Merge Connections

You can merge connection from multiple sites into one for more accurate record keeping. In order for the merge to work, each connection name and path count has to be identical.

Please keep in mind that when you merge connections, there is no undo option.

Merging Connections

1. Click the Facilities
2. In the Navigation pane, click Connections.
3. Depending on the amount of records you have within your database, the list may not immediately populate. To populate the list, perform one of the following actions:

• • Within the search box, type the connection group name or portion of the name and then click the magnifying glass or press the Enter key on your keyboard.
  • Click the Show All

4. Within the Connection Group list, double-click the connection name.
5. The Connection window opens.
6. Within the Utilities ribbon group, click the Merge Connection
7. The connections that you can merge together display within the lower pane. Highlight the connection to merge.
8. Within the lower right-hand corner of the screen, click the Merge Selection
9. A warning message displays saying that there is no undo action. This utility merges the connections with the same that display at different sites. This deletes the other connection group. If there are merge conflicts, you must resolve those before the merge.
10. Within the warning box, click the OK button to continue or the Cancel button to stop the merge.
11. Once the merge is complete a box displays with the merge results:

• • If any records need to be deleted from the other site, the number of records is displays, if there is a number within this line, the merge did not occur, you must delete the records from the other site and perform the merge again.
  • Number of records moved
  • Number of records that exist only on the source connection
  • Number of blank records

12. Within the results box, click the OK button to return to the connection.