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Import and Export Configuration

  • Updated on 18 Oct 2018
  • 10 minutes to read
  • Contributors

BizTalk360 has the capability to import and export the configuration between environments. The capability allows you to export/import the following configuration:

  • User Access Policies
  • Saved Queries
    • Message Box and Tracking Queries
    • BAM, ESB and EDI Queries
    • Advanced Event Viewer Queries
    • Secure SQL Queries
  • Alarms
  • Knowledge Base
  • BizTalk Reports
  • Dashboards
  • Custom Widgets

The import and export configuration feature can be accessed only by the super user from the Settings side of BizTalk360 web portal.

BizTalk360-Export-Import-Configuration.png

BizTalk360-Export-configuration.png

Exporting configuration

By clicking the Export button, you are redirected to the Export section where all the configured features of the selected environment are displayed. After exporting the configuration, and based on the users need, the user can import the configuration into a different environment. Once the environment is selected, all the configured features will display. By default, all the configuration of the features will be selected. In other words, in case you have created multiple alarms, all alarms will be shown and selected.

BizTalk360-Select-Environment.png

Exporting Alarms

The Alarms grid contains the details of the alarms, being the alarm name, type and the configured email id.

BizTalk360-Export-Alarms.png

Exporting User Access Policies

In this section, the grid contains the domain name, username and whether the user is super user/NT Group and the environment access details.

BizTalk360-Export-User-Access-Policies.png

Exporting Saved Queries

In this section, all the queries of the selected environment will be displayed for the following sections:

  1. Message Box Queries
  2. Graphical Flow (Tracking)
  3. Advanced Event Viewer
  4. ESB Exception
  5. Business Activity Monitoring
  6. Electronic Data Interchange

BizTalk360-Export-Saved-Queries.png

Exporting Secure SQL Queries

The Secure SQL Queries grid contains the secure SQL queries name, their corresponding data base and the SQL instance.

BizTalk360-Export-Secure-SQL-Queries.png

Exporting Knowledge Base

The number of available Knowledge Base articles of the selected environment will be displayed, according to the following sections:

  1. Service Instances
  2. Event Logs
  3. Throttling Data
  4. ESB Exceptions

BizTalk360-Export-Knowledge-Base.png

Exporting BizTalk Reports

The BizTalk Reports grid contains the details of the Schedules and their associated Reports, being the Schedule Name, Type and the configured Email id(s).

BizTalk360-Export-BizTalk-Reports.png

Exporting Dashboards

The first screen of the Export User Dashboard feature, the Dashboard grid, contains the details of the dashboards, being the User Name, Domain Name, Dashboard Type, Dashboard Name and whether the dashboard is a Global Dashboard or not.

If the dashboard is a Global Dashboard, then the User Name and Domain Name will not be displayed because the dashboard will be accessed by all the user under the environment. The dashboard details will be displayed according to the environment selection.

BizTalk360-Export-Dashboards.png

The Pagination capabilities will be displayed according to the first max match size set on system settings.

Exporting Custom Widgets

The first screen of the Export Custom Widgets process shows the names of the custom widgets.

BizTalk360-Export-Custom-Widgets.png

Importing Configuration

The alarm import process is a 5-step process, where you can choose the environment and can import the earlier exported file.

BizTalk360-Import-Configurations.png

Alarms

Importing alarm configuration allows you to select the desired alarm(s) in the import configuration section. Besides that, you have the following capabilities:

  • Disable/Enable the Alarm after import
  • Overwrite exiting alarms in the destination environment
  • Provide different email id’s
  • Rename the alarms on import Once the selection has been made, the user can move to the next section by clicking the “Next” button

Map Environment

In this screen, you can select the BizTalk Server, SQL Server, and SQL Server Instances of the destination environment. This is the screen where you can choose to select the valid BizTalk server and SQL server in the destination environment Click “Next” to navigate to the Import Summary screen

Import Summary

If you need to make any changes to the alarm import configuration, make sure you perform them during the current step. After this step, you cannot make any changes Click “Import” to import the alarm configuration into the destination environment The selected alarms and associated configurations will be imported into the destination environment. You will notice a confirmation message as 'Import process completed. See the result summary below!'. Click Close Import Wizard to close the import wizard screen and return to the Import and Export Configuration page.

User Access Policy

Import Configuration

While importing User Access Policy, from another environment, it will check the domain name and user name whether already existing or not in the current environment.

BizTalk360-Import-User-Access-Policies.png

Once the zip file has been imported, the user can edit the domain name and the user name, based on their environment. For importing User Access Policies, there are three options. For super user’s configuration, only the “Create” option is available (Access to all the environments and features based on the license policies). Three options exist for Non-Super Users: **Create **- The Create option is available for both Super and Non-Super Policies **Overwrite **- This option will replace the existing User Access Policy configuration of the Non-Super user **Merge **- This option will merge already existing User Access Policies in the destination environment with the imported policies Once the selection has been made, the user can move to the next section by clicking the “Next” button

Map Environment

This section displays the description about selected User Access Policies and their information whether already exists or not.

BizTalk360-Import-User-Access-Policies-2.png

Import Summary

This section provides the summary of your selections and chosen options, so far. BizTalk360-Import-User-Access-Policies-Import-Summary.png

Result Summary

This section provides the result summary of User Access Policies import process.

BizTalk360-Import-User-Access-Policies-Result-Summary.png

Saved Queries

Import Configuration

The zip file contains saved queries from the exported environment for the following sections:

  1. Message Box Queries
  2. Graphical Flow Tracking
  3. Advanced Event Viewer
  4. ESB Exception Data
  5. Business Activity Monitoring
  6. Electronic Data Interchange

BizTalk360-Import-Saved-Queries.png

Based on the user’s need, the selection can made and move to the next section by clicking the “Next” Button.

Map Environment

In this section, environment mapping is not supported for the saved Queries. It simply displays the details of selection made so far in the grid.

BizTalk360-Import-Saved-Queries-Map-Environment.png

Import Summary

This section provides the summary of your saved queries selections so far.

BizTalk360-Import-Saved-Queries-Import-Summary.png

Result Summary

This section provides the result summary of Saved Queries import process with detailed information whether the import was successful or not and about the create or overwrite operation(s).

BizTalk360-Import-Saved-Queries-Result-Summary.png

Secure SQL Queries

Import Configuration

In Secure SQL Queries, the queries which come out-of-the-box with BizTalk360 are not imported. So, only user created Secure SQL Queries will be imported. Once the zip file has been imported, the grid contains the details of secure SQL query name, database name and SQL instance name which can be edited before moving to the next section.

BizTalk360-Import-Secure-SQL-Queries.png

Map Environment

Environment mapping isn’t supported for the secure SQL queries. So, it simply displays the selection made so far.

BizTalk360-Import-Secure-SQL-Queries-Map-Environment.png

Import Summary

This section provides the summary of your Secure SQL Queries selections made so far.

BizTalk360-Import-Secure-SQL-Queries-Import-Summary.png

Result Summary

This section provides the result summary of Secure SQL Queries import process with information whether the import was successful or not and about the create or overwrite operation(s).

BizTalk360-Import-Secure-SQL-Queries-Result-Summary.png

Knowledge Base

Import Configuration

The ZIP file will contain the Knowledge Base articles from the exported environment, for the following sections:

  1. Service Instances
  2. Event Logs
  3. Throttling Data
  4. ESB Exceptions

BizTalk360-Import-Knowledge-Base.png

Importing the Knowledge Base configuration allows you to select the desired Knowledge Base sections. Besides that, you have the following capability:

  • In case of an existing article, the user can choose to Overwrite or Ignore articles with the same name under the respective environment.

BizTalk360-Import-Knowledge-Base-Overwrite-Option.png

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The user can progress to the next section by clicking the “Next” button.

Map Environment

As environment mapping is not supported for Knowledge Base sections/articles, only the details of selection made so far in the grid are displayed.

BizTalk360-Import-Knowledge-Base-Map-Environment.png

Import Summary

This section provides the summary of your Knowledge Base selections so far.

BizTalk360-Import-Knowledge-Base-Import-Summary.png

Result Summary

This section provides the Result Summary of the Knowledge Base import process, with detailed information whether the import was successful or not and about the create and/or overwrite operation(s).

BizTalk Reports

Import Configuration

The ZIP file will contain the BizTalk Report schedule(s) and the associated reports from the exported environment. The Import configuration section allows you to select the schedule(s) and the associated reports. Besides that, you have the following capabilities:

  • Disable/Enable the BizTalk Report schedule after import
  • Overwrite existing schedule(s) in the destination environment
  • Provide different Email Id’s
  • Rename the schedule on import

BizTalk360-Import-BizTalk-Reports.png

Once the selection has been made, the user can move to the next section by clicking the “Next” button.

Map Environment

For BizTalk Reports, environment mapping is not supported. This section simply displays the Schedule details made so far in the grid.

BizTalk360-Import-BizTalk-Reports-Map-Environment.png

Import Summary

This section provides the summary of the BizTalk Reports schedule(s) and the associated reports selections so far.

BizTalk360-Import-BizTalk-Reports-Import-Summary.png

The user can progress to importing of the selected BizTalk Reports by clicking the “Import” button.

Result Summary

This section provides the Result Summary of the BizTalk Reports import process.

BizTalk360-Import-BizTalk-Reports-Result-Summary.png

Dashboards

Import Configuration

While importing Dashboards from another environment, the import will check whether the domain name and the user name already exist in the current environment. If the user or domain does not exist in the destination environment, it will show information as below.

BizTalk360-Import-Dashboards.png

The user can edit the User Name and Domain Name as in User Access Policies and the user can import the Dashboard(s) to the destination environment. If the user exists in any of the NT Groups in the User Access Policies, then they can map the NT Group to the required user and import the dashboard.

BizTalk360-Import-Dashboards-NTGroup-Association.png

Next, it will also check if the environment has the required User Access Policies and Licence Policy for the sections Operations, Analytics, EDI and ESB. If the access is not available, then the user cannot import the dashboard.

The Overview Dashboard for the types Operations, Analytics, EDI and ESB are the default dashboard, which cannot be created. The user can only Overwrite the existing default dashboard.

BizTalk360-Import-Dashboards-User-Access-Permission.png

Once the ZIP file has been imported, the user can edit the Domain Name, User Name and the Dashboard Name, based on the requirement. The Overview dashboard cannot be edited because, it is a default dashboard and the user cannot edit the user name and the domain name for it.

For importing the Dashboard(s), there are two operations that can be performed:

  • Create - The user can create the dashboard when the dashboard does not yet exist in the destination environment
  • Overwrite - If the dashboard already exists in the destination environment, then the user can overwrite the dashboard on the destination environment

Once the selection has been made, the user can move to the next section by clicking the “Next” button.

Map Environment

This section displays the details about the selected dashboards, including whether the edited domain name and the user name are valid.

BizTalk360-Import-Dashboards-Map-Environment.png

If the edited Dashboard Name already exists in the target environment, the import process will overwrite the existing dashboard, otherwise it will automatically change the operation to Create dashboard.

Import Summary

This section will display the summary of the selected dashboards so far. In that, for each dashboard, it will display the operation which will be performed. The user can change the import settings in this step. After this, the selected dashboard(s) will be imported into the destination environment.

BizTalk360-Import-Dashboards-Import-Summary.png

Result Summary

This section provides the result summary of the Dashboard import process.

BizTalk360-Import-Dashboards-Result-Summary.png

Custom Widgets

Import Configuration

While importing Custom Widgets, the process will check whether the widget already exists in the target environment. If it exists, the import process will Overwrite the existing widget. If not, the widget will be Created in the target environment.

BizTalk360-Import-Custom-Widgets.png

Note: For Custom Widgets, Placeholders and Logo will not be imported. You should recreate the placeholder(s) in the destination environment and place the Logo in the respective path "BizTalk360\Web\Integrations\Logos".

Map Environment

In this section, the details of the selection made so far are displayed.

BizTalk360-Import-Custom-Widgets-Map-Environment.png

Import Summary

This section provides the summary of your custom widgets selection so far and it will display the operations which will be performed.

BizTalk360-Import-Custom-Widgets-Import-Summary.png

Result Summary

This section provides the result summary of the Custom Widgets import process. It provides detailed information whether the import was successful or not and about the Create and/or Overwrite operation(s).

BizTalk360-Import-Custom-Widgets.png