You can take the below steps to update your Demo environment to match your Production environment. The only piece that you will need to request that Unimarket update will be the Process on the Approvals tab if your Demo environment does not currently match your Production environment. Once all of the other areas have been updated, please let us know and we can request that your account manager update the process on the backend.
1. Update the Account Code Format
- Export your Account Code Format from Production by going to the Administration Module
- Click on Settings
- Click on Management
- On the Account Codes tab click into the account code
- Click on the More Actions button in the top right and press download
- Once you have the file log into Demo
- Go into the Administration Module
- Click Settings
- Click Management
- On the Account Codes tab click into the account code
- Click the More Actions button in the top right and press Upload
2. Update the Organizations
- Export from Production by going to the Administration Module
- Click Organizations on the left side menu
- Click More Actions on the top right
- Click on Download Org Units
- Once you have the file log into Demo
- Go to the Administration Module
- Click Organizations on the left side menu
- Click More Actions on the top right
- Click on Upload Org Units
3. Update the Buyer Groups
- Update the buyer groups by going to the Administration Module
- Click on Users from the left side menu
Click on the tab for Buyer Groups - Click +Add Buyer Group to add any buyer groups that need to be added
- Click Delete on the right side of any buyer group on the list that needs to be removed
4. Update the Users
- Export the Users from Production by going to the Administration Module
- Click on Users on the left side menu
- Stay on the Users tab and press the Export button on the right hand side
- Once the file has been exported, log into Demo
- Go into the Administration Module
- Click on Users from the left side menu
- Go to the Upload Users tab
- Press Browse and find and attach your csv file
- In the Missing User Action box you will want to select either Disable or Ignore
Disable- Disable users that are present within Unimarket but not present within the upload file.
Ignore- Ignore users that are not present within the upload file.
5. Approvals
- Go to the Administration Module
- Press Approvals from the left side menu
5a. Levels
- Go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Levels
- Review the levels in Prod vs Demo to determine if any need to be added or removed
| Note: If any levels need to be added, it is best to delete these and start fresh and you will want to add from the lowest level and work your way up to the highest level. |
5b. Groups
- Go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Groups
- Click on the three dots on the right hand side
- Press Download Groups
- Log into Demo
- Go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Groups
- Click on the three dots on the right hand side
- Press upload Groups
5c. Chains
- Go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Chains
- Click on the three dots on the right hand side
- Press Download Chains
- Log into Demo
- Go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Chains
- Click on the three dots on the right hand side
- Press upload Chains
5d. Rulesets
- Go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Rulesets
- Check to make sure all the Ruleset names in Prod match the Ruleset names in Demo. If they are not all listed in Demo, you will want to add them by pressing the Add Ruleset button
- Next, click into the Ruleset names one by one in Production
- Press More Actions on the right hand side
- Press Export Rules. Do this under each Ruleset.
- Log into Demo and go to the Administration Module
- Press Approvals from the left side menu
- Click on the tab for Rulesets
- Click into each Ruleset Name
- Press the More Actions button on the right hand side
- Press Import Rules and attach the appropriate Ruleset
| Note: If the Process for Approvals needs to be updated - Reach out to Support and they will have your Account Manager update this. |