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Importing and exporting workflow components

You can export any combination of your workflow components, such as data connections or content classes, as a single, JSON-formatted .bundle file. You can then backup that file to protect your configuration or upload it to a different system.

Your system also gives another feature that lets you export and import system components (such as identity providers, SSL certificates, and your custom plugins) in addition to your workflow components.

Exporting workflow components

You can export the configurations for any of these workflow components:

  • Workflows themselves
  • Processing pipelines
  • Index collections
  • Data connections
  • Content classes

The configurations for all components you select are downloaded in JSON format in an single .bundle file.

You can use this feature to easily transfer component configurations from one system to another (for example, a test system to a production system). Or, if you're using a single-instance system for testing, you can export your configurations and back them up in another location.

NoteYou cannot export any of the built-in pipelines.

To export workflow components:

Procedure

  1. Click the Workflow Designer window.

  2. Click Import/Export.

  3. Click Export.

  4. Select the components you want to export.

    If you select a workflow but not the components it contains, the Admin App prompts you to add the missing components to the .bundle file that you're downloading.

  5. Click Download Export Bundle.

    Related CLI commands

    exportComponents

    Related REST API methods

    POST /workflows/export

Importing workflow components

After you export a workflow component configuration .bundle file, you can upload that file to the same or a different system.

Note
  • If the .bundle file contains a workflow but not its individual components, you cannot import the .bundle file. You need to either:
    • Export a new .bundle file that contains all the workflow's dependencies.
    • Create components with the same names on the system to which you're importing the file.
  • You cannot import a workflow component if that component already exists on the system.
  • If you encounter errors, make sure you are uploading a workflow component .bundle file and not a plugin bundle or a package file.

To import workflow components:

Procedure

  1. Click the Workflow Designer window.

  2. Click Import/Export.

  3. Click Import.

  4. Do one of these:

    • If the bundle file is stored on your computer, click and drag the file into the Upload window.

    • If the bundle file is stored in one of your data sources, click the Load window. Then, select a data connection and browse for the file.

  5. Select the components you want to import.

  6. Click Complete Import.

    Related CLI commands

    importComponents

    Related REST API methods

    POST /workflows/import

 

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