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Settings Upgrade Export Wizard

This wizard, which is opened from the Database Administration form - Tools - Wizards menu, exports settings from the current database to a zip file that will be included with the Impact installation. Users can then import this file as part of their Impact upgrade process to install essential new settings.

Settings Upgrade Export Wizard - Options

  • Augment existing upgrade file - this option will be available if an upgrade file already exists, allowing you to add to it
  • Build new upgrade file from scratch - otherwise you should select this option

List the following

From the pulldown list choose either All items or New items only. If you choose All items then everything will be displayed but only those created or modified on or after the threshold date (see below) will be selected by default. If you choose New items only then only those created or modified on or after the threshold date will be displayed. These will all be selected by default.

Threshold date

This date affects the items that are displayed and selected as described above.

On the following pages; Symbols, Templates and Master Tool Settings you can right-click on an item to bring up a context menu with the following options:

  • Properties - displays the symbol or template properties, or shows a read-only page of the appropriate Master Tool Setting
  • Expand all - opens all of the nodes on the current page
  • Collapse all - closes all of the open nodes on the current page
  • Select all - switches on the check-box of all items on the current page
  • Select none - switches off the check-box of all items on the current page
  • Select default - puts the check-boxes back as they were when the page was first opened
  • Select all in this folder - switches on the check-boxes of all items in the same folder as the current one
  • Select none in this folder - switches off the check-boxes of all items in the same folder as the current one
  • Show legend - you can use this option to either display or hide the help panel on the right-hand side of the page

Legend

This panel is slightly different for each of the three pages. It describes the meaning of each of the icons that could be displayed in the Modified column, or against each item or node.

New

The item has been created or modified since the Threshold date.

Not new

The item was created or modified before the Threshold date.

From existing file

The item already exists in the file that was chosen to be augmented.

No selection

A folder marked with this icon has no selected items within it.

Partial selection

A folder marked with this icon has some, but not all, items within it selected.

Full selection

A folder marked with this icon has all included items selected.

Custom folder

The MTS page differentiates between system folders and custom folders by showing their names in different colours.

Settings Upgrade Export Wizard - Symbols

Symbols

Depending on the option chosen, either all of the symbols in the current database will be displayed or only those created or modified on or after the specified threshold date. Tick the symbols that you want to export to the upgrade file. You can use the right-click context menu to help as described above.

Settings Upgrade Export Wizard - Template

Templates

Depending on the option chosen, either all of the templates in the current database will be displayed or only those created or modified on or after the specified threshold date. Tick the templates that you want to export to the upgrade file. You can use the right-click context menu to help as described above.

Settings Upgrade Export Wizard - Master Tool Settings

Master Tool Settings

Depending on the option chosen, either all of the settings in the current database will be displayed or only those created or modified on or after the specified threshold date. Tick the settings that you want to export to the upgrade file. You can use the right-click context menu to help as described above.

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