Export or Import Configured Study Attributes

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elluminate supports exporting configuration items associated with a study. This is especially useful when migrating between URLs, such as moving from a test environment to a production environment. Exporting a configuration item generates an Excel spreadsheet with details based on the selected options.

This feature does not export study data. However, if selected, it can include metadata such as data source details, 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 on the left side of the menu. The Configuration window opens.
  3. Click the Export Configuration... iconThe Export System Configuration window opens.
    Export Configuration
  4. In the System area, select the checkboxes for the configuration items to be exported. To select all, click the checkbox next to Configuration.
    Export System Configuration
  5. In the Studies area, select the checkboxes for the studies to be exported. To select all studies, click the checkbox next to Study.
    1. To include Data Source, Import Definition, or Export Definition details for a study, select the corresponding checkboxes.
  6. In the Global Data Stores area, select the checkboxes for the Global Data stores to be exported. To select all Global Data Stores, click the checkbox next to Global Data Stores.
    1. To include Data Source, Import Definition, or Export Definition details for a Global Data Store, select the corresponding checkboxes.
  7. Click Export. An Excel spreadsheet containing the selected configuration details will be downloaded to your computer. This file can then be used to provision another URL.

Export Configuration Template

A generic configuration template can also be exported and used to fill in details when setting up a new URL.

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

Import Configuration Items

Configuration items created or exported from other studies can also be imported. This allows for the quick setup of configuration items, studies, or global data stores on a new URL.

  1. Click the 9-dot icon to open the Platform Menu. 
  2. Select Configuration under Platform Configuration on the left side of the menu. The Configuration window opens.
  3. Click the Import Configuration icon. The Import Configuration window opens.
    Import Configuration
  4. Click Choose File to open the file browser and select the configuration files to import. Alternatively, drag and drop the configuration files into the Drop files here area.
  5. Click Import Configuration. A confirmation dialog appears, listing the imported details, followed by a success message.
    Import Configuration Success
  6. Click Close.

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