Importing and exporting projects and toolkits

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You can import projects and toolkits from other IBM® Workflow Center repositories, and you can also export projects toolkits.

Before you begin

Before you import or export a project or a toolkit, ensure that:
  • The users and security groups, which the teams refer to, in a process app exist in the user repository.
  • To import or export a process application or toolkit, you have access to the repository or are a repository administrator. For more information, see Managing access to the Workflow Center repository.

  • To import or export a case solution, your role must be that of a business analyst or solution administrator with permission to the target object store and the workflow system in the Content Platform Engine. Because case solutions are assets in the object store. Security on the object stores depends on the role of the user. For more information, see Planning for security in the development environment. To import or export a case solution, use the new Workflow Center.

  • Important: Validate the case solution in Case Builder before you export it. Validation prevents any solution errors during import or installation of the solution into a Workflow Server environment.

Procedure

  • To import a project or a toolkit from an IBM Business Automation Workflow export (.twx) file by using the classic Workflow Center, complete the following steps:
    1. Select Process apps or Toolkits.
    2. Click Import.
    3. In the Import window, click Browse to locate the Business Automation Workflow export (.twx) file that you want to import.
      Note: Projects that you import need to have unique acronyms or prefixes. If an acronym or prefix is not unique, the import completes with a warning; however, attempts to install snapshots on test and productions servers fail with an error.
    4. Click OK.
      In the Import window, click to expand the sections that show the both the snapshots that gets imported and that are already available (and will not be imported).
    5. Click Import to import the selected .twx file.
    When the import is complete, the imported project is included under Process apps or Toolkits.
    Note: If you import a process app from an IBM Business Automation Workflow export (.twx) file that was created before IBM Business Process Manager V7.5.1 and the process app refers to an IBM Content Integrator Server, the connector name is lost and you must manually specify it again in the Servers tab of the Process App Settings editor.
  • To export process apps to Business Automation Workflow by using the classic Workflow Center, complete the following steps:
    1. Select Process apps or Toolkits.
    2. Click the projects that you want to export.
    3. Find the snapshot that you want to export. If a snapshot doesn't exist, create one by clicking Create New Snapshot.
    4. Click Export.
    5. To import the project into another Workflow Center or to use later in the same Workflow Center (shared or as a backup), select the .twx option. To install the project to a runtime environment, select the .zip file option.
    6. Locate the directory where you want to save the export file, name the file, and then save it.
      The exported file can be imported into any Workflow Center repository.

What to do next

Imported toolkits are immutable, which means that no one can change the items within an imported toolkit. Administrators can change the immutable quality of a toolkit by enabling the Allow users to update toolkit option in the Manage tab for the imported toolkit.

The user who imports a toolkit has administrative access to that toolkit. Administrators can grant access to other users and groups as described in Managing access to workflow projects.

Updating the data maps of a case project before importing to workflow environment

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You can modify the data maps of a solution package before importing it into another environment.

Procedure

  1. Copy the compressed file that contains the exported solution package to a location that is accessible by IBM Business Automation Workflow Case administration client.
  2. Start the Case administration client.
  3. From the navigation tree in the left window, select the design object store to which you want to import the solution.
  4. Right-click Solutions and click Modify Data Map and complete the wizard steps.
    Tip: Review the solution package, solution information, and object store mapping before you modify its data maps.
    After you complete the wizard steps, the solution package archive file is created, and would be available to download with the updated data maps.
    Note: You can modify the data maps only of a solution package that was exported from Workflow Center or Business Automation Studio.