Distributing Records

This procedure is applicable for most modules in the EMC. Some modules, such as Menu Item Maintenance, contain module-specific distribution dialog boxes. See Distributing Menu Items for more information.

1. Navigate to the module that you want to distribute.
2. To distribute records within the same Simphony system, in the EMC toolbar, click Edit, and then click Distribute.
3. To remotely distribute records between Simphony systems:
   1. In the EMC toolbar, click Edit, and then click Remote Distribute.
   2. Enter or select the Server or the IP address of the destination Simphony system.
   3. Enter the user credentials for the destination system in the User and Password fields respectively, and then click OK to log on to the system.
4. From the Record Selection pane, select the records to distribute:

   • All Records: Select to copy all records from the source to the destination.

   • Selected Records: Select to distribute only the selected records.

   • Specify Records: Select to enter a list or range of records to distribute, and then enter the record numbers or ranges in the text box below separated by a comma. For example, 3-7, 9-20, 21-30.

5. From the Options pane, select the appropriate options:
   See Distribution Based on Source, Destination, and Selected Options for more information on how Simphony distributes records based on the source record, destination record, and the configuration of options Distribute inherited records and If destination record is inherited, create override.

   • Overwrite records if they exist: Select to overwrite existing records in the destination location. If the destination record is inherited, it is not overwritten.

   • Create records if they do not exist: Select to create new records in the destination location.

   • Distribute inherited records: Select to distribute all records (defined and inherited) to the destination property. Deselect to distribute only records defined at the source property. This option only appears if the module supports inheritance and override.

   • If destination record is inherited, create override: Select to override inherited definition records in the destination property. Deselect to keep inherited records unchanged. This option only appears if the module supports inheritance and override.

   • Distribute Data Extension if they Exist: Select to distribute any existing data extension values. The source and destination data extension property record must match.

6. From the Destination pane, select one or more destinations for the records.
7. Click OK.

   Once distribution completes, a Distribution Report appears showing all records that were created, overwritten, and any errors encountered. You can save this report by clicking Save to Disk.