Import and export global processes

This topic explains how to export global processes from a source server and import them to a target server.

You can create and validate processes on one server, export the processes, and then import them to another server.

Export global processes

When you export a global process, the system creates a JSON file that contains the global process's configuration information.

To export a global process:

  1. Navigate to Management > Global Processes.
  2. In the list of global processes, click Export next to a process.

You can open the file in a text editor or save it. The saved JSON file has the same name as the selected global process.

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Import global processes

When importing a global process, you can create a new global process or upgrade an existing one.

To import a global process:

  1. Navigate to Management > Processes.

  2. Click Import. The Import Process dialog box opens.
  3. From the Process Plugins Import Type list, select how you want to import plugin steps in processes.

    The following options are available.

    Option Description
    Import processes as is Select this option to import processes without changes.

    If a process uses a plugin that is not available on the target sever, the import fails.
    Upgrade processes to latest plugins

    Leave this option selected to upgrade all imported plugin steps to a later plugin version available on the target server.

    You don't need to have current plugin versions if more recent versions are available on the target server.

    This is the default option.

    Ignore missing plugins Select this option to import processes even if they use plugins that are missing from the target server.
  4. Click Choose File and select the JSON file containing the global process.

  5. Click Import.

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