Duo_Liang submitted December 19 2018

Prerequisite:
This tool is encapsulated as an Executive Jar, so you need to install the JRE/JDK environment in order to run the Jar.

Before you start:
To be able to completely copy your accounts, please make sure your account level settings are the same. You can contact our support team at [email protected] to have these settled.

Applicable scenarios:
If you want to copy the whole account:
1. copy whole account to another whole account
2. copy whole account to a sender
If you only want to copy one sender:
1. source and destination senders could be any of the account owner, manager or regular member.

Support Functions:
1. Support both credentials: API KEY and Username/Password;
2. Allow copy account within the same Instance, you can invite new emails and map them to senders in source account (if the new sender wasn't specified, all templates/layouts will be
created by new owner);
3. Easily check the account's Sender Limitation by clicking on the owner email;
4. Enable uploading original documents instead of downloading documents with watermark if source environment was sandbox. (you need to collect all original documents in one folder with
the same names as in templates);
5. Allow choosing partial templates/layouts to copy.

Please make a post on Developer Community (https://developer.esignlive.com/) if the tool doesn't work properly or you have any suggestions on this tool!

 

Update 1.5.2 - 2020/04/27 :

1. fixed a bug introduced by previous code change and caused that the layout copy function didn't work properly.

2. modified the option texts in process 3.

3. fixed duplicated slashes in the API URLs.

 

Update 1.5.1 - 2020/04/24 :

1. fixed a bug for on-prem environment that the endpoint URL wasn't concatenated properly

 

Update 1.5.0 - 2020/04/06 :

1. add the proxy capability, allow to manually choose proxy ip/port or use a proxy script, also allow proxy authentication

2. for on-premise users, allow to specify environment URL

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Comments

Reply to: Template & Layout Copy Tool - Java version

0 votes
Can't find the documents for Fresh Start Finance

Reply to: Template & Layout Copy Tool - Java version

0 votes
Hi Darlene, Did you encounter an issue running the tool? Could you describe more detailed information on "can't find the documents"? Duo

Reply to: Template & Layout Copy Tool - Java version

1 votes
Hi, when doing a copy of the layout from one sand box account (sandbox.e-signlive.ca) to another using this tool I get the error re: certificates. "sun.security.validator.validatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuildderException: unable to find valid certification path to requested target Could you please advise a solution to this?

Reply to: Template & Layout Copy Tool - Java version

1 votes
This error happens on "test Connection" - using both options : With API KEY or With Credentials

Reply to: Template & Layout Copy Tool - Java version

0 votes
Hi Klee, Does your local machine connected through a proxy? Can you change another network like using hotspot from mobile and try again? This issue should be caused because JVM was not specified with proxy configuration. Duo

Reply to: Template & Layout Copy Tool - Java version

0 votes
Thanks ! I used the tool on a different n/w as you suggested and it worked fine.

Reply to: Template & Layout Copy Tool - Java version

0 votes
Glad to hear that!

Reply to: Template & Layout Copy Tool - Java version

0 votes

Hi Duo,

Regarding this Copy tool, does it only copy the template and layout between the accounts? or it can copy all the account settings between accounts? and can they copy between different environment? for example, can I copy the accounts between DEV env and PTE env?

 

thanks,

Cindy

Reply to: Template & Layout Copy Tool - Java version

0 votes

When you use the tool to copy templates from a sandbox to production account, the SANDBOX watermark appeared to be on the documents. Is there anyway to remove this? Or do the layouts need to be saved to maintain the fields and the documents need to be deleted and uploaded to the template again?

Reply to: Template & Layout Copy Tool - Java version

0 votes

When you use the tool to copy templates from a sandbox to production account, the SANDBOX watermark appeared to be on the documents. Is there anyway to remove this? Or do the layouts need to be saved to maintain the fields and the documents need to be deleted and uploaded to the template again?

Reply to:

0 votes

Hi Serena,

 

For layout, watermark shouldn't be a concern, because for document itself, only the page size and the page number matters.

For template, I provided an option to let you choose a folder where you'd collect all the original documents inside with the original name as specified in the Template.

 

Duo

 

Reply to: Template & Layout Copy Tool - Java version

0 votes

Duo,

before copying the layout & template, we'd like to backup the source account setting first ( or just backup the existing layout and templates)  in case something goes wrong. so what do you suggest to backup the account setting?

 

thanks,

Cindy

Reply to:

0 votes

Hi Cindy,

 

Theoretically, the tool won't change anything in the source sender.

But if you want to back up all existing templates, you can (1)in sender UI (2)create a new template, chosen the template from each of the original template (3)give this backup a different name, so that you can distinguish them when you run the tool.

Similarly, for layouts, you can apply the layout to a same page size document, and re-save it as a new layout. Or directly re-save the layout from the original template/package. 

 

Duo

Reply to:

0 votes

basically you saying duplicate the templates/layouts, and copy the original ones when selected. actually, in our exercises, we normally copy all to the destination, otherwise, we need to let the admin know which ones need to copy (I guess in the tool, it lists the name of layout/templates to choose), right?

thanks,

Cindy

Reply to:

0 votes

Duo,

 

from copy tool, if I choose the source account as owner account, it will list all the layout/templates including the ones created by sender account.

and if I query list of template via API (/api/packages?type=TEMPLATE&from=1&to=100), it only target to individual account (either owner or sender based on API key). 

So is there API call which can get the full list same as what copy tool does? or in copy tool, it queries individual account and combine the result together?

 

thanks,

Cindy

 

Reply to:

0 votes

Hi Cindy,

 

Yes, in the copy tool, I first queried the API Keys of all senders, then pulled templates and layouts using each individual's API Key. If you want to do the same, you need to do the same:
(1)get sender's API Key:
GET /api/account/senders/{senderId}/apiKey

(2)get templates:
GET /api/packages?type=TEMPLATE&from=1&to=100

 

Duo

Reply to: Template & Layout Copy Tool - Java version

0 votes

Hi Duo,

we tried to use 'copy tool' copy 1 layout from sender account to 1 owner account. (this sender is under the owner). 

after copying, the Owner said he can't see this layout unless he clicked "show share", then he can see it. I use API call to queried the Owner account and found the layout is in the owner's account. so do you have an idea why the owner can't see it even it's already there?

 

thanks,

Cindy

 

Reply to:

0 votes

Duo,

no worry about the question i asked this morning, we tried it again and it works.

sorry for any inconvenience. 

By the way, I have a suggestion for improvement, every time when I finish one copy, i can't continue to the next, i have to close the tool and re-launch it again. if can go back to step 1 after finishing 1 copy will be much easy.

Cindy

 

Reply to:

0 votes

Duo,

nice to see the new function.

I am curious, when I put our on-prem environment with API key, it can validate the connection,  from the command prompt, it seems you all used API call, but if I need to connect to our on-prem env, I need certification/identity to connect. but it seems you don't need. I am just wondering is it secure?

thanks,

Cindy

Reply to:

0 votes

Duo,

nice to see the new function.

I am curious, when I put our on-prem environment with API key, it can validate the connection,  from the command prompt, it seems you all used API call, but if I need to connect to our on-prem env, I need certification/identity to connect. but it seems you don't need. I am just wondering is it secure?

thanks,

Cindy

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