Transfer Manager

The Transfer Manager allows you to export and import processes from one site to another. You must first export your site or process before you can import it into another site.

Exporting Process using Transfer Manager

Fig 1. Transfer Manager Wizard - Export

1. On the ribbon, click the Publish tab, in the Deployment group, click Transfer Manager. The Transfer Manager opens.

2. Click Next.

3. Click Export from the current site (to a file) radio button.

Fig 2. Selecting operation to perform

1. Click Next.

2. Click Browse to select a location and file name for your export.

3. Click Next.

Fig 3. Select export data opertion to perform

1. Select the kind of data export operation you would like to perform. Click Next.

Fig 4. Select the data or process/es to export

1. Depending on the selection made in the previous step, select from the list the data you would like to export.

2. Click Next. The following figure displays a summary of the options selected.

Fig 5. Data export summary

1. Click Next. The export process may take some time. Please wait.

2. Click Next. The following figure displays whether or not the export has completed successfully.

Fig 6. Trnsfer Manager completed

1. Click Finish. The file will be available in the location as specified. The file will have a *.tmf extension.

Importing Process using Transfer Manager

Fig 7. Transfer Manager - Import

1. On the ribbon, click the Home tab, in the Process Tools group, click Transfer Manager. The Transfer Manager opens.

2. Click Next.

3. Select Import to the current site.

4. Click Next.

5. Browse to select the file you want to import. The file name will have a *.tmf extension.

6. Click Next. The Transfer Manager will display a summary of the selected options.

7. Click Next. You will receive a message indicating if your import was successful.

8. Click Finish.

Note: Remember that you always need to first export from one site before you can import into another site.