Importing Workflow Setups From One Company to Another Company In the Same Environment

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Importing Workflow Setups From One Company to Another Company In the Same Environment

Primavera Unifier provides you the option of copying existing workflow setups into other workflows in your company (See “Copying Workflow Setups from Other Schemas”).

In addition to that option, you can import workflow setups from one company to another company in your environment, such as from one company in uStage to another company in the same uStage environment. This import option is critically useful if your company is undergoing a significant reorganization or redesign, and the current designs in your Primavera Unifier environment are no longer sufficient.

You can import a setup from here:	To here:
A business process in a Company Workspace	The same business process in another Company Workspace If any groups are defined in the setup, they will be copied over if they do not already exist; matching will be done on the name. However, no users from the setup will be copied over, nor SmartForm templates.
A project template for a business process	A project template for the same business process in another company If any groups are defined in the setup, they will be copied over if they do not already exist; matching will be done on the name. However, no users from the setup will be copied over.
A shell template for a business process	A shell template (of the same shell type) for the same business process in another company If any groups are defined in the setup, they will be copied over if they do not already exist; matching will be done on the name. However, no users from the setup will be copied over, nor SmartForm templates.

Business Processes Must Match

In all cases, the business process name, type, sub-type, classification, studio owner, and version number must match or the copy function will fail.

About the version number

The number in the Version column of the business process log shows the Primavera uDesigner version number. This number represents the number of times the design has been changed from Draft mode to Complete. Primavera uDesigner automatically increments the version number whenever a design is returned to Draft mode. When the draft is changed to Complete, it shows that number. This version of the design in Primavera uDesigner may or may not be the version that is active in Unifier. The version number that appears on this log in Primavera uDesigner shows the last design version that was imported. This number may not match the version number in Primavera uDesigner, but it is the last active version of the design in Primavera uDesigner. The version number of the BP you are copying from must match the version number of the BP you are copying into.

To import a workflow setup from one company to another company

In Administration mode, go to the Company Workspace tab and 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 Unifier Login window opens.

This is where you log into the company 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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Unifier URL: (Optional) This is the web address of the Unifier server you want to log into. If you leave this field blank, Unifier will assume you are importing within the same environment.

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

Click OK.

The import window opens, listing the matching workflow setups (active and inactive) that currently reside in the company 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.

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

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

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

Unifier adds the setup you imported to the workflow setup log. If you made the setup Active, 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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