Export Data

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Export Data

Overview

In this article, it will be shown how to perform data synchronization in Bizagi Studio, specifically exporting data through Management Console and in this section, it will be covered the necessary configuration and the steps required to do it.

 

Export data

This utility lets you handpick the data from your development environment to include on the .bdex file.

 

Launch this tool from the Management Console inside the Configuration tab on the ribbon.

 

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The Export data wizard is displayed.

 

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The wizard guides you through the Export procedure. At the top of the window, you can see where you are in the procedure. The first step allows you to Select the data to export. From the left panel, select the data elements you want to include in the .bdex file and click >. Those items will now be visible on the right panel, which means that they will be included in the .bdex file.

 

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Click Next when you have finished selecting the data to be exported. Make sure that you have selected all the items you wish to import, as those that are not included will not be available in the import procedure.

After clicking Next, a new window will be displayed, where you can select the user relationships that you want to export.

 

 

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Once again, select in the left panel the user relationships you want to export and then click > to make sure they are included in the right panel. You can always click >> to move all the options at the same time.

 

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At any time, you can go back to the previous step to review what you have included by using the Previous button in the bottom right corner of the window. If you identify an element that has been mistakenly included, to exclude it, you only need to tick it on the right panel and then click <.

 

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When synchronizing user data from one environment to another, passwords are not considered. That is why, if your authentication method is Bizagi, your users' credentials are handled as follows:

1. Random passwords are generated for all synchronized users.

2. Each user is marked as expired, so they are prompted to change their password on their first login attempt after synchronization.

 

As soon as you have finished selecting the data and user relationships to export, click Next to proceed to the third and last step of the wizard.

 

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In this window, all the entities included in the first step of the wizard are listed on the left panel (Selected entities to export values). When you click on an entity in the left panel, the wizard displays the available attributes for you to select the Entity key. This key is used in the import procedure to compare the existing records on the target environment against the ones exported from the development environment, which is done to prevent the Data Synchronization from creating duplicate records.

 

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Select the combination of columns that uniquely identifies each record of the entity. Do this for each of the entities listed on the left panel, and once you are done, click Export.

In the displayed file explorer, provide a name for the file and select the location where it will be saved.

 

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Click Save to generate the corresponding .bdex file. A pop-up alert will inform you if the file was successfully generated or if an error occurred.

 

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If there are duplicated values in the set of columns configured as Entity key, the export procedure will fail.

 

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To apply the newly generated file into your target environment, use the Import data procedure. Continue reading the next section for a step-by-step guide on how to use it.