How do I copy locations and tours for a new site?

From Timegate Web 21.4, if you are creating locations and tours for a new site, rather than manually starting from scratch, you can copy both location and tour information that you have previously configured for another site. If you have already defined location information for a site, you have the option to copy new locations from another site. If you are creating similar configurations across multiple sites, this approach will dramatically reduce set up and configuration time, ensuring that new sites can go live much faster than previously.

Note: The ability to manually create locations and tours site-by-site remains. See How do I create and assign Locations to a site? and How do I set up a tour for a site using my locations? for further information.

If a site has not had locations set up on it before, the interface works in one way. If a site has locations set up, it works a different way. Both ways are detailed below

Copying site and tour details when location details have not been previously configured

When setting up Locations on a site where none have been previously set up, the user is presented with the option to copy location content (and subsequently tour content) from another site or to create the location information manually. If they wish to copy the information from another site they are then prompted to choose which site from a site list and additionally whether they wish to copy the tour information, otherwise, they are prompted to set up the site manually, in the same way, that they have done historically.

To set up Locations for a Site using the new copy location and tours method:

Select Set Up | Sites | Locations for your site of choice. The following screen is displayed:
Select Copy locations from existing site. The following is displayed:
Select the Site to copy Locations from. The Location Tree and Tours will be displayed:
Select Copy Locations to only copy locations. Alternatively, choose the Tours that you wish to copy as well, then select Copy Locations, Tours & Audits to copy
A copy confirmation message is then displayed. Depending on your choice it will be titled either Copy Locations, or as shown in this example when also copying tours, Copy Locations, Tours & Audits
Select Copy Locations or Copy Locations, Tours & Audits (depending on what you’re copying). The following Copy Complete confirmation is displayed:
Select Close

If you selected Copy Locations, the new Locations are now displayed in the Set Up | Sites | Locations tab under the heading Location Tree.
If you selected Copy Locations, Tours & Audits, the new Locations are now displayed in the Set Up | Sites | Locations tab under the heading Location Tree. Additionally, the copied Tours are displayed in the Set Up | Sites | Services tab under the Tours heading

Copying location details between sites when already configured using the previous method

If a site already has locations set up they will not have the option to copy site locations from another site. Instead, they are presented with Cut, Copy and Paste buttons on the Set Up | Sites | Locations tab menu. The options are also found in the right-hand mouse button menu when selecting a location. These can be used to cut/copy locations from one site to another. To do this:

Select Set Up | Sites | Locations for the site you wish to copy information from:
Select the location you wish to cut/copy:
Select either Cut or Copy from the menu (or using the right-click menu). This will cut/copy the location of choice to the clipboard:
Open the site that you wish to paste the information into
When loaded, select Paste. The following is displayed
Select OK to continue
The location will now be pasted into the site

Copying tour details between sites when already configured using the previous method

If a site already has locations and tours set up, they will not be able to copy tours in the manner outlined above. Instead, a tour can be copied from within a tour itself:

Select Set Up | Sites | Services for the site you wish to copy the tour from
Locate and select the tour that you wish to copy:
Select Copy from the menu:
The following screen is presented:
Select OK to continue
The duplicate tour will now be created with a suffix of "- Copy":
Select Save to save the copy
Select Back to return to the Services page