Export or Import learning instances

A user with the IQ Bot Admin role or with the View and manage migration permission can use the Export and Import buttons to move learning instances between Document Automation environments.

Export a learning instance

When you export a learning instance, a .dw file, a Control Room notification (link) is displayed which contains the learning instance configurations, including the language, provider, and fields.

  1. Navigate to Manage > Learning Instances
  2. Hover over the vertical ellipses to the right of the learning instance you want to export.
  3. Click Export.

    A Control Room notification (link) displays to indicate that the learning instance is exported successfully.

  4. Click the Control Room notification link and download the .dw file to your local desktop.
Note: The process and bots associated with the learning instance are exported separately: Export a process automation | Export bots

Import a learning instance

First, import the process and bots associated with the learning instance: Import a process automation. If you do not import the process, Document Automation will create a new process when you import the learning instance.
Note:
  • Verify that the destination environment has the necessary licenses. See Automation 360 licenses
  • If a previous version of the learning instance already exists in the Control Room, only the user who imported that learning instance can import a new version.
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  1. Navigate to Manage > Learning Instances and click Import at the top of the page.
  2. Click Browse to select the learning instance.
    Note: If there is already a learning instance in this environment with the same ID number, the imported learning instance overwrites the existing one.
  3. Select whether to pair the learning instance with an existing process or to create a new process.