How to Use Solution Profiles
Version: PVE: R87.7
Article ID: PE000208
Description
Summary
Summary:
Solution Profiles are a useful tool that was added in PaperVision Enterprise R87. It allows you to migrate useful metadata for your projects, including User Groups, WorkFlow Definitions, and E-Form Definitions. This article will show you how to use a Solution Profile, and the associated parts.
Description:
To generate a Solution Profile, do the following:
- Open the PaperVision Administration console, and login with an administrative user.
- Expand Entities, then right click the entity you would like to use to generate the solution profile and select Generate Solution Profile.
- Enter the Solution Profile Name and select the items you would like to include in the solution profile and click Save.
NOTE: If you set a password, it will encrypt the data with a password that will be required upon restoring the Solution Profile.
- Browse to the location you want to save the generated profile to and click Save.
- Click Close.
To restore a Solution Profile, follow the steps outlined below:
- Login to the PaperVision Administration console as an administrative user.
- Right click the entity you would like to restore the Solution Profile to and select Restore from Solution Profile.
- Click three dots next to Solution Profile File and browse out to the location of your Solution Profile.
- Select the Solution Profile to restore from and click Open.
- Select the items you want to restore then click Start.
- You will receive a message verifying how many of each item was successfully restored.
- Click OK. The Solution Profile has now been restored.