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 repositories. Process templates export the process configuration, iteration structure, and all process attachments.

Before you begin

You must be a member of the JazzAdmins group. 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.
Note: Importing a process template from an earlier release of the product is not officially supported.

Procedure

  1. To export a process template, click File > Export. You can also perform this operation from the Process Templates view.
    1. In the Export window, expand the Team Process folder and select Process Template, and click Next.
    2. Select the repository that contains the process template that you want to export and click Next.
    3. Select a process template and click Next.
    4. Enter a destination directory or archive file and click Finish.
  2. To import a process template, click File > Import. You can also perform this operation from the Process Templates view.
    1. In the Import window, expand the Team Process folder and select Process Template, and click Next.
    2. Select the repository where you want to add the imported process template and click Next.
    3. Browse to the directory or file that contains the process template and click Finish.

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