Transfer Systems or SFAs for an Account

PAS includes a function for keygivers to copy the account information and the system and SFA authorizations for a selected account from the production or QA data platform to the QA and/or development  data platform. The data source is the platform you're working in, production or QA. Transferring to QA and/or Development grants users access to systems and SFAs for pre-production testing.

• In order to transfer authorizations down to an alternate platform (QA or Development), both the selected account and the keygiver's account must be present on the alternate platform. If either account is missing or inactive then the transfer to that platform will not be allowed.
• If a keygiver and/or user account is missing from only one of the alternate platforms, the keygiver is notified. The alternate platform cannot be selected, but the other is available.
• If a keygiver and/or user account is missing from both alternate platforms, the keygiver is notified. The transfer process will not run.
• To correct a problem with missing account(s), see Transferring an account from production. If the user account was missing, the full account transfer copies the system and SFA authorizations. If the missing account was the keygiver's, after the full account transfer the keygiver must complete the system and SFA transfers using the process described here.

• To transfer authorizations for a selected account:

1. Select the account.
2. Click the Tools menu, then hold the mouse pointer over the Keygiver option.
3. Click the option to select the data: Transfer Systems for Account or Transfer SFAs for Account.
4. Click to check the platform(s) to transfer to: QA Platform and/or Development Platform. (If you are using PAS on the QA platform, only the Development option is available; both are available from Production.)
5. The left pane displays the systems for which you have keygiver privileges and the account has authorization in the current platform.

• To display the user's authorizations for a system/SFA, click its . To hide the information, click .
• To display all of the user's authorizations for all of the systems/SFAs, click the Expand All link at the top right of the left pane. Click Collapse All to hide all the sub-entries.

6. To select system or SFA for transfer:

• Double-click the system or SFA in the left pane.
• Right-click the system or SFA in the left pane, and then click the Add option in the popup menu.
• Click to select the system or SFA from the left pane and drag it to the right pane.
• Click to select the system or SFA in the left pane, and then click the Add=> button.
• Click to select the system or SFA in the left pane; next, click the Actions menu, and then click the Add option.

7. System/SFA selections are listed in the right pane. To remove:

• Double-click the system or SFA in the right pane.
• Right-click the system or SFA in the right pane, and then click the Remove option in the popup menu.
• Click to select the system or SFA in the right pane, and then click the <=Remove button.
• Click to select the system or SFA in the right pane; next, click the Actions menu, and then click the Remove option.

8. Review the selections in the right pane.

• To display the user's authorizations for a system/SFA, click its . To hide the information, click .
• To display all of the user's authorizations for all of the systems/SFAs, click the Expand All link at the top right of the left pane. Click Collapse All to hide all the sub-entries.
• To clear the right pane, click the Reset button.

9. Click the Transfer button.
10. When prompted, review the data. To correct, click the Cancel button. To continue, click the Confirm button.
11. When prompted, authenticate your authorization by typing your User Name and Password, and then clicking the OK button.