Selecting information to import

This procedure shows how to select the users, groups, folders, and reports that you want to import. If you have not already started the Crystal Import Wizard, see Specifying the source and destination environments.

1. In the "Choose objects to import" dialog box, select the check box (or boxes) corresponding to the information you want to import:
   • Import users and user groups
   • Import favorite folders for selected users
   • Import folders and objects
   • Import events
   • Import server groups
   • Import repository objects
   • Import calendars

     Note:    The options available depend on the version of the source environment. Events and server groups can be imported from Crystal Enterprise 8.5 or later. Repository objects and calendars can be imported from Crystal Enterprise 10.

2. Click Next.
3. In the "Please choose an import scenario" dialog box, choose the type of import you want, then click Next.

   

   Merging systems

   To merge the source and destination systems, choose "I want to merge the source system into the destination system." This option adds all objects from the source CMS into the destination CMS without overwriting objects in the destination.

   Note:    This is the safest import option. All of the objects in the destination system are preserved. Also, at a minimum, all objects from the source system with a unique title are copied to the destination system.

   Updating the destination system

   To add the source system's information to the destination system without merging, choose "I want to update the destination system by using the source system as a reference."

   When you update the contents of the destination system using the source system as a reference, you add all objects in the source CMS to the destination CMS. If an object in the source system has the same unique identifier as an object in the destination, the object in the destination is overwritten.

   For more information about merging and updating systems, see Copying data from a Crystal Enterprise 10 CMS.

4. Click Next.
5. If you chose to import users and user groups, the "Select Users and Groups" dialog box appears. In the Groups list, select the groups that you want to import. In the Subgroups and Users list, select specific members of any group. Then click Next.

   This example imports all but one of the users in the Administrators group.

   

6. If you chose to import folders and objects, the "Select Folders and Objects" dialog box appears. Select the check boxes for the folders and reports that you want to import. Then click Next.

   Tip:    You can also choose to "Import all instances of each selected report and object package."

   This example imports the Report Samples folder and a subset of its contents.

   

7. If you chose to import repository objects, the "Import repository objects options" dialog box appears. Choose an importing option for repository objects, then click Next.

   

8. When the "Information collection complete" dialog box appears, click Finish to begin importing the information.

   The Import Progress dialog box displays status information and creates an Import Summary while the Crystal Import Wizard completes its tasks.

9. If the Import Summary shows that some information was not imported successfully, click View Detail Log for a description of the problem. Otherwise, click Done.

   Note:    The information that appears in the Detail Log is also written to a text file called ImportWiz.log, which you will find in the directory from which the Crystal Import Wizard was run. By default, this directory is:

   C:\Program Files\Crystal Decisions\Enterprise 10\win32_x86\

   The log file included a system-generated ID number, a title that describes the imported information, and a field that describes the action taken and the reason why.