Import a Setup for a BP to a Project/Shell Template for the Same BP in Another Environment

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Import a Setup for a BP to a Project/Shell Template for the Same BP in Another Environment

When importing to a shell template, the source and destination shells must be of the same type.

To import a BP setup to a project/shell template in another environment

Go to the Company Workspace tab and switch to Admin mode.

Do one of the following:

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To import a setup into a BP in a standard project template, click Templates > Projects (Standard) > All in the left Navigator. In the right pane, double-click the project template that contains the BP you want to import the setup into.

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To import a setup into a BP in a shell template click Templates > Shells > [shell type] in the left Navigator. In the right pane, double-click the shell template that contains the BP you want to import the setup into.

In the Navigator, click Setup > Business Process.

In the right pane, double-click the name of the business process you want to import the setup into.

In the Navigator, click Workflow Setup. The right pane lists the workflow setups that currently exist for this business process.

Click the Import button. A login window opens.

This is where you log into the environment from which you want to import a workflow setup.

Enter the following information:

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Company Short Name: This is the identifier for the company you are logging into.

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Authentication Key: This is the key of the company you are logging into. This key was set up at the time the company was configured. It is like a password that provides import access to the BPs of the company you want to import from.

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Primavera Unifier URL: This is the web address of the Primavera Unifier server you want to log into.

Note: The Primavera Unifier at this URL must be the same version number as the Primavera Unifier you are working in. The import function does not work across environments with different versions of Primavera Unifier.

Click OK.

The import window opens, listing all the workflow setups for that BP that exist in all the projects (if you chose a project template) or shells (if you chose a shell template) in the environment you logged into.

Select the setup you want to import and click Import, then click Close Window.

In the right pane, double-click the setup you imported. The Workflow Setup window opens.

On the General tab, enter a name and description for the new setup and make the status Active or Inactive as necessary.

Click Apply.

Click the Settings tab. The Settings tab opens, showing the workflow of the setup you imported.

On this tab, you can make any changes you want to the setup you imported to accommodate the new setup.

To save the new setup, click OK.

Primavera Unifier adds the setup you imported to the workflow setup log. If you made the setup Active, Primavera Unifier will perform an error check on the new setup and notify you of any errors it encounters; otherwise, the error check will not occur until the setup is activated.

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