Export and Import Configurations
The Configuration Export and Import functionality on the DMS Setup page allows quick and easy export and import of document library configuration, including content types and table setups with a JSON file.
To export a configuration
- Choose the Export Configuration action on the Document Library Configuration menu to create a JSON file.
- The export file is saved in the Downloads directory.
To import a configuration
- Choose the Import Configuration action on the Document Library Configuration menu to import all configurations of a JSON file into Microsoft Dynamics 365 Business Central.
- In the Import Configuration dialog box, select Choose to find and select the configuration file.
- Then choose Open.
Before importing, the credentials must be created correctly. During the import, the SharePoint ID field of the Document Library is ignored, a connection to the library is immediately established and both the current ID and all fields are loaded. This means that configurations can also be transferred from a productive client to a test client that should have a different Web Url. The Web Url should be changed throughout the configuration file before the import.
During the import, existing setups (with the same code) are overwritten. Content Type, Translation and Table Setup are added, while duplicates of the Table Setup (and thus everything below Table Setup such as Metadata, SharePoint Filters, Record Filters and Lookup Filters) are deleted and completely recreated.
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