KB397287490: WebCenter - Which data is included in Named Configurations

Question

WebCenter has introduced the concept of Named Configurations. This allows an admin user to bundle certain data and give the following functionality for it:

Audit trail on selected items and all dependencies that are attached to it (WebCenter 23.03)
Comparison of the selected items and all dependencies that are attached to it between the current system and another system (WebCenter 23.03)
Export and import selected items and all dependencies that are attached to it (WebCenter 23.07)

Because WebCenter is a huge product with limitless functionality, writing a framework to work with all the data is quite complex. In order to already bring value, we are building up the data model iteratively. A clear overview of what is available in which version is given in the below table (for a full overview and iterative overview to see what is available in which version). Note that all dependencies that are shown in the table can still have dependencies of their own.

Answer

Full Model

Area	Included	Excluded
Task Types	General information Dashboard Specifications Statuses Documents Workflow, including links to Attributes/Specifications Attribute Category Groups Roles Project Statuses Task Statuses Other Task Types Reports	Elements added as text or text with SmartNames (e.g. Template in Project Creation Node) will not be processed
Dashboards	Full Dashboard with links to Saved Searches Other Dashboards Templates/Projects Icons Attribute Category Characteristics Task Statuses Project Statuses Roles Lists	List references are recognized but not dependency indexed themselves.
Saved Searches	Full search setup containing: The Saved Search visibility reference(Company, Group, Locations) Attribute Category Characteristics Dashboard Icons Roles Other Saved Searches Project Statuses	The following dependencies present in the XML configuration are not fully supported: List references are recognized but not dependency indexed themselves. Dependencies listed in a nested search dashboard have known gaps for buttons referring to project templates or document references.
Attribute Categories	Full layout containing Attributes and Restricted Sets Reference Attribute Categories Saved Searches Lists	List references are recognized but not dependency indexed themselves. List references are recognized but not dependency indexed themselves. CustomFormExtensions will not be included. This has to be transferred along with the customizations. Custom labels will not be transferred along. This has to be transferred along with the customizations.
Projects / Templates	General Information Source Project / Template Folders Customer Company / Location Documents Tasks Project Characteristics Project Attributes including Attribute Category Exception: Document Reference content is currently not analyzed for additional dependencies. Project Statuses Due Date Attribute	Members and Permissions Default Approval Setups Project Configuration Attribute Values: Document References

Added in 23.03

Area	Included	Excluded
Task Types	General information Dashboard Specifications Statuses Documents Workflow, including links to Attributes/Specifications Attribute Category Groups Roles Project Statuses Task Statuses Other Task Types Reports	Elements added as text or text with SmartNames (e.g. Template in Project Creation Node) will not be processed.
Dashboards	Full Dashboard with links to Saved Searches Other Dashboards Templates/Projects Icons Attribute Category Characteristics Task Statuses Project Statuses Roles Lists	List references are recognized but not dependency indexed themselves.
Saved Searches	Full search setup containing: The Saved Search visibility reference(Company, Group, Locations) Attribute Category Characteristics Dashboard Icons Roles Other Saved Searches Project Statuses	The following dependencies present in the XML configuration are not fully supported: List references are recognized but not dependency indexed themselves. Dependencies listed in a nested search dashboard have known gaps for buttons referring to project templates or document references.
Attribute Categories	Full layout containing Attributes and Restricted Sets Reference Attribute Categories Saved Searches Lists	List references are recognized but not dependency indexed themselves. CustomFormExtensions will not be included. This has to be transferred along with the customizations. Custom labels will not be transferred along. This has to be transferred along with the customizations.
Projects / Templates	General Information Source Project / Template Folders Customer Company / Location Documents Tasks Project Characteristics Project Attributes including Attribute Category Exception: Document Reference content is currently not analyzed for additional dependencies. Project Statuses Due Date Attribute	Members and Permissions Default Approval Setups Project Configuration Attribute Values: Document References

Added in 23.07

TDB

Area	Included	Excluded

Article information
Applies to	WebCenter 23.03 and newer
Created	08 Feb 2023
Last revised
Author	BVON
Case Number

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