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Use separate testing and production environments. Develop and tune the skill in a sandbox that mirrors production, and then transfer the tuned skill into production. You can still collect documents processed by Manual Review Operators in production. To continue development, transfer the skill and its accumulated documents back to testing.

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Develop a skill across testing and production environments

1

Develop the skill in testing

Develop the skill in the testing environment as described in the Standalone skills scenario and the Process skill scenario.
2

Export the skill from testing

After the skill is ready for production, export it from the testing environment with its document set.
Without its document set, you can’t continue training the skill in production or add documents collected in production back to the skill in testing. You can only train it from scratch using a new document set.
3

Import the skill into production

Import the skill into the production environment.
4

Set up a Process skill in production (optional)

To collect documents processed by the skill, set up a Process skill in production that references the imported skill. For more information, see Process skill scenario.You can also export and import the Process skill itself, and the archive can include its referenced skills. In that case, still use the Process skill scenario to pick a document collection strategy and adjust the skill settings.
5

Use the skill in production

Run the skill in the production environment. Collect documents via Manual Review as configured.
6

Export from production with the document set

After you collect documents or make other changes to the skill in production, export the latest published version of the skill with its document set.
7

Import the skill back into testing

Import the skill into the testing environment.
8

Adjust and test in testing

Adjust, publish, and test the skill in the testing environment.
9

Redeploy to production

Repeat steps 2 to 4 to redeploy the updated skill to production.
To fine-tune the skill over multiple iterations, repeat steps 5 to 9.

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Considerations for transferring a skill between environments

  • Export and import transfer all documents used in the skill. A large document set can take some time to transfer.
  • Check which version of a skill the Process skill references. If you imported the skill as a new version of an existing skill, you may need to update the Process skill’s version reference manually.

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Export a skill

The export captures the latest published version, so make sure that version is up to date. Publish the skill first if needed.
1

Select the skill

In the Skill Catalog, click anywhere on the skill except its name.
2

Open the Export Skill dialog box

Click Export on the toolbar.
3

Choose what to include

Choose whether to include the data catalog records and the document set used to train the skill. Exclude them if they contain sensitive data.
4

Export the archive

Click Export. Vantage archives the skill to a ZIP file, which can take some time for large document sets. When the archive is ready, it downloads automatically to your local Downloads folder.
For more information, see Export a skill.

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Import a skill

1

Start the import

In the Skill Catalog, click Import on the toolbar.
2

Select the archive

In the dialog box that opens, select the archive that contains the skill you want to import, and then click Open.
3

Handle existing skills

If the skill already exists in your Skill Catalog, choose whether to create a new version of the existing skill or a new skill under a different name.
After the import finishes, the skill is available to users in the current environment. For more information, see Import a skill.