(v23) Import or Export a Source

Import or Export a Source

This applies to: Visual Data Discovery

You can import or export one or more sources in JSON format, including related connection information.

Note: Special characters are not supported for import or export. If the name of a source contains special characters, change that name before continuing.

All users can view the Sources page.

• To import sources, you must log in as a user who belongs to a group with the Create New Data Sources or Administer Sources privilege.

• To export sources, you must log in as a user who has read permissions for the source and its connection or connections.

• If you're importing and exporting a source using the import export API, you can define and use a unique key to identify the source.

  API documentation is provided with your Symphony installation at this link: <symphony-URL>/discovery/swagger-ui.html.

Import and Export Sources

Import one or more sources

1. Open the Sources work area to view a list of the sources you can access.

2. Select Import Source in the data sources work area. The Import Source dialog opens.

3. Browse to and choose the json file for the sources you want to import, then select Open.

   The Import Sources dialog populates with information about the objects that make up your sources and the settings you can use to define how Symphony inserts each object.

   

4. Add and remove tenants by selecting the Tenants field. Add them from the list that opens, remove them, then optionally enable or disable Ignore Warnings.

   Note: When you enable Ignore Warnings, objects are imported and server errors are overridden when possible. This allows you to troubleshoot the errors in your environment. When disabled, no objects are imported, and server errors are returned to aid in troubleshooting outside of your environment.

5. Select an Insertion Strategy for each group of objects.

   Note: The groups of objects varies based on what objects are in your JSON file.
   • Always create objects: Select to create an object every time, even if an existing object exists with the same name or unique ID.
   • Reuse existing objects: Select to create an object if no object with the same name exists. If an object with the same name or unique ID exists, the original object is reused.
   • Update existing objects: Select to update (overwrite) an existing object with the same name or unique ID. If an object with the same name does not exist, an object is created.

6. After you've confirmed your choices, select Import. The sources are imported and a success message is returned.

Note: If you import an exported source that has an associated translation file, you must re-upload the translation for that source.

Export one or more sources

1. Open the Sources work area to view a list of the sources you can access.

2. Select to export one or more sources by selecting the checkbox for a source to export. The Export Selected Items button becomes active.

3. Select Export Selected Items. You browser downloads the selected items in JSON format, placing them in the location you select or the default location for your browser downloads.

Import and Export Sources

Import a source

1. Log in as a user with the Create New Data Sources or Administer Sources group privilege.

2. Select the Data Sources option from the menu. The Sources work area opens.

3. At the top of the page, select Import Source.

4. Browse to and select the json file for the inventory, then select Open. The source and associated connection information is imported.

Note: If you import an exported source that has an associated translation file, you must re-upload the translation for that source.

Export a source

1. Log in as a user who has read permissions for the source and its connection or connections.

2. Select the Data Sources option from the menu. The Sources work area opens.

3. Select the More menu () button to view the More menu for a source.

4. The JSON file is automatically downloaded to your browser.