- With the catalog that is to be the destination of the merge open in the
Designer, on the
Tools menu, click
Merge from Another Relativity Data Source.
The
Open Existing Data Source dialog box is displayed.
- On the
Open Existing Data Source dialog box, click the data source currently shown, select the data source that is the source of the merge, and then click
Connect.
If the catalog associated with this data source has no security (that is, no group owner), the catalog is opened immediately;
if this is the case, you are advised to add some privileges to the catalog - see
Catalog Ownership and procedures on how to define catalog ownership.
If the catalog has a group owner, the
Database Logon dialog box is displayed.
- Complete the fields in the
Database Logon dialog box, then click
Login:
- UserId - the name of the owning group or the name of a user in the owner group.
- Password - the group/user may not have a password set; if not, leave this field blank.
The
Data Source Merger tab is opened, displaying the items you may import on the
Tables and the
Files tabs.
-
To import a table, click the
Tables tab, and in the
Tables to merge column, select one or more tables to be imported.
Note: When a table is selected, its associated file definition is also selected, ready to import.
- To import a file definition, click the
Files tab, and in the
Files to merge column, select one or more files to be imported.
If the file name conflicts with an existing file definition in the catalog, you must edit the name in the
Merged File Name column.
Tip:
You can filter tables and files by selecting one of the filter buttons:
- No Filter
- No filter is applied to the list of items available to import. This is set by default
- Selected
- Displays only the items that have been selected to import.
- Unselected
- Shows the remaining items.
- Conflicted
- Displays any items that must be renamed before they are imported because an existing item in the catalog has the same name.
Conflicting items are highlighted in red.
- Renamed
- Shows the items that have been renamed to avoid duplication. The original file name and new name are given in the
Files to merge and
Merged File Name columns respectively. Similarly, in the
Tables tab, the column names are
Tables to merge and
Merged Table Name. Select an item and double-click the merged name cell to edit its imported name.
- Not Renamed
- Shows the items that have not been renamed.
- To import a user data type, click the
User Data Types tab, select one or more data types to be imported.
If the file name conflicts with an existing file definition in the catalog, you must edit the name in the
Merged Data Type Name column.
- Click
Save to Catalog.
The selected items are imported, and displayed in the Catalog Explorer.
- Close the
Data Source Importer tab.