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Step by Step Data Transfer

The Project Data Transfer Wizard uses a step by step approach to moving data between projects including any necessary modifications or additions to the schema of the target project.

The form contains the following control buttons, used as described:

The Next button

to move on to the following stage of the process as defined below. This button is not available after stage 5; to exit from this point use the Exit button.
The Back button

to return to the prior stage as defined below. This can be done at any point after the initial stage 1 during which the button is disabled. Only stage 5 in which schema and data contents are transferred is irrevocable.
The Select All button

is used to choose the complete content of the source project for transfer. This button is available only during stage 2.
The Exit button

to abort or terminate the process at any point.

takstep3.gif (1568 bytes)

The stages of the process are:

1) Choose a source project. The wizard will display the projects table, showing the project names and paths. To make your choice, click either field of the desired project.

There is no default source and you cannot proceed forward from this stage until you have made a choice.

2) Select the spheres and relationships you want to transfer. The wizard will display all of the possible spheres and relationships for the source project with labels and lines for all defined elements in black and undefined elements in grey. To select the whole project, click the Select All button. To make a partial selection, click the From Label (the left hand of the two labels) for each required sphere. The From Label of the selected sphere and all its forward relationships will be highlighted in red. To remove a relationship from the selection, click its arrowhead. The deselected relationship will revert to display in black. A relationship between a selected from sphere and an to sphere will only be transferred if the to sphere is selected already or subsequently.

3) Choose a target project. The wizard will again display the projects table. The current project will be highlighted as the default. To choose the default project, click the Next button. To choose a different target project, click either of the fields for the desired project. To define a new project, use the scroll bar or mouse to go to the end of the table, and press the down arrow key. A new empty record will be created at the head of the table. Enter your desired project name and its path.

The "new" project may be an existing project, not yet recorded in your projects table, it can be a new project located in an existing directory or it can be a new project aimed at a new directory. If the last case is true, you will be prompted to accept the creation of the new directory. If the directory specification you have provided is not acceptable ( e.g. it refers to a non-existent or non-accessible drive), you will be warned.

4) Confirm your selection. The wizard will display the names of the source and target projects and a list of the Schema Actions which will be required for both spheres and relationships before transfer of the data can take place. Possible Schema Actions are:

None

 : 

the corresponding sphere or relationship in the target project exists and is fully compatible

Modify

 :

the target sphere or relation exists but its definition differs from that of the source

Add

 :

there is no corresponding sphere or relationship in the target project

Before you click the Next button to confirm, review any cases which require a Modify or Add action. Modify implies that there are differences between the two projects in respect of the definitions of the user defined attribute fields. These differences may cause loss of data if details cannot be transferred due to incompatible formats. Add may mean that two spheres or relationships which you had assumed were similar have different names and Strategy SAVIŽ cannot link them.

Transfer between spheres is based on the sphere names and not on their positions or numbers in the schema. This permits construction and synchronisation of overlapping projects.

5) Confirm that you wish to make any necessary schema modifications in the target project and then transfer data from source to target.

6) To exit triumphantly, click the Exit button.