Data storage, backups, and purging > Import a partner

Import a partner

You can restore (or "import") a partner configuration and public key certificate that have been backed up to a partner profile XML file.

For partner configuration backup procedure, see Back up a partner.

A backed up partner profile contains information such as the partner name and routing ID, as well as the configured transports for sending messages to the partner. If there is more than one exchange, the order of the transports is preserved. The first listed exchange is the default.

Other preferences included in exported partner profile files include:

If you are upgrading from earlier versions, you can create backup files of partners and import them as partner profiles in this version.

Import a single partner profile

  1. Make sure the profile XML file is accessible on your file system.
  2. From the Partners menu, select Add a partner to open the Partner Wizard.
  3. Select Import a partner profile from a file and click Next.
  4. Complete the fields:
  5. Click Finish.
  6. The partner is imported. The new partner is added to the list of available partners on the Partners page.

Import all partner profiles found in a directory on the server

  1. Make sure one or more partner profile XML files are accessible in a single directory on your file system.
  2. From the Partners menu, select Add a partner to open the Partner Wizard.
  3. Select Import all partner profiles found in a directory on the server and click Next.
  4. Complete the fields:
  5. Click Finish.
  6. The partners are imported. The new partners are added to the list of available partners on the Partners page.

After you import a partner profile

If you are expecting an imported profile to include the partner’s certificate and public key, check whether a partner’s certificate is trusted:

  1. Go to the partner summary page and click Certificates in the navigation graphic at the top of the page.
  2. Click the certificate name and then click the Trusts tab.
  3. Check the details of third-party certificates imported with profiles to make sure trusted roots are present.

After importing a partner profile, go to the partner summary page for the imported partner and check whether any tasks are required to complete the profile configuration.

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