Platform Import & Export

The Import & Export functionality in Agile.Now allows administrators to transfer, synchronize, and maintain system configurations across different environments. This feature ensures consistent configurations, efficient organization, and optimized access control within the Workspace application.

The Import & Export process helps:

• Move configurations between development, testing, and production environments.
• Create backups of system settings.
• Replicate settings for faster deployment.

However, use this feature with caution as importing configurations can override applications, modules, and roles, potentially granting customers access beyond their subscription limits.

Access Rights Information

To use the Import & Export functionality, you need the Configuration Sync role with read and update permissions.

• Ensure you have the Configuration Sync role with create and update permissions.
• Use caution when granting this functionality to customers, as incorrect imports may override configurations.

Configuring Import & Export Settings

Follow these steps to configure Import & Export in Agile.Now.

1. Access the Platform Import & Export Settings

• Navigate to Settings → Configuration.
• Locate the Import & Export Configuration section.
  

2. Exporting Platform Configurations

The Export function allows you to create a backup of system settings or transfer configurations between environments.

Steps to Export:

1. Click Export button.
2. System generate the export file.
3. Download the secure export package.

What is Included in the Export?

• Applications & Modules
• Roles & Access Rights
• Workspace Application Settings

Note: The export file is security-protected and cannot be manually modified.

3. Importing Platform Configurations

The Import function applies pre-configured settings from an export file into the target environment.

Steps to Import:

1. Click Import Configuration.
2. Upload a valid, unmodified export file.
3. Confirm the import process.
4. Agile.Now will validate the file's fingerprint for authenticity.
5. If valid, configurations are applied automatically.

Security Restrictions for Importing

The Import File has strict security features to prevent unauthorized changes:
✅ Manual modifications are prohibited – If altered, the fingerprint changes, and the import will fail.
✅ Cannot modify own applications – You can only add applications to child tenants.
✅ Cannot change access rights – Ensures security and prevents privilege escalation.

4. Best Practices for Using Import & Export

✅ Use Import & Export Wisely

• Do not grant Import access to customers without careful consideration.
• Improper imports can override applications, modules, and access rights.
• Customers may gain more access than their subscription allows.

✅ Secure Your Export Files

• Store exported configurations in a safe location.
• Use the export feature only when necessary to prevent unauthorized access.

✅ Ideal for Environment Synchronization

• Move configurations from development/testing to production.
• Avoid manual reconfiguration by using a secure import process.

5. Tenant-Specific Import & Export

When a new tenant is created, they automatically inherit the global import/export settings.

• If you grant tenants access to Configuration Sync, they can import configurations into their own workspaces.
• However, they cannot modify access rights or system applications.

6. Troubleshooting Import & Export Issues

If you encounter issues with Import & Export, review the following table:

For additional assistance, refer to Agile.Now Documentation.

Conclusion

The Import & Export feature in Agile.Now simplifies system configuration transfers, reducing manual effort and ensuring consistent platform settings. However, use this functionality carefully, as incorrect imports may override applications, modules, and access permissions.

Would you like additional examples of environment migration workflows or best practices for multi-tenant synchronization included in this article?