Use the Disclosure Management Import feature to“”
unpack all client files from the package (,ZIP).
migrate data source if needed (such as data source parameters including: “server”, “database”, and “application” ‘data base’, which can be changed).
apply server data to the server. During this process the ids of objects (such as mappings, report, and contexts) are regenerated in order to avoid identification conflicts. If data sources are migrated, corresponding data source mappings are updated in this step.
apply regenerated server data to the client files.
apply changed data source parameters to the client Smart View reports.
apply remapped information on client documents
migrate the older version of the package if the package version is older than the current Disclosure Management version.
To import a report:
Open the report in Microsoft Word or Excel, and then connect to the Disclosure Management server.
From the Disclosure Management ribbon, select Import.
The Disclosure Management Report Wizard is launched.
The Report to Import screen is displayed.
In the File Name field, enter the path and name of the file, and click Next.
To browse for the file, click Browse navigate to the file and click Open.
The Report Location screen is displayed.
In the Directory Name field, enter the name of the folder to which to import the file, and click Next.
To browse for the folder, click Browse, navigate to the folder and click OK.
Disclosure Management collects all data source information that the imported report contains.
The Data Source Screen is displayed.
Review and modify any data sources as necessary and click Next.
Disclosure Management retrieves the data sources associated with the page.
The Data Source Mappings screen is displayed.
Resolve any data source mapping conflicts and click Next.
If the import is successful, the final screen in the wizard is displayed.