MicroStrategy ONE

Importing and exporting document templates

A document can be exported from one project and imported into another project to use as a template to create a new document. The document cannot have any dependencies on schema or application objects, such as a dataset report.

If the document does have dependencies, it can be exported as a portable document. A portable document contains all the design of the document without the data, allowing you to copy documents between projects, even when the projects do not have the same metadata. When you import the document into the replacement project, you map the document to the new project (referred to as reconciling the document). However, the export and import procedures shown below remain basically the same. For more information on portable documents, see Portable documents: Reusing documents across projects.

To export a document template

  1. In MicroStrategy Developer, select the document to export.

  2. From the Tools menu, select ExportDocument Template. The Browse for Folder dialog box opens.

  3. Navigate to the folder to save the file in, then click OK.

The document, named document_name.rst, is saved in the selected folder.

To import a document template

  1. From the Tools menu in MicroStrategy Developer, select Import Document Template. The Open dialog box opens.

  2. Navigate to and select the file to import as a document template.

  3. Click Open.

The document template is saved in the Object Templates\Documents folder in MicroStrategy Developer.

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