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ProPricer Ideas Portal
Status Future consideration
Workspace BOE Pro
Created by Guest
Created on Aug 19, 2025

Archive and Restore Global (System) Data for BOE Pro

Description:
A comprehensive data migration system that allows administrators to selectively archive and restore global configuration data from BOE Pro. The system would provide granular control over which data types and specific items to migrate, enabling efficient transfer of system configurations between BOE Pro server instances.

Use Case/Example:
When setting up a new BOE Pro environment or migrating between servers, administrators need to replicate global system configurations. Instead of manually recreating hundreds of ESI configurations, access tags, user roles, proposal templates, and resource codes, they can:

  1. Export from source server: Select specific data types (e.g., "ESI Configurations" + "Access Tags") or drill down to individual items

  2. Import to target server: Apply the archived data with conflict resolution options (merge, overwrite, or skip existing items)

  3. Batch operations: Move entire BOE sections or libraries in one operation, or cherry-pick specific resource codes needed for a particular project setup

  • Attach files