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Creating a Workflow Package, Exporting it, and Importing it on another server



How to Export and Import a Workflow Package in VMware vRealize Orchestrator


Workflow packages are exactly what they sound like – a collection of workflows compressed into a package format that can be imported on one or more target servers.  Actually, they’re a little more than that: they also contain other components necessary for workflow dependencies such as actions, configuration elements, and resource elements.
Workflow packages are a good tool for distribution and backup of workflows on a source (development) server.  Once a package is created and exported from the source server, it can be imported on a target server with ease.  Target servers could be test, staging, or production servers, or they could be customer servers, meaning workflow packages can be used to distribute software internally among an organization’s vRealize Orchestrator servers or external to an organization’s customers


STEP 1: CREATE THE WORKFLOW

To get started, we need to create an empty workflow package.  We’ll then add folders to capture all the workflows, actions, configuration elements, and resource elements we want to be a part of the package.
Set the vRealize Orchestrator client to Design mode by changing the mode drop-down at the top left of the client.




Click the Workflow Packages tab.

Click the Add package button.

Name the package, and hit the Ok button.

We now have an empty workflow package.

STEP 2: EDIT THE WORKFLOW PACKAGE

Now that the workflow package has been created, we need to edit it and add all the goodies to it.
With the newly created package still selected, click the Edit button.

Add Workflows to the Package

Click the Workflows tab.

Click the Add folder button.

Browse the server workflow inventory for a target folder, select it and click the Select button.

After the packages have been added, verify the workflow item count.

Repeat this process for all workflow folders containing workflows you would like to add to the package.

Add Actions to the Package

Click the Actions tab.

Note the number of actions already collected in the top right.  If it is necessary to add more actions to the package,click the Add folder (Insert Actions) button.

Browse for the correct actions folder, select it, and click the Select button.

After adding more actions, note the number of actions currently in the package.

Repeat this process for as many action folders and actions as need to be added to the package.

Add Configuration Elements to the Package

Like actions, any linked configuration elements that added workflows require in order to run will already have been collected and added to the package.  If you require additional configuration elements to be added to the package, continue.  If not skip to the adding Resource Elements section.
Click the Configuration tab.

Click the Add folder button.

Browse for the correct configuration element folder, select it, and click the Select button.

Note the new number of configuration elements in the package, and repeat the process for all configuration element folders and configuration elements that need to be added to the package.

Add Resource Elements

All linked resource elements referenced by workflows will already be added to the package.  If you need to add additional resource elements, continue on.  Otherwise, skip to the Save and Close the Package section.
Click the Resources tab.

Note the current number of resource elements already added to the package, and click the Add folder button.

Browse for a resource element folder, select it, and click the Select button.  Note the new number of resource elements in the package, and repeat the process for all resource elements and resource element folders that need to be added to the package.

Save and Close the Workflow Package

Click the Save and close button located in the bottom right-hand corner of the vRealize Orchestrator client window.

STEP 3: EXPORT THE WORKFLOW PACKAGE

Click the Export Workflow button located at the top of the right-hand workflow package inspector pane.

Name the package file appropriately, select a local folder to save the file to, and click the Save button.

The file is exported to the selected location on the local filesystem.

STEP 4: IMPORT THE WORKFLOW PACKAGE ON ANOTHER SERVER

From a vRealize Orchestrator client connected to another server, enter the design mode.

Click the Workflow Packages tab.

Click the Import package button located at the top of the right-hand workflow package inspector pane.

Browse for the workflow package file on the local filesystem, select it, and click the Open button.

Click through any certificate popup windows.
Review the items identified for import.  Anything with a green arrow will be imported; anything with a red arrow cannot be imported because of a version/branch mismatch; anything with a gray arrow can be imported, but has not been selected for import.
Click the Import selected elements tab.

The import process is started.  Wait for it to complete.

Click the Workflows tab, and browse the inventory for the newly imported workflow package.  Note the presence of all the imported workflows.



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