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Re: Export/Import from Vault from different servers
Assigned folder permissions are ported over using a CEX file. Also if you are importing workflows and you already have a workflow of the same name in the vault, then it will not be overwritten, but rather you will have the same workflow with a (2) next to the name.
Finally, templates may not import if you haven't created a local vault view of the vault you are importing into.
Kind regards
Prasad
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Re: Export/Import from Vault from different servers
Prasad Bhonsule wrote:
Assigned folder permissions are ported over using a CEX file. Also if you are importing workflows and you already have a workflow of the same name in the vault, then it will not be overwritten, but rather you will have the same workflow with a (2) next to the name.
Finally, templates may not import if you haven't created a local vault view of the vault you are importing into.
Kind regards
Prasad
Thank you, Prasad Bhonsule
PDM standard has only on workflow. I tried both ways as you suggested and neither way works
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Re: Export/Import from Vault from different servers
Hello just read my reply, it should read "Assigned folder permissions are NOT ported over using a CEX file." Apologies for any confusion.
If you are using PDM Standard, then importing a CEX file with a workflow will not work even if it's a different name, as PDM Standard only ever allows 1 workflow per vault.
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Re: Export/Import from Vault from different servers
Prasad,
What's you suggestions of transferring a workflow from one Vault to other in PDM standard?
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Re: Export/Import from Vault from different servers
Hi Jake, when creating the new vault, create it as empty, then you will be able to transfer across.
Kind regards
Prasad
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Re: Export/Import from Vault from different servers
Bingo ! Thank you, @Prasad
Creating a new "Empty" Vault makes it easy to import the setup including workflow from different Vault
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Re: Export/Import from Vault from different servers
Jake Bakerin wrote:
Is there a different way to transfer the setup between Vaults in different Servers. I tried to export Test Vault from local machine to a real working Vault in the server and not all setup importing correctly to the new Vault in the server
What things didn't work correctly in the new vault?