Importing/Exporting Repository Items

You can import various items to your repository, such as metadata objects, trustees, and records management objects. Many items can also be exported.

To import a repository item

1. Start the Laserfiche Web Administration Console.
2. Select the desired Laserfiche Server item.
3. Select the desired Laserfiche repository.
4. If security has been enabled on that repository, log in as any user who has been granted the appropriate privileges for the specified repository.
5. Click the type of object to be imported.
6. Click the Import button.
   
7. Browse to the exported XML file.
8. In the Conflict Resolution option, select one of the following:
• Create new objects only if matching objects do not exist: This option will create a new repository item if no matching item exists in the repository. If a matching item does exist, it will be left alone, and no new duplicate item will be created.
• Always create new object: This option will create a new repository item for every item listed in the exported file. If a matching item already exists, another item will be created, and a number will be appended to its name. (For example, if two duplicates of the tag "Confidential" were imported, they would be created with the names "Confidential (2)" and "Confidential (3)".)
• Only update existing objects (do not create new objects): This option will replace any matching items in the repository with the version in the exported file. It will not create any new items.
• Update existing objects or create new objects: This option will replace matching items with the version in the exported file, and will create new items if no matching items exist.
9. Click OK to import the objects.

Note: A metadata object is considered to match another metadata object if they share a same name and their properties match.

To export a repository item

1. Start the Laserfiche Web Administration Console.
2. Select the desired Laserfiche Server item.
3. Select the desired Laserfiche repository.
4. If security has been enabled on that repository, log in as any user who has been granted the appropriate privileges for the specified repository.
5. Click the type of object to be exported.
6. Select one or more items and click the Export button.
   
7. The items will automatically be exported as an XML file.

For more information on a specific repository administration topic, return to the repository administration home page.