How do I export and import workspaces between sites?

Environment:

Exporting Workspaces
Oracle B2C Service, All versions

Resolution:

Administrators can export workspaces from one site and then import them into another site of the same or later version.  When workspaces are exported, they are saved as an XML file.  The XML file includes a hash value that is used when the file is imported to determine if the file has been modified externally. If the file has been modified, it is not available for importing, and an error message notifies you that the file is invalid.

For information on exporting and importing report configurations, refer to Answer ID 2566: Exporting and Importing Reports Between Sites.

Note: For sites with multiple interfaces, you can copy a workspace from one interface to another without having to export it and then import it to the other interface.  For information on copying workspaces, refer to Answer ID 2483: Setting up a New Workspace. 

Exporting Workspaces

1. From Configuration, select Application Appearance > Workspaces to open the workspaces explorer.
    
2. Open the workspace you wish to export.
    
3. Select the File button in the top left corner and then click the Export Workspace option. 
    
4. In the Save As window, select a directory to save the file to and enter the file name. The file name defaults to be the same name as the name of the workspace. The file type defaults to xml, which is the correct value to save the file as.
    
5. Click Save.

Importing Workspaces

When importing workspaces, features and fields not available in the site you are importing into are replaced by spacers. This allows the workspace to function within the configuration of the site it is imported into.

You can change the type of workspace created. For example, if the exported workspace is a contact workspace, the importer defaults to import it as a contact workspace.  However, you have the option of changing workspace types when importing. Upon import, objects that are not used in the workspace type you select are listed for you. The import wizard indicates that the items listed will be replaced by spacers or removed from the new workspace. 

1. From Configuration, select Application Appearance > Workspaces to open the workspaces explorer.
    
2. From the Home tab in the ribbon, click New Workspace.
    
3. In the New Workspace window, click Import Workspace from an Exported Workspace File.
    
4. In the Import Workspace Wizard, click Next.
    
5. Enter the directory and file name of the XML file to import. Or you can click Browse to locate and select the file.
    
6. Click Next.
    
7. Select whether the new workspace you are importing should stay the same type as specified in the file or if you wish to change types.
   
   To have the import create a different type of workspace, click the lower radio button and then set the menu field to the workspace type of your choosing.
    
8. Click Next.
    
9. If the imported workspace keeps the same type as specified in the XML file, click Finished. The new workspace opens for editing.
    
   If in the previous step, you opted to change the workspace type, when you click Next, objects that are not used in the workspace type you selected are listed. The wizard indicates that the items listed will be replaced by spacers or removed from the new workspace.  Click Next and then click Finished. The new workspace opens for editing.