How to Use Solution Profiles


Version: PVE: R87.7

Article ID: PE000208

How to Use Solution Profilesmain image

Description

Solution Profiles are a useful tool that was added in PaperVision Enterprise R87.

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:

  1. Open the PaperVision Administration console, and login with an administrative user.
  2. Expand Entities, then right click the entity you would like to use to generate the solution profile and select Generate Solution Profile.
    generate-profile
  3. 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.
    profile
  4. Browse to the location you want to save the generated profile to and click Save.
  5. Click Close.

To restore a Solution Profile, follow the steps outlined below:

  1. Login to the PaperVision Administration console as an administrative user.
  2. Right click the entity you would like to restore the Solution Profile to and select Restore from Solution Profile.
  3. Click three dots next to Solution Profile File and browse out to the location of your Solution Profile.
  4. Select the Solution Profile to restore from and click Open.
  5. Select the items you want to restore then click Start.
    restore-profile
  6. You will receive a message verifying how many of each item was successfully restored.
  7. Click OK. The Solution Profile has now been restored.