Exporting sites

The system allows you to export entire websites, including settings and related objects (such as page types, workflows, etc.), into a single file archive. You can then import the archive on other Xperience instances (of the same version or up to one major version newer).

The export does NOT include the files of the separate MVC project that handles the presentation of the the live site. You can use the export to transfer the content and objects stored for the site in the Xperience database, but you need to deploy the related MVC project manually (using FTP, the Visual Studio Publish function, or another deployment option).

Exporting a site

  1. Open the Sites application.

  2. Click Export site () for the site you want to export. The Export wizard starts.

  3. Fill in the name of the export package and choose the object pre-selection type:

    Option

    Description

    File name

    Sets the name of the export package. The wizard creates a zip file containing the export data in the ~/CMSSiteUtils/Export folder.

    Preselect all objects

    Preselects all objects related to the site.

    Preselect objects changed after specific date

    Preselects all objects changed after the specified date.

    Use previous export settings

    Preselects objects based on the settings of a previous export.

    Tip: To clear the history of previous exports, open the Sites applications, click View export history among the header actions and delete the items on the History tab. Deleting export history items does not remove the corresponding packages from the file system.

    Select an option and click Next.

  4. Select which objects you want to export. The tree separates objects into categories according to the related functionality. These reflect the product categories to which the objects are related. The Website category contains objects related to the selected website. The Global objects category contains global objects that can be used by all sites. Selecting a category opens a set of check boxes in the right part of the screen, allowing you to select which objects will be exported.

    Note: The Pages of a website may require other objects to work correctly (for example the Page types of the site’s pages). To ensure that the exported pages can be successfully imported, you need to include the required objects into the package.

    See the Export - Object selection settings section for details.

    Selecting objects for export

  5. After making all required selections, click Next to proceed. A log appears, showing you the export progress. You can abort the export by clicking Cancel at any time. When the export finishes, a message appears above the log, showing the file system path to the exported file along with a download link.

  6. (Optional) Click the download link at the top of the the log if you wish to immediately download the export package.

  7. Click Finish.

The system returns you to the Sites application. You can now copy the exported package into the ~/CMSSiteUtils/Import folder of the target installation of Xperience, and use the Import site or objects wizard described in Importing a site or objects.

Export - Object selection settings

The following options are available in the Object selection step of the Export wizard.

Select the root of the tree (All objects) to access the following general export settings:

Global selection

Load default selection

Preselects all objects based on your selection in Step 1 of the export wizard.

Select all objects

Selects all available objects.

Deselect all objects

Unselects all objects.

Export settings

Export tasks

If enabled, delete tasks (incremental deployment) will be included in the package.

Export files

Some database objects are linked with physical files stored on the file system inside the web project. If you select this option, such files will be exported along with the corresponding database objects.

Export global folders

If enabled, all files under the following folders will be added to the export package:

  • ~/Old_App_Code/Global/
  • ~/CMSGlobalFiles/
  • ~/CMSScripts/Custom/

Export custom assembly files

If enabled, custom assembly files (dlls) that store the classes of certain custom objects will be exported together with the given objects. Applies to translation services, payment options, integration connectors, scheduled tasks, advanced workflow actions, marketing automation actions and smart search analyzers.

The system considers assemblies as custom if their name does not start with the CMS. prefix.

Export site folders

This option is only available when exporting websites, not just separate objects. If enabled, all files under the following site-related folders will be added to the export package:

  • ~/App_Data/<site code name>/
  • ~/<site code name>/
  • ~/Old_App_Code/<site code name>/

The following categories contain extra options to be set:

Custom tables

Export custom table data

If selected, custom table records (the actual data stored in the tables) will be exported along with the selected custom tables.

Pages

Export pages

If selected, pages will be exported.

Export page histories

If selected, histories of all exported pages will be exported.

Export page relationships

If selected, relationships of all exported pages will be exported.

Export page level permissions

If selected, page security settings made in the Pages application will be exported.

Forms

Export forms data

If selected, stored forms data will be exported together with the exported forms.

Export physical files

If selected, physical files saved within form records (if there are some) will also be exported.

Media libraries

Export media files

If selected, media files stored in the database will be exported.

Export physical files

If selected, physical media files stored in the file system will be exported. This option is not selected by default as it may result in extremely large export packages. Instead, it is recommended to transfer these physical files manually.

Modules

Seal the selected modules

If selected, the system seals the exported modules. When the modules are imported to another instance of Xperience, they will not be in development mode (i.e. it is not possible to edit the module’s properties, or create new classes, UI elements, permissions and settings).

You cannot export a module again from instances where it is sealed.

If you have the Log export tasks setting enabled in Settings -> Versioning & Synchronization -> Staging, a list of object deletion tasks may be displayed at the bottom of the list. If you leave the boxes selected, the objects will be deleted after you import the package on the target server.