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Manual

Manual

4.16.3.2.6.2.  Update manager - Projects with more complex process of assignment

At projects "project3.prj", "project5.prj", "project6.prj" and "project7.prj" project and standard number (NN) has been renamed, in addition directory and standard name (NB) is adjusted.

But even such complex changes are identified and assigned by the Update manager.

If projects or lines are missing in the new version, this can be recognized by an empty column under New dataset.

Search function (tabbed page Search)

For projects which could not be mapped or if a wrong project has been assigned, use the search function Search project and search for similar project name or values.

  1. Click on the icon Search project .

  2. -> The dialog box Search or select project is opened.

  3. Select the tabbed page Search.

  4. Enter variables and values of the old dataset. If you know an order number which is shown in any column, you can also search with this.

  5. Click on Start search.

    -> The search results are listed.

  6. Double-click on the desired search result.

    -> The new project is displayed under Line mapping -> Assigned project.

    -> The values are inserted under New dataset. (If you double-clicked on project level you possibly have to adjust the table line.)

    Proceed with the other project lines in the same way.

  7. Confirm the assignment by clicking on the green checkmark .

    -> The respective confirmation message appears.

    Furthermore a green checkmark is displayed in the index tree on the edited project line.

Search function (tabbed page Choose)

Another option to find the appropriate dataset is to open the new index tree in parallel to the old index tree and to search via the directory structure.

  1. Click on the icon Search project .

    -> The dialog box Search or select project is opened.

  2. Select the tabbed page Choose.

  3. Open the tree.

    [Tip] Tip

    Searching is easier when keeping the dialog box Search open during the whole process of assignment.

    [Note] Note

    Color display in the index tree depends on role settings. If you want an up-to-date display you have to update the ERP index after changes. (For the process of assignment this is not essential.)

  4. Double-click on the appropriate project.

    -> The values of the standard line are inserted in the column New dataset or Selected dataset.

  5. In the table, select the correct line.

  6. Confirm the assignment by clicking on the green checkmark . Proceed in the same way with the other project lines.

Context menu command Change target project

In clear cases you can directly assign another project via context menu command Change target project.

-> The dialog box Choose project is opened.

In the index tree, select the desired project and confirm by clicking on Choose.

4.16.3.2.6.2.1. Assign project3.prj (project and Standard number renamed)

At project 3 mapping was possible although the project name changed. You can see the name of the old project in the index tree and the name of the new project under Line mapping -> Assigned project.

4.16.3.2.6.2.2. Assign project5.prj

At project 5, mapping was also possible though standard number and standard name had been renamed.

4.16.3.2.6.2.3. Assign project6.prj

At project 6, mapping was also possible though project and standard number (NN had been renamed and the directory changed.

Assign the project as described above.

4.16.3.2.6.2.4. Assign project7.prj

At project 7, mapping was also possible though project and standard number had been renamed, directory and standard number changed.

Assign the project as described above.