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CMS — Queries: Export and Import
Export queries to a file and import them into another Data Trust environment using the Content Management System.
Overview
The Content Management System (CMS) is the central hub for migrating Data Trust assets — Queries, Query Chains, Scenarios, and Jobs — between environments. The page is divided into two modes: Export / Import (for moving content between systems using files) and Bulk Copy (for copying content within the same system). This article covers the general layout and the full Queries export and import workflow.
Content Management Page
Figure 1: Navigating to Content Management
In the left sidebar under Admin Console, click Content Management. The CMS page opens with a description: 'Content Management supports exporting and importing bulk validation scenarios between systems using the migration tool.'
Figure 2: CMS page — Queries tab and mode toggle
The CMS page has four content-type tabs: Queries, Query Chains, Scenarios, and Jobs. In the top-right, the Bulk Copy / Export / Import toggle switches between operating modes. The Export / Import toggle is on by default. With Export selected, filter fields appear: Connection Name, Created On, Created By, and Folder.
Figure 3: CMS tabs — Query Chains, Scenarios, Jobs
The four tabs at the top let you switch between content types. Each tab shows the same filter and export/import controls, but loads the corresponding asset type. The active tab is highlighted in blue.
Exporting Queries
- Select a Connection Name and set optional date/user filters.
Figure 4: Filter fields for querying
Use the Connection Name dropdown to filter queries by their source connection. The Created On date picker and Created By user dropdown further narrow the results. The Folder field (default: Root) lets you scope to a specific workspace folder. These filters help you find exactly the queries you want to export without loading thousands of records.
- Click Choose Folder to browse the folder tree if needed.
Figure 5: Choose Folder popup
Clicking the folder icon next to the Folder field opens the Choose Folder popup. This shows the full folder hierarchy under Root — including all user workspaces. Navigate to the target folder, select it, and click Select to scope your export to that folder only.
- Click Get Queries to load the filtered results.
Figure 6: Clicking Get Queries
Click Get Queries to execute the filter and load matching queries into the list. The results show Query Name, Query Text, Connection Name, User Name, and Created On.
- Select queries using the checkboxes, then click Generate Export File.
Figure 7: Generate Export File
Check the boxes next to the queries you want to export, then click Generate Export File in the top-right of the list area. Data Trust packages the selected queries into a single export file.
- Use Select All to select every query at once.
Figure 8: Select All queries
Click the header checkbox (Select All) to select every query in the current filtered results in one click. All rows are checked and the Generate Export File button becomes active.
- The export file downloads automatically.
Figure 9: Export file downloaded
Once generated, the export file downloads to your computer. The filename includes the content type and date. Store this file securely — it contains the full SQL definitions of your selected queries and is needed for the import step.
Importing Queries
- Switch the mode toggle to Import.
Figure 10: Switching to Import mode
In the top-right toggle, click Import. The filter fields are replaced by an import panel: Select File For Import Queries with a Choose file button, a Folder Path field, a Cascade option, and a Migrate button. A two-panel shuttle interface is shown below.
- Click Choose file and select the previously exported queries file.
Figure 11: Selecting the export file
Click Choose file to open your computer's file browser. Navigate to the exported queries file and open it. The filename appears next to the button confirming the file has been loaded.
- The queries from the file appear in the left panel.
Figure 12: Queries loaded in import shuttle
After the file is loaded, the queries it contains appear in the left panel of the shuttle interface (columns: Query Name, Connection Name, Query Text, Query Desc). The right panel is the destination — queries moved there will be imported. Use the arrow buttons in the centre to move queries between panels.
- Select specific queries and use › to move them to the right panel.
Figure 13: Moving selected queries to import
Select individual queries in the left panel and click › (single arrow) to move only those queries to the right (destination) panel. Alternatively click ›› to move all queries at once.
- Deselect queries from the import if needed.
Figure 14: Removing queries from the import selection
To remove a query from the import selection, click it in the right panel to highlight it, then click the ‹ (single left arrow) to move it back to the left panel. Use ‹‹ to clear the entire right panel.
- Review deselected queries.
Figure 15: Queries deselected from import
Queries moved back to the left panel are no longer queued for import. Review the right panel carefully before proceeding to ensure only the intended queries will be migrated.
- Set the Folder Path and click Migrate.
Figure 16: Ready to migrate
Set the Folder Path (target folder in this Data Trust instance) by clicking the folder icon. With the destination queries in the right panel and folder path set, click Migrate to import the queries. A success message confirms the migration is complete.