Update an export configuration

After you define the content you want to download from Inspire in an export configuration, you can update any settings. This is helpful if you have just created new relations or XML link types and want to use them in an export configuration.

Required permissions

You must have administrator permissions to work with export configurations.

If you go to the top menu and can see the Administration option, then you have the necessary permissions.
If you can't see the Administration menu, contact your local administrator

Tips and tricks

These steps explain how to add an XSLT file to an existing export configuration. You can also add an XSLT stylesheet when you Create an export configuration.
You can update a Secure File Transfer Protocol (SFTP) export configuration to send Inspire files to your SFTP server. Follow the steps in: Update an SFTP export configuration.
For more information on Relations, Source Components, Plugins, and Permissions, read Configure what content is exported.

To update an export configuration:

From the Administration menu, select Export configuration.
On the Export configuration tab, select the configuration and then click the update icon .
On the Details tab, in Name, edit the title for this export configuration using 50 or fewer characters.
Optionally, on the Details tab:
1. In Description, update any additional information for this export configuration in 1000 or fewer characters.
  If you don't select an export type, Inspire defaults to Standard for your export configuration.
2. In Export Type, select Standard, Publish, Translation, or Compare Content.
3. If you don't want users to see this configuration when exporting, publishing, or translating components, clear the Active option.
4. To automatically use this export configuration when users export, publish, or translate components, select the Default. Keep in mind that users can select an option other than the default.
  Inspire users who click Publish automatically see this export configuration selected in the Publish Configuration drop-down box.
  - If you don't select the Default option for any export configurations and only one export configuration is defined for that type, that one configuration is used.
  - If you don't select the Default option for any export configurations and there are multiple export configurations for this Export Type, the first default configuration in the list is used.
  - If you select the Default option for multiple export configurations for this Export Type, the first default configuration in the list is used.
  - To see the list of export configurations, go to the Administration module and select Export Configuration
Optionally, to add an element name and limit the export to only the specified element relationship:
1. On the Update Export Configuration dialog, select the Relations tab.
2. To add a relation:
  i. Click Add.
  
  ii. On the Add Relations dialog, select the checkbox next to one or more relations, and then click Add.
3. To limit the export configuration to a specific element relationship, in the relation's row, click the Elements column, and use the drop-down arrow to select the element name.
  By default, the element name is empty, and all relations apply to all element types defined within the relation.
4. To remove a relation, in the relation's row, click Remove.
Optionally, to limit the downloaded content to only the types you specify:
1. On the Update Export Configuration screen, select the Source Component Types tab.
2. To add a component type:
  i. Click Add.
  
  ii. On the Add Source Component Types dialog, select the checkbox next to one or more source component types.
  
  iii. Click Add.
3. To remove a component type, in the component's row, click Remove.
Optionally, to use a plug-in for formatting the output:
1. On the Update Export Configuration dialog, select the Plugins tab.
2. To add a plugin:
  i. Click Add.
  
  ii. On the Available Plugins screen, select the checkbox next to one or more plugins.
  
  iii. Click Add.
3. To remove a plugin, in the plugin's row, click Remove .
4. To change the order in which the plugins are used, in the toolbar, use the Up and Down arrows.
5. To set plugin parameters, click Settings and follow the steps in Configure plug-in parameters.
Optionally, to limit which users and roles can select this export configuration:
1. On the Update Export Configuration dialog, select the Permissions tab.
2. To add a user or role:
  i. Click Add.
  
  ii. On the Select Users/Roles dialog, select the checkbox next to one or more users and roles.
  
  iii. Click Select.
3. To remove a user's or role's access, in the user's or role's row, click Remove.
Optionally, use an XSLT to transform output:
1. On the Update Export Configuration dialog, select the Transforms tab.
2. To add an XSLT file:
  i. Click Add.
  
  ii. On the Select Components screen, in the Folders pane, locate the folder that contains the XSLT file.
  
  iii. In the Components pane, select the XSLT file and then click Select.
3. Repeat step b to add more XSLT files if necessary.
4. If you have multiple rows of stylesheets, you can set the order in which they are applied.
  ● To move an XSLT up in the order, click the up arrow.
  ● To move an XSLT down in the order, click the down arrow.
5. To remove an XSLT, in the stylesheet's row, click Remove.
On the Update Export Configuration dialog, click Update.