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Wazza’s QuickStart

10. Moodle - Transfer a Course moodlenotes.wazmac.com

Document Overview This document is part of a series of documents designed for teachers who are new to Moodle, but who may also have some responsibility in managing it’s implementation in a school environment. Once you have created a Course in Moodle, as described in previous documents in this series, you can transfer this Course to another class (or another school), using Moodle’s built-in Backup and Restore process. This document provides a brief overview of the process of transferring a Course to another class (or another Moodle site) using the back-up and restore facilities in Moodle. The first section of the notes outline the Backup process, and how to save the backed-up data to an external drive, if required. (It is a good idea to backup your Courses to an external drive - just in case!) The second section of the notes describe the Restore process. The Restore notes are divided into two sections - restoring your Course to a new class on your Moodle site, or restoring your Course to another Moodle site.

Some of the processes described in this document require appropriate “role” access to course in Moodle. If you don’t have the appropriate access to be able to undertake these activities, contact your school’s Moodle administrator. Alternatively, if you would like to experiment with the processes described in this document, you can setup a free Moodle account (with you as the administrator) at www.keytoschool.com.

Wazza’s QuickStart - 10. Getting Started with Moodle - Transfer a Course

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1.

Backing up a Course The Backup facility in Moodle will capture all the information from a particular course and compress this information into a single zip file. Since we are using this backup file as a mechanism to transfer the Course to a new class, the notes below suggest removing all the data relating to students who are enrolled in the current course. 1.1.

Log on to Moodle as a Teacher (with editing role) and navigate to a Course that you have created.

1.2.

In the Administration block, click on Backup.

1.3.

You will be presented with a screen asking you which parts of the Course you want to backup. If the purpose of your backup is to transfer the Course to another Class, or another Moodle site, uncheck all the options related to backing up Users and their data. (If you actually want to “backup” the course with all User data intact, leave the User Data options checked - might result in a big file though!)

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1.4.

You will need to do this for all Resources and Activities in the Course. Clicking on None in the right-hand column header (All/None) will uncheck all the Course’s User Data options in each section with a single click.

1.5.

Scroll down a little further to set the backup information for other data associated with the Course.

Suggested settings (for a “clean” Course export).... Users - None Logs - No User Files - No Course Files - Yes Site files used in this course - Yes Grade histories - No

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1.6.

Set preferences for role assignments to be transferred via the backup/restore process.

The image above suggests selecting Administrator, Course creator and Teacher can remain intact, though this is not critical. If you are moving the Course to a completely new Moodle environment this information will probably need to be reset anyway. Click on the Continue button.

1.7.

You will be presented with a summary of your backup preferences.

Click on the Continue button.

1.8.

You will be advised that your backup has been completed successfully.

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1.9.

The backed-up file (saved as a zip file) will be displayed. This is stored in the Files folder of that particular Course.

Next you have a couple of options, depending on what you want to do with your backup - whether you want to restore the course to another class on this Moodle site, or to copy it to disk to restore to another Moodle site (e.g. another school). If you want to restore the course to another class within this Moodle site, skip straight to Section 2 - Restoring a Course. To transfer externally on disk, read on.....

1.10.

To save the file to disk, for transfer to another site.... 1.10.1.

Click on the name of the backed-up file.

1.10.2.

Choose to Save File.

1.10.3.

The file will be saved to the default location where your browser saves downloads (e.g, Downloads folder, etc.)

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2.

Restoring a Course Once you have “backed-up” a Course to a zip file, you can “Restore” that Course to another Course on a Moodle site. You have two options here - to Restore the Course to another class (category) on the same Moodle site, or Restore from disk to a different Moodle site.

2.1.

Restore a Course to another category on the same server 2.1.1.

Log on to Moodle and navigate to the Course that you have backed up.

2.1.2.

In the Administration block, click on the link to Restore.

2.1.3.

You will see the file that you backed up previously.

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2.1.4.

To the right of the file name, under the Action header, click on the Restore link.

2.1.5.

An advisory window appears.

You will be advised that you have the option of restoring the Course data to an existing Course, or using the Restore data to create a completely new Course. 2.1.6.

Click on the Yes button to continue.

2.1.7.

A summary page will appear.

Scroll to the bottom of the window and click on the Continue button.

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2.1.8.

You will now be asked to navigate to the location where the new (restored) course will be located. This must be an existing class/category.

Provide a suitable Short name and Full name for the “new” Course. Scroll to the bottom of the window and click on the Continue button.

2.1.9.

You will be advised that the Course may take a long time to Restore. This will be the case if you have a lot of large media files (e.g. audio and video files, etc.)

2.1.10.

Click on the Restore this course now button.

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2.1.11.

You will see a screen providing a summary of the restoration process.

2.1.12.

Scroll to the bottom of the window and click on the Continue button to see the “new” course.

2.1.13.

You may need to edit the name of the course.... In the Administration block, click on Settings and make any necessary adjustments to the Course description, etc.

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2.2.

Restore a Course to another Moodle Site. 2.2.1.

Create a new Course on your server. You may not be using this new Course, but it is handy to use a “blank” Course in the Restore process - just in case you accidentally import the data into an existing Course!

2.2.2.

Navigate to the new blank Course that you have created on your Moodle site. Check that the course is “empty”.

2.2.3.

In the Administration block, click on the Restore link.

2.2.4.

Click on the Upload a file button.

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2.2.5.

Navigate through the dialogue box to locate and select the backup zip file that you previously exported (this may be stored on a flash drive, etc)

Click on the Upload this file button.

2.2.6.

You will be advised that the file was uploaded successfully.

This may take some time, depending on the size of the zip file, which will be determined by how much data (sounds file, movies, etc) was contained in the backed-up Course.

2.2.7.

To the right of the backup file entry, under the Action header, click on the link to Restore the file.

2.2.8.

You will be asked to confirm the action to Restore the data. You will also be advised that you can create a completely new course, if required.

If all is as it should be (i.e. most importantly, you are using the correct backup file!) click Yes to continue. Wazza’s QuickStart - 10. Getting Started with Moodle - Backup & Restore Courses

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2.2.9.

You will see a page listing information about the details of the backup.

Read any notices regarding Moodle versions, etc, and click on the Continue button to proceed. 2.2.10.

You will be asked if you want to create a New course, or add the data to an Existing course. If you choose to create a New course, provide the relevant Course name, etc.

2.2.11.

Scroll down the page to see a confirmation of the data that will be imported, including Role mappings. (Check these).

Click on the Continue button. Wazza’s QuickStart - 10. Getting Started with Moodle - Backup & Restore Courses

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2.2.12.

You will see a confirmation screen about the name of the backup file that will be restored, and a notice that it may take quite some time to restore a backup - especially one with lots of large media files, such as sound and video files.

Click on Restore this course now.

2.2.13.

At the conclusion of the restore process, you will see a list of the restored data, and a note at the bottom of the screen indicating that the Restore completed successfully.

2.2.14.

Click the Continue button to see the “new” course that you have restored.

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