Multi-Configuration Bulk Editing (Managing Multiple Settings-IDs)

What is Multi-Configuration Bulk Editing?

Managing multiple similar configurations can be made more convenient by applying changes to a specific configuration to multiple additional ones. The CMP Admin Interface offers a simple multi-configuration management operation, which allows you to easily copy selected features from a source configuration to multiple target configurations.

Where to find the Multi-Configuration Bulk Editing feature

The feature can be activated by your CSM or by contacting our Service Desk (only available for Premium customers). When the feature is enabled it'll be available on the Configuration level of the Admin Interface under Account Settings ^{(admin.usercentrics.eu rather than account.usercentrics.eu)}.
On the Administrator tab, in the Bulk Editing section you'll find the Transfer Settings button. Pressing it will initiate a flow that will guide you through the necessary steps.

The "copy settings" flow

Step 1: Select the features to apply in bulk

Select the settings in the current Configuration which should also be applied additional Configurations.

In the treeview you can select individual features like Data Controller, or entire collections of features like Appearance.

With all the features selected that must be applied in bulk, you can proceed to the next step by clicking the Next button.

   

Step 2: Select target Configurations

Select the Configurations to which the features that were selected in the previous step must be applied to.

Only Configurations to which you have WRITE access will be visible.

You may select any number of target Configurations.

With all the Configurations selected, you can proceed to the next step by clicking the Next button.

 

Step 3: Validation

The validation step allows you to check if any of your selections may cause any issues. The result of the validation is displayed on screen and can additionally be downloaded as CSV-file.

The validation may fail for some target Configurations and succeed for others.
Should this be the case you may choose to save the validation results, proceed with the successfully validated Configurations. You can then at a later time resolve the issues which prevented the settings from the source Configuration from being applied to the remaining Configurations.

Click the Apply Changes button to finalize the process.

Confirmation

When the changes are successfully applied you will receive a confirmation with a summary of the Configurations to which the settings were applied.

You can dismiss the confirmation using the Got it button.

   

Good to know

• Changes can be made at any time and to a virtually unlimited number of configurations.

• Bulk editing can also be applied to TCF settings.

• Categories are not identified by a name or label, but rather by a so-called “category slug”, which is an internal identifier.
  Therefore, be mindful of the fact that categories with the same name may have disparate identifiers. When copying categories, the categories in the target settings will match both the name and  the internal identifier.

• Category slugs are not exposed in the Admin Interface. However, they can be viewed when executing this line of code in the browser's developer tools console, on a page where the CMP is loaded:
  UC_UI.getServices().forEach(s=>console.log([s.id,s.name,s.categorySlug]));