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  • 🟦v2.0
    • 👋Introduction
    • Front Office
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        • Uncommoditized Rendering types
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              • RFP Assistant
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        • Mediation management dashboard (Mediation feature)
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    • SuperAdmin
      • Accessing the Backoffice
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        • Service templates (Flat-Rate rendering type)
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    • Core Concepts
      • Time-Based rendering type
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        • Stock Feature
      • Request for proposal bundle (RFP)
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      • Calendar Sync feature
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      • Typesense feature
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        • Stripe bundle (PSP) - Business rules
          • Dashboard Stripe - Subscription Feature
        • Mangopay bundle (PSP) - Business rules
          • Dashboard Mangopay - Subscription Feature
          • Bank Wire Transfer Payment (Banking Alias) / RFP rendering type (Request for Proposal)
      • Search Engine Optimization (SEO)
      • Maildev
      • Audit
      • General Data Protection Regulation (GDPR)
      • Google Tools
      • Users Onboarding
    • Glossary
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© Second SAS

On this page
  • Definition
  • Create preset
  • Read the “preset” section of the SBO
  • Export
  • Import
  • Reset
  • Update preset
  • Export
  • Import
  • Reset
  • Delete preset
  • Related resources

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  1. v2.0
  2. SuperAdmin
  3. Configurations

Preset

Exporting and importing platform settings

PreviousConfigurationsNextWebhook

Last updated 11 months ago

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Path: SBO > Others > Preset

Definition

Export and import all of the platform settings. Reset the platform settings:

  • Bundles

  • Configuration

  • Databases

  • Reload fixtures

WHO CAN USE THIS FEATURE?

Logged super-administrators

Create preset

Presets cannot be created.

Read the “preset” section of the SBO

Export

The “Export preset” (figure 1) feature, has the super-administrator download the configuration and the bundles used on the platform, from the SBO.

Import

Import (figure 2) predefined platform’s bundles and configuration (example: Session mode / Service mode with such and such configurations).

A configuration can be imported from a computer through a .YML extension file.

Switch mode

The switch-mode part will allow the super administrator to enable the platform mode of his choice, by selecting a mode in the list and clicking the “Switch button”.

It uses commonly use to enable bundle: Bundles configuration

Reset

The “Reset” feature (figure 4) returns to default all values of bundles, configurations, and fixtures depending on what is selected.

Each of these parts could be reset:

  • Bundles

  • Configurations

  • Databases (Fixtures)

  • Reload fixtures

Update preset

Export

To export settings, please select the needed options with the radio buttons (figure 5).

  • Bundles: will export the enabled bundles' configuration

  • Configurations: export all the configurations list and their value.

To finalize it, click “export” (figure 6)

The export is a .YML extension file

Import

To import a configuration to a platform, click “Browse” (figure 7) and choose the .YML file.

Then click “import”.

The platform will then have the configuration saved with the file.

Reset

The platform settings can be reset based on a default configuration.

  • Select the items with the radio button (figure 8), according to the setting to reset

  • Click “Reset” (figure 9).

Be careful, this will erase all the settings, configuration, and database.

Delete preset

Presets cannot be deleted.

Related resources

SBO:

  • Bundles configuration

  • Bundles

  • Parameters

🟦
Configurations
Definition
Create preset
Read the “preset” section of the SBO
Export
Import
Reset
Update preset
Export
Import
Reset
Delete preset
Related resources
Figure 1
Figure 2
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FIgure 4
Figure 5
FIgure 6
Figure 7
Figure 7
FIgure 8
FIgure 9