PVE - Importing Data Groups

Summary

This article will show you how to import data groups into your local PaperVision Enterprise environment.

Description

Please note: You will need access to the PaperVision Administration Console with administrative privileges to perform these operations.

1. Start by logging in to the PaperVision Administration Console (PVAC).

2. Once logged into the PVAC, expand the Entities folder, go to your desired entity (<Default Company>[1] in this case), then go to ‘Data Storage’ and then ‘Data Groups’ on the center pane. This will open a list of the current Data Groups that are present in your entity.

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   3. Click on the multicolored cog wheel button at the top to import a new Data Group. When mousing over this icon it should say “Import Data Group”.

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   4. This will open the Import New Data Group screen.

You will start by selecting the Path to where the data group is located. The import file will typically be a DATAGRP.XML file or DATAGRP.MDB file. You will then work your way down the list of options for: Import Method, Import Type, Apply Object Changes, and Import Copy Settings.

We recommend using the settings shown above, but be sure to reach out if you have any questions about these.

After selecting your Data Group and setting the options, click Submit to begin the import. If successful, your Data Group will be available inside of PVE as soon as this has completed.

If you require additional assistance, please submit a ticket to the CASO Help Desk using the link below:

https://casoinc.atlassian.net/servicedesk/customer/portal/8