Export and Import a B2B Schema

You can export and import a B2B schema and its associated documents (if selected) into another instance.

  1. To export a schema in a project.
    1. In the navigation pane, click Projects.
    2. Click the project in which to export the schema.
    3. Click B2B B2B icon.
    4. In the Schemas section, go to the schema to export.
    5. Click Actions Actions icon, then select Export.
  2. To export a schema in a standalone environment.
    1. In the navigation pane, click B2B, then Schemas.
    2. Hover over the row of the schema to export.
    3. Click Actions Actions icon, then select Export.
  3. If you want to include all documents associated with the schema, click the Include all documents associated with this schema check box. Otherwise, only the schema is exported.
  4. Click Export.
    A ZIP file of the schema is downloaded.
  5. Log in to the instance in which to import the schema.
  6. To import a schema into a project.
    1. In the navigation pane, click Projects.
    2. Click the project in which to import the schema.
    3. Click B2B B2B icon.
    4. In the Schemas section, click Add Install icon.
    5. Click Import.
      The Import schema panel is displayed.
  7. To import a schema into a standalone environment.
    1. In the navigation pane, click B2B, then Schemas.
    2. Click Import.
      The Import schema panel is displayed.
  8. Drag and drop the schema ZIP file.
  9. If you want to overwrite an existing schema of the same name with the imported version, click the Overwrite the schema definition, if it exists check box. You cannot overwrite a schema that is actively in use.
  10. Click Import.
    If successful, the B2B schema import report shows the contents of the imported schema.