Migrating teamspace templates

If you have multiple repositories or instances of the IBM® Content Navigator web client in your environment, you can export your teamspace templates to a file that you can then import to another repository or instance of IBM Content Navigator.

Before you begin

It is recommended that you migrate the classes, searches, documents, and folders that are referenced by the teamspace templates prior to migrating the templates to the target repository. If you decide to migrate these assets, see the FileNet® Deployment Manager documentation for more information.

About this task

Restriction: To migrate a teamspace template from one repository to another, both repositories must be the same type and at the same release level:

• You cannot migrate a teamspace template between an IBM FileNet Content Manager repository and an IBM Content Manager repository.
• You cannot migrate a teamspace template between an IBM FileNet Content Manager Version 5.1 repository and an IBM FileNet Content Manager Version 5.2 repository.

Because the source repository and the target repository are different, not all of the classes, searches, documents, and folders that are included in the template are available on the target repository. You must review and validate the teamspace template after you import it to determine whether you need to add new searches, classes or entry templates, and documents or folders to the template.

Remember: You do not need to modify templates if you used the FileNet Deployment Manager to migrate the classes, searches, documents, and folders that are referenced by the teamspace templates prior to migrating the templates.

To migrate a teamspace template:

1. Log in to web client as a user with owner permissions on the teamspace templates that you want to export.
2. Open the Teamspaces view and then select the Templates tab.
3. Select the repository from which you want to export the teamspace templates.
4. Select the templates that you want to export and click Export.
   Important: If you are working on disconnected systems, you must copy the file that is generated by the export to the system on which you want to import the template.
5. Open the repository to which you want to import the templates:
   • If you want to import the templates to a repository that is available from the same instance of IBM Content Navigator, select the repository from the Templates page.
   • If you want to import the templates to a repository that is on a different instance of IBM Content Navigator, log out of the current instance of IBM Content Navigator, log in to the target instance, go to the Templates tab, and select the repository.
6. Click Import.
7. After the teamspace templates are imported, you must review and validate them. Imported templates cannot be used until you validate them because some of the searches, classes or entry templates, and documents and folders that were included in the teamspace might not be available on the target repository. To validate a template:
   1. Open a template that has a status of Requires validation.
   2. Click Select Searches and review the list of searches that were removed from the list of included searches. If appropriate, select other searches to replace the removed items.
   3. Click Select Classes or Select Entry Templates and review the list of classes or entry templates that were removed from the list of included classes or entry templates. If appropriate, select other classes or entry templates to replace the removed items.
   4. Click Include Folders and Documents and review the list of folders and documents that were removed from the list of included items. If appropriate, select other folders and documents to replace the removed items.
   5. Click Validate to save your changes and validate the teamspace.