Exporting and Importing Professional Panel Definitions

You can export Professional Panel definitions (the project coding) using XML. This enables you to transfer panel definitions from one Forsta server to another. When you export a panel definition, the definition file is attached to an email, which is sent to the address specified in the Email Recipient field in the dialog box.

When a panel definition is exported, included with the definition are the sampling settings under the Sample Management > Sampling Settings menu (go to Sampling Settings for more information) and the panel settings under the Panel Management > Panel Settings menu (go to Panel Settings Overview for more information).

Exporting a Panel Definition

1. Go to the Panel Setup > Professional Panel Definition Export menu command.

The ...Export overlay opens - .



Figure 1 - The Panel Definition Export overlay

2. Check that the Email recipient is correct, type any comments into the Comment field as appropriate, then click OK.

The Task page is displayed, showing a progress bar, the task ID and the status. On completion, the progress bar is at 100% and an OK button appears.

3. Click the OK button to close the task page and return to the Professional Panel List page.

An email is sent to the specified recipient containing the project definition XML file. This file can now be imported into another server.

Importing a Panel Definition

To import a panel definition that has been exported from another server:

1. In the Professional Authoring Home page, go to the Home > Import Survey Definition menu command.

The Survey Definition Import dialog opens - .



Figure 2 - The Survey Definition Import dialog

2. Browse to the XML file you wish to import, then click OK

A Task pane opens containing a progress bar and a task status list. When the project definition file has been imported, the text Task Completed will be displayed at the bottom of the task status list.

3. Click OK to close the Task pane.

The panel will now be listed on the Professional Panel List, accessed by going to the Home > Professional Panels menu command. Once the panel is imported, you can import and attach a portal to it.