Importing and Exporting Global Links

Accolade provides Administrators and Process Designers the ability to export custom menu item configuration (global links) from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate global links in each environment, download the information and import it into the new environment.

The download exports the global links configuration into a spreadsheet file with the information grouped into the following tabs within the file:

• Global Links
• Roles

Note:  The Disable Link to File and Disable Link to Website parameter settings determine if you can link to web site or file.

To export global links:

1. From the System menu, select Process > Global Links.
2. Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

To import global links into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any global links that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Process > Global Links.
4. Click Upload in the top right corner of the page.

Accolade uploads the changes to the global links in the spreadsheet, and adds any new global links with unique system names.

5. (Optional) Click Print to print the import results for your records.

Global Links Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each global link in the order listed below. For a description of each global link setting, see Adding Menu Items for Multiple Users (Global Links).

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Global Links

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Global Link System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a global link exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new global link is created.
  Global Link Name	Any	If blank, the global link does not upload.
  Link Prefix	Valid link prefix	Enter the prefix for the global link being created. Accolade supports the following link types: http - A URL to a Web page. https - A URL to a secure Web page. ftp - A link to an FTP download site. file - A link to a file or executable on your company's intranet. qvp - A link to a Dashboards for Accolade chart if using the Dashboards viewer. mailto - Opens the user's email application and displays a blank email addressed to this email address. callto - Opens your selected chat and collaboration tool, which invites the person at the address you define to a chat. Based on your server setup, http, https, and file global link types are available to add as the content of a pod within a page layout.
  Link	Valid link address	Enter the address for the global link being created. For example, www.google.com. If blank, the global link does not upload.
  Menu	Alphanumeric characters	Used for matching for upload. If a display menu exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new display menu is created. To create a global link that is only available to add to a pod within a layout, leave this option blank.
  Embed	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Landing Page	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Default Home Page	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Order	Any number	The field is set to 0 on upload if no value is entered or the value is not a number.
  Display in menu	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Category	Alphanumeric characters	Used for matching for upload. If a display category exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new display category is created. To create a global link that is only available to add to a pod within a layout, leave this option blank. Category is required on the global link to Display in menu.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Roles

   

  Column Name	Accepted Values on Upload	Additional Notes
  Global Link System Name	Alphanumeric characters, underscore**.	Used for matching for upload. If a global link exists, its settings are changed with the values in the uploaded file.
  Roles	Valid Accolade user role	Include a separate row for each role. See User Roles Reference.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).