Exporting and importing process templates

You can export and import process templates to and from the local file system. This enables teams to share their process templates with other Jazz™ Team Servers. Process templates export the process configuration, iteration structure, and all process attachments.

Before you begin

You can import templates only from the same version of the product. If you attempt to import templates from a different version, you receive an error message with instructions for how to migrate the template to the product version that you are using.

About this task

To export a process template:
  1. Click File > Export.
  2. In the Export window, expand the Team Process folder and select Process Template, and click Next.
  3. Select the repository that contains the process template that you want to export and click Next.
  4. Select a process template and click Next.
  5. Enter a destination directory and click Finish.

To import a process template:

Procedure

  1. Click File > Import.
  2. In the Import window, expand the Team Process folder and select Process Template, and click Next.
  3. Select the repository where you want to add the imported process template and click Next.
  4. Enter the path and directory that contains the process template and click Finish.

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