Print this page
As an alternative to making individual changes to the indexing settings for a case, use the Clone Settings option to clone ALL of the default portal settings or ALL of the settings from a selected source case, and apply them to the target case.
System and portal administrators can clone settings.
For portal administrators, when organization security is enabled, the list of available items depends on membership in a provider or client organization. To understand how organizations are managed in Ringtail, see Organizations. For a summary of how organization security affects portal access for each Ringtail user category, see Portal security table.
Note: For indexing setting changes to take effect for a case, you must rebuild the indexes for that case.
Use the following procedure to clone indexing settings.
1.On the Portal Home page, under Portal Management, click Settings.
2.In the navigation pane, click Indexing: Clone Settings.
3.To override indexing settings, select one or more Target cases. The cloned settings are applied to the target cases.
5.Select a Source case. This is the case whose indexing settings you want to clone. All of the valid cases in the portal appear on the list.