Export Project without Using a Template

From the Export\Advanced tab select Export All Project Folders or select the specific folder(s) to export from the Select Export Folders section.

Selecting Export All Project Folders will select all folders, whether they contain files or they are empty.

Leave the template name blank.

Select the desired objects from the Include in Export section:

- Groups
- Users
- Permissions
- Roles
- Metadata
- Incoming emails and attachments
- Discussion Board (Projects & Files)
- Markups
- All versions

Select a destination folder. (See previous requirements)

Select the output format. You can choose one or both options:

- Select Direct File System to export the files into a flat file system. If the destination folder is C:\Temp, the files will be exported to C:\Temp\ProjectName\Foldernames, for example. The XML data file will be in the root of the ProjectName folder.
- Select Zip File to compress the folder and file structure to a single zip file in the destination folder (C:\Temp). The project name will be the zip file name.

When selecting the output format, consider that project import will work only with a direct file system export, not a zip file.

Click the Export button.

Click OK to the message to initiate the export. An email will be sent to you with the results of the export process. If the export fails, the error will be included in the email. If the export succeeds, the email will contain pertinent information.

If no one is doing the export (i.e. workflow activity) then the system will take the first system admin user as the exported by.