Export a process

You can export one or more process maps between TotalAgility installations.

You can export a process map even if it is locked. You can export all versions of a process map or export a specific version.

Save and release an active (saved but not released) process map before exporting it. Trying to export an active map that is not saved generates a message prompting you to save the map.

The following items associated with the process map are automatically transferred or exported.

Maintenance access, functional access, and default usable resources
Workflow rules
Associated work types
Custom services
Data models
Web services along with web service category. Web services can also be exported manually/separately.
Checklist templates
Roles
Lookups
Server variables
Nested process maps
Classification group
Scan/VRS profiles
Separation profiles
PDF generation profiles

When you export a process that contains work queue automation rules (decision tables), the rules are also exported, However, the resources are not included in the export, but the configuration remains the same if the same resources with the same IDs exist on the other system.

When you export a process map that contains an entity that uses a multilingual lookup, the multilingual lookup is exported with the entity.

When you export a process that has a predictive model defined, process weighting and score calculation are included in the version selected for export.

When you export a capture process, any Classification group, PDF generation profiles, Scan/VRS profiles, and Separation profiles, associated with the process are also exported.

If the "Available evaluate score" and/or "Completed evaluate score" properties are configured for an activity, these properties are also exported for the selected process version.

Exporting a process that contains the following capture activities also exports the activities:

Extraction
Classification
PDF generation
Online learning
Scan
Validation
Verification
Document review

If you export resources with a process map, you can also export resource extensions to export all extended values stored against each resource.

If you export a process or a form assembly individually, the local assemblies used within them if any are not exported. If you wish to include local assemblies also, you must export processes and forms as part of the package.

In TotalAgility Azure and On-Premise Multi-Tenant system, the maximum limit of the extraction and classification group is set to 500MB. When you exceed this limit, a message is displayed stating that the action cannot be completed. You can configure this limit by updating the value for MaxCaptureProjectSize in web.config of TotalAgility Azure.

In TotalAgility On-Premise, the maximum limit of the extraction and classification group is set to 2GB. When you exceed this limit, a message is displayed stating that the action cannot be completed.

Navigate to Export.
On the Export list, select Process.
Click Add for Files to export.

The Add files to export dialog box is displayed.
Add processes, cases, case fragments, and skins from the respective tabs as needed.

To add all items, click Add all.
Click Done.
The selected items appear in the Files to export box.

Select other options as required in the exported process maps using the following information.

Options	Description
General
Generalized export	If selected, exports a process map without setting up the entire job environment. When you export a process with the Generalized Export option selected, a warning message is displayed. Click Yes to export a basic version of the process with minimal node configuration. If you click No, the option is cleared automatically. The Generalized export option does the following: Converts automatic Script/.NET Script and Web Service activities to automatic VB Script activities. VBSCRIPT is not supported in an on-premise multi-tenancy environment. Changes the dynamic resource allocation tasks to static resources (they are assigned to the Everyone worker group). Facilitates Kofax Technical Support to troubleshoot map issues more efficiently by letting you export your problem process map in a state that can be imported and run without additional setup. A message that exported process settings will be simplified appears. On simplification, all the map settings are lost, and all the activities are converted to automatic VB script activities with a script 'Dim a' (which has no functionality). Selecting the Generalized export option disables the ".Net References with path" option.
.Net references with path	Includes .Net references. (Default) Only the .Net references set to Local can be exported.
Fragments	If selected, includes case fragments in the exported case definition map.
Skins	Exports the skins created on the template map. Each skin is exported as a separate XML file. To re-import skins, select the template map XML files and the XML files of the skins to import. The Skins option is only available for a Template type map.
Test plan	If selected, the test plan for the process is included in the export. Note: Only the test plan for a parent process is exported.
Capture
Capture project data	Includes all documents, folders, and classification project data. (Default) If this option is not selected, the process with underlying Transformation Designer project data is not exported.
Connector mappings	If selected, exports the Export Connector mappings along with the process.
Resource
Individuals and groups	If selected, includes individual resources and groups. When you export a resource that has a group set as its supervisor, only Group and not its members are exported.
Group members	If selected, includes details of the members of any resource groups. This check box is only enabled if the Resources option is selected.
Resource extensions	If selected, includes all the extended values stored against each resource associated with the process.
Category
Categories	Includes category information. (Default)
Category parentage	Exports the current category to which the process map belongs as well as all parent and sub-categories associated with the process map. (Default) This check box is only enabled if the Categories option is selected.
System
Page renditions	If selected, includes page renditions.
Reporting tags	If selected, includes reporting tags.

Click Export.
A message prompts you to confirm downloading the exported process.
Click Yes.

The process is downloaded as a ZIP file.

How to: