For background knowledge, please refer to: What are sessions and projects in Aid4Mail?
When you create a new session in Aid4Mail, it can either be:
- Blank, with empty source or target fields and default values in the remaining fields.
- A duplicate of an existing session (except for the session name which is always unique).
Managing sessions is usually easier when the session list is open. It can be toggled open/closed by selecting View > Show/Hide session list in the main menu, or by selecting the Show/Hide session list button at the bottom of Aid4Mail's window.
Create a blank session
Follow the steps below to create a new session with empty source and target fields and default values in the remaining fields:
- In the main menu, select Session > Add. Alternatively you can select the Add button in the vertical button bar on the left side of Aid4Mail's window. A new blank session will appear in the session list.
- Change the Session name in the new session to something more descriptive than the default name. This step is optional but recommended.
Create a duplicate session
Duplicating an existing session can be useful if you want most of the same settings in the new session. Typically, in such cases, you would only need to change the source and target account details.
Follow the steps below to create a new session that duplicates an existing session (except for the session name):
- In the session list, select the session you want to duplicate.
- In the main menu, select Session > Duplicate. Alternatively you can select the Duplicate button in the vertical button bar on the left side of Aid4Mail's window. A new duplicate session will appear in the session list.
- The Session name is always unique and so is the only field that is not duplicated in the new session. However, we recommend you change it from its default value to something more descriptive.
- Change any settings in the new duplicate session, as necessary (typically this will be the source and target account details).
Note that it's possible to create multiple duplicate sessions at the same time by using wildcards in the file locations and session name. The sessions created will be identical except for the fields with the wildcards (and the session name which is always unique). This is a useful and time-saving technique to set up hundreds (or more) similar sessions for large-scale conversions and migrations. For further details, please refer to the Duplicating sessions topic in the Aid4Mail User Guide.