You can import and export sections of the Application using an XML Format.
TIP: Only Administrators have access to this portion of the tool.
Extract
Choose an item from the drop-down list, click the Extract icon to start the extract process, then name the output file.
Load
After browsing to the file, click the Load icon to initiate the process.
Extract and Edit
This option is available for all extracts and allows the ability for the end user to edit the XML file as needed.
These are the list of items that can be extracted:
Application Zip File (All except for Data and FX)
This option will export all the Application structures except for data and the FX rates. After clicking on the extract icon, the end user will be presented with a pop-up box to save it in a zipped format. After clicking yes, the end user can then name his/her file. This is the most complete option in the list and can be used to create a copy of the Application.
Application Security Roles
This covers all the security roles found under Application | Tools | Security Roles. The screen will display Items To Extract and by default, All is chosen. The defined roles will be exported accordingly.
Application Properties
This covers all the Application Properties found under Application | Tools | Application Properties. After choosing this option, the screen will display Items To Extract and by default All is chosen.
Workflow Channels
This covers all the Workflow Channels found under Application | Workflow | Workflow Channels. The screen will display Items To Extract and by default All is chosen.
Metadata
This has multiple sections such as Business Rules, Time Dimension Profiles, Dimensions, and Cubes. The metadata can be found under Application | Cube | Dimension Library. OneStream can search for Dimension Member and Relationship changes by username and time stamp. For more details on the Find Modified Items feature, see Extracting and Loading Dimensions in Implementing Security.
Cube Views
This has multiple sections such as Groups and Profiles which go together. Cube Views can be found under Application | Presentation | Cube Views. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Data Management
This has multiple sections such as Groups and Profiles which go together. Data Management can be found under Application | Tools | Data Management. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Application Workspaces
This has multiple sections such as Maintenance Units and Profiles. Under the Groups, Dashboard Components, Dashboard Adapters, and Dashboard Parameters go together. Workspaces can be found at Application | Presentations | Workspaces. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Confirmation Rules
This has multiple sections such as Groups and Profiles which go together. Confirmation Rules can be found under Application | Workflow | Confirmation Rules. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Certification Questions
This has multiple sections such as Groups and Profiles which go together. Certification Questions can be found under Application | Workflow | Certification Questions. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Transformation Rules
This has multiple sections such as Business Rules, Groups, and Profiles which go together. Transformation Rules can be found under Application | Data Collection| Transformation Rules. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Data Sources
This has multiple sections such as Business Rules and Data Sources which go together. Data Sources can be found under Application | Data Collection | Data Sources. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Form Templates
This has multiple sections such as Groups and Profiles which go together. Form Templates can be found under Application | Data Collection | Form Templates. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Journal Templates
This has multiple sections such as Groups and Profiles which go together. Journal Templates can be found under Application | Data Collection | Journal Templates. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
Workflow Profiles
This has multiple sections such as Workflow Profiles and Workflow Profile Templates. Workflow Profiles can be found under Application | Workflow | Workflow Profiles. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off. When loading Workflow Profiles via an XML file extracted previously or from a different Application, the Load process clears old property settings if they are not specified in the loaded XML file. This approach ensures that any property edits made to the Workflow Profile upon extracting it are honored when the same XML file is re-loaded.
Extensibility Rules
This only exports the Extensibility Rules in the Business Rules section; all others are exported with the object to which they are tied. (e.g., if there is an Account description rule under the Parser section, it will be exported with the Data Source.) Extensibility Rules can be found under Application | Tools | Business Rules | Extensibility Rules. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
FX Rates
Rates have their own Cube. This has multiple sections such as All FX Rate Types and All Time Periods. FX Rates can be found under Application | Cube | FX Rates. The screen will display Items To Extract and by default All is chosen. Choose specific items in each section, or turn the sections on or off.
FX Rate CSV
This is a CSV extract of the application FX Rates which contains FxRateType, Time, SourceCurrency, DestCurrency, Amount, HasData. FX Rates can be found under Application | Cube | FX Rates.
