Importing process versions

You can import a process version from a process definition file. The environment that you import a process version into needs be similar to the environment that you exported it from so that the properties in the process version remain valid. Therefore, before you import a process version, you should perform the following tasks:

When you import a process version, you can choose to import it as a new process or as a new process version under an existing process in your environment.

After you import a file, the file will be renumbered based on a new process version number. For example, if you export process version 5.2, and import it as a new process version into another server, you can choose to number it 3.2.

Caution:   There are settings which you need to consider when you import a process. The JDBC, FTP, email, LDAP, group and user, and data source settings may be different in the environment into which you import the process version. For example, if you import a process version that includes AssignTask operations that assign tasks to users or groups who do not exist in your environment, you may need to change the AssignTask operation properties to make the process version function within the environment into which you import the process version.

To import a process:

  1. Select File > New > New Process.
  2. In the New Process dialog box, select Import A Process From A File and click Next.
  3. (Optional) To give the process a different name from the name in the process definition file, in the Name box, type a new name.
  4. If a category already exists, select it from the Category list; otherwise, click New and provide the information in the New Process Category dialog box that appears:
  5. Beside the Import From box, click Browse.
  6. In the Open dialog box, select the file that contains the process definition to import and click Open.
  7. In the Source Contains A Name dialog box, click Yes to replace the name with the name of the process specified in the file you are importing from; otherwise, click No.
  8. Click Finish.

To import a process version:

  1. Right-click the process to import as a new version and select New Version.
  2. In the New Process Version dialog box, select Import A Process From A File and click Next.
  3. (Optional) In the Major Version box and Minor Version box, type a number to specify each of these versions.

    Note:   The default version provided is the latest version with the minor version increased by one. For example, if you are importing a new version and the most recent process version is 8.3, then the new default major version is 8 and minor version is 4.

  4. In the Description box, type a description for the process version.
  5. Beside the Import From box, click Browse.
  6. In the Open dialog box, select the file that contains the process definition to import and click Open.
  7. Click Finish.

See also

Exporting and importing process versions

Process versions

Process execution

Creating process versions from existing process versions

Creating process versions


 

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