Transfer a Home Page to Another Project

Creating well-designed home pages takes effort, especially if the home pages contain charts and application-specific panels. You might want to create a home page for one project and then use it in another.

Procedure

  1. In Smart Client, load the Archibus Processes ( afm_processes ) records for the home page descriptor and any home page panels. Use the Data Transfer command to export the data. Use a file in the form: \projects\users\public\dt\schema\afm_processes-my-navigation-pages.csv .
  2. Export the Archibus Process Tasks ( afm_ptasks ) that belong to the process panels. Use a file in the form: \ projects\users\public\dt\schema\afm_ptasks-my-navigation-pages.csv .
  3. Zip up the descriptor file from the \schema\ab-products\common\views\page-navigation\descriptors folder.
  4. Zip up the .csv files from the export folder.
  5. Open the target project in Smart Client.
  1. Use the Smart Client's Data Transfer command to import the .csv files.
  2. Unzip the descriptor to the \schema\ab-products\common\views\page-navigation\descriptors folder.
  3. Add the Archibus process for this home page descriptor (for example, the AbDashboardPageNavigation~Home Page – My Home Page process) to other user roles using the System / Archibus Administrator - User and Security / Add or Edit User Roles view.
  4. Publish the home pages for these other roles using the System / Add-In Manager / Publish Home Pages by Role view.