GT Form Transporter

The GT Form Transporter is used to export form configuration from a source environment and import the setup into a target environment. The process to migrate a form is fairly quick and painless. There are a couple steps for you to complete and a couple processes that will run to process your data.

Before you get started, we recommend that you setup your email on your user profile in both environments. As long as your email server is running in the environments, this will allow us to send you email notifications as various processes complete along the way.

Navigation

There are two ways you can navigate to the Form Transporter.

The first option is to use: Navigator > Manage GT eForms 3.x > GT Form Transporter

The second option is to access it through the GT eForms Homepage.

The Information screen will appear to guide you through the export or import process.

Step 1: Export your Form

The first thing you will need to do is export your configuration from the source environment. This is a two-part process.             PART 1 – Request to have an export file created in the source environment.
                          A process will run to create the file
                          An email will be sent when the file is ready
            PART 2 – Download the export file.

Part 1 – Request an Export of Form Type

       1. Under Step 1: Form Export click on Part 1: Create an Export
       2. Select the Form Type you would like to export
       3. Submit the form
       4. A system process will start to generate your export file

Part 2 – Download File

       1. Navigate to the Part 2: Download File link
       2. Search for your request
              - A form status of Authorized means your file is still processing
              - A form status of Executed means your file is ready for download
       3. Open the form
       4. Click on View to open the attached export file
       5. Save the file in a safe spot so you can access it easily in Step 2

Step 2: Import your file

Now that you have your export, you are off to the next step. Open the target environment, navigate to the Form Transporter, and jump into Step 2. This is also a two-part process.

            PART 1- Upload your file in the target environment
                          An email will be sent when the import is ready to finalize
            PART 2- Navigate to the Part 2: Complete the Import link and search for your form. Open the form and click on Submit.**

Part 1- Upload your file

       1. Under Step 2: Form Import click on Part 1: Upload Export File
       2. Upload your export file by clicking on upload
       3. Submit the form
       4. A system process will start to extract the XML.

Part 2 – Complete the Import

       1. Navigate to the Part 2: Complete the Import
       2. Search for your request (If you do not see your request in the list then it is still processing)
                      You can check the status of your request by clicking on View Requests
                                 - A form status of Authorized means your file is still processing
                                 - A form status of Executed means your file is ready for download
       3. Open the form
       4. Submit the form
       5. A system process will start to import your form
       6. Your work is done, now sit back and relax for a bit
                                 - You can check the progress of the import under the 'View Requests' link to see if the status is updated to Executed.
       7. Once Executed a log summary will be available under the 'View Requests' link if you want to check the details

Opening the View task for the Complete Request will display an Import Action Log. This contains useful information about the import.