Export or Import learning instances
- Updated: 2024/08/16
Export or Import learning instances
You can export and import learning instances to move the learning instances between Document Automation environments.
Export a learning instance
Note: Ensure that you have the
IQ Bot
Admin
role or role with the View and manage migration
permission.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.
- Navigate to
- Hover over the vertical ellipses to the right of the learning instance you want to export.
- Click Export.
A Control Room notification (link) displays to indicate that the learning instance is exported successfully.
- 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
Note: Ensure that you have the following roles and permissions:
AAE_Bot Developer
roleIQ Bot Admin
role or role with theView and manage migration
permission- Bot Creator or Discovery Bot: Process recorder license
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.
- Navigate to Import at the top of the page. and click
- 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.
- Select whether to pair the learning instance with an existing process or to create a new process.