REPLICATION

Easy Replication - Directly from the file Server to your C:\drive:

1. Open TeamMate EWP and login to the
audit.
2. Click the
button on the
Standard toolbar.
3. Select the Discrete Replication option.
This setting allows selection of sections to
replicate. Full Replication replicates the
entire audit.
4. Click to check the sections to be included
in the replica. Selected sections must
show in right box; only items in the
Selections box will be replicated.
5. Click the
button to continue
to the next step.
6. Select the Local setting. The destination
defaults to your TeamMate\repl folder on
your C: drive.
7. Click Finish.
Merge Replica into Master file:
1. From the master audit, click the
Replication button on the top toolbar.
2. Select Merge Replica/Update.
3. Select the Merge directly option. The
source defaults to your TeamMate\repl
folder on your C: drive.
4. Review the merge information carefully,
and then click Next.
5. Verify that no one else is accessing the
Master you are merging to and then click
Finish.
6. Review conflicts, if any, and then click
Close.

Copyright 2009 CCH TeamMate

REPLICATION

TeamMate EWP Ready Reference

1. Log into the audit.

2. Place your memory stick in your
USB port.
3. Create a replica. In the
Destination Wizard, select the
create transport file option,
send to your removable drive.
Click Finish to complete the
process.
4. After you have created the
replica, close your master
project.
5. Place the stick with the replica in the new USB port.
6. Click on the Replica Icon in your TeamMate Explorer Toolbar. You may have to browse to your USB drive
in Windows. Install the Replica to your Replica tab.
7. Log into the replica and practice working in the file.
8. Create an update file and send it to your USB memory stick (removable drive). READ the WARNING
MESSAGE carefully.
9. Take the memory stick and plug into the old USB port.
10. Log back into the master project file. Merge the update file (you may have to browse to it).

SYNCHRONIZATION
Bi-directional synchronization (sync) eliminates need to create new replicas. Replica changes are uploaded and
merged while master changes are downloaded and merged.
Synchronization keeps the master and replica in sync and allows for the continuation of working without taking
another replica.
To sync a replica with a master:
1. Select the Sync icon on the edit bar.
2. Wait until the sync process completes, and then click OK.
NOTE: If sync is not available (you do not have a network connection), then creating an update file and
merging changes to the master will also work.
Creating an Update File
1. In the replica, click Replication from the Edit Toolbar.
2. Select Create Update File (.TMU).
3. Select the destination such as a drive, USB key or email recipient.
4. Ensure that the Continue Working with this Replica option is checked to continue working in the
replica
5. Ensure the update file is available for merging into the master
Merging an Update File
1. In the master, click the Replication icon on the toolbar.
2. Select Merge Replica.
3. Select the replica to be merged, if not in the default directory, browse to locate it
4. Review the merge information carefully, and then click Next.
5. Click Finish.

Copyright 2009 CCH TeamMate

REPLICATION

Replication for Groups - from Audit to USB or Email Transport USB connection (short steps)