10 Moodle Transfer Course

Wazzas QuickStart
10. Moodle - Transfer a Course

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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 its
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
Moodles 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 dont have the appropriate access to be able to undertake these activities, contact your schools 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.
Wazzas QuickStart - 10. Getting Started with Moodle - Transfer a Course
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!)
Wazzas QuickStart - 10. Getting Started with Moodle - Backup & Restore Courses
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 Courses 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
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.
1.8.
You will be advised that your backup has been completed

successfully.
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.)
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.
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.
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.
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.
2.1.11.
You will see a screen providing a summary of the

restoration process.
2.1.12.

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.
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.
10
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.
11
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).

12
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.
13

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Wazzas QuickStart

10. Moodle - Transfer a Course

Wazzas QuickStart - 10. Getting Started with Moodle - Transfer a Course

Log on to Moodle as a Teacher (with editing role) and navigate to a

In the Administration block, click on Backup.

Suggested settings (for a clean Course export)....

Set preferences for role assignments to be transferred via the

The image above suggests selecting Administrator, Course creator

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

Click on the Continue button.

You will be advised that your backup has been completed

The backed-up file (saved as a zip file) will be displayed. This is

Next you have a couple of options, depending on what you want to

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

Click on the name of the backed-up file.

Choose to Save File.

The file will be saved to the default location where your

Restore a Course to another category on the same server

Log on to Moodle and navigate to the Course that you

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

You will see the file that you backed up previously.

To the right of the file name, under the Action header,

An advisory window appears.

You will be advised that you have the option of restoring

Click on the Yes button to continue.

A summary page will appear.

Scroll to the bottom of the window and click on the

You will now be asked to navigate to the location where

Provide a suitable Short name and Full name for the

Click on the Restore this course now button.

You will see a screen providing a summary of the

Scroll to the bottom of the window and click on the

You may need to edit the name of the course....

Restore a Course to another Moodle Site.

Create a new Course on your server.

Navigate to the new blank Course that you have created

In the Administration block, click on the Restore link.

Click on the Upload a file button.

Navigate through the dialogue box to locate and select the

Click on the Upload this file button.

You will be advised that the file was uploaded successfully.

To the right of the backup file entry, under the Action

You will be asked to confirm the action to Restore the

If all is as it should be (i.e. most importantly, you are using

You will see a page listing information about the details of

Read any notices regarding Moodle versions, etc, and

You will be asked if you want to create a New course, or

Scroll down the page to see a confirmation of the data that

Click on the Continue button.

You will see a confirmation screen about the name of the

Click on Restore this course now.

At the conclusion of the restore process, you will see a list

Click the Continue button to see the new course that

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