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The Documentation for Moving Robusta Process and Apps Cross-Environment

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Moving process and apps from test environment to live environment (Process Import/Export – Apps Import/Export)

Export the existing process from test environment

A) Moving process

A-1) Click the Show details button on the Processes screen for the relevant process.

A-2) Click the Export to BPMN 2.0 button.

A-3) Download the file to Downloads folder.

A-2) If there is a process with the same name: Downloading and saving the existing process in the live environment.

A-2.1)The process of downloading process will be made like Export the existing process from test environment. Date and backup the process that will be updated onto an environment that is decided in the organization.

A-2.2) Remove and delete the existing process in the live environment that will be updated from the environment.

NOTE: Do not execute the operation above if there is no process with the same name belonging to the process in the live environment.

NOTE: If a process with the same name is added to the environment without deleting the process in the live environment, there will be two identical processes on the Processes screen. The new process can be distinguishable by username (if different person) and date information. However, a new operation will not be saved in both. Therefore, delete the old process.

A-2.2.1) To delete process, process shouldn’t be connected to an app. If there is, from the Apps interface, access the relevant app and click the App editor button.

A-2.2.2) Click the Edit included models button.

A-2.2.3) Hover over the process box and click + to remove connection.

A-2.2.4) Click the Close button or click outside the window to close it.

A-2.2.5) Click the Save the app definition button to keep the changes.

A-2.2.6) Click the Save and close editor on the opening window.

A-2.2.7) Hover over the process that will be deleted and click the Show details button on the Process screen.

A-2.2.8) Click the Delete this model button.

A-2.2.9) Click the Delete process model button on the opening screen.

A-3) Importing process to the live environment

A-3.1) Click the Import process button on the Process screen.

A-3.2) Click the Dosya seç on the opening screen and choose the .xml file that is wanted to upload or drag and drop the xml file.

A-3.3) The file will open automatically. Click the Validate the model and the Save the model buttons in order.

A-3.3.1) When clicked the Validate the model, if there is no warning, click the Close button. If there is an error, it will be listed. After making the relevant adjustments, click the Validate this model button again. When no errors detected, proceed to next step to save the process.

A-3.3.2) When the Save the model button is clicked, check the Save this as new version? checkbox to save the process to upgrade version. If any changes are made in the process, write explanations in the Comment field. Click one of the buttons of Save and close editor or Save to close the window.

A-4) To use new process or the existing process, hover over the relevant process on the Apps interface. A-2.2.1 ve A-2.2.2 maddelerinde olduğu gibi ilgili uygulamanın App Editor”butonundan yeni/güncellenen süreç seçilir. ( app da seçili süreçlerde “+” işareti bulunur). After importing the process, save and publish the app.

B) Export app

B-1) Exporting the up-to-date app in the test environment

B-1.1) Hover over the app that will be downloaded and click the Show details button on the Apps interface.

B-1.2) Click Export app definition as a zip file button to download the app as zip file.

B-1.3) The downloaded app will be in the Downloads folder.

B-2) If there is an app with the same name: Downloading, backup and updating the existing process in the live environment

B-2.1) The process of downloading app will be made like Exporting the up-to-date app in the test environment. Date and backup the process that will be updated onto an environment that is decided in the organization.

NOTE: Do not execute the operation above if there is no app with the same name belonging to the app in the live environment.

B-2.2) Click the Show details button of the relevant app on the Apps interface.

B-2.3) When it is opened, click the Import app button.

B-2.4) Check the Renew the user and group identifiers when … checkbox. By using Dosya seç button, import the app that is downloaded from the test environment to the live environment. The apps with the same name in the existing app will be updated with the current app content. If process includes Decision table, tables will be updated on the Decision table interface.

NOTE: If an app with the same name is added to the environment without deleting the app in the live environment, there will be two identical apps on the Apps screen. The new app can be distinguishable by username (if different person) and date information. However, a new operation will not be saved in both. Therefore, delete the old app.

B-3) Importing new app to the live environment

B-3.1) Click the Import apps button on the Apps interface to import new app.

B-3.2) Check the Renew the user and group identifiers when … checkbox. Click the Dosya seç button to import the process that is downloaded from the live environment. Processes and (if exists) decision tables will be included in app.

B-3.3) Click the Publish button to update or use the up-to-date version of app.

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