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Question

Question

Export/import briefcase of records management folder structure (from test repo to production repo)

asked on August 8, 2015

I'm implementing RME for a client. We created the records management folder structure in the test repository, now we want to transfer it to the production repository. I exported the newly created RM folder structure from the test repo as a briefcase and tried to import it into the production repo, but it did not import as records series', it imported as regular folders. Is there any way to import the briefcase into the production repo as records series'?

If not, then what's the best way to do what we're trying to do?

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Answer

SELECTED ANSWER
replied on August 8, 2015

The default export options of the briefcase don't include records management data. When exporting via briefcase make sure to check that option first.

 

This should bring everything over as you intend as an established record series.

 

 

Cheers

 

 

 

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Replies

replied on August 9, 2015

Thanks Carl, that did the trick. I saw that option before exporting our briefcase and I thought I had enabled it, but I was mistaken. Much appreciated.

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