DocumentsCorePack Template Import Manager

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Written by Administrator
September 16, 2019

This blog article outlines how to install and use the DCP Template Import Manager. Please notice: This blog article is intended for On-Premise version and DocumentsCorePack local intallations. If you are using the online version, please have a look at this blog article.

If you are using the latest version of DCP, you will find the DCPIE.exe-file (highlighted in yellow) in the install directory, which allow you to easily import, export or transfer templates from a source organization to a target organization.


The DCPIE
Figure 1: The DCPIE

Open your DocumentsCorePack install directory and select the TemplateImportManager.  A double-click on the application opens the Template Import Manager-dialog, which allows you to either import, export or transfer your DocumentsCorePack templates. These three options will be explained below:


The Template Import Manager
Figure 2: The Template Import Manager

  

Import from Zip

Like it says the first option allows you to import templates. ​After hitting on the [Import from Zip]-button, the window below opens. Here you have to specify a connection to the organization where you want to import your templates. Therefore, select an ❶ existing profile, click on the ❷ [Retrieve all]-button, select the ❸ target organization you wish and hit the [OK]-button.


Connect to Target Organization
Figure 3: Connect to Target Organization

Next, double-click on the ❶ [Load from Zip]-button and open the directory containing your Zip-file – ❷ “Export” in this case.


Load from Zip
Figure 4: Load from Zip

Next, open your Zip-file and select the templates you want to import. It is possible to ❶ ”Select All” or single templates from your Zip-file by checking the corresponding checkboxes on the left side. Click on the ❷ [Import selected templates]-button to finish the Import.


Select templates to import
Figure 5: Select templates to import

Export from Zip


Hit on the [Export from Zip]-button to export DCP templates. Here you have to specify a connection to the organization from where you want to export your templates. Like explained before, select an ❶ existing profile, click on the ❷ [Retrieve all]-button, select the ❸ source organization you wish and hit on the [OK]-button.


Connect to Source Organization
Figure 6: Connect to Source Organization

​As mentioned before, double-click on the [Load from Zip]-button and select the templates you want to export by selecting ❶ all or only single template from your Zip-files. Click on the ❷ [Export]-button to finish the Export.

Select templates to export
Figure 6: Connect to Source Organization

​

Transfer to organization 

​The third option allows you to transfer DCP templates from a source organization to a target organization. Therefore, please select the ❶ source and the ❷ target organization, like explained before. Next, select the ❸ templates you want to transfer and hit the ❹ [Transfer]-button.


Figure 8: Transfer templates between organizations

DCPIE.exe


The TemplateImportExportConsoleApplication does the same as the TemplateImportManager – it automates the actions: import and export.

Therefore, please open your cmd from the Start pane or by pressing the Windows key + R. Next, search for the DCPIE.exe and enter the command DCIEP.exe help ❶. This action displays you ❷ a list of parameters which are needed to perform the necessary actions as you can see in the figure below.


List of parameters of the DCPIE

Figure 9: List of parameters of the DCPIE

Learn more about the DCIEP.exe parameters.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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