Importing and Exporting Templates

Importing a Template

If a Template has been exported from a server and sent to you (by email), you can import that template into your current server. To do so:

1. Open the email and save the attached .zip file into a suitable folder on your network.
2. In the Forsta Template List page, click the Import Template button located towards the right end of the page toolbar.

The Import Survey Data Template dialog opens - .



Figure 1 - The Import Survey Data Template dialog

3. Click on the Browse button to open a standard File Select window, and find and select the template file you wish to import.
4. Type into the Template Name field the name you wish to give to the template you are importing.
5. Select the appropriate character encoding for the imported template file.
6. Click OK.

A Task page opens with a progress bar, a list of the processes and the current status. When the import task is completed, click OK to close the task page and return to the template list. The imported template is now included in the list, its location depending on how the list is sorted. You can now use the template when importing and exporting survey data.

When a template is imported, all variables in the template will be assigned the current project ID. You can change the project (go to Linking a Template to a Different Project for more information).

Exporting a Template

1. In the Template List page, click in the Template Name field for the template you wish to export (not on the link as this opens the template) and then select Export from the pop-up menu that opens.

The Export Survey Data Template dialog opens - .



Figure 2 - The Export Template dialog

2. Check / edit the email address to which the rule is to be sent, and add a comment, as necessary.
3. Check the Exclude Tags box if required (go to Tags for more information).
4. Select the appropriate character encoding for the exported template file.
5. Click OK to commence the export task.

A Task page opens with a progress bar, a list of the processes and the current status. An email is sent to the specified address with the zipped template file attached. This template file must now be imported into the destination server.

Click OK to close the Task page and return to the Template List.