Import and export System Administration data
Use import and export to migrate System Administration data
Use Export Settings to export settings (users, roles and features) to an XML file in order to import the same information into another deployment of Sage 200 Professional.
The export and import of user information cannot create users in the new deployment of Sage 200, but user information (such as user contact properties, company access, and assigned roles) is copied automatically in the process.
Note: User passwords are not exported.
You can export roles and features information.
-
If you export roles, all roles information is copied, including the user to role mappings.
-
If you export features, only features that have been manually added in the existing deployment (not those in the core components or that have been added, through add-ons) will be copied, including feature to role mappings and feature targets.
-
If you export features but not roles, then the feature authorisation for roles will not be exported and you will need to set this up once you have imported the data.
To ensure that the new deployment is set up correctly and as close as possible to the old deployment, we recommend that you follow this sequence:
In the old deployment:
- Export settings.
In the new deployment:
- Ensure your core components are properly installed.
- Install any add-ons.
- Import settings.