In OnBase Studio, in addition to the configuration items listed in the Studio module reference guide, the following Document Composition configuration items can be exported and imported:
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Document Composition ODBC Inputs
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Document Composition Templates
Disabled Document Composition Templates cannot be exported.
When importing an export package, additional associated configuration items may require decisioning.
In OnBase Studio, Document Composition templates and ODBC inputs associated with a life cycle can be exported and imported when that life cycle is exported and imported. When exporting and importing life cycles that contain Document Composition configuration items, note the following:
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Dependent templates will also be exported. If a field is configured on a template that references another template, the referenced template will also be exported.
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The library that an exported template belongs to will also be exported as a placeholder for the exported template. The entire library is not exported. Only those templates within that library that are referenced by the associated Workflow actions are exported.
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The import and export of templates are done for the whole template. All fields configured on the template will be included, and the user will not have the option of selectively adding or removing fields during the import/export process. ‘Attribute' type fields configured on a template will not be exported.
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Image field types configured on a template always reference a specific document by their document handle, so both the Document Type and the specific document itself are exported. If this Document Type is not present in the destination system during the import, you can Map, Replace, or create a new Document Type. If you create a new Document Type during the import, it will be created without a Disk Group configured, and the import of the actual image file document will fail.
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For a template to be exported with the Compose Document action, the action must be configured with Use Specified Template option selected.
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User groups assigned to the template are exported with the template.
For more information on exporting and importing life cycles, see the Workflow module reference guide.
For more information on exporting and importing in OnBase Studio, see the Studio module reference guide.