Replace a user account

The Search and Replace functionality allows you to search through a process repository and replace one user with another. For example, if an existing user leaves the company and a new user starts to replace that user, you might want to transfer access rights, roles, To-do items, etc., to the new user.

2.In the User Accounts dialog, from the Tools menu choose User Search and Replace Wizard.

Select the target user that you are replacing in the Find text box. Select the source user that you are replacing with in the Replace text box.

Options for handling duplicate users allows you to specify what to do in the case of duplicate users being assigned to the same list, for example if both users are assigned as acknowledgers for a particular diagram. Choose to remove the target where both users exist in the same list or to ignore it and leave both users assigned.

Option	What's Replaced
Actions	All actions owned and assigned, all action editors and viewer roles, and action attachment rights
Attachments	Specific attachment access rights for diagrams and statement sets. Note: To update the access rights for diagram, statement and scorecard attachments, you must also select the respective options (Diagrams, Statement Sets and Scorecards).
Change Requests	Change request owners, authors, attachment rights and active change request To-dos (only open change requests are updated, i.e. completed, implemented and canceled change requests are not modified). Note: To update change requests for diagrams and documents you must also select Diagrams and/or Documents.
Data Tables	Data table attachment update rights
Diagrams	Diagram owners, authors, authorizers, acknowledgers, assigned reviewers, recurring assigned reviewers, specific diagram access rights, specific print rights, subscriptions and promoters. Note: This includes draft, deleted and scenario diagrams. To also include master diagrams, Master Maps must also be selected.
Documents	Document owners, authors, authorizers, acknowledgers, assigned reviewers, assigned recurring reviewers, specific master access rights, specific draft access rights, subscriptions and promoters. Note: Both draft and master documents are updated.
Map Folders	Map folder access rights
Map Properties	Map administrators, specific user map entry point options and default draft promoters
Master Maps	Applies selected updates to master maps/diagrams, otherwise only draft diagrams are updated
Scheduled Reports	Folder access rights for specific scheduled reports, specific scheduled report access rights, 'Send Notification To' field
Scorecards	Folder access rights for specific scorecard folders, specific scorecard access rights and scorecard owners
Statement Sets	Statement managers and audit managers
Storyboards	Folder access rights for specific storyboard folders, specific storyboard access rights, storyboard owners and storyboard acknowledgers
Style Sheets	Style sheet access rights
Templates	Template access rights
User Groups	User group memberships (including the user's My Page favorite items associated with specific groups)

6.Choose to run the operation now, or as part of the SSync process, then click Finish.

Note: You will not be able to do anything in the Author Client while the Search and Replace functionality is working. It is therefore recommended that you run the process as a batch job, i.e. out of hours, especially if there is a large amount of data in the process repository.

If the operation has been run as part of the SSync process, i.e. as a batch operation, you can view past results and modify the options of any pending items - in the User Accounts window, from the Tools menu choose Batch Operations. A report-style window will be displayed.

To edit the options for a pending item, double-click the item. Pending items can also be deleted by selecting them and pressing Delete. To open the log file for a selected item, right-click the item and choose View Log (note that this option is only available for complete and failed items).

A log file is generated that logs the result of the operation (whether it has been run immediately or as a batch operation), including any issues found. The log file is stored in ...\Process Repository\System\Logs\User Search and Replace.