The following procedure applies when you import an archive
of template metadata.
Procedure
- From the Settings menu, select Marketing Operations Settings.
- Click Data Migration.
- Next to Templates, click Import.
The Import Template dialog opens.
- Click Browse to select a previously
exported archive file.
- Select the Template Types to import.
By default, all template types are selected.
- In the Update Database section,
select optional database scripts to run during the import process.
- Drop Tables
- Create/Update Tables
- Drop Lookup Tables
- Create/Update Lookup Tables
If you do not select any of the scripts, the import process
overwrites data values for the template, but does not update corresponding
database tables.
Note: Selecting all of these actions fully imports
the selected templates and associated files. However, if the archive
file contains templates that exist on the target system and you drop
tables, the import process deletes all data for all objects created
using the pre-existing templates.
For example, if you use
import to update the metadata of a campaign project template and you
drop tables, you lose all data in the TCS® in any project created using that template.
If you are concerned about overwriting data, you can examine
the SQL script files in the template archive and create the necessary
tables and columns manually.
- Click Continue.
A summary
page lists the templates to import and any warnings about current
template files to be overwritten.
- Click Save.
Results
Note: The
Marketing Operations installation
does not install the optional example templates supplied with the
product. To use the example templates, follow this procedure to import
them. The example template archive files are in the
\tools\admin\sample_templates folder
under your
Marketing Operations installation.
A different archive file is supplied for each supported database type.
For example, use
sample_templatesDB2 if you
are using a DB2® database. For
details about the example templates, see
List of example templates.