Import a process
You can import process maps between different TotalAgility installations. Importing a process map is subject to the following:
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You can only import an unlocked map unless the map is locked by the user performing the import.
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You can only import a higher version process than the process version available on the system. You cannot import a lower version process than the version available on the system.
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When you import a process that contains work queue automation rules (decision tables), the rules are also imported, However, the resources are not included in the import, but the configuration remains the same if the same resources with the same IDs exist on the other system.
When importing packages simultaneously on a split Kofax TotalAgility Web Application deployment, a maximum of 100 concurrent connections from the Web server to the Application server are configured by default. To change this:
In Agility.Server.StreamingService.exe.config available in the same folder where the Streaming service exe resides, locate the following:
<connectionManagement>
<add address="*" maxconnection="100" />
</connectionManagement>Then, update the maxconnection value.
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Navigate to
Import.
The Import page is displayed.
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Browse to the file that has processes to import or drag the files from your machine to the
File to import box. The following message appears:
"The file you have selected contains a process." and the appropriate import options are displayed.
The following items are automatically imported along with the process.
Functional access
Default usable
Workflow rules
Thread pools
Test plan
The test plan associated with the process is imported if it has already been exported.
Web services
The category of the web service is imported and created if not already existing.
If the web service being imported has the same ID as the existing web service, the imported web service is used.
You can import web services manually or separately.
Business rules
Custom services
Activities
Including the following capture activities:
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Extraction
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Classification
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PDF Generation
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Online Learning
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Scan
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Validation
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Verification
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Document Review
Work types
Roles
If existing roles are being imported for a new version of an existing process map, you can choose to overwrite role members. Checklist templates
If a template with the same name exists, and
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If you select this option, all the elements of the existing template are replaced with the elements of the imported template.
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If you clear this option, all the elements of the imported template are added to the existing templates.
If a template with the same name does not exist, the imported template is added as a new template.
Entities
If an existing entity has the same name as the entity being imported, you can choose to overwrite it.
If the entity contains multilingual lookups, all the content for the lookup is imported with the entity.
Lookups
If an existing lookup has the same name as the lookup being imported, you can choose to overwrite it. Profiles
When importing a capture-enabled process map, the associated profiles are imported, even if they do not exist in the system. .NET dlls
Thread pools
If a thread pool being imported has the same ID as the existing thread pool, the imported thread pool is used. Variables
If the server variables being imported already exist on the importing machine, they are not overwritten.
If process variables on the imported process map exist as server variables on the server with the only difference of type, Clashing variables occur. A warning identifies the process variables that pose a problem during import.
Importing a capture-enabled process also imports any document type or folder type variables configured as initialization variables.
Checklist items
If you import a process map that has a checklist item with the same name as one on the importing machine, the existing checklist item is overwritten. Otherwise, the imported item is added as a new item.
Classification group
Extraction groups associated with classification group
Document types associated with extraction group
The classification group, extraction group, and document types of a process are imported even if they do not exist in the system.
By default, the classification group, extraction group, and document types are imported to the Default category. To import the classification group, extraction group, and document types to the specified category, select Category.
In Kofax TotalAgility Azure and On-Premise Multi-Tenancy 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 complete. To configure this limit, update the value for MaxCaptureProjectSize in Web.config file of TotalAgility Azure.
In Kofax 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 complete.
Predictive model
If a predictive model is defined, the weighting and score calculation for the process are included in the selected version of the imported process.
If the Evaluate score property is selected (in the Advanced tab and After processing tab) for an activity, those are also imported for the selected process version.
Optional items to import include:
Categories
Categories saved with the process map.
This option is only available if categories were exported with the process map being imported.
Resources
Any resources saved with the process map.
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If an existing worker resource has the same User ID or Resource ID as the resource being imported, the existing resource is used by the imported process map.
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If a non-worker resource or a category exists with the same name and type or Resource ID as the resource being imported, the existing resource is used by the imported process map.
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If you import a resource without an active email ID, and the Unique Email Enforcement option is set as Yes in the System settings, then an error message is displayed.
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If new resources are imported, then any existing group to which they belong to are updated then they are added to group as group members. However, this is irrespective of whether overwrite non-versioned items is selected.
Group resource members
Includes details of the members of any resource groups.
This option is only enabled if the Resources option is selected.
Connector mappings
Imports all the export connector mappings.
Ensure all the export connectors are installed on the target machine; otherwise, an error occurs, and the process is not imported.
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By default, the work types, role members, checklist templates, entities, lookups, and profiles (Scan/VRS, PDF
generation, and Separation) are overwritten. You can choose to overwrite page renditions and reporting tags.
If you select to overwrite page renditions, the existing setting is overwritten by the setting included in the process. For example, the target machine has Rendition 1 and Rendition 2, and the process has Rendition A and Rendition B.
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If overwritten, Rendition A and Rendition B are retained in the target machine.
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Otherwise, Rendition 1 and Rendition 2 are retained in the target machine.
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Click
Import.
The selected maps are imported.
If any errors or warnings occurred, the information appears. If any variables or variable types clash, or if the required Web services are unavailable, you can view the details of the error.
If an error exists, you cannot import the map until you fix the error. If warnings occur, you can still import the map.