Export bots

You can export a bot from one Control Room to another.

Prerequisites

  • Only bots in the public workspace can be exported. If your bots are in the private workspace, check in the bots to the public workspace.
  • Ensure that you have the View package permissions.
  • Ensure that you have the View content rights at the folder level from which you want to export the bots.
  • Ensure that the Control Room builds and packages in the source and target Control Room instances are the same for export as well as import.
  • Ensure that the default maximum size for individual bot is 50 MB. However, the total export (zip/bundle) file can be more than 50 MB in size.

Review the guidelines before you export bots.

Guidelines for exporting and importing bots

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click Manage bots Export in the public workspace.
  3. Select the bot you want to export.
    • Latest version: Click Latest version tab to select the latest version of the bot.
    • Labeled version: Click Production version tab to select the labeled version of the bot.
  4. Click Next.
    The bot dependencies are displayed in the Select dependencies window. If the production label option is selected for the parent bot, the corresponding dependent bots with the production label are also automatically selected. If any of the dependent bots do not have the production label applied, the latest version of the bot is selected.
  5. Select the dependencies to export and click Next.
    All related packages are displayed.
  6. Select the necessary packages associated with the bot to export.
    Select Exclude bot packages to remove all packages from the export.
  7. (Optional) Use the Global Values to select the Include global values check box if you want to include any available global values with the bot.
    Note:
    • Only the users or roles associated with the View and manage global values permission can select the option to include global values while exporting a bot.
    • Only the global values associated with Task Bots and API Tasks are included.
    • When you export a bot with global values, it includes the global value with changeable scope across the Control Room (both source and target).
  8. Optional: Create and confirm a password.
    Password enhances the security for your bot or file when exporting from one Control Room to another.
  9. Click Export bots and files.
    All the selected bots are exported into a zip file.

    Based on the result (failure or success) of the export bot functionality, a notification is also displayed in the Control Room Notifications icon. For more information, see Automation events event notification.

    Note: If you have analytics bots in your Control Room, all the Bot Insight dashboards (default, custom, and published) associated with the bots are also exported into the zip file.
    If you have configured SMTP, an email is sent that contains a link to the zip file of the exported package.
    If you have not configured SMTP, perform the following steps to access the link to the zip file of the exported package:
    1. Navigate to Activity > Historical.
    2. Search and view the historical activity of the exported package.
    3. Click Download exported zip file.
      A link to download the zip file is displayed.
  10. Use the link to download the zip file and save it to a location for importing it to another Control Room.
    Note:
    • If you are exporting a large size bot or dependency, there might be a delay in the download of the export zip file from the Activity > Historical page.
    • All the exported zip files older than 30 days will be automatically deleted.

Next steps

Import the bots into an Control Room.