Ideas for SalesPad Desktop

Migrate users and retain ALL their settings (not just column positioning)

When moving a user from one app server to another, transferring all their settings is challenging. There's got to be a better way.

Copying over the grid layout files does not adequately move a user nor does it transfer all their settings.

 

What's not transferred are user window settings. Things like auto-start windows and 'selected documents only' checkbox choices.

These elements, when missing, cause users grief. From their perspective, they think the SalesPad application is screwed up.

 

We tried copying all the SalesPad registry keys and it seems to work okay but eventually figured out we must follow a specific sequence.

  1. Copy the registry keys
  2. Create the user profile
  3. Copy the grid layout files.

This workflow seems to be successful.

 

It would be nice if there was a user-transfer tool in the Registry Maintenance module and/or documentation to clarify the process.

 

Grid layout files XML files ..\AppData\Roaming\SalesPad, LLC\SalesPad\

  • Sales Fulfillments
  • SalesPad Grid Layouts
  • SalesPad Tree Layouts
  • SalesPad User Field Layouts
  • QuickReports Layouts
  • Toolbar.[database].xml
  • RecentSalesDocs.[database].xml
  • Brad Smith
  • Feb 7 2018
  • Needs Discussion
  • Attach files
  • Admin
    Jacob Pegg commented
    February 9, 2018 13:06

    Brad,


    I'd have to check, but I believe that newer versions of SalesPad are storing grid layouts and user preferences/settings (previously stored in the registry) in the database now, so that if a user moves to a different machine or instance of SalesPad, their setup remains the same.  What version of SalesPad are you guys on?

  • Brad Smith commented
    February 9, 2018 13:35

    Rocking SalesPad 4.4.1.16

  • Admin
    Jacob Pegg commented
    February 12, 2018 19:58

    That is going to be part of your problem, but after talking to the dev team a bit more, we still have a number of items that are stored in the registry that would still have to be moved.  All of the grid layouts though have been moved to the database, so upgrading would eliminate that part.  The other caveat though is that by upgrading and moving to the database stored layouts, it would reset all users layouts once updated, and then when they modify them, those modified layouts would be then stored in the DB. 

  • Brad Smith commented
    February 12, 2018 20:56

    Thanks for the update Jacob. Glad to hear some of the user migration problems are lessened in higher SP versions.

    I saw the 'user layouts are reset' entry in the version notes. Not knowing how to address this concern made us fear upgrading SalesPad on our last attempt.

    Did not know what was needed to prevent causing grief for our users. Thanks for the explanation. It sounds like our users need to take screenshots of all their SalesPad windows to use as a restore reference.

     

    Not being to easily migrate, subtle and impactful, user settings such as 'selected documents only' checkboxes is definitely cause for concern.

    This particular element introduces the potential for wide-reaching unintended behavior.

    We'll plan to export/import the registry keys to help minimize these sort of issues.

  • Brad Smith commented
    February 15, 2018 16:22

    Additional findings: To successfully migrate a user, copy over all registry/app data before first-launch of SalesPad.