3 Tools for Maintenance
Power Assisted Revision, Global Replace and Global Add/Remove
Power Assisted Revision, Global Replace and Global Add/Remove
Often you will need to revise the information stored in a set of document profiles.
For example, you may need to:
To help you complete such bulk revisions or corrections quickly and easily, MasterFile provides three easy to use, visual maintenance tools: “Global Replace”, “Global add/remove” and “Power Assisted Revision” for each of the above tasks, respectively. Although “Global replace” and “Global add/remove” sound similar, they are quite different. We explain all of them here.
All these maintenance tools process selected documents in the current view or folder, so you are able to precisely control which document, extract or fact profiles to update. For example, you can locate relevant profiles by searching, selecting from views, or collecting them in a folder to then process at one go.
If you are using replica copies of your MasterFile databases, we suggest you also only use these global functions on the primary database and not on replica copies on notebooks or branch office servers, for example. However, if this is unavoidable, then ensure that all databases have been updated by replication between each successive use of “Global replace” and “Global add/remove” to minimize the potential for excessive replication conflicts and subsequent conflict resolution.
“Global replace” and “Global add/remove” are only available to users at the “Administrator” level.
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