How to export and import TopTeam Projects

Overview

You can export and import Projects in TopTeam. While exporting a TopTeam Project, various artifacts such as Repository Objects, Tracking Items, Comments, Attachments and Trace Links are exported. These can then be imported back into any other TopTeam repository.

This article describes how to export and import Projects in TopTeam.

NOTE:

  • Exported projects can be imported back into the repository, only if the TopTeam Database Schema version of both the repositories is the same.
  • This feature should not be considered as a Repository Backup or Repository Synchronizer, as it only imports records and does not synchronize existing records.

What will NOT be imported?

Records of type such as:

  • OneView Documents
  • Review Packages
  • Test Runs

Metadata:

  • Record Types
  • Record Type fields
  • Form Layouts
  • Record States
  • Administration related data

Who should read this?

  • TopTeam Administrators
  • TopTeam Users

Prerequisites

  • You must have System Administrator or Create Root Project permissions to import an exported project.

 

Step 1. Export a project from TopTeam

Step 1.1. Go to TopTeam main menu and select Export Projects to File

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Step 1.2. Export Project Wizard opens

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Step 1.3. Select Project(s) to be exported

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Step 1.4. Specify the File Path where project is to be exported

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Step 1.5. View Action Summary

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Step 1.6. Project is exported successfully

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Step 2. Import a project into TopTeam

Step 2.1. Go to TopTeam main menu and select Import Projects from File

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Step 2.2. Import Project Wizard opens

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Step 2.3. Browse and select the File Path of the exported project

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Step 2.4. Previously exported Project File Path displays

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Step 2.5. Browse and select a temporary location to extract contents of the exported project

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Step 2.6. Select Project(s) to be imported

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Step 2.7. Map custom Record Types present in exported file to TopTeam Record Types

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NOTE: Names of Record Types present in the file which are same as Record Types in TopTeam including both system and custom Record Types, are automatically mapped by the system.

IMPORTANT: However, in case of custom Record Types with different names (not present in TopTeam), no mapping is assigned and you need to specify mapping for these Record Types on the above screen. In case you do not specify any mapping, then these Record Types will NOT be imported.

Step 2.8. Map custom fields present in exported file to TopTeam fields

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NOTE: Names of fields present in the file which are same as fields in TopTeam, are automatically mapped by the system.

IMPORTANT: In case of custom fields with different names (not present in TopTeam), no mapping is assigned and you need to specify mapping for these fields on the above screen. In case you do not specify any mapping, then these fields will NOT be imported.

However, for successful mapping, fields must also be of the same field type such as a List of Values field must be mapped with another List of Values field ONLY.

Step 2.9. Select record(s )to be imported

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Step 2.10. View Import Summary and click Import

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Project is imported successfully.

Revised: October 5th, 2016