Install Procedure - Continue private database next year

TYLER MONROE Updated by TYLER MONROE

Install Procedure - Continue private database

Some Payroll System users require that their own company not be in the general database visible to their own employees. Our recommended solution is to set up a private database on the computer of the person who does need access to that information. It is simple for that person to switch attention between the general database on the server and the private database on the particular workstation.

NOTE: The procedure Add private database describes the implementation for the first year of the private database. This procedure describes the installation procedure for following years.

INSTALL THE PROGRAM FOR THE NEW YEAR

Implementation of the Payroll System for the new year includes installation on the workstation for the private user. This could be by WSSETUP or by this being the workstation used for installation to the server.

ADD PRIVATE DATABASE

Bring up the new Payroll System selecting the private user name. In the program select Configuration. Navigate the database pointer to the C: drive - to CFSLIB - to the program folder (like PR2018). Then click the Create Folder button and type in the name for the database folder, usually of the form “PR2018DB.” Click “Save Settings”. Reply YES to create the database file. Close configuration.

This creates the new (empty) database for the new year. Go up to Utilities and select Import previous year Clients/Payees etc. Having selected the private user, the “from” should point to last year’s private database on the C: drive. You should only have to click Next and Select All and Finish to import the single client from last year’s database into this year’s database.

CLEAN UP LOOSE ENDS

Many people have the program configured to make a backup of the database when closing the program. If you have created a different user for a private database, you will want to also establish the private backup database for that user. Go up to Utilities and use Backup Selected Clients to create a backup folder on the C: drive (C:\CFSLIB\PR2018\BACKUP) or wherever. When the backup is complete respond YES to the question about the location.

How did we do?

Install Procedure - Add private database

Manually Importing Client Data From The Previous Year

Contact