How to use your Customization Log to make upgrades easy
Video: How to personalize
a master template
When to use your Customization Log
Whenever you personalize any Systems2win master template...
- First look at the list of what types of personalizations will and will not
be automatically found and transferred by the Personalization Upgrade Utility.
- If you make a change that will not be automatically found and transferred
by the Personalization Upgrade Utility...
then make an entry in your Customization Tracking System
to remind you of the few manual changes
that you will need to make to your new templates the next time you upgrade.
How to use your Systems2win Customization Tracking System
How to use the hidden CLog sheet
All version 8+ Excel templates (released in July 2011) have a CLog worksheet — to make upgrades easy.
This is a hidden worksheet, so you need to unhide it when you need it.
If your template is version 9 or higher (released February 2013)...
then your CLog sheet has the field Has this template been personalized?
If (and only if) you manually select the answer TRUE,
then the Personalization Upgrade Utility will search this template
to automatically transfer common personalizations.
Use this hidden CLog sheet to make short notes to yourself —
to remind you of any personalizations that you will need to manually recreate each time that you upgrade.
How will you remember which templates you personalized?
If you use the Personalization Upgrade Utility, then each time that you upgrade...
- Any entries in your CLog worksheet will be automatically transferred to your new template
- The Upgrade Log worksheet in your MultiUserChecklist.xlsx workbook
will remind you that there are manual updates that you need to make to that template.
- Simply make those changes to those templates
while your new portal is still in a temporary location — before overwriting your old portal —
following the Portal Setup Instructions for an Upgrade
If you own 4 seats or more, then the Personalization Upgrade Utility is free!
If you own fewer seats, then you can pay a little extra to have that utility automatically find and transfer your personalizations each time you upgrade.
If you own fewer than 4 seats, and won't be paying the extra money to have Systems2win run the Personalization Upgrade Utility to automatically find and transfer your personalizations...
then use your Systems2win Customization Log workbook (explained below)
to track which of your master templates have personalizations.
And then when you upgrade, look at your Systems2win Customization Log
to identify which templates were personalized,
and unhide the CLog sheet in each of those templates,
to see your notes to yourself for each template — as described in the section above.
How to use the Customization Log workbook
All versions (including older ones) come with a CustomizationLog.xlsx workbook.
Your CustomizationLog.xlsx template can be found
in the same way that you find any Systems2win template.
And then you need to save a copy of the CustomizationLog.xlsx template
as the starting point for your Systems2win Customization Log working document
which should be stored somewhere where your leaders can quickly
find and use it
whenever they make any change to any master Systems2win template.
Suggestion: Unless you have a better place —
we suggest keeping your Systems2win Customization Log in your S2winSync folder —
so that it can always be downloaded by any Systems2win user —
and can be overwritten only by the few leaders authorized to overwrite files in your master S2winPortal.
Let your users know where to find your Systems2win Customization Log
by editing your
Document Storage & Naming Conventions PDF —
in the same way that you let your users know where to find any other types of documents in your company.
Use your Customization Log template
(not just changes to your Systems2win templates)
Like every Systems2win template — your CustomizationLog.xlsx template
By creating several working documents from this one template,
If you use this template to track changes that you make to your
accounting or ERP software,
How to personalize your Systems2win templates
- How to personalize your Systems2win templates
- Instructions for how to upgrade your Systems2win Portal
- Tips for making it easy to upgrade from an old version to a new one
Return to Personalize page