Import a Setup From One Company to Another Company

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Import a Setup From One Company to Another Company

In this import action, you import a setup from one company to a setup in the same business process in another company.

To import a workflow setup from one company to another company

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

Click Company Workspace > Business Process Setup in the left Navigator.

Open the business process you want to import the setup into.

In the Navigator, click Workflow Setup, and click the Import button. The Primavera Unifier 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 the workflow setups that currently reside in the environment you have logged into for the business process you selected under the Company Workspace node.

Select the workflow setup(s) you want to import and click the Import button.

Primavera Unifier imports the workflow setup(s) using the following guidelines:

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If a setup does not currently exist in the destination environment, the import will happen immediately and Primavera Unifier will mark the new setup Inactive.

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If a setup already exists, Primavera Unifier will verify that you want to replace the existing setup with the one you are importing. If you import the setup, Primavera Unifier will replace the existing setup and mark the new setup Inactive.

Click the Close Window button.

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, then click the Settings tab. The Settings tab opens, showing the workflow of the setup you copied.

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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