Export or Import Configured Study Attributes

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elluminate supports the ability to export configuration items that exist for a study. This is especially useful when migrating between URLs; for example, when moving from a test environment to a production environment. Exporting a configuration item creates an Excel spreadsheet with the details based upon your selections.

Using this feature will not export any data, but can, if selected, export the details about the data sources as well as import and export definitions for a study or global data store.

Export Configuration Items

  1. Click the 9-dot icon to open the Platform Menu.
  2. Select Configuration under Platform Configuration from the left side of the menu. The Configuration window opens.
  3. Click the Export Configuration... icon. The Export System Configuration window opens.
    ExportConfig_Icon.png
  4. In the System area, click the checkboxes to select the configuration items you would like to export. Click the checkbox next to Configuration to select all.
    ExportSystemConfig.png
  5. In the Studies area, click the checkboxes to select the studies’ details you would like to export. Click the checkbox next to Study to select all.
    1. To include Data Source details for the study, click the checkbox to select the Data Source.
    2. To include Import Definition details for the study, click the checkbox to select the Import Definitions.
    3. To include the Export Definition details, click the checkbox to select the Export Definitions.
  6. In the Global Data Stores area, click the checkbox to select any Global Data stores you would like to export. Click the checkbox next to Global Data Stores to select all.
    1. To include Data Source details for the study, click the checkbox to select the Data Source.
    2. To include Import Definition details for the study, click the checkbox to select the Import Definitions.
    3. To include the Export Definition details, click the checkbox to select the Export Definitions.
  7. Click Export. An Excel spreadsheet with the details of your selected configuration items is downloaded to your computer. This can then be used to provision another URL.

Export Configuration Template

You can also export a generic configuration template that can be used to fill in details when setting up a URL.

  1. Click the 9-dot icon to open the Platform Menu. The Configuration window opens.
  2. Select Configuration under Platform Configuration from the left side of the menu. The Configuration window opens.
  3. Click the drop-down arrow at the right of the Export Configuration... icon. 
  4. Select Export Config Template. An Excel spreadsheet with tabs for all configuration options is downloaded to your computer.

Import Configuration Items

You can also import configuration items that have been created or exported from other studies. This allows you to easily import details to quickly set up configuration items, studies or global data stores on a new URL.

  1. Click the 9-dot icon to open the Platform Menu. The Configuration window opens.
  2. Select Configuration under Platform Configuration from the left side of the menu. The Configuration window opens.
  3. Click the Import Configuration icon. The Import Configuration window opens.
    ImportConfig.png
  4. Click Choose File to open the Open File browser box to select the configuration files you want to import. Alternatively, drag and drop the configuration files onto the window where indicated by the dashed Drop files here zone.
  5. Click Import Configuration.
  6. A confirmation dialog box displays, listing the imported details, as well as a success window.
    ImportConfig_Success.png
  7. Click Close.

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