Customer-specific Environment

Vertex Sync

The Vertex Sync administrator can upload a custom environment from their disk to Vertex Sync, after which other users can enable the environment in Vertex BD.

There may be several environments, but only one environment at a time can be active for the user.

Upload a Customer-specific Environment to Vertex Sync

The function is available for the Vertex Sync administrator.

  1. Do either of the following:
    • Select Archives | Vertex Sync | Environments > Upload a New Environment to Sync the first time you upload the environment to Sync.
    • Select Archives | Vertex Sync | Environments > Upload a New Revision of the Environment to Sync when you upload the changed environment to Sync and want to create a new revision of it.

    The Upload a New Environment to Sync dialog box opens.

  2. When you upload the environment for the first time, enter a name and description for the environment.
  3. Select the files that will be uploaded to the environment. By default, all files are selected the first time you upload the environment. When you upload a changed environment, you can select only the files that have changed.
  4. Click Upload.

    A window opens in the lower-right corner of the screen to display the progress of the upload. You can continue to work during the upload. When the upload is complete, the message "You may now close this window" appears in the window.

The environment is now active and used by the administrator. After this, other users can enable the environment in Vertex BD as described below.

Enable the Custom-specific Environment

  1. Select Archives | Vertex Sync | Environments. The Environments dialog box opens. The list shows all environments available to the organization.
  2. Select the environment from the list.
  3. Click Set.

    A window opens in the lower-right corner of the screen to display the progress of the download. You can continue to work during the download. When the download is complete, the message "You may now close this window" appears in the window.

  4. Once the environment has been downloaded, you will receive a message: "Environment was successfully moved. The application will now be restarted." Confirm by clicking OK. The program backs up the active environment.
  5. You will be prompted: “New environment “[name and revision of environment]” successfully applied! The application will now restart."
  6. Confirm by clicking OK.
  7. Wait until the program starts.

Download and Activate the Latest Environment

If there have been changes to the environment in Vertex Sync, you can download and activate the latest environment as follows:

  1. Select Archives | Vertex Sync | Environments > Download and Apply Latest Environment. The Environments dialog box opens. The list shows all environments available to the organization.
  2. Select the environment from the list.
  3. Click Set.

    A window opens in the lower-right corner of the screen to display the progress of the download. You can continue to work during the download. When the download is complete, the message "You may now close this window" appears in the window.

  4. Once the environment has been downloaded, you will receive a message: "Environment was successfully moved. The application will now be restarted." Confirm by clicking OK. The program backs up the active environment.

  5. You will be prompted: “New environment “[name and revision of environment]” successfully applied! The application will now restart."

  6. Confirm by clicking OK.
  7. Wait until the program starts.

The active environment is displayed on the status bar of the program: