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Configure profiles

A profile is a structured, workflow-specific set of configuration settings. Each workflow can have an arbitrary number of profiles, which you can select when running the service.

Profiles are managed using the Conversion Service Configurator in the Workflows & Profiles tab. The Configurator is added to the Windows start menu during installation.

For Docker version only

If you are using the Conversion Service on a Docker container, you need to create a profile using a Windows installation before exporting and importing it into the Docker container.

See Configuring profiles in Docker containers.

Adding and editing profiles​

In the Workflows & Profiles tab, click Add to add and configure a new profile. To edit an existing profile, simply click on it. To copy an existing profile, click the Copy icon.

Workflows & Profiles tab of the Conversion Service Configurator

Importing profiles​

Click Import Profiles in the top-right menu to import profiles from a profile configuration file.

If a profile with the same name is selected in the same workflow as an already existing profile, a dialog with the following options appears:

  • Deselect duplicates: Select this option if you only want to add, but not replace any existing profiles.
  • Replace originals with imported profiles: Select this option if you want to replace the existing profiles.
  • Keep originals and imported profiles: Select this option if you want to keep both, the existing and the imported profiles.

Import Window of Conversion Service Configurator

When importing profiles of a workflow, the following workflow properties are also imported:

  • Workflow state: Whether the workflow is activated or deactivated.
  • Default workflow: If the default workflow is exported, it is set as default workflow on import.

Exporting profiles​

Click Export Profiles in the top-right menu to export one or more profiles to a profile configuration file.

Export Window of Conversion Service Configurator

  • Name (required): Enter the desired name for the profile.
  • Default: Check this box to set the current profile as the default profile for the given workflow.
  • Processing Steps: Enable/disable optional processing steps. Corresponding options are displayed accordingly.
  • Options: Set options for individual processing steps. A summary for each option is documented with tooltips. For a detailed explanation of the options, click on the title of the corresponding section to open the documentation panel.

Configure a new profile with the Conversion Service Configurator

caution

You must restart the service for the configuration changes to take effect.

When you add or edit profiles, the Configurator detects changes and displays an unobtrusive notification. For your convenience, your changes are kept in memory, until you click Save & Restart Service in the notification.

tip

It is recommended to export the profiles to a file named ProfileExport-‹x›.‹y›.‹z›.export, where ‹x›.‹y›.‹z› is the version number of the service, e.g. ProfileExport-3.11.0.export.