A system configuration is a structure that includes:
- Pre-built and custom workspaces and their content.
- Solutions of all types: custom, system, and business solutions.
- Custom modules.
- Business processes, groups, widgets, document templates, and other entities associated with the company.
- Organizational chart.
- Document categorization.
To avoid errors and glitches, you can develop complex custom solutions that are closely related to each other and to global objects first in a test environment. You can then upload all the created entities to the company where your employees work.
To implement such an approach to development it is possible to export a configuration from one company and update it in another.
Export the configuration
Once you have implemented all your ideas and created modules, workspaces, apps, and solutions, you can export the configuration to a .e365 file or upload it to the official ELMA365 Store catalog.
To do so, follow the steps below:
- Go to Administration > Home and in the System Settings click Configuration Export.
- In the opened window, click Start Export.
- Select how to export the configuration: save to a .e365 file or send to the ELMA365 Store catalog.
- The next steps will be different depending on the method you have chosen:
- If you select Export to File, wait until the configuration verification is complete, and then click global.e365 in the opened window and download the file to your local computer.
Users will then be able to update their company’s configuration using the .e365 file provided.
Please note, that the exported configuration file with paid system or business solutions will be encrypted. If such a file is unzipped, its contents cannot be fully viewed or edited.
Sending a configuration to the ELMA365 Store is done in the same way as exporting a custom solution to ELMA365 Store.
- After selecting the option, fill in the configuration information in the opened window: specify the name, description, language, add screenshots, etc. Then log in to ELMA365 Store and publish the configuration.
To update the configuration in another company, the user needs to go to the ELMA365 Store, download the file, and upload it to the system.
Updating configuration
To upload a new version of the configuration to the company, follow these steps:
- Go to Administration > Home and in System Settings, click Configuration Update.
- Select the .e365 file from your local computer or from your system files and click Next.
All components included in the configuration will be checked. In the opened test window, the errors found will be displayed.
If the error is critical, for example, if the field description differs in two versions of the same application, you will not be able to update the configuration.
If the error is non-critical, for example, there is no custom solution in the current company, you will be able to continue the update. When it is finished, new solutions and their components will be added to the company.
- Click Next to continue with the update.
- The loaded configuration will be compared with the current configuration. Detected conflicts will be displayed in a separate window. For example, the versions of the company’s organizational chart may be different.
To continue the update, confirm the replacement of the current configuration with the configuration you are uploading. In the case of differences in the organizational chart, you can also continue the upgrade by leaving its existing version.
Cancel the update if you do not want to make changes to the current configuration.
- When the update completes successfully, click To main.
Please note that if the updated configuration version contains paid system or business solutions, they must be activated with a new activation key.
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