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Hotel Software Documentation

Synchronization - Example

Intro

Suppose you have created a database for contacts registration and installed it on your partners' computers. Let's call the database at the partners' partner.bbd and yours main.bbd

Part 1. Updating \ adding forms, reports, etc.

After some period of time the created database does not meet your partner's needs any more, so they have asked to add several additional fields to it (for example "web-page" and "photo" fields). You have added the mentioned fields to your database, checked its functionality and now you need to update your partners' databases, preserving the information they had already entered in the database. In other words you have your database (main.bbd) with updated forms and partners' database (partner.bbd) with an old contact form.

Updating procedure will be as following:
1. Run the software
2. Open the database you need to correct forms at - partner.bbd
3. In the menu choose File->Import/Export->Synchronize with another DB
4. In the window opened choose the database with the updated forms - main.bbd
5. A window will pop up, offering you to create a backup copy. Click Ok and create the backup in case of synchronization errors.
6. After that, synchronization buttons will be available:
   
   
7. You need to update the form. To do that, click on the Forms… button and choose the form you need to update. The software shall warn you, that the form already exists in the database, and will offer to either update it or import the form as a new one. Choose the Update option:
   
   
8. The software will give you a warning with the list of every field to be updated, added or deleted:
   
   
9. Click Yes.
10. The form is updated. If you need to update or import other database elements which store no data (i.e. are not records), use corresponding buttons (Timers, Custom Export etc.) and repeat steps 6-9. If you need to update all reports and queries, click on the Other… button and choose an appropriate menu item.
11. Click on the Finish button to get back to work with the database.

Part 2. Adding records from another database

You have decided to look through all the contacts your partners created in their databases, as well as through your own records. For your own convenience, you will have to combine all databases into one. The easiest way to do it is to import the information from partners' databases (partner.bbd) into yours (main.bbd):

1. Run the software
2. Open the database you wish to add records to: main.bbd
3. In the menu choose File->Import/Export->Synchronize with another DB
4. In the window opened choose the database with imported records - partner.bbd
5. A window will pop up, offering you to create a backup copy. Click Ok and create the backup in case of synchronization errors.
6. After that, synchronization buttons will be available:
   
   
7. You need to import the records. To do that, click on the Records… button and choose the folder, records from which you wish to import. If entry form in the opened database is different from the imported database, the software will no be able to import the records and you will see the following message:
   
   
   To bring the forms to identical state, please use the instruction described in Part 1.
8. If everything is all right, in the folder tree you shall see a new folder, which will store all the imported records:
   
   
9. If the records you need to import, are stored in different folders, repeat steps 7-8 for every folder you wish to import those records from.
10. If the records you are importing are connected with each other by relational fields, all the bonds will be restored once you will be done with importing and click on the Finish button. Note: in order to keep relational bonds, you will have to import all the connected records at once. If you click the Finish button during the process of adding the bounded records and then reopen the same database to continue importing the records, the bonds will not be saved.
11. Click on the Finish button to get back to work with the database.

See Also:

Synchronization - General Information

Importing from 3rd part DB

Custom Export Editor

Custom Import (Parsing)

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