Importing/Exporting tabs

Before you begin

• Before importing any tabs, first back up your current tabs by exporting them to a secure location. Importing all tabs overwrites your existing dashboard.
• To import tabs, you must have the Administrator security role ( > Setup > Company > Roles). Only Administrators can import tabs.
• Verify that the tab you want to import has a file extension of .Ajera.
• Verify that the security settings on the Security tab are what you want.

Note:

If importing a single tab, there is no need to export your current tabs. The single-tab import process retains all current tabs. When importing a single tab, the import process will not include any tab security roles unless you choose the Include security Roles when importing option. When importing all tabs, the import process retains the security settings of all the tabs and adds roles and employees to the Edit Roles and Employees window, if needed.

To import/export tabs

1. From the > Setup menu, click Utility > Dashboard Import/Export.

2. Click one of the following:

• All Tabs
• Single Tab

3. Check Include security Roles when importing if you want the tab security roles to import when importing a single tab.

Note:

When importing a single tab, if the role on the tab you are importing does not exist in your database, a new role will not be created. When importing a dashboard using all tabs, security roles will be created.

4. Choose of the following options:

• Click Import, select the dashboard file (with a file extension of .ajera), and click Open.

Note:

To import the standard Ajera dashboard template, navigate to the network drive where Ajera is installed. The dashboard template file resides in the Ajera\Program\Templates folder.

• Click Export and navigate to where you want to save the exported dashboard file. Give the file a descriptive name (with a file extension of .ajera) and click Save.

5. Confirm the import/export.

Note:

To finish the import process and refresh your dashboard, Ajera logs you out.