Container Import

Last modified by Sabrina V. on 2025/02/11 10:25

Hinweis  Note:  

Please note that you need the appropriate rights in the User Management to import Containers.

To import a Container or a complete Container structure, you must click on Import (1731577523918-132.png) in the ribbon bar within the Container tab or call up the function via the context menu.  

Hinweis  Note:  

The Containers are always imported below the currently selected Container. So if you want to import a structure into a clear environment, you can click on Import directly. Otherwise, you should select the Container in an existing structure under which you want to import. No existing Containers are overwritten by the import.

A wizard will open and guide you step by step through the import.

On the first page, select the Import file (1731577572081-222.png) by browsing and uploading it. Then select the target Container for the folder selection, where the import should store the Containers. If you want to change the suggested path, click on Folder selection 1731577572081-748.png and disable the Add folder to root level checkbox and (if necessary) select an entry where the import should be placed instead. Click on Select and then on Next >.

Hinweis  Note:  

Note on multi tenancy when importing Container: 

When importing into an existing Container, the imported Containers are assigned to the same tenants as the parent Container. When importing to the root level, the imported Containers are created as global Containers.

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Import Containers

On the next pages you will see an overview of the import file. It contains all the Containers that are in the .cex file. The structure of the files corresponds to the information and the order in which they were exported in advance.

You can now use the checkboxes to preselect which Containers are to be imported and which are not. By default, all Containers in the import file are checked in this view, so only deselect Containers as required. Use the search bar to find a specific entry if you want to import a large quantity of Containers.

The priorities of the Containers indicate how they are arranged in the new structure. The relationship to the Containers from the export was noted here.

67_Container Import_Übersicht der Importdatei_691.png

Overview of the import file

Click on Next > to display the import summary. In the summary, you can see what the Container structure will look like after a successful import. Containers that are imported successfully and in full are highlighted in green. If a warning triangle appears next to an entry, please refer to the following items in the legend:

IconMeaning
1731577738946-940.png

This Container contains import information. If you move the mouse over the respective entry, you can display them.

Basically, there are several notes as to what kind of conflict might be present here:

  1. Name conflict: A Container with the same name already exists at the level where the Container is to be imported ("An existing Container was found under the same path. This will be used for the imported, subordinate Containers"). The import does not overwrite existing Containers or the properties, so there is a name conflict here.
  2. Conflict Multiple occurrences: If the import is sorted below a Container that does not allow multiple occurrences of Clients, but the Containers explicitly allow this, this leads to a conflict. If the import is continued anyway, the Container loses the prior property, which may result in Clients being sorted incorrectly. Error message: "After the import, the Containers will no longer allow multiple occurrences of the same Clients".
1731577738946-510.pngThe Container is imported.

Hinweis  Note:  

Note on the behavior of the import and multi tenancy:

If you import a Container structure, the tenant of the Container to which the import is to be made is always adopted: If the import is to take place under a global tenant, the import also becomes global and adopts this setting. If a Container-tenant relationship exists and the import is classified under this tenant, the imported Containers are assigned the same tenant.

Imports at the root level are classified as global by default.

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Import summary of the Container structure

To start the import, click Yes in the confirmation window. The import results are summarized on the last pages. Depending on the Container structure you are importing, different information may be displayed in the results window (ACMP Container, query filter, advanced SQL filter, custom fields and images and directories).

Please note the following notes on the behavior of importing the various info:

Custom fields

If a Container is imported into a system in which a filter (standard filter and/or advanced SQL filter) uses custom fields, the system first checks whether the corresponding field already exists in this system. The internal ID of the custom fields is found. If the ID already exists, the field is not imported again. The display name and continuing properties of the existing custom fields are not considered.

Directory

During an import, the folders of the custom images (from which the icon for the Container can be assigned) or the custom fields (folder structure of the dynamic Client links in which the custom fields can be created) can be meant.

PriorityThe priorities of the imported Containers remain in relation to each other and are arranged in the previous structure. The newly imported Containers are always created with a lower priority (higher number) than the existing Containers.
67_Container Import_Importergebnisse_798.png

Import results

Exit the import and click on Finish. The new Containers will appear in the overview.

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Example of an imported Container structure

Hinweis  Note:  

If an entry is listed as failed on the last import results wizard page, this will be displayed in the respective row. In this case, check the failed entry and correct the status. If, for example, the entry "Folder" could not be imported, you can check the folders of the custom images that you use for your own icons for the Containers or the directories of the custom fields again.

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