How to Export/Import a Database Template

Applies To

  • MyGeotab
  • Add-Ins
  • Report Templates
  • Rules
  • Groups
  • Map Provider

Procedure

  1. On the template database: Navigate to Administration > System > System Settings and under the "Add-Ins" tab, click New Add-In and paste the below script.
    Note that you must have "Allow unsigned Add-Ins" enabled.
    {

     "name": "Registration config",

     "supportEmail": "support@geotab.com",

     "version": "1.0",

     "items": [

      {

          "url": "https://cdn.jsdelivr.net/gh/Geotab/geotabRegistrationConfigExport@master/registrationConfig.html",

          "path": "AdministrationLink/",

          "menuName": {

        "en": "Registration config"

          }

      }

     ],

     "isSigned": false

    }
  2. Click Save and refresh the page
  3. Under Administration > Registration Config click Export which will create a file called export.json. 
  4. Go to http://geotab-register.herokuapp.com/ and fill in the appropriate information for your new customer.
  5. At the bottom, in the "import config" field, add the export.json file.

Additional Notes

This tool will export:

  • Setup rules
  • Configured emailed reports, dashboards
  • Custom reports
  • Standard groups
  • Default map provider

The tool will ignore:

  • Vehicles, Zones (Note: if a rule references a Zone, it will import the zone and zone type too. It will ignore other zones you have in your system) or anything else.