How to migrate or export projects with Workbench

Imagine the following scenario: user A is developing a project with documentation in workbench. She wants to give her (unfinished) work to user B , so that user B can continue work on the project and eventually deploy it on her PC. The 2 users might have different operating systems. What is the best way to accomplish this?

WRI does something similar when it offers sample projects online. We "import" the project into our WB.

So in the above scenario, user B has to "import" the project, in order to make it work in her WB.

What is not too clear to me is what is that user A has to do. One would think that user A has to "export" the project, but there are many different (and unclear to me) options available for exporting a project. So, even assuming that "export" is the right thing to do, what precisely is the correct procedure?

I performed a couple of experiments and it seems to me that the end result of some of these "export" options, generate folders or archives which have a different file structure than the original project folder has. Hence my question.

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I have done this many times, and to me this seems quite straight-forward.

Export

Select your project folder in the Navigator tab (usually on the left).

Then go to the File menu, then

File -> Export -> General -> Archive file -> Browse


then in the wizard pop-up window that will appear, choose the folder, and the file name (I use .zip).

Then click "Finish".

You should end up with a .zip archive containing your project with the exact same directory structure as in WB.

Import

Click on any top-level (project) folder in your workspace (in Navigator tab).

Go to meny File. Then,

File -> Import -> General -> Archive file


Then in the wizard window:

• Fill the field "From archive file" by browsing to the location of your archive file (should contain archived WB project).
• Fill the "Into folder" field by typing in the name you want for the project's root folder (normally coincides with the name of the project)
• Click "Finish"

You should end up with the project imported into your workspace. It should not matter which OS was used for import and export.

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Thank you @Leonid, very complete answer as usual. Can we make things slightly more complicated? Suppose user A was in a hurry and did not know the exact export procedure. So she simply makes a plain copy of the project folder in the WB Base and hands this to user B. How can user B incorporate this project into her WB and make it work? user A uses Win XP and user B uses Win 7, so they have (slightly) different file paths. It is the documentation and paclet stuff that worries me mostly. cont... –  magma Apr 8 '13 at 18:09
cont...@Leonid. Put it in other words: what is the "magic" behind export and import (versus plain file transfer) and how can one fake it. –  magma Apr 8 '13 at 18:09
@magma In case when you have just a directory structure (copy), you just need to use File -> Import -> General -> Existing projects into workcpace, then browse to your root folder in the wizard form that would open, and press "Finish" - pretty similar to the archive, you just use a different sub-option in General. –  Leonid Shifrin Apr 8 '13 at 21:40