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== Environments == | == Environments == | ||
Select '''Settings > Environments''' from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. This allows you to quickly maintain and manage multiple similar environments; for example one organization for testing and another for production. | Select '''Settings > Environments''' from the menu to define connected environments or suborganizations for your organization. Once you connect to another organization, you can import data from it. This allows you to quickly maintain and manage multiple similar environments; for example, one organization for testing and another for production. | ||
=== Connect or clone === | |||
You have two options for creating connected environments: connect to an existing organization or clone your current organization. | |||
* Click '''Connect Organization''' and specify the credentials of an existing organization. Click '''Save & Close'''. The organization is added to the list of connected environments. | * Click '''Connect Organization''' and specify the credentials of an existing organization. Click '''Save & Close'''. The organization is added to the list of connected environments. | ||
# Click '''Clone Organization''' to create a copy of your organization. Enter a name for the clone and specify other parameters of your organization. If you want to copy also the data, check '''Include organization data''' and select the entities that should be copied. Click '''Save & Close''' to start the cloning. Depending on the amount of cloned data, this may take a few seconds, several minutes or more. | |||
=== Work with connected organizations === | |||
* Click a connected organization to display its basic properties. Click '''Show System Fields''' to display additional parameters. You can even modify some of the values. Click '''Save''' to save your changes, or '''Cancel''' to return to the organization list. | * Click a connected organization to display its basic properties. Click '''Show System Fields''' to display additional parameters. You can even modify some of the values. Click '''Save''' to save your changes, or '''Cancel''' to return to the organization list. | ||
* | |||
* Select a connected organization and click '''Pull From''' | * Select a connected organization and click '''Disconnect Organization''' to remove the organization from the list of connected environments. Both organizations remain intact, they are just not connected any longer. | ||
* Select a connected organization and click '''Pull From''' to import from the selected environment into your organization. | |||
:* Select '''Schema Only''' to update metadata only; select '''Custom''' to include data. | |||
:* As '''Mode''', use '''Import''' to merge changes (only new or changed entities and fields are transferred to the local organization; any extra fields in the local organization are not removed) or use '''Update''' to create an exact match (can result in loss of data in the local organization, for example when a field with data is removed from an entity). | |||
:* Check '''Show All Entities''' to display a list of entities and manage what entities to import. | |||
[[Category:Resco Cloud]] | [[Category:Resco Cloud]] | ||
[[Category:Resco Routes]] | [[Category:Resco Routes]] | ||