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Data Administration
Transferring Workflow
Transferring Configurations by Resource Type
Using export/import, you can create files that contain configurations for Workflow resources of a given type or category for transfer between servers or operational environments.

Workflow Products Documentation

Data Administration
- Data Administration Introduction
- Electronic Signatures and Audit Trails
- Data Sources
- Archives
- Custom Property Types
- Transferring Workflow
  - Transferring Workflow Configurations
    You can transfer configurations for Workflow resources between servers or operational environments by way of either export/import or projects.
  - Transferring Different Types of Configurations Together
    You can use projects to combine configurations for various Workflow resource types in a single package for transfer between servers or operational environments.
  - Transferring Configurations by Resource Type
    Using export/import, you can create files that contain configurations for Workflow resources of a given type or category for transfer between servers or operational environments.
    - Export resource configurations by type
      You can export files that contain configurations for Workflow resources of a given type or category to an external folder in preparation for transfer to another server or operational environment. After you have exported the configurations, you can import them, as required.
    - Import resource configurations by type
      You can import Workflow resource configurations contained in files that have been exported from other systems or operational environments.
    - Refresh the list of resource configuration files
      Refreshing the list of resource configuration files allows you to see files that were added to the currently selected location either by other Workflow users or by a process outside of Workflow, such as when files are manually moved from one server to another in preparation for transferring resource configurations between systems by way of import.
    - Delete resource configuration files
      If a file that contains Workflow resource configurations is no longer needed, you can delete it.
    - Import/Export Display
      The Import/Export display allows you create files containing configurations for a given type or category of Workflow resource for transfer between servers or operational environments.
  - Equipment Provisioning
    Workflow provides an efficient and effective way to import large amounts of equipment data using your SQL Server.
- Reporting

Transferring Configurations by Resource Type

Using export/import, you can create files that contain configurations for Workflow resources of a given type or category for transfer between servers or operational environments.

You can export configurations for only one resource type or category per file. For more information on the types of resources that you can transfer configurations for, see Content-Specific Transfer Considerations.

Note: If you want to combine configurations for differing Workflow resource types in a single package for transfer between servers or operational environments at the same time, use projects instead. See Transferring Different Types of Configurations Together.

Beginning with Workflow 2.2, you can import content that has been exported from previous versions of the software. For workflows, you can import content exported from version 1.5 Service Pack 2 or later; other types of content must have been exported from version 2.0 or later.