fullThe CMS Import/Export button is available with SmartServer 3.5 and higher. For SmartServer 2.7 Update 1 and higher and prior to 3.5, the CMS Import/Export feature is available with the CMS Settings button. 

You can export and import configuration files using the SmartServer CMS Import/Export button () that is located on the SmartServer app bar, and an external file transfer tool such as WinSCP. You can import configuration files to define device types, device resources, device definitions, datapoint properties, datapoint connections, context definitions, favorites, Node-RED flow definitions, groups, and schedule definitions. You can export the same configuration files to replicate your SmartServer configuration on other SmartServers. 

This topic consists of the following sections:

Configuration Import and Export Overview

The figure below is an example of the configuration files that you can export using the SmartServer CMS Import/Export button () (CMS Export). You can edit the exported definition files to modify the configuration for your SmartServer or for other SmartServers. See Replicating a SmartServer with Individual Device Files on this page for more information.

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Example: SmartServer 3.6 and Higher

The tables below summarize the SmartServer configuration files that you can export and import using the CMS Import/Export button () and an external file transfer tool such as WinSCP.  Files can be exported in any order. To import files, follow the steps in the table below.

Replicating a SmartServer with a CMS Export File

You can replicate a SmartServer system configuration using the following steps:

1. Export device types and SmartServer files using the Import/Export dialog

2. Reset and update the SmartServer

3. Configure the SmartServer

4. Import device types and SmartServer files using the Import/Export dialog

The sections that follow describe these steps in more detail.

Exporting Device Types and SmartServer Files Using the Import/Export Dialog

You can use the CMS Import/Export button () → Export tab to export the configuration from a SmartServer and make any modifications, if necessary. You can then import some or all of the files to your SmartServer.

With SmartServer 3.6 and higher, you can export device types using the CMS Import/Export button () → Export tab → Settings options. The device types (.dtp file) is included in the CMS Settings export. With SmartServer 4.1 (Beta) and higher, BTM files are also included in the .dtp file export. 

With SmartServer 3.5 and prior, you can export device types using the Device Types widget. See Defining Device Types for more information and then continue with the steps below to export a SmartServer configuration.

To export a SmartServer configuration, perform the following steps:

1. Open the SmartServer CMS.
   
   

2. Create a back up of the configuration files by following the steps in Creating Backups, selecting the Settings option as your Export Contents. Once you click Export, an indicator will appear showing that the backup is in progress. You will not be able to use the CMS for a few moments until the settings backup is completed.
   
   With SmartServer 4.0, the Ready LED () may initially flash red (instead of blue) during an export of the SmartServer settings. Once the export is finished, the CMS will restart resulting in a flashing blue Ready LED. A solid blue Ready LED indicates normal operations.
   
   

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   When the backup is finished, a zip file containing the SmartServer configuration files is created and stored on your PC/SmartServer. With SmartServer 4.4 and higher, the backup is stored locally on the SmartServer. Click the download icon to the right of the Export Destination folder when the backup is complete. In the case of Database and SmartServer (Full System) backups, restart your browser session and return to the Import/Export dialog to click the download icon.
   
   

3. Make any necessary modifications to the configuration files. 

Continue the SmartServer configuration replication process following the steps in the Resetting and Updating the SmartServer section below.

Resetting and Updating the SmartServer

You can reset the SmartServer to system defaults using the System Configuration page, and then update the SmartServer software as appropriate for your system. To do so, perform the following steps:

1. Reset the SmartServer. See the Resetting the System to Defaults Using the Configuration Page section in Resetting the SmartServer IoT to Factory Defaults for details.
   
   

2. Update the SmartServer software. See Updating or Re-imaging the SmartServer IoT for update procedures.

Continue the SmartServer configuration replication process following the steps in the Configuring the SmartServer section below.

Configuring the SmartServer

You can configure the SmartServer as appropriate for your system application. To configure the SmartServer, perform the following steps:

1. Configure your SmartServer system using the Configuration pages. See the Configure Your SmartServer section for more information.
   
   

2. If you are using the SmartServer Starter Kit, refer to the SmartServer IoT Starter Kit User's Guide for more information on how to set up the network configuration as well as Modbus and BACnet devices. Otherwise, skip this step.
   
   

3. If you have any Modbus RTU devices, then you need to configure the RS-485 Configuration page. See (Optional) Add a Modbus RTU Interface for more information on Modbus RTU setup, otherwise, skip this step.
   
   

4. If you have any BAC files (used for BACnet devices), then you need to configure the BACnet Configuration page. See Add a BACnet Interface for more information on BACnet setup, otherwise, skip this step.
   
   

5. If you are using Custom Web pages, you may also need to rename login1.html to login.html.

Continue the SmartServer configuration replication process following the steps in the Importing Device Types and SmartServer Files Using the Import/Export Dialog section below.

Importing Device Types and SmartServer Files Using the Import/Export Dialog

You can import device types and SmartServer files using the CMS Import/Export button () → Import tab.

With SmartServer 3.6 and higher, the device types (.dtp file) is included in the CMS Settings export. With SmartServer 4.1 Beta and higher, BTM files are also included in the .dtp file export. 

With SmartServer 3.6 and prior, you can also use the Import Device Types button () on the Device Types widget to load the .dtp file.

To import the SmartServer configuration, perform the following steps:

1. Follow the steps in Restoring the Database and/or Settings and select the Settings backup file that was previously created in the Exporting Device Types and SmartServer Files Using the Import/Export Dialog section on this page. Once you click Import, an indicator will appear showing that the restore is in progress. You will not be able to use the CMS for a few moments until the restore is completed.
   
   With SmartServer 4.0, the Ready LED () may initially flash red (instead of blue) during an import of the SmartServer settings. Once the import is finished, the CMS will restart resulting in a flashing blue Ready LED. A solid blue Ready LED indicates normal operations.
   
   

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2. If you reset your system to defaults or re-imaged the SmartServer software, and you are using the VAV controller (VAV sim device) with the SmartServer Starter Kit and Node-RED, then you also need to import the following files from the Lon Channel.dtp.zip (available from the Starter Kit archive → LON Channel folder) in the order shown below:

   1. nvs.xml

   2. envms.xml

   3. cps.xml

   4. fps.xml

   5. VAV_sim.XIF

   6. VAV_sim.APB
      
      

3. If you imported Node-RED flows with the CMS Import, you may need to change your dashboard themes. See Creating Sequence of Operations and SmartServer IoT Node-RED Tutorial for more information.
   
   

4. Click Cancel to close the Import/Export dialog once the restore is completed.

Continue your SmartServer setup by provisioning devices and importing any other necessary files.

Replicating a SmartServer with Individual Device Files

You can replicate a SmartServer with individual device files if you have have not exported your SmartServer configuration using the CMS Import/Export button (). For SmartServer 3.6 and prior, you can also use the Import Device Types button () on the Device Types widget to load the .dtp file.

To replicate a SmartServer with individual device files, perform the following steps:

1. Export all device types from the Device Types widget to create a DeviceTypesArchive.dtp. See Defining Device Types for more information.
   
   

2. Export all devices from the Devices widget. See Discovering, Defining, or Importing Devices for more information.
   
   

3. Reset and update the SmartServer using the System Configuration page. See the Resetting and Updating the SmartServer section on this page for more information.
   
   

4. Configure the SmartServer using the Configuration pages. See the Configuring the SmartServer section on this page for more information.
   
   

5. Import all device types (i.e., DeviceTypesArchive.dtp) using the CMS Import/Export button (). See the Importing Device Types and SmartServer Files Using the Import/Export Dialog section on this page for more information.
   
   

6. If you reset your system to defaults or re-imaged the SmartServer software, and you are using the VAV controller (VAV sim device) with the SmartServer Starter Kit and Node-RED, then you also need to import the following files from the Lon Channel.dtp.zip (available from the Starter Kit archive → LON Channel folder) in the order shown below:

   1. nvs.xml

   2. envms.xml

   3. cps.xml

   4. fps.xml

   5. VAV_sim.XIF

   6. VAV_sim.APB
      
      

7. If you are using BACnet BAC datapoint discovery files and you did not import a BAC file before running device discovery, then the SmartServer automatically creates the BAC file. In this case, there will be a BAC file for each discovered device. You can add these device types (.dtp file) that were exported from the Device Types widget, or import them using the CMS Import/Export button (). For SmartServer 3.6 and prior, you can also use the Import Device Types button () on the Device Types widget to load the .dtp file.
   
   

8. Import all devices from the Devices widget. See Discovering, Defining, or Importing Devices for more information.
   
   

9. Continue your SmartServer setup by provisioning devices and importing any other necessary files.

Reference