Exporting and Importing an Attribute Group

You can export attribute groups from one system (typically a development system) and then import it into another system (usually the production system). The attributes in the attribute groups that were exported must already exist in the database where the file will be imported. The import process creates attribute groups, but not the attributes within those groups.

The exported file is saved in XML format. You must save the file to a media that can easily be accessed from both the exporting and importing systems.

Required access roles:

  • Baseline: Leader, Owner
  • App-specific: Librarian

Notes:
  • When exporting/importing attribute groups, the names of the attribute groups can only include certain special characters (in addition to alphanumeric characters):
    • Allowed: `~!^()-_{}'.
    • Not allowed: :+;/
  • When you export an attribute group, the exported file contains the following information about the attributes, Type, Name, Description, Default Value, Dimension, Preferred Unit, Is Multivalue, Predicate, DisplayIn6WTags, Authorized Values, Minimum, Maximum, Multiline String, and Classification Attribute. For more information, see Creating Classification Attributes.

You need to rename any attribute groups that include any of the "not allowed" characters in their names.

  1. On the system that contains the attribute group you want to export, follow these steps:
    1. View the list of attribute groups. See Attribute Groups List.
    2. Select the required attribute groups.
    3. From the page toolbar, click Actions > Export or Actions > Export as a Background Process.

    If you choose Export, IP Classification exports the file and opens the File Download dialog used by your operating system. You can open or save the XML file. You need to wait until the export completes before you continue working.

    If you choose Export as a Background Process, a message displays with the name of the background job and you can continue working. See Background Jobs List for details. You can also use > Utilities> Background Jobs to view background jobs.

    If you select a single attribute group, the file is named <ATTRIBUTE GROUP NAME>_DDMMYYYY.xml, using the actual name of the attribute group and the current date. If you select more than one attribute group, the file is named AttributeGroup_DDMMYYYY.xml.
  2. On the system where you want to import the attribute groups, follow these steps:
    1. View the list of attribute groups. See Attribute Groups List.
    2. From the page toolbar, click Actions > Import or Actions > Import as a Background Process.

      The Message box shows the results of the import or validate functions.

    3. Click Browse and use the file system chooser to locate the XML file containing the exported attribute groups.
    4. If you want the attribute groups being imported to override existing attribute groups, click the Override existing Attribute Group check box.

      The 2 attribute groups could have different sets of attributes. If an existing attribute group has been used in a class or part family, you cannot override it with an imported attribute group.

    5. To validate the XML file prior to actually importing it, click Validate.

      The Message box shows either The file does not have any errors, You can import the file. or an error message. If any errors occur, fix them and try importing again. Possible errors that could occur:

      • Attribute Group with the same name exists in the database.
      • XML file could be invalid. This situation could occur if the file was edited after it was exported.
      • An attribute within a group might not exist in the database. The import process does not create attributes.

      If an attribute group with the same name exists, you can still import the file if you check the Override existing Attribute Group box and the existing attribute group has not been used in a class or part family.

    6. When ready, click Import.
    If you chose to import as a background process, a message displays indicated the Job number. You can check the progress of the import on the background jobs page (see Background Jobs Page).