Importing Catalog Items (to TEST or PROD)

The import process will perform the following actions:

  • Import catalog items

    • Add newly created wizards/update changed wizards

    • Add/update embedded wizards in use

    • Update catalog structure

Note: If the destination environment already contains older versions of imported wizards, the Studio user has the option to update the existing content or create duplicates.

  • Add/update credentials in use

  • Update references in the imported wizards' steps to:

    • Embedded wizard IDs in the destination environment

    • Credentials in the destination environment

Note: Applications are imported automatically

If you are updating the PROD environment, be sure to notify the relevant stakeholders. Also, ensure all of the planned changes are tested and approved..

To import a wizard or a category into the destination environment (TEST or PROD):

  1. From the Catalog, select the parent library or category

  2. Right-click and select Import/Export

  3. Select Import from file

  4. The Content Import Assistant window opens. Click the Next button to begin:

  5. Specify import source and destination behavior

    1. Import source:

    2. Destination behavior:

      • Merge imported and existing content

        Recommended. The system will import the content into the same position as it was located in the source environment.

      • Insert into selected category

        The system will import the wizards into the selected category in the same hierarchy as the source environment. (This option will be available only if you launched the import process from a category in Step 1.)

  6. Specify import options

    1. If imported and existing catalog structure are different:

      • Update my catalog structure

        Recommended. The system will keep the original UIDs of the wizards so that future imports will update the same content. If those wizards were previously imported into this environment and are located in different categories, the system will update the catalog structure and move them into the new target position.

      • Add new content on top of existing content

        The system will generate new UIDs for the imported wizards.

    2. Data to import:

      • Import Player and Studio content

        Recommended. The system will upload import both Studio wizard information and Player information.

      • Import Player content only

        Do not use unless explicitly instructed to do so by the Nintex Support team.

    3. Advanced options:

      • Do not change these options unless explicitly instructed to do so by the Nintex Support team.

  7. Analyze and Confirm

    • Nintex Studio will analyze the contents of the import package and will display a preview of the imported wizards and sensors

    • Click the Import button to confirm and start the import