#Import Environments

To import existing Power Platform environments, complete the following steps in order:

#1. Export Environment Information to a Template File

Complete the following steps to export a template file that contains environment information:

1. In the Cloud Governance admin center, navigate to Profiles & templates > Manual import, and then click Export a template on the ribbon.

2. Configure the following settings in the Export a template panel:

   1. Export job name ‒ Enter a name for the export job.

   2. Description ‒ Enter an optional description for future reference.

   3. Object type ‒ Select Environment.

   4. Scope ‒ Define the scope for the environments you want to export. Click Add to open the Add containers panel. Then, select one or more containers that were configured in AvePoint Online Services and click Add. Environments within the containers that are not currently managed by AvePoint Cloud Governance will be exported to the template file.

      NOTE

      Make sure environments have already been discovered and added into the appropriate AvePoint Online Services containers. For details on managing scan profiles, refer to Manage Scan Profiles.

   5. Metadata – Add metadata that will be added to the exported template file. You can then review and edit the metadata values of the environments. Click Add. In the Add Metadata window, select metadata and click Add to list.

3. Click Export to export the template file. After the export job is completed, navigate to Job monitor. Select the export job and click Download on the ribbon to export the template file.

#2. Configure the Template File to Provide Governance Details

To configure an exported environment template file, complete the following steps:

1. Navigate to the location where the exported template file is saved.

2. Open the template file to view and configure the following information for each environment.

   NOTE

   The template file contains column headings in the first row and these headings are required. The information you enter must be exact, including spaces and capitalization.

   • Tenant ID ‒ Displays the tenant ID of the environment.

   • Environment Name ‒ Displays the name of the environment.

   • Environment ID ‒ Displays the ID of the environment.

   • Environment URL ‒ Displays the URL of the environment.

   • Primary Contact ‒ Enter the email address of a user to assign the user to be the primary environment contact.

   • Secondary Contact (optional) ‒ Enter the email address of a user to assign the user to be the secondary environment contact.

   • Contact Election Profile (optional) – Enter an environment contact election profile name to apply the profile to the environment.

   • Renewal Profile (optional) – Enter an environment renewal profile name to apply the profile to the environment.

   • Metadata ‒ If you have selected metadata for the export job, the metadata is included in the template file. You can edit the metadata value for each environment or remove the metadata that you do not want to apply to any environment.

     Note the following:

     • If the type of the metadata is Hyperlink, the metadata value must be the desired text and the hyperlink address separated by a semicolon.

     • If the metadata type is Lookup, AvePoint recommends that you do not change the format of the SharePoint library/list column whose value will be retrieved as the metadata value. Make sure the metadata value is in one of the following types: Yes/No, Date and Time, and User or Group.

     • If the metadata type is Microsoft Entra property, the metadata value must be the user email address.

3. Save the template file after the configuration.

#3. Import the Template File

To import the configured template file, complete the following steps:

1. In Profiles & templates > Manual import, complete the following settings:

   1. Import job name ‒ Enter a name for the import job.

   2. Description ‒ Enter an optional description for future reference.

   3. Object type ‒ Select Environment.

   4. Import a template file (.xlsx) ‒ Click Browse to locate the configured template file.

2. Click Import to start the import job and apply the governance details.

#4. View Import Results

After you start the import job, go to Job monitor. When the import job status changes to Completed, it indicates that the environments included in the template file have been successfully imported to AvePoint Cloud Governance.

If the import job status changes to Completed with Exception, it indicates that one or more environments are not successfully imported. Follow the steps below to view the import results:

1. Select the import job and click Download on the ribbon to download the job report.

2. Navigate to the location where the import result file is saved and open the file.

3. The Result column shows the import result.

   • Successful indicates the environment has been successfully imported.

   • Failed indicates the environment is not imported. You can refer to the details in the Comment column for troubleshooting and modify the template file.

     When you modify the template file, remove the rows of the environments that have been successfully imported and only keep the failed environments. After modifying the template file, you can import the template file again to re-import those environments.

   • Skipped indicates the environment is skipped being imported. You can refer to the details in the Comment column to find the reason.