We have workflows that we need to migrate into a new workflow server running the same version (8.01). Please advise as to how this can be done.
Thanks in advance for your help.
If you're going to change servers, please consider upgrading to a newer version as part of the process. You will get better performance and troubleshooting tools and the migration utility will take care of updating connection profiles, user names and such for you.
If you go to the workflow menu, there is a option to export workflow(ctrl+E). From there select whichever workflow(s) you want to export. Save the workflows wherever you will be able to access them from the other server. Then you can go to the server you want them migrated to and under the workflow menu select import workflow(ctrl+I).
Note: You will may have to adjust the starting rules but it will carry over previous starting rules you had for each workflow exported.
Ramon, thank you for the quick response - we appreciate your help.
has someone actually done the Export and Import. the process would need to include:
- workflow (using workflow designer)
- any documents used in workflow
- forms used (save or export?)
- profiles used (export from ?)
- other components?
The connection profiles, sample PDF forms and data sources are exported with the workflow. Fields and template are not. You would still want to double check that the data sources are accessible after importing the workflow since security on the new server may be different.
The Forms processes can be exported and imported as well, but you may have to reconfigure any Retrieve Forms Content activities. At the very least the connection from WF to Forms would have to change to point to the new Forms server.
I am looking for a way for the Rules to Import along with the Workflow.
Is there a separate process that is needed to have the Rules imported along with the Workflows?
Or can the Rules be copied and pasted from one server to another?
When you export a workflow, its starting rules are exported along with it.
Hi :)
Is export / import the best way to move a workflow from test to production in Workflow Designer 10.0.0.249?
Thank you for your time!
Yes, the import wizard will walk you through updating connection profiles and other external references.
Thanks Miruna! I used it and my renaming of the file is not working on the newly imported workflow :( I have even deleted it and recreated the Rename Entry and it is still not working. This is the code: %(GetFields_Contract Begin Date) - %([GetFields_Vendor Name / Contractor])
Anything else I should check? Really weird. Works like a charm in test...
What does the instance details say? Did the activity run successfully or does it have any warnings?
Have you tried tracking your tokens right before the rename activity to make sure they have the expected values?
Thanks Miruna! I was able to track the issue to developer error 
I ended up deleting the prod and imported the test that was working perfectly. The template file was different... I have not tried exporting templates from test to prod yet. But will try shortly because that would solve any similar issues in the future 
Thanks again!