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Import a Project How To's

How to's for the Import a Project guide.

Automatically Publishing a Project After Import​

Steps:

  1. In the final step of the import wizard, check the Publish after import option.
  2. Choose whether to publish as a Major or Minor version.
  3. Select a Deploy Agent if necessary. If not, default deploy agent will be selected automatically.
  4. Complete the import to trigger automatic publishing.

Defining a New Project Name During Import​

Steps:

  1. In the Target Selection step, locate the project name input field.
  2. Enter a unique name to create a new project instance.
  3. Proceed to the next step to continue the import.

Creating a New PAT During Import​

Steps:

  1. In the PAT step, identify unmatched PAT entries.
  2. Click Create New PAT.
  3. Define the user or process associated with the PAT.
  4. Save and continue with the import.

Importing a Project from File​

Steps:

  1. Open the Tools Menu or the Startup Tab.
  2. Click Import Project > Import Project from File.
  3. Select the .tar.gz file from your computer.
  4. Proceed with the wizard steps to complete the import.

Manually Matching Document Management Objects​

Steps:

  1. In the Document Management step of the wizard, locate unmatched items.
  2. Click the unmatched row to open the selection dialog.
  3. Select the appropriate existing document/template from the system.