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
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
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
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
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.
Prasad,
What's you suggestions of transferring a workflow from one Vault to other in PDM standard?
Hi Jake, when creating the new vault, create it as empty, then you will be able to transfer across.
Kind regards
Prasad
Bingo ! Thank you, @Prasad
Creating a new "Empty" Vault makes it easy to import the setup including workflow from different Vault
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?
Hi Jake, when creating the new vault, create it as empty, then you will be able to transfer across.
Kind regards
Prasad