Importing a content package

  1. Select Content Management > Import/Export Data.
  2. From Import, select the content package to be imported.
    Note: A content package must be in .zip file format to be valid.
  3. Click Import.
    A message confirming the import of the content package is displayed.
  4. Click Yes.
    Note: Upon confirmation, inbox poller is automatically deactivated to suspend processing of business documents.

    The imported documents along with its related search templates will be displayed in BOD and custom master data pages; these documents are automatically generated. For accounting framework integration, business rules will contain expressions, journal entry templates, journal user fields and rules for the transactional business documents. For flexible output integration, business rules will contain expressions and rules for the master data and transactional business documents.

  5. Run these tasks after import:
    1. Modify the configurations and setup data.
      Configurations and setup data that are imported cannot be modified directly, except for custom master data content (data entry). A customize option is available to allow changes to a record.

      See Customizing an imported record.

    2. Rules included in the package will not contain entity references. In order to define Sender/Receiver entities in the rules page, these relevant setups must be performed:
      1. Register the entities. See Register entities.
      2. Map the entities. See Mapping entities.
      3. Update search template type expressions with source entity references. This applies to expressions whose source master data is a master data business document. Upon import, a default "Sender Entity" is assigned for expressions previously defined with a specific entity from the source of the content package. Review the expressions and update the source entity accordingly.
      4. Import API security keys and definitions referenced in expressions. See Importing API components
      5. Update the rules page with sender and receiver entities.
        Note: Click Customize before specifying the entities.
      6. Save and activate the rule record.
      7. For accounting framework integration, dimension code assignments and general ledger mapping pages must also be updated, if applicable.

        See Assigning dimensions and Defining general ledger mapping.

    3. For accounting framework integration, rules with a summarized posting method are imported with Account summarization option set to All, by default. If applicable, modify this setting.
      See Defining rule output settings.
    4. Activate the inbox poller.