Exporting console settings

Administrators can use the Export wizard to export settings and customizations for a console instance, that can be can subsequently imported and installed as a separate instance. For example, using the Export wizard, you could export console settings from a test environment.

About this task

To export settings for a particular console instance:

Procedure

  1. Click Console Settings icon > Export Wizard in the navigation bar.
  2. In the Export Wizard page, click Next to display the Export options page. Use the Export options page to indicate that you want to export all settings or that you want to define specific settings for export.
    • To export all console settings and customizations, select the All settings and customizations option.
    • In order to choose specific settings to export, select the Choose which console settings and customizations to export option.
  3. In the Export package name field, accept the default export package name or provide a custom name. Check the Download package to my desktop on completion checkbox if you want specify a custom location to save your export package.
  4. Click Next. If you chose to export all settings, go to step 8.
  5. In the Detail Options page, select the settings and customizations that you want to export and click Next.
    Note: You must select at least one item to export.
  6. Optional: If you indicated in the Detail Options page that you wanted to export custom views, the Views to Export page is displayed. Select the views that you want to export and click Next.
  7. Optional: If you indicated in the Detail Options page that you wanted to export custom pages, the Pages to Export page is displayed. Select the pages that you want to export and click Next.
  8. In the Summary page, review the settings that are selected for export. If, in the Export option page, you did not specify a custom location to save the export package, take note of the system generated path provided in the summary.
    Restriction: If you select the Download package to my desktop on completion option, your settings are actually exported at the time of clicking the last Next button, just prior to viewing the Summary page. Once you click finish in the Summary page, you can specify a download directory for the export package.
  9. Click Finish to complete the export process.