Importing

When you import in the Workstation Upgrade Tool, you choose the configuration settings and/or custom report files settings in a package file that was created from the export process in the Workstation Upgrade Tool. You can choose to import the entire package or specific configuration settings and/or custom report files in the package.

WARNING! Only packages created in the Workstation Upgrade Tool can be imported. You cannot import packages with a *.pkg extension created by any third-party tool.

Importing a Package

There are several steps to importing a package. You must choose a location for the package and then choose what configuration settings and/or custom report files to include.

There are a few basic steps to creating a package:

Step 1 - Select the Import Package (Required)

Step 2 - Select the Configuration Settings

Step 3 - Select the Reports Files

Step 4 - Import the Package

Step 1 - Select the Import Package (Required)

You must choose where the package you create will be stored first.

Complete these steps:

1. Open the Workstation Upgrade Tool. The export and import window opens.

2. Click the Import button to import.

   

3. The Database Selection window opens.

   

4. Select a database you want to import configuration settings and/or custom report files into.
   • You must enter the correct criteria to connect.
5. When you are successfully connected to the database, click Next.

6. Navigate to the location of the package and select it.
   The location of the package appears in the field and the Package Contents appear in the box below.

   

   • User settings are displayed as follows: Machine Name\User name.
   • Machine settings are displayed as follows: Machine Name.
7. Click Next. The Configuration tab appears.

Step 2 - Select the Configuration Settings

You choose the settings to include in the package file on the Configuration tab.

Complete these steps:

1. In the Accounts in Import Package dropdown list, select the user or machine settings you want to import.

   

   • User settings are displayed as follows: Machine Name\User name.
   • Machine settings are displayed as follows: Machine Name.

2. The specific settings for that account appear in the Settings Configured section.

   

3. In the Settings Configured section, either
   • Click Select All to select all the settings.
   • Scroll through the list and check the specific settings you want to export.

4. Type in the Machine Name and Username of the database you are importing the package contents to.

   

5. Click Add. The selected settings appear in the Accounts Pending Import section with the Machine Name/Username entered in Step 4.
6. To add more settings to the package, click the Accounts in Import Package dropdown list and repeat Steps 1—5.

7. A warning appears notifying you that you are about to overwrite the information in the database.

   

8. When all the settings have been added, you can
   • Click the Reports tab to add report files to the package.
   • Click the Import Settings button to import only the settings in the Accounts Pending Import section.
     • "Successfully imported!" appears in green at the bottom of the window.

Step 3 - Select the Reports Files

Complete these steps:

1. Click the Reports tab. All custom report files appear in the middle of the window.

2. You can
   • Click Select All to select all custom reports in the list.
   • Check specific report files.
3. When all report files have been selected, click Import to import all configuration settings and/or custom report files.

Step 4 - Import the Package

After all the configuration settings and/or custom report files you want to import have been selected, click the Import button. The selected configuration settings and/or custom report files are imported into the selected database.

NOTE: You can click the Back button to select another database.