Using Copy Data Profiles

After you select members for the Copy Data process, you can save them as a Copy Data Profile. This enables you to later retrieve the information for the Copy process without needing to make member selections again.

When you select Copy Data, the system displays a list of profiles that you have saved. You can select a profile and run the Copy Data process, edit a profile and save it, or save as a modified profile. You can duplicate an existing profile, and delete any profiles that you no longer need.

Creating a Copy Data Profile

To create a Copy Data Profile:

1. On the Home page, click Application.

2. Click Overview, then from Actions, select Copy Data.

3. Select the items that you want to copy.

4. Click Save.

5. From Save Copy Profile, enter a profile Name and Description, then click Save.

   The Name must be a unique name with a maximum of 30 characters. The Description has a maximum of 128 characters.

6. From the saved confirmation message, click OK.

   The profile is displayed on the Copy Data Profiles list.

Editing a Copy Data Profile

To edit a Copy Data Profile:

1. From the Copy Data Profiles list, select a profile to open it.

2. Edit your selections as required.

3. Click Save.

   You can save the profile with the same name, or change the name as needed.

4. Click Save As to save the modified profile as a new profile, then enter a Name and Description.

Duplicating a Copy Data Profile

1. From the Copy Data Profiles list, select a profile.

2. From the Actions menu, select Duplicate.

   The duplicate profile is displayed on the Copy Data Profiles list, with the suffix "_Copy". For example, if you duplicate the HQ profile, the duplicate profile is named HQ_Copy.

Deleting a Copy Data Profile

To delete a Copy Data Profile:

1. From the Copy Data Profiles list, select a profile.

2. From the Actions menu, select Delete.

3. From the confirmation prompt to delete the selected profile, click Confirm.

4. From the profile deleted confirmation, click OK.