14.1 About exporting and importing portal data

You can use the Tools page to export or import portal content (pages and portlets) used in the Identity Manager user application. This content is also known as the portal configuration state and it includes:

The export and import tools enable you to move the portal configuration state from one portal (user application) to another, as needed. Here’s how these tools work:

Tool

How it works

Portal Data Export

Generates XML descriptions of a set of selected container and shared pages, and portlets. The XML files are stored in a Portal Data Export ZIP file that can be used as input to the Portal Data Import tool.

Portal Data Import

Accepts a Portal Data Export ZIP file as input. Uses the Portal Data Export ZIP file to generate container and shared pages, and portlets in a portal (user application).

14.1.1 Uses

You can use the Portal Data Export/Import tools to:

  • Move your portal configuration state from a test (source) environment to a production (target) environment

  • Update the configuration state of a portal incrementally

  • Clone a portal

  • Optionally, overwrite the configuration state on the target portal

14.1.2 Requirements

To use the Portal Data Export/Import tools, make sure that the Identity Manager user application (portal) is deployed and running on your source and target application servers.

It is not required that your source and target servers access the same identity vault; they can access different ones, if appropriate. The users, groups, and containers in those identity vaults are not required to be the same.

14.1.3 Restrictions

You cannot use the Portal Data Export/Import tools to:

  • Export or import portal configuration state when a server is currently servicing user requests

  • Export or import portal classes and resources

  • Export or import portlet classes and resources

  • Export or import the identity and provisioning data used in a portal

  • Export or import administration settings other than for pages and portlets

  • Migrate configuration state from an earlier portal version to a later version (the portals must be the same version)

14.1.4 Steps

To export and import portal data:

  1. If you are performing an incremental update, back up the target portal.

  2. From the source portal, export the portal data by using the Portal Data Export tool.

    See Section 14.2, Exporting portal data.

  3. From the target portal, import the portal data by using the Portal Data Import tool.

    See Section 14.3, Importing portal data.

  4. Test the target portal to ensure that you imported the data that you expected.