Transferring Objects Examples

In this example, we will be transferring an entity from one Xephr ® repository to another.  You must have two repositories set up to perform this example.  

  1. Run the Xephr Studio.

  2. In the pull-down menus, select Server -> Connect

  3. Connect to the Xephr repository from which you are transferring the entity.

  4. The Explorer Tree for that repository will be displayed.

  5. In the pull-down menus, select Server -> Connect

  6. Connect to the Xephr repository to which you are transferring the entity.

  7. The Explorer Tree for that repository will be displayed.

  8. Move the 'To' explorer tree to the right of the 'From' explorer tree.  In this example, the xrepa explorer tree is the 'From' and the xrepf explorer tree is the 'To'.

  9. It should be noted that there is no particular order in which the explorer trees need to be displayed in the Studio for the transfer to take place.  Nor do you have to log into the repositories in any particular order.  The instructions given above are to make it easier for you to see both explorer trees and to make it easier to refer to the explorer trees in the example.

  10. In the 'From' explorer tree, expand the Group Information object.  Then expand the REPORTS group.

  11. Right click on the OPEN_SALES_ORDERS entity to display the menu.  Notice that there is a new selection on the menu: Transfer to (other repository).
    If you were logged into more that 2 repositories here, each of the other repositories would be listed as well.

  12. Select Transfer to 'To' repository from the menu.

  13. Now, in the pull-down menus, select Transfer->Execute Transfer.

  14. The Data in Queue screen is displayed.  All of the entities and groups that were chosen for transfer are listed here.

  15. It's not required, but let's choose the parent group in the 'To' repository.  This is the group to which the entity will be transferred.  If left set to none, and the group to which the entity is assigned in the 'From' repository does not exist in the 'To' repository, it will be created in the 'To' repository.  If it does exist, then the entity will be transferred to that group.

  16. Click in the Parent on Target property for the report.

  17. The Groups list is displayed, listing the Group information in the 'To' repository.

  18. Expand the Group Information object.

  19. Left click on the REPORTS group to select it.

  20. Click on the Ok button at the bottom of the screen to continue.

  21. The group name is returned to the Parent on Target property.

  22. Click on the Next > property to continue.

  23. The Convert Datasources screen is displayed.  Since our entity uses the default datasource for the repository, there is no need to change the datasources when the report is transferred.  It will just use the default datasource in the 'To' repository.  If we did need to convert the datasources, the datasources to convert would be listed on the left, and you would select the new datasource for each of them on the right.

  24. Click on the Transfer button to transfer the entity.

  25. The transfer begins by determining what needs to be transferred with the entity, such as lists of values, templates, styles, and menus.  

  26. Then all required objects are transferred.

  27. When all of the objects have been transferred, the Ok button becomes available.  

  28. Click on the Ok button and the 'To' repository is refreshed.

  29. In the 'To' repository, expand the Group Information object and then the REPORTS object.

  30. There's your transferred report.

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