Siebel Business Process Designer Administration Guide > For Administrators: Administering Workflow Processes > Migrating Workflow Processes from Development to Production >

Importing or Exporting a Process Definition


It is a good idea to back up your process definitions regularly using the Export function. Use a meaningful naming convention when selecting a filename for an exported process to make it easy to understand the purpose of the process.

To export a process definition

  1. In Siebel Tools, in the Object List Editor, select the workflow process or processes you want to export. To select more than one process, press and hold the CTRL key while selecting the processes.
  2. Right-click and choose Export Workflow Process.

    The Save As dialog box appears.

  3. Enter the file path, filename, and the .xml filename extension, and then click Save.

    The process or processes are exported. If you selected more than one process to export, all the processes are saved to one XML file.

NOTE:  When exporting a process containing subprocesses, you must also export the subprocesses. Subprocesses are not exported automatically.

To import a process definition

  1. In Siebel Tools, in the Object List Editor, select the workflow process or processes you want to import. To select more than one process, press and hold the CTRL key while selecting the processes.
  2. Right-click and choose Import Workflow Process.

    The Open dialog box appears.

  3. Select a path and filename of the process to import, and then click Open.

    The process is imported with a status of In Progress.

    NOTE:  If a process definition of the same name exists in the target environment, the newly imported process definition's version number will be incremented by one.

Siebel Business Process Designer Administration Guide