Exporting base configuration - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

Export a large number of configuration items to specially formatted files.

  1. Select Administration > System Configuration > Configuration Manager.

  2. Select one of the following options for Delivery Method:

    Save on Client - Select to save the files on the client's machine. Path is automatically populated on the server where the file will be initially saved.

    The export process may take a while to successfully process and the system could timeout during the process. If this happens, click the Status tab to check the results of the import.

    Save on Server - Select to save the files on the server.

    Email Address - Specify the email address to which to have email notifications sent when the configuration process is complete.

    Include file in Email - Select to receive a second email with the file attached. Path is automatically populated on the server where the file will be initially saved.

    Click Select All to select all of the export options.

  3. Specify this User Groups and Permissions information:

    User Groups and Permissions - Select to export user groups and their permissions, including hyperlinks, screen designer changes, and menus.

    Export Single User Group - Specify a single user group to export. Only permissions for this user group will be included in the export file.

    Status Authorizations - Select to export status authorizations.

  4. Specify this General Setup information:

    Users - Select to export users and their related organizations, including personal Dataspies and report filters.

    Organizations - Select to export organizations.

    Multi-org Security - Select to export multi-org security.

    Install Parameters - Select to export install parameters.

    Closing Codes - Select to export closing codes.

    Trades - Select to export trades.

    Audit Setup - Select to export audit setup.

    Screens and Reports - Select to export screens and reports, including changes made to existing screens and any new screens. New reports are not included.

    Departments - Select to export departments.

    Locales - Select to export locales.

    Category - Select to export categories.

    Reliability Ranking - Select to export reliability ranking values.

  5. Specify this Configuration information:

    Custom Fields - Select to export custom fields, including classes.

    Flex SQL - Select to export Flex SQL.

    Updated Text - Select to export updated text.

    System Codes - Select to export system codes.

    Mobile - Select to export HxGN EAM Mobile configuration settings.

    Include Translations - Select to include translations in the export.

  6. Specify this Optional Setup information:

    Messenger Setup - Select to export messenger setup.

    KPIs and Inboxes - Select to export KPIs and Inboxes.

    Account Detail Setup - Select to export account detail setup.

    eRecord Setup - Select to export eRecord Setup.

    Web Service Prompts - Select to export web service prompts.

    Call Center Setup - Select to export call center setup.

    Data Collection Setup - Select to export data collection setup.

    eRecord Setup - Select to export eRecord Setup.

    Email Setup - Select to export email setup.

  7. Click Export.

  8. Select the folder in which to save the file, and then click Save.