{"id":6237,"date":"2014-06-02T06:33:48","date_gmt":"2014-06-02T13:33:48","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=6237"},"modified":"2020-03-23T23:36:57","modified_gmt":"2020-03-24T06:36:57","slug":"how-to-export-and-import-topteam-projects","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/6237\/how-to-export-and-import-topteam-projects\/","title":{"rendered":"How to export and import TopTeam Projects"},"content":{"rendered":"<div>\n<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>You can export and import Projects in TopTeam. While exporting a TopTeam Project, various artifacts such as <i>Repository Objects, Tracking Items, Comments, Attachments <\/i>and <i>Trace Links<\/i> are exported. These can then be imported back into <span style=\"color: #000000;\">any other TopTeam repository<\/span>.<\/p>\n<p>This article describes how to export and import Projects in TopTeam.<\/p>\n<p><strong>NOTE<\/strong>:<\/p>\n<ul>\n<li>Exported projects can be imported back into the repository, <span style=\"color: #000000;\">only if the TopTeam Database Schema version of both the repositories is the same.<\/span><\/li>\n<li>This feature should not be considered as a Repository Backup or Repository Synchronizer, as it only imports records and does not synchronize existing records.<\/li>\n<\/ul>\n<p>What will NOT be imported?<\/p>\n<p>Records of type such as:<\/p>\n<ul>\n<li>OneView Documents<\/li>\n<li>Review Packages<\/li>\n<li>Test Runs<\/li>\n<\/ul>\n<p>Metadata:<\/p>\n<ul>\n<li>Record Types<\/li>\n<li>Record Type fields<\/li>\n<li>Form Layouts<\/li>\n<li>Record States<\/li>\n<li><span style=\"color: #000000;\">Administration related data<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Administrators<\/li>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>You must have <i>System Administrator<\/i> or <i>Create Root Project<\/i> permissions to import an exported project.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1. Export a project from TopTeam<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.1. Go to TopTeam main menu and select Export Projects to File<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27072-media_1401705922003.png\" alt=\"wpid27072-media_1401705922003.png\" width=\"644\" height=\"583\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.2. Export Project Wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27073-media_1401706375749.png\" alt=\"wpid27073-media_1401706375749.png\" width=\"785\" height=\"592\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.3. Select Project(s) to be exported<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27087-media_1475652373865.png\" alt=\"wpid27087-media_1475652373865.png\" width=\"784\" height=\"588\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.4. Specify the File Path where project is to be exported<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27076-media_1466599102330.png\" alt=\"wpid27076-media_1466599102330.png\" width=\"784\" height=\"588\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.5. View Action Summary<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27077-media_1466599193234.png\" alt=\"wpid27077-media_1466599193234.png\" width=\"784\" height=\"588\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.6. Project is exported successfully<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27078-media_1466599576693.png\" alt=\"wpid27078-media_1466599576693.png\" width=\"784\" height=\"588\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2. Import a project into TopTeam<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.1. Go to TopTeam main menu and select Import Projects from File<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27074-media_1401710184574.png\" alt=\"wpid27074-media_1401710184574.png\" width=\"754\" height=\"588\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.2. Import Project Wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27075-media_1401710414933.png\" alt=\"wpid27075-media_1401710414933.png\" width=\"800\" height=\"576\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.3. Browse and select the File Path of the exported project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27079-media_1466600327314.png\" alt=\"wpid27079-media_1466600327314.png\" width=\"800\" height=\"577\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.4. Previously exported Project File Path displays<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27080-media_1466600451083.png\" alt=\"wpid27080-media_1466600451083.png\" width=\"800\" height=\"577\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.5. Browse and select a temporary location to extract contents of the exported project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27081-media_1466600765120.png\" alt=\"wpid27081-media_1466600765120.png\" width=\"800\" height=\"577\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.6. Select Project(s) to be imported<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27082-media_1466601132033.png\" alt=\"wpid27082-media_1466601132033.png\" width=\"800\" height=\"577\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.7. Map custom Record Types present in exported file to TopTeam Record Types<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27083-media_1466659307672.png\" alt=\"wpid27083-media_1466659307672.png\" width=\"800\" height=\"577\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: Names of <span style=\"color: #000000;\">Record Types<\/span> present in the file which are same as <span style=\"color: #000000;\">Record Types<\/span> in TopTeam including both system and custom Record Types, are automatically mapped by the system.<\/p>\n<p><strong>IMPORTANT<\/strong>: However, in case of custom <span style=\"color: #000000;\">Record Types<\/span> with different names (not present in TopTeam), no mapping is assigned and you need to specify mapping for these <span style=\"color: #000000;\">Record Types<\/span> on the above screen. In case you do not specify any mapping, then these <span style=\"color: #000000;\">Record Types<\/span> will NOT be imported.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.8. Map custom fields present in exported file to TopTeam fields<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27084-media_1466659702685.png\" alt=\"wpid27084-media_1466659702685.png\" width=\"800\" height=\"577\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: Names of fields present in the file which are same as fields in TopTeam, are automatically mapped by the system.<\/p>\n<p><strong>IMPORTANT<\/strong>: In case of custom fields with different names (not present in TopTeam), no mapping is assigned and you need to specify mapping for these fields on the above screen. In case you do not specify any mapping, then these fields will NOT be imported.<\/p>\n<p>However, for successful mapping, fields must also be of the same field type such as a <i>List of Values<\/i> field must be mapped with another <i>List of Values <\/i>field ONLY.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.9. Select record(s )to be imported<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27085-media_1466659984998.png\" alt=\"wpid27085-media_1466659984998.png\" width=\"800\" height=\"577\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.10. View Import Summary and click Import<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid27086-media_1466660069587.png\" alt=\"wpid27086-media_1466660069587.png\" width=\"800\" height=\"577\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>Project is imported successfully.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/27049\/white-paper-on-project-export-import-in-topteam\/\" target=\"_blank\" rel=\"noopener\">White Paper on Project Export-Import in TopTeam<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: October 5th, 2016<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Overview You can export and import Projects in TopTeam. While exporting a TopTeam Project, various artifacts such as Repository Objects, Tracking Items, Comments, Attachments and Trace Links are exported. These can then be imported back into any other TopTeam repository. This article describes how to export and import Projects in TopTeam. NOTE: Exported projects can be imported back into the repository, only if the TopTeam Database Schema version of both the repositories is the same. This feature should not be considered as a Repository Backup or Repository Synchronizer, as it only imports records and does not synchronize existing records. What <\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[45,46,30],"class_list":["post-6237","post","type-post","status-publish","format-standard","hentry","category-project-administration","tag-export","tag-import","tag-project"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1CB","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6237","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=6237"}],"version-history":[{"count":16,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6237\/revisions"}],"predecessor-version":[{"id":49399,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/6237\/revisions\/49399"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=6237"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=6237"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=6237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}