Importing template metadata

The following procedure applies when you import an archive of template metadata.

Procedure

  1. From the Settings menu, select Marketing Operations Settings.
  2. Click Data Migration.
  3. Next to Templates, click Import.
    The Import Template dialog opens.
  4. Click Browse to select a previously exported archive file.
  5. Select the Template Types to import. By default, all template types are selected.
  6. 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.

  7. Click Continue.
    A summary page lists the templates to import and any warnings about current template files to be overwritten.
  8. 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.