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Import a Project How To's

How to's for the Import a Project guide.

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 .zip file from your computer.
  4. Proceed with the wizard steps to complete 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.

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.

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.

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.