the Type column heading. By default, items are sorted in ascending order. To sort by descending order, click the column header again.
  5. Select the application or applications to export.
  6. In the To File field, enter a path for the directory to which to export the application, and click Next.
  7. In the Save As dialog box, select a destination directory and enter a file name for the application being exported, and click Finish.
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