Creating OPPSA Export Files

  1. From the Organizations page, hover over the Organization Short Name and click VIEW to access the Organization to export the desired files.
    Note: The Export function allows exporting of files for the selected Organization and any child node organizations. Access the top most organization in the hierarchy where files need to be exported.
  2. From the left Navigation options, choose Export menu option.
  3. The Export page is categorized by organization, with subgroupings for the Organization, Policies, and Products. Use one of the following options to select the files to export:
    • Click the expander to view the files available to export. Select the checkbox individually for each file to export.
    • Click SELECT ALL button to automatically select all files for all organizations. Individually, clear each checkbox to exclude the file from the export.
    Note: The Export page includes an option for Barcodes; however, Barcode functionality does not exist within Default Data, and you should manually set up your Barcode details within Packages and Packets.
    Note: Index functionality does not exist within Default Data.
    Note: Packages and Packets functionality within OPPSA (for OnPrem OPPSA users) does not convert.
  4. Once all files are selected to export, click the EXPORT button. A pop-up displays to specify the location and filename for the .zip file output. Choose the output location and filename and click SAVE.
    The Loading message appears while the Export is processing; once complete, the SUCCESS dialog appears.
    Note: Exporting Terms and Conditions policies may take a few minutes for each one exported. If several Terms and Conditions policies exist, consider exporting one or two at a time and either convert separately or extract all to a single folder and launch a simple conversion.
  5. Navigate to the ZIP file location specified. Each organization, policy, and product exported will be a separate XML formatted file. The files are named using the name specified for the organization, policy, product respectively in the application.
    1. Inspect the details of the exported ZIP file contents.
    2. To prepare for the import process, extract the contents of the ZIP file to a location accessible from the environment where the conversion process will be performed.
    3. Consider grouping the extracted files into organized folders to help streamline the conversion process. For example, place all the exported Policies into a Polices folder, all exported Products into a Products folder, etc.