Wyn Enterprise Administration Guide

Wyn Enterprise: Export

The Export page on the Admin Portal allows you to export documents, schedule templates, export templates, and system settings to a zip (compressed) folder along with its associated files. This is extremely helpful when migrating Wyn Enterprise to a different environment or creating a backup of the Wyn Enterprise Server data.

For an easy and smooth migration process, Wyn Enterprise provides you with import and export functionalities. Both these functionalities differ from the document upload and download functions where only the selected documents are either uploaded or downloaded. In this article, you will learn about the different items that you can export through the Export page and the basic steps involved in exporting.

Tabs

On the Export page, there are several tabs listing different items you can export. See the below table to learn more about each tab on the Export page.

Tab Description
Document Includes the Wyn Enterprise documents organized into different categories based on their types such as dashboards, reports, report templates, master reports, data models, datasets, data sources, images, fonts, themes, language resources, map data, floor plans, web pages, and custom visualizations.
Schedule Templates Consists of schedule templates available on the server, both built-in and custom. Note that only users with the admin role can create custom templates in Wyn Enterprise. For more information on how to create a custom schedule template, see this article.
Export Templates Consists of export templates that are specifically designed for managing the exporting capabilities of reports. It includes both built-in and custom export templates. Note that only users with the admin role can create custom export templates in Wyn Enterprise. For more information on how to create a custom export template, see this article.
Custom Theme Lists the custom themes used to enhance the overall appearance of reports and dashboards. For more information on how to create a custom theme, see this article.
System Settings Contains the system-level configuration settings which are responsible for the smooth functioning of the Wyn Enterprise Server. These settings include UI settings (includes portal and login page settings), dashboard settings, reports settings, worker queue settings, schedule settings, security providers, categories, default document theme, roles, and security settings.
User Functions Consists of user functions defined in CSharp and Visual Basic. For more information, please see User Functions article.

To Export

Use the below steps to export item(s) using the Export page on the Admin Portal.

  1. On the Admin Portal, go to the Exports page.
  2. Navigate to the desired tab i.e. documents, schedule templates, export templates, custom themes, and system settings.
  3. Select the item(s) you want to export. You can use the search box to find a specific item.

    Note: In the Documents tab, use the Only Show Selected Documents option to display only the chosen documents.

    Select Documents to Export

  4. Click the Export button on the top-right corner of the page.
    The selected documents and their associated files are downloaded to a zip (compressed) folder.
    Exporting documents on the Export Page
  5. Unzip the folder.

    Note: The unzipped folder contains an export.manifest file that provides information regarding the exported item(s).