The Export/Import utility creates a new database using
client, jobs, costs, and other data from an original
database. The utility exports every data file into text
files, which are then imported automatically into a
newly-created database. When a database is unrepairable,
this utility will recover your data.
The Export/Import utility recreates a Clients & Profits Classic, Clients
& Profits Pro, or Job Tracker database by exporting the data into
standard text files, then importing the text files into a new database.
It will also decrease the size of the data file if you have purged information.
The Export/Import process is time-consuming, therefore start the process
at a time when you can let it run without interruptions. Keep in mind,
if the process is interrupted for any reason you must restore a backup
copy and begin the process again.
The Export/Import utility will combine two database
segments into one if enough free space is available in the first segment.
| Version:
|
| C&P Pro 5.x, C&P Classic 5.x, Job
Tracker 5.x |
|
|
| C&P Pro 4.x, C&P
Classic 4.x, Job Tracker 4.x |
|
|
| C&P Pro 3.x, C&P
Classic 3.x, Job Tracker 3.x |
|
|
| C&P Pro 2.x, C&P
Classic 2.x, Job Tracker 2.x |
|
|
Important notes:
 The
Export/Import utility can not be used with Clients &
Profits SQL.
The
Export/Import 5.x utility is not for use with C&P X. Contact
the Clients & Profits
helpdesk for more information. For information on the C&P X Export/Import
Utility, click here.
The
process CANNOT be done while users are using Clients & Profits.
The
Export/Import 5.x utility is RAM-based, so does not require the extra
disk space as older versions of the utility. However, Mac users may
run out of RAM on multi-segment databases. For best results, use a Windows-based
PC to run the export/import.
The
Export/Import 4.x or earlier versions need a large amount of free space
on your hard drive. Don't start the utility unless you have 3x the size
of your database as free space. Example: for a 30 megabyte
database, your hard disk needs at least 90 megabytes
of available hard disk space.
Don't
run the Export/Import utility across the network. Use a
local hard disk (that is, one that is inside the computer
running the utility).
Make
a backup copy of the database first.
Let
the Export/Import utility run overnight--but make sure nothing will
interfere with the procedure (such as automated backups, screen savers,
Applescripts, etc.)
If
your database was damaged by a hard disk crash or other
technical problems, be sure to find and solve the
problems before recreating the database. If the problems
that caused the corruption isn't fixed, your database is
likely to crash in the future.
If
the Quick Check says the "data structure" of the database
needs repair, the Export/Import won't work until the data
file structure is repaired with Data Utilities (see
below).
To recreate a database using the
Export/Import utility:
1 Start the Clients & Profits Player.
2 Choose File > Open
Application.
3 Double-click on the
Export/Import utility.
DO NOT OPEN THE CLIENTS & PROFITS APPLICATION
AT THIS POINT. The Export/Import program is not a plug-in; it is
a stand-alone utility that can't be used together with the Clients &
Profits Pro or Clients & Profits Classic library file.
The Database menu appears at the top of
the screen.
4 If prompted, select your Clients & Profits
Classic, Clients & Profits Pro, or Job Tracker application.
The Export/Import window opens.
5 Choose whether to "recreate" a database
or "start" a new database.
Choose Database > Recreate Databases from the Database menu, or click
the Recreate Database button from the window, to make a complete duplicate
of your existing database. Choose Database > Start Database or click
the Start Database button to make a new database using just your existing
clients, tasks, G/L accounts, and other basic data.
6 Click the Copy Data From button and select
your existing database.
7 Click the To New Database button to name and save
your new Clients & Profits database.
8 Click Start.
The utility first counts the number of records in your
database. Before the data is exported, a preview report is compiled
showing the contents of your database. Print this report out, you'll
need this report later to compare the results before-and-after the export/import
process is finished. Your clients, jobs, costs, and accounting data
is now imported into a new database.
If
your database is very large and consists of two or more
"segments", the Export/Import utility will make create as
many segments as needed. The new database will be nearly
the same size as the original database, unless you have
purged records. In that case the database will be sized
according to the record size, + 10%.
When the data is completely imported, the Export/Import
utility print a summary report comparing the before-and-after results
of the import then will automatically quit.
9 The database now needs to be renamed and then
copied back to the server.
Be sure to delete the old database from the server before copying the
newly created database to the server and use a different name than the
original database to keep users from opening the wrong database. The
export/import process is now complete. Your new database is ready for
work.
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