Knowledge Base

Migrating PowerTools™ to a new Encompass® environment is generally simple, but missing a few key steps can lead to problems. This guide explains the process clearly so the migration proceeds smoothly.

To avoid issues, the following items from the source environment should not be moved to the destination environment:

• LTKToolShedSettings.xml (Custom Data Object)
  
• Any .dll plugin files
  
• Any custom input forms
  

• Source Environment: The current Encompass® environment where PowerTools™ is installed.
  
• Destination Environment: The new Encompass® environment where PowerTools™ is not yet installed.
  

In the Source Environment:

1. Log in to Encompass® using Super Admin credentials.
   
2. Open Input Form Manager.
   
3. Navigate to Tools > Package Export Wizard.
   
4. In all of the following sections, no checkboxes should be selected:
   
• Form Selection
  
• Assembly Selection
  
• Custom Fields Selection
  
• Plugin Selection
  
5. In the Custom Data Object Selection screen:
   
• Select all Custom Data Objects related to Lender Toolkit
  
• Do not select LTKToolShedSettings.xml
  
6. Click Next, then Export.
   
7. Save the generated .empkg file in an easily accessible location.
   
8. Download the official PowerTools™ package from:
   
   https://www.lendertoolkit.com/powertools.empkg
   
   Save it in the same location as the file from step 7.
   

In the Destination Environment:

1. Log in to Encompass® using Super Admin credentials.
   
2. Open Input Form Manager.
   
3. Navigate to Tools > Package Import Wizard.
   
4. Import the package exported from the source environment (step 7).
   
• Confirm that only CDOs are being imported
  
• Ensure LTKToolShedSettings.xml is not included
  
5. Repeat the import process and select the PowerTools™ file downloaded from Lender Toolkit (step 8).
   
• Confirm that the items are associated with PowerTools™ and Lender Toolkit
  
• If prompted to edit custom forms, choose No
  

Final Setup in Encompass®

1. Open the Encompass® Smart Client.
   
2. Navigate to Encompass® > LTK PowerTools™…
   
3. When the registration form appears, complete it using company information.
   
• The email address must exactly match the email used in the source environment
  
• If unsure, contact support@lendertoolkit.com
  
4. Click OK to finalize registration.
   
• If the email matches, the correct PowerTools™ tier will display
  
• If it does not, support assistance will be required
  

Completion

• Open PowerTools™ and select Settings
  
• Enable desired tools
  
• If CDOs were imported from the source environment, custom settings will carry over
  
• Restart Encompass® to ensure all plugins load properly
  

Once these steps are completed, verify that PowerTools™ is functioning as expected. If any issues arise, Lender Toolkit’s support team is available at support@lendertoolkit.com.