Importing an Archive

Important:

When using the import/export process, make sure the instance to which you are importing has the same metadata fields, security groups, and accounts as the instance where the export is originating from. Errors can result if there are mismatches.

Use this procedure to import an archive that was exported on another instance (located on the same or a separate system). Choose which items in the archive should be imported. The items to import must have been included in the export of the archive.

Permissions:

For details, see Archive Import/Export Rights and Permissions.

Choose Records then Import/Export then Archives from the Top menu.

The Import/Export Archive Page opens.
Select all items to be included in the import. Click Attempt Update to specify whether to update existing items or leave them untouched. If you do not have update checked and the imported item(s) already exist, an error may occur. Read the error message to determine the best course of action to pursue.
Click Browse next to Archive File to select the archive file (.hda) to import.
After selecting the file, click Import. The import adds all new items and updates any existing ones, if applicable. The results of the imported archive are tracked in the audit trail for the enabled actions.

If an error occurs, the error message indicates the number of items that failed, not necessarily the number of individual errors for all retention schedule components. If classified markings are imported, they should be reordered after importation.