If you have a solution on one machine and you want to move that solution to another machine, you can do this using migration packages. Also, by selecting some settings, an additional table appears. Select individual table entries or select the entry in the header to select all entries so that they are included in the migration package.

The following settings are available.

Transfer Global IP Settings

Select to include all of the Invoice Processing Global Settings in the migration package.

This setting is cleared by default.

Transfer Global AP Settings

Select to include the Workflow settings in the migration package.

This setting is cleared by default.

Transfer Organizations with related Business Units

Select to transfer existing organizations. When selected, a separate table is displayed so that you can select individual organizations that are included in the migration package. This includes all business units related to the selected organization. This information comes from Organizations.

However, if you select the Transfer Business Units only without Organizations setting below, this table collapses

The table has the following columns.

Organization Name

The name of an organization.

Organization Description

The description of an organization.

Transfer Business Units only without Organizations

Select to transfer existing business units for your organizations.

When Transfer Business Units is selected, a separate table is displayed so that you can select individual business units to include in the migration package. This information comes from the Organization - Business Units tab.

The Transfer Organizations with related Business Units setting is disabled. If you wish to transfer entire organizations rather than just business units, clear the Transfer Business Units only without Organizations setting.

The Transfer Business Unit table has the following columns.

ERP Connection Name

The ERP connection name. This comes from the ERP Connections.

Organization Name

The name of the organization for this business unit.

Business Unit Name

The business unit name.

Transfer KTA Resources

Select to transfer the KTA resources that are used by the business units.

This setting is cleared by default.

When selected, the following settings are available.

Transfer Business Unit Resources

Select to include business unit resources in the migration package.

This setting is available only when the Transfer KTA Resources setting is selected above.

This setting is cleared by default.

Transfer Approval Hierarchy Resources

Select to include approval hierarchy resources in the migration package.

This setting is available only when the Transfer KTA Resources setting is selected above.

This setting is cleared by default.

Transfer Routing Option Resources

Select to include routing option resources in the migration package.

This setting is available only when the Transfer KTA Resources setting is selected above.

This setting is cleared by default.

Export Path

The path where the migration package is created. For example, C:/MigrationPackages.

Package Name

The name of the migration package. For example, TestMachine.

The following button is available.

Create

Creates the migration package ZIP file in the export path.

Note The creation of the migration package is not immediate. A Kofax TotalAgility process is kicked off and after several minutes, the migration package appears in the export path location.