IBM BPM, V8.0.1, All platforms > Customize and rebranding interfaces > Customize Business Process Choreographer Explorer or Business Process Archive Explorer

Reusing Business Process Choreographer Explorer or Business Process Archive Explorer views

Customized and personalized views are available only on the instance of Business Process Choreographer Explorer or Business Process Archive Explorer on which they were created. However, you can reuse these views in other client instances by exporting them from the current instance, and then importing them into another instance of Business Process Choreographer Explorer or Business Process Archive Explorer.

Often the same views are needed in both Business Process Choreographer Explorer and Business Process Archive Explorer. To transfer these views from one client instance to the other, you can export the views from Business Process Choreographer Explorer and then import them into Business Process Archive Explorer.

You also might want to ensure that the views you have defined for an instance of Business Process Choreographer Explorer running in a test environment are also available to the clients running in the production environment after successful completion of the tests. To avoid redefining these views manually, you can export the views from the client in the test environment and then import them to client instances in the production environment.

If you have the system administrator role, you can import and export views by completing the following steps.

Procedure

1. Click Manage Views in the taskbar.
2. Export views from a client instance. In the Manage Views page:
   1. Expand the Export and Delete Views section.

   2. Select the view type. If you want to export a view that belongs to a specific user, enter the user ID for the user. Click Refresh.

   3. In the list of views, select one or more views, and click Export.

      Restriction: If the view contains any of the following columns, you can only export the view to a Version 7.5 client instance.

      • Process App Acronym

      • Process App Name
      • Snapshot ID
      • Snapshot Name

      • Toolkit Acronym

      • Toolkit Name

      • Top-Level Toolkit Acronym

      • Top-Level Toolkit Name
      • Workspace Name

   The views are saved as an XML file.

   If you cannot save the exported view, check the security settings of your browser.

3. Import views into a client instance. In the Manage Views page:
   1. Expand the Import Views section.

   2. Click Browse to find the XML file that contains the views that you exported from another client instance, and click Import.

      If you cannot import a view, check the security settings of your browser.

   Imported views appear in your navigation pane. Users see these views when they next log into this instance of the client. Imported personalized views appear in the navigation pane of the owner of the views the next time they log into the client instance.

Customize Business Process Choreographer Explorer or Business Process Archive Explorer