Looking for the previous version? View v2024.06 documentation →
CMS — Prevent Duplication of Assets
How Data Trust detects and prevents duplicate Queries, Query Chains, and FDRs during the content migration process.
Overview
When importing content into Data Trust, the CMS automatically detects assets that already exist in the target environment and prevents duplicate creation. If a Query, Query Chain, or FDR with the same name already exists, the system skips creating a second copy — ensuring clean, conflict-free migrations. This article walks through a complete end-to-end export and import flow demonstrating duplicate prevention.
Step 1 — Export Queries
Figure 1: Navigating to Content Management
Open the Admin Console and click Content Management.
Figure 2: Queries tab in Export mode
The CMS opens on the Queries tab with Export selected. Use the filters (Connection Name, Created On, Created By, Folder) to find the queries you want to migrate.
Figure 3: Selecting a query and generating the export file
Search for the query (e.g. filtering by name 'loan'), select its checkbox, and click Generate Export File. Only the selected query is included in the export.
Step 2 — Export Query Chains
Figure 4: Query export downloaded, switching to Query Chains
After the query export file downloads, click the Query Chains tab to export the associated Query Chains.
Figure 5: Query Chains tab
The Query Chains tab loads with the same filter and export controls. Set filters and click Get QueryChains.
Figure 6: Selecting a Query Chain for export
Select the Query Chain that uses the previously exported query, then click Generate Export File.
Step 3 — Export Scenarios (FDRs)
Figure 7: Switching to Scenarios tab
After the Query Chain file downloads, click the Scenarios tab to export the FDR that references both the query and the query chain.
Figure 8: Scenarios — filtering and loading FDRs
On the Scenarios tab (Reconciliation selected), set the Created On filter and click Get Scenarios to load the FDR list.
Figure 9: Selecting the FDR and generating export
Select the target FDR and click Generate Export File to package it.
Figure 10: FDR export file downloaded
The FDR export file downloads. You now have three export files: one for Queries, one for Query Chains, and one for Scenarios (FDRs). These are ready to be imported into the target environment.
Step 4 — Import Queries (Duplicate Prevention)
Figure 11: Returning to Content Management for import
Navigate back to Content Management to begin the import process.
Figure 12: Queries — switching to Import mode
On the Queries tab, click the Import radio button to switch to import mode.
Figure 13: Queries Import page
The import page shows the Choose file picker, Folder Path, Cascade, and Migrate controls alongside the two-panel shuttle.
Figure 14: Selecting the queries export file
Click Choose file and select the queries export file. The queries from the file load into the left panel.
Figure 15: Moving all queries to import panel
Click ›› (Import All) to move all loaded queries to the right panel, queuing them for migration.
Figure 16: Setting the destination folder
Click the folder icon next to Folder Path to open the folder browser.
Figure 17: Choose Folder popup
Browse the folder tree and select the target workspace folder for the imported queries. Click Select to confirm.
Figure 18: Clicking Migrate
With queries in the right panel and folder path set, click Migrate. Data Trust checks whether each query already exists in the target folder. Existing queries are skipped; only new ones are created.
Figure 19: Migration completed successfully
A green Migration has been completed toast confirms the queries have been imported. If a query with the same name already existed in the destination folder, it is not duplicated.
Figure 20: Migrated folder visible in the folder tree
The destination folder now appears in the folder tree, confirming the query was placed in the correct location.
Figure 21: Migrated query in destination folder
Opening the destination folder shows the imported query is now available in the target environment, ready to be used in Query Chains and Scenarios.
Step 5 — Import Scenarios (FDRs)
Figure 22: Returning to CMS for scenario import
Navigate back to Content Management.
Figure 23: Scenarios tab
Click the Scenarios tab and ensure Reconciliation is selected.
Figure 24: Switching to Import mode for Scenarios
Click the Import radio button to switch to Scenarios import mode.
Figure 25: Scenarios import panel
The import panel shows the file picker, Folder Path, Cascade, and Migrate controls.
Figure 26: Selecting the scenarios export file
Click Choose file and select the FDR export file. The Reconciliation scenarios load into the left panel.
Figure 27: Moving all scenarios to import panel
Click ›› to move all scenarios to the right panel.
Figure 28: Review/Switch Connection Profiles popup
The Review/Switch Connection Profiles popup appears automatically. For each scenario, review the Available Connections. If the source connection profile name does not exist in this environment, use the dropdown to select the correct matching connection. The Cascade Unique button in the header maps all connections to a unique match automatically. Click Continue when done.
Figure 29: Setting the destination folder
Click the folder icon to set the destination folder path for the imported scenarios.
Figure 30: Choose Folder popup
Browse the folder tree and select the target workspace. Click Select.
Figure 31: Folder path confirmed
The selected folder path appears in the Folder Path field, confirming where the scenarios will be imported.
Figure 32: Scenario migration completed
A success message confirms the FDR scenarios have been imported. Duplicate scenarios are not created if they already exist in the destination folder.
Verifying the Migrated Content
Figure 33: Destination folder in Scenario Studio
Navigate to Scenario Studio and open the destination folder. The imported FDR appears in the folder, confirming successful migration.
Figure 34: Imported FDR in the destination folder
The migrated FDR is visible and selectable. It retains all its original configuration, including the Query and Query Chain references from the source environment.
Figure 35: FDR — referenced Query and Query Chain
Opening the migrated FDR in Scenario Studio confirms that the correct Queries and Query Chains have been wired up to the reconciliation, mirroring the source environment configuration.
Figure 36: Migrated query folder
The query folder created during the query import step is visible in the destination environment.
Figure 37: Imported Query and Access Chain
The Query and any associated Access Chain created during migration appear in the destination folder, fully functional and ready to use.
Figure 38: All migrated content confirmed in destination
The complete migrated content — Queries, Query Chains, and Scenarios — is now available in the target environment. The duplicate prevention mechanism ensured no existing assets were overwritten or duplicated during the process.