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bw2:import_export_tool

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bw2:import_export_tool [2020/12/15 12:09]
akoehler [Related Documents] 		bw2:import_export_tool [2021/02/09 07:55] (current)
akoehler
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 The following documents contain additional information that may be helpful with the development of Bizweaver workflows. The following documents contain additional information that may be helpful with the development of Bizweaver workflows.
  
-  * [[bw2:bizweaver_application_overview|Application Introduction]]+  * **[[bw2:bizweaver_application_overview|Application Introduction]]**
  
 ====== Overview ====== ====== Overview ======
  
-The Bizweaver Export/Import tool is, as the name suggests, used to export workflows out of Bizweaver and import them in. The functionality is used for two primary purposes: to transfer workflows from one instance of Bizweaver to another, and to back up workflows for security reasons.+The Bizweaver Export/Import tool is, as the name suggests, used to export workflows out of Bizweaver and import them in. The functionality is used for two primary purposes: to transfer workflows from one instance of Bizweaver to another and back up workflows for security reasons.
  
-Workflows are exported into a special file with the extension “bwx”. This is a special data file that does not have any user accessible information. An export file may contain one, or multiple, workflows.+Workflows are exported into a special file with the extension “bwx”. This is a special data file that does not have any user-accessible information. An export file may contain one or multiple workflows.
  
 ====== Export ====== ====== Export ======
 <WRAP center round important 60%> <WRAP center round important 60%>
-Starting in Bizweaver version in 2.5 workflows are not backwards compatible with versions of Bizweaver 2.4 and before.+Starting in Bizweaver version in 2.5, workflows are not backward compatible with versions of Bizweaver 2.4 and before.
 </WRAP> </WRAP>
  
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   - Right-click on the desired workflow in the listing area.   - Right-click on the desired workflow in the listing area.
-  - Select the “Export” option. \\ {{  :bw:eximage1.png?395x198  }} +  - Select the “Export” option. \\ {{ :bw2:bizweaverimportexport1.png |}} 
-  - Follow the process described in “Multiple Workflow Export” beginning at step 3.+  - Follow the process described in “Multiple Workflow Export,” beginning at step 3.
  
 ===== Multiple Workflow Export ===== ===== Multiple Workflow Export =====
  
-  * 1. Click the “Export/Import” icon in the icon bar. \\ {{  :bw:eximage2.png?43x43  }} +  * 1. Click Tools then Import or Export options in the menu bar. \\ {{ :bw2:bizweaverimportexport2.png |}} 
-    * A list of all workflows is displayed. \\ {{  :bw:eximage3.png?480x312  }} +    * A list of all workflows is displayed. \\ {{ :bw2:bizweaverimportexport2.png |}} 
-  * 2. To sort the workflows by column click on the column header to sort either by ascending or descending order +  * 2. To sort the workflows by column, click on the column header to sort either by ascending or descending order 
-    * **This feature was added in Bizweaver version 2.5 prior versions do not support sorting.**+    * **This feature was added in Bizweaver version 2.5. Prior versions do not support sorting.**
   * 3. Select the checkbox for each workflow to be exported.   * 3. Select the checkbox for each workflow to be exported.
     * This process can be used for a single workflow as well as multiple.     * This process can be used for a single workflow as well as multiple.
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     * The password is required on import if it is assigned here.     * The password is required on import if it is assigned here.
     * Password protection is optional.     * Password protection is optional.
 +    * Importing password-protected files does not prompt the user for a password so this must be remembered by the user if a password has been added to an exported workflow.
   * 5. Click [**Export**].   * 5. Click [**Export**].
   * 6. The export file may be placed in any available folder.   * 6. The export file may be placed in any available folder.
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 <WRAP center round important 60%> <WRAP center round important 60%>
-Starting in Bizweaver version in 2.5 workflows are not backwards compatible with versions of Bizweaver 2.4 and before.+Starting in Bizweaver version in 2.5, workflows are not backward compatible with versions of Bizweaver 2.4 and before.
 </WRAP> </WRAP>
  
 The import process always begins with a source file created by the export. The import process always begins with a source file created by the export.
  
-  - Click the “Export/Import” icon in the icon bar. +  - Click Tools then import in the menu bar.
-  - Click on the “Import” tab at the top of frame.+
   - Click the [**Select Files**] button.   - Click the [**Select Files**] button.
       - Browse to locate the desired file(s).       - Browse to locate the desired file(s).
   - Select the desired file(s).   - Select the desired file(s).
-      - Multiple files can be selected unless the files are password protected. Password protected files must be imported individually.+      - Multiple files can be selected unless the files are password protected. Password-protected files must be imported individually.
   - A file may contain more than one workflow.   - A file may contain more than one workflow.
-      - Select the workflow(s) to import using the checkbox at the beginning of each row. \\ {{  :bw:eximage5.png?480x311  }}+      - Select the workflow(s) to import using the checkbox at the beginning of each row. \\ {{ :bw2:bizweaverimportexport3.png |}}
   - Enter the file password if needed.   - Enter the file password if needed.
   - Click [**Import**].   - Click [**Import**].
   - A message that the tasks will be imported as inactive is displayed.   - A message that the tasks will be imported as inactive is displayed.
-  - A new tab, “Configure,” is displayed.+{{ :bw2:bizweaverimportexport4.png |}}
  
-{{  :bw:eximage6.png  }}+  - A new tab, “Configure,” is displayed. 
 +{{ :bw2:bizweaverimportexport5.png |}}
  
-Any workflows that use a SQL, DI, SMTP, WebService, or Exchange connection must be updated to reflect the appropriate connections for the current environment.+Any workflows that use a SQL, DI, SMTP, WebService, or Exchange connection must be updated to reflect the current environment's appropriate connections.
  
 <WRAP center round important> <WRAP center round important>
-This update must be done even if you are importing a workflow back into the environment where it was created.+This update must be done even if you import a workflow back into the environment where it was created.
 </WRAP> </WRAP>
  
-The workflow (task) and step names are listed in the upper section. Drop-downs for DB (SQL), DI (DI Server and DIAPI), SMTP, REST,and Exchange connections are listed in the lower section.+The workflow (task) and step names are listed in the upper section. Drop-downs for DB (SQL), DI (DI Server and DIAPI), SMTP, REST, and Exchange connections are listed in the lower section.
  
 Each row in the upper section can be updated individually using the drop-down in the “New Connection” column. Each row in the upper section can be updated individually using the drop-down in the “New Connection” column.
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 ====== Moving from Test to Production ====== ====== Moving from Test to Production ======
-The process of using the Import/Export tool is discussed **//[[bw:moving_from_test_to_production|here]]//**+The process of using the Import/Export tool is discussed **//[[bw2:moving_from_test_to_production|here]]//**
bw2/import_export_tool.1608052158.txt.gz · Last modified: 2020/12/15 12:09 by akoehler

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