Masterdata exports and imports

With openBIS version 20.10.5 it is possible to export masterdata from one openBIS instance and import it in another one via the admin UI.

Masterdata export

All types tables (Object Types, Collection Types, Dataset Types, Vocabulary Types, Property Types) can be exported as shown below for the Object Types.

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When you export you have the following options:

  1. Import Compatible:

      1. Yes: in this case some columns which are incompatible with imports (i.e. modification date) are not exported even if selected; some columns that are required by openBIS for imports are added to the exported file even if not selected.

      2. No: in this case all columns or selected columns are exported.2.

  2. Columns:

    1. All (default order). All columns are exported, in accordance with the selection explained above for import compatibility.

    2. Selected (shown order). Selected columns are exported, in accordance with the selection explained above for import compatibility.

  3. Rows: current page or all pages

  4. Include dependencies: yes or no. If you include dependencies, all property types, vocabularies and associated objects are also exported. Default is “yes”.

If the types have validation plugins or dynamic script plugins associated with them, a zip file containing the scripts is exported from openBIS.

Masterdata import

To import the file with the relevant masterdata that was exported as explained above:

  1. Go to the Tools section and select Import -> All from the menu.

  2. Upload the file you exported before using the CHOOSE FILE button.

  3. Select one of the 3 possible options for the Update mode:

    1. Fail if exists: if some entries already exist in openBIS, the upload will fail;

    2. Ignore if exists: if some entries already exist in openBIS, they will be left untouched, even if their definition in the file is different from the existing definition in openBIS;

    3. Update if exists: if some entries already exist in openBIS and their definition in the file is different from the existing definition in openBIS, they will be updated;

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Since openBIS 20.10.6, the import of zip files is supported.

Masterdata version

The masterdata Excel file exported from openBIS, contains in the first column the version number of the masterdata. Since openBIS version 20.10.7.2 the version number is ignored on import if:

  1. the version column is completely removed from the masterdata file

or

  1. the version column is left empty

If the version column is present in the Excel file and version numbers are present, in order to update a type, the number of the type that should be updated must be increased by 1, as described in (New entity type registration).