Importing Workflow Setups from One Environment to Another

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Importing Workflow Setups from One Environment to Another

Primavera Unifier provides you the option of importing existing workflow setups from one company to another in the same environment (see "Importing Workflow Setups From One Company to Another Company In the Same Environment").

In addition to that option, you can also import workflow setups from one environment to another, such as from uStage to your Primavera Unifier environment.

Note: To support the import function, the versions of the environments must match. For example, you cannot import a setup from one version of uStage to a different version of Primavera Unifier.

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 or SmartForms 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 environment If any groups or SmartForms 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 environment If any groups or SmartForms 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 Primavera Unifier. The version number that appears on this log in Primavera Unifier 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 Unifier. The version number of the BP you are copying from must match the version number of the BP you are copying into.

Import a Setup From One Company to Another Company

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

Oracle Corporation