Utilities Overview
Vision includes a set of utilities, available from the Utilities menu, that perform maintenance, setup, data import and other functions in your Vision database.
You can restrict access to Utilities, as well as all other menu items, through Security Configuration.
Related Topics
- User Activity Utility
The User Activity utility makes it possible for System Administrators to see information about active logged-on users, the applications they use, process server activity, and queue names. - Advanced Utilities Overview
The advanced utilities give you control over tasks such as batch deletions, search and replace, and data import. - Key Conversions Overview
Use Key Conversions to change certain Vision numbers or codes in your database to new numbers or codes. The changes that you make with the Key Conversion utility apply to all of the data in your database. - Key Formats Overview
For certain numbers or codes in you database, you can use the Key Formats utilities to change the length of the code, specify a delimiter, or specify a delimiter position. - Process Server Utilities Overview
Use the process server to run Vision processing jobs involving large amounts of data. The process server sends these lengthy jobs to the Vision application server, where they run in the background. - Backup Database Overview
Use the Backup Database utility to make a full backup of the Vision database. - Report Administration Utility
Use the Report Administration utility to perform report-related maintenance activities. - Download Merge Code Macro Utility
Vision Proposals comes installed with a set of merge codes you can use to modify sample and default merge templates and create new merge templates, in Microsoft Word. To access these merge codes, you must download the merge code macro and save it to your Word startup folder. - Download Integration Utility
Use the Download Integration utility to download the software files necessary to use the Microsoft Office Integration feature, which integrates Vision with Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook.
Parent Topic: Welcome to the Deltek Ajera CRM Help System