Using the Settings Sync Tool

The following procedures describes a typical scenario for copying settings between a production environment and a test environment.

1. From the Settings dropdown menu, select a setting category or click <All Setups> to access all the settings.
2. Click a tab at the top of the screen to view the configuration for a specific Encompass setting.

• The settings for the production environment displays in the left panel. The settings for the test environment displays in the right panel.

3. To copy settings from the production environment to the test environment, select a setting option in the left panel, and then click the right arrow. The option is copied to the right panel.

4. Repeat steps 1-3 to select and edit additional settings.
5. When finished, close the tool.
6. After testing the synchronized setting and making adjustments as needed in the test environment, open the Setting Sync Tool.
7. Follow the login procedure described above to log in to the production and test environments.
8. To copy an updated setting from the test environment back to the production environment, select the setting in the right panel and then click the left arrow. The updated setting is copied back to the production environment.
9. When finished, close the tool.

• 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. For detailed information about the additional information synchronized with each setting, each setting, refer to the help topic for the setting.

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.