Importing a Panel from a Remote Site

This functionality enables you to import a Professional Panel from another site. The functionality includes importing Portals, Rules, Rule Sets, Matrices and Linked Projects, and also re-maps to new projectIds and/or ruleIds.

You can perform a remote import on only Portals, Rules and Matrices, but in this case re-mapping of ids will not be performed. No data will be transferred during a remote import.

Note: This functionality can also be used to duplicate a panel and all its related objects on the same server.

To import a panel from a remote site:

1. Go to the Professional Panels list, and click the Import Remote Panel button located towards the right end of the list toolbar.

The Import Remote Panel overlay opens - .



Figure 1 - The Import Remote Panel overlay

2. Select the site you wish to import from.
3. Add the user name and password for that remote site.
4. Select or deselect the other items as necessary (see below for more information).
5. Click Import Panel.

The panel and any select associated functionality is imported and the panel is added to the Panel List.

Important
Once you have imported everything, complete the registration survey (if it exists) and run the BS rule (if it exists). If you do not do this and the selected data source on the matrices and jobs does not exist, the data source will be cleared when you open and save the matrices and jobs.

Properties and Settings

The properties and settings are as follows:

• Remote Site - type in the domain name of the remote Forsta site you want to import from (for example author.euro.forsta.com).
• Use SSL - select whether the transfer should be conducted using an encrypted channel.

Note: The remote host you are connecting to must support HTTPS for this to work.

• Username - the username at the remote Forsta site you want to connect as.

Note: This user must have the SYSTEM_API_ACCESS permission at the remote site and read-access to the schema you are trying to retrieve.

• Password - the corresponding password for your user at the remote Forsta site.
• PanelId - the id on the remote site of the panel you want to import.

Note: You must have read permission to the panel you want to import.

• Launch panel after import - select whether you want the database to be generated automatically once the panel has been imported.
• Import Panel Rules - select if you would like to import all panel rules for specified panel. A maximum of 50 Rules can be imported, sorted by LastExecuted.
• Import Panel Rule Sets - select if you would like to import all panel rule sets for specified panel. A maximum of 50 RuleSets can be imported, sorted by LastExecuted.
• Import Matrices - select if you would like to import all matrices for specified panel. A maximum of 50 Matrices can be imported, sorted by LastUsed.
• Import Jobs - select if you would like to import all jobs for specified panel. A maximum of 50 jobs can be imported, sorted by Modified.
• Import Portals - select if you would like to import all portals for specified panel.
• Import Linked Surveys - select if you would like to import all linked surveys for specified panel. A maximum of 10 linked surveys can be imported.
• Reuse local database schemas - if enabled, this will attempt to find a local database schema which has the same name as the schema associated with the remote survey. If such a schema is found, the local schema will be used rather than importing the remote schema. When this checkbox is disabled, a schema in a remote survey will always be imported, irrespective of how many times you import the survey.
• Reuse local survey layouts - if enabled, this will attempt to find a local survey layout with the same name as the survey layout used by the remote survey(s). If such a survey layout is found, the local survey layout will be used rather than importing the remote survey layout.
• Specify panel name - if you want to import the panel using a name different from that used on the remote Forsta site, check this box and input your own name. If not, leave this unchecked.