Settings Sync Tool

Use the Settings Sync Tool to import Encompass settings from one system to another. The tool enables Encompass administrators to log into two systems at the same time, where they can select settings on one system and copy them to the second system. This tool is most commonly used to copy settings from the production environment to the test environment to prepare for testing and then back to the production environment after changes are made. Settings such as Company/User Setup, Loan Setup, and Business Rules can be synced by this tool.

The Settings Sync Tool is not intended for replicating or cloning your entire production environment. To replicate your Encompass system or settings, please contact your Ellie Mae account representative for assistance. The Settings Sync Tool is intended for syncing certain, targeted settings only. For example, the tool is helpful for testing new business rules or updating, and then testing, an existing business rule. To test an existing business rule, copy the business rule to your test environment, make changes to the rule, and then test how the rule is applied. When satisfied, copy the updated rule back to your production environment.

To view the online help that includes an overview of the Settings Sync Tool, detailed procedures for using the tool, and a series of help topics describing the individual settings that can be synchronized, click here.

Open the Settings Sync Tool

From the Settings drop-down menu, select an option.
To copy settings from the production environment on the left panel to the test environment on the right panel, click the right arrow.
Click a tab at the top of the screen to view the setting, and then change the setting as needed on the right panel.
Repeat step 3 to view and change additional settings.
After testing the settings in the test environment, click the left arrow to copy the settings from the test environment back to the production environment.

Note: When a setting is selected to be synchronized to another system, Encompass synchronizes only the main Encompass code that is required for that particular setting. For example, when synchronizing a user group, the Settings Sync Tool synchronizes all of the main settings for the user group to the other system. Since the user group is the primary setting the administrator is synchronizing, it is only the main user group settings that get synchronized to the other system. As a result there may be other user accounts or settings in other areas that need to be created in order to have all the settings of the user group synchronized between the two systems. The Settings Sync Tool will insert the minimum data required to have that record created on the other system. In this case when synchronizing a user group, a user account is created on the other system but other peripheral settings, such as the persona(s) assigned to the user, are not inserted/synchronized.

Using this same logic, when an administrator is synchronizing a user account, all of the main code associated with the user account (including the user’s assigned persona(s)) is synchronized to the other system since the user account is the primary setting to be synchronized. All the main settings for the selected user account will be synchronized.

Rather than synchronize all settings from one system to another, the Settings Sync Tool is designed to enable administrators to pick and choose the specific record(s) to be synchronized between two systems.

Each Encompass system is assigned a unique identification number (system ID), on which certain settings are associated. A setting associated with a system ID will be available in that Encompass system, but will not be available in another system with a different system ID.

Two systems may share a system ID. If a system was created by copying or syncing the database from another system, these two systems will share the same ID.

Click Tools, and then click Compare Encompass System IDs to check if the two systems share the same system ID.