Managing an instance

crossTerm instances can be created in the crossTerm settings.

  1. Proceed as follows:
  2. Go to the settings via Tools > Settings in the crossTerm Manager, and click Manage.

    A dialog window lists all existing instances.

  3. Select one of the actions for managing instances:
    • You can edit existing instances via Edit.
    • You can delete a selected crossTerm instance including all entries it contains via Delete.
    • You can remove all entries of the selected instance though without deleting the actual instance and the respective attributes and attribute values via Remove All Entries.

    When using crossGrid and/or crossWAN, the deletion of entries by means of the two functions mentioned above will not be transmitted to the respective Trusted Server or offline user.

  4. To create an instance, click Add.
  5. Enter a name and a description for the instance.
  6. If necessary, select an icon for the new instance (supported formats: *.ico, *.png, *.jpg, *.bmp, or *.gif; recommended size: 16x16 pixels).
  7. To create a new instance with the same structure as an existing instance, select the instance to be copied under Base instance.
    • Which contents are adopted from the base instance?
    • Entry and term settings
    • Entry and term templates
    • Tooltip settings
    • What is not adopted?
    • Entries and terms
    • Instance-specific rights. The rights determined in the group properties for new instances apply.
  8. Click OK.

    The new instance has been created.

  9. Fill the instance with the requested data categories.

    You can recognize the crossTerm instance already created during installation from its light blue background.