› Using packages to import and export destinations and shortcuts

Using packages to import and export destinations and shortcuts

The packages feature enables you export destinations and shortcuts you select to another Kofax Front Office Server installation. The destinations and shortcuts with their settings are packaged into a .zip file that you can then import into the other Kofax Front Office Server installation.

Creating a package

Create the package and associate the destinations and shortcuts for export.

  1. On the Navigation panel, select Settings and click the Packages tab.

    The Packages tab appears a list of packages that have been created.

  2. Click Create.

    The General tab appears.

  3. Create the package by doing the following:
    1. On the General tab, type a name and, optionally, a description.
    2. On the Associated Destinations, select the destinations that you want to add to the package.
    3. On the Associated Shortcuts, select the shortcuts that you want to add to the package.
    4. Click Save.

      The package is saved, and the Packages tab appears with the new package in the list.

Exporting a package

Exporting a package saves it as a .zip file. This .zip file can then be imported into another Kofax Front Office Server installation.

  1. On the Navigation panel, select Settings and click the Packages tab.

    The Packages tab appears a list of packages that have been created.

  2. Click the package you want to export.

    The General tab appears.

  3. Click Export.
  4. When you are prompted, save the .zip file.

    By default, the .zip file is named <package name>.zip and saved in your local Downloads folder.

Importing a package

Import a package to add the destinations and shortcuts.

  1. On the Navigation panel, select Settings and click the Packages tab.

    The Packages tab appears.

  2. Click Import.
  3. In the window appears, click Browse and select the .zip file for the package you want to import. Then click OK.

    The package appears with General, Selected Destinations, and Selected Shortcuts.

  4. On the General tab, select what to do with the destinations and shortcuts that already exist.

    • Replace the existing destinations and shortcuts that already exist with the ones in the package.

    • Give the imported destinations and shortcuts new names.

    • Do not import them.

  5. On the Selected Destinations and Selected Shortcuts, review the destinations and shortcuts that will be imported.

    You can exclude destinations and shortcuts from being imported. Select the destination or shortcut under Associated and click the following button:

  6. Click Import.

    The Packages tab appears.

  7. On the Navigation panel, select Destinations or Shortcuts.

    Verify that the destinations or shortcuts you imported are present and have the desired settings.