Backing Up a Report Template (MS Word)
To create a backup copy for use in another environment, you need to extract the report template (MS Word) together with the queries and descriptors it uses.
To extract a report template (MS Word):
1. In the navigator, right-click the report template and select Properties.
For example: "Org-Units of a Project" (MS Word)
2. Select the Documented object tab.
3. Make sure that the documented Object type appears.
Example: “Project”
The Refresh button updates the links between the report template (MS Word) and its components (queries and descriptors).
If queries or descriptors have been modified or renamed, we recommend that you click the Refresh button before extraction. When in doubt, always click this button before extraction.4. If necessary, specify the Category to which the object type is attached (a category is a set of objects of the same type).
A category is a group of objects of the same type. For example, “Organizational Chart” is a category of the “Diagram” type. A type may have several categories.5. Right-click the report template (MS Word) and select Manage > Export.
The Export Hopex objects dialog box opens.
6. Click Export.