Import/Export User Preferences

Menu Path: System Administration $Images\bluerarw.gif$ Security $Images\bluerarw.gif$ Import/Export User Preferences

Purpose

Export and import user preferences.

Overview

Use Import/Export User Preferences to export user preferences, such as alerts, favorites, or dashboards from one user or all users to an XML file. These user preferences can then be imported back into Apprise (typically in a different environment). When exporting alerts and/or KPIs, alert/KPI security settings are also exported.

Importing user preferences overwrites existing user preferences.

Exporting User Preferences

To export user preferences:

If you want to export user preferences for a specific user, clear the All Users check box, and enter a user ID or name.
Enter a folder path and file name for the exported file in the File Name field. The file name must have a .xml file extension.
Select a type of user preference you want to copy in the Available User Preferences grid, and click the right arrow button. Repeat this for all user preferences types you want to copy.
Click the Export button in the ribbon. User preferences are exported to the file specified in step 2.

Importing User Preferences

To import user preferences:

Select the Import radio button.
Click the Lookup button for the File Name field, then navigate to the file you want to import, and double-click it.
Click the Import button in the ribbon. The Information dialog box appears, and asks you if you want to overwrite existing user preferences.
Click the OK button, and then click the Yes button. User preferences are imported.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Import/Export User Preferences window.
Export	Click this button to export the selected user preferences types for the selected user or all users to an XML file. This button is only available if the Export radio button is selected.
Import	Click this button to import user preferences from the selected XML file. This button is only available if the Import radio button is selected.

Main Tab Fields and Buttons

Field or Button	Description
Action	Select whether to export or import user preferences.
All Users	Select this check box to export user preferences for all users. This check box is selected by default, and only available if the Export radio button is selected.
User ID	Enter a user ID for which to export user settings, or click the Lookup button to select a user ID. This field is only enabled if you clear the All Users check box, and is only available if the Export radio button is selected.
User Name	Enter a user name for which to export user settings, or click the Lookup button to select a user name. This field is only enabled if you clear the All Users check box, and is only available if the Export radio button is selected.
File Name	Enter the folder path and file name to which you want to export or from which you want to import user preferences, or click the Lookup button to select a folder path and file name.
Available User Preferences	This grid displays user preferences types that are not selected for exporting. To select a type to export, double-click it, or click it, and then click the right arrow button. This grid is only available if the Export radio button is selected.
	Click this button to add the selected user preferences type to the Selected User Preferences grid. This button is only available if the Export radio button is selected.
	Click this button to add all user preferences types in the Available User Preferences grid to the Selected User Preferences grid. This button is only available if the Export radio button is selected.
	Click this button to remove the selected user preferences type from the Selected User Preferences grid. This button is only available if the Export radio button is selected.
	Click this button to remove all user preferences types from the Selected User Preferences grid. This button is only available if the Export radio button is selected.
Selected User Preferences	This grid displays the user preference types you are exporting. To remove a type, double-click it, or click it, and then click the left arrow button. This grid is only available if the Export radio button is selected.