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migrate users profiles to a new environment

  • 30 March 2021
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Userlevel 2
Badge +5

Hi could someone please help, i am looking for a way to migrate our users baseprofiles from IFST environment to IFSD environment is there an easier of doing this? 

 

Thank you in advance   

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Best answer by AkilaR 30 March 2021, 14:48

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2 replies

Userlevel 6
Badge +11

Hi @dnyande ,

You can export Base Profiles in User Profile Administration window. Go to the User Profiles window select List Base Profiles. It will navigate you to a overview of available base profiles. Select all the lines and use RMB option Export Profiles. This will export all the selected base profiles to the location you select. 

You can use Import Profiles option under same window to migrate the exported Base Profiles to Application.

 

Hope this will help.

 

Regards,

Akila

Userlevel 5
Badge +10

you can do multiple user profile export and import. F1 documentation clearly explains it.

Export/Import Profile Settings

A Profile can be exported to the file system. The link Export to File... saves the Profile as an xml file. These Profile values can then be imported back into a Profile, the same or another Profile, using the Import From File... link.

In the Export to File dialog you may choose whether or not to include "auto complete" Profile entries in the exported Profile. Auto complete entries refers to data stored in the Profile about what the user has written in fields in the application where the auto complete is turned on. Auto Complete is function that can give suggestion what to type in a field based on what you previously have written. For example start typing the letters "Mic" in the customer name field might suggest "Microsoft Corporation" if this has previously be entered in this field. The data about what previously has been written in fields can thus be ignored when exporting a Profile.

The option when importing Profiles, Replace equal entries with imported, means that when you import Profile values into an existing Profile (That is you open up a Profile in the Profile detail form then import Profile values from a file) you can select whether or not the exact same Profile entry should be overwritten by the new one from the file if the entry already exists. That is for example if the Profile has stored a saved query with the name "MyCustomerOrders" and the Profile importing from also has a saved query with the same name and located in the same hierarchy in the Profile then the existing Profile value will be overwritten or not depending on the option selected.

Multiple Export and Import of Complete Profiles

Profiles that are updated in one environment can be transferred to another environment. Select one or many Profiles, Base or Personal Profiles, in the User Profiles window. Right-Click and select Export Profiles. This will export all selected Profiles to a specified folder. In the toolbar you can import these Profiles, by clicking Import and select the Profile xml files. In the Import Profile dialog you can specify which action to take if the Profile already exist. The options are ReplaceMerge and SkipReplace means that the existing Profile will be replaced by the imported. Merge means that the imported Profile values will be added to the already existing Profiles values, if the same Profile entry exist in both Profiles the value from the imported Profile will be used. Skip will skip importing this Profile.

For Personal Profiles there is also an option if you want to force this Profile to be used as default for the user. A Personal Profile is always connected to a user, but the one that is set to default is the one that is applied when starting IFS Applications. The end users may have several Personal Profiles and switch which one that should be default. If user "John Smith" has Profile named "John Smith Personal Profile" as the default in environment "TEST" and the same in environment "PROD",  importing from "TEST" to "PROD" will preserve which one that is default. So in this case it is not needed to force the imported to be set as default. If user "John Smith" has another Profile as default in "PROD", having the option set when importing, will set the imported to be the default one. The other Profile will still be available for the user to switch to manually.

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