TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network

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TRIM Captura to TRIM Context Upgrade Notes - TRIM Context 6.1 Page 12 Converting User Data Overview User Data comprises end user computer configuration (personalized settings) and, most importantly, end user TopDrawer databases and documents. TOWER Software’s focus on end user data conversion is to ensure that what’s difficult to manage or recreate is done well and, wherever possible “automatically”. The more “cosmetic” of end user configuration detail is not converted. For example: • Search Preferences • View Pane Layouts • Recent Documents • Barcode Reader Setups. The most important and difficult to manage component of end-user data is that of TopDrawer (database and documents). A transparent and automatic conversion of each user’s TopDrawer to Offline Records database and documents occur when they first execute TRIM Context or TRIM Desktop and they attempt to access Offline Records. This is particularly valuable where staff may have been away during the main upgrade process and thus were unable to check in all their documents prior to the upgrade.
TRIM Captura to TRIM Context Upgrade Notes - TRIM Context 6.1 Page 13 TRIM Captura TopDrawer to TRIM Context Offline Records Conversion Facility TRIM Context 6 includes a silent conversion to convert an existing TRIM Captura 4.3 TopDrawer into Offline Records when the user accesses the Offline Records area for the first time. It does not provide a separate batch program for TRIM Captura 4.3 TopDrawer conversions like earlier versions of TRIM Context did. If you are planning a large TRIM Captura 4.3 to TRIM Context 6 upgrade, please discuss the TopDrawer conversion with the TOWER Software representative responsible for your organization. The conversion steps • The Captura 4.3 TopDrawer database file is copied to a backup trimdms.bak (in the same location as the old TopDrawer database file). • The Offline Records database is created as trimtd.mbd under C:\Documents and Settings\Userid\Application Data\TOWER Software\TRIM5\dbid. • A directory called Offline Records (dbid) is created in the My Documents directory to store the Offline Records documents. • The entries in the Captura 4.3 TopDrawer database with the same database identifier and all of the draft document entries are copied to the Offline Records database. • For each document, the document is copied to a new more meaningful name, in the new My Documents\Offline Records (dbid) location (Note that this data is copied, the originals remain in their old location) The conversion process is non destructive and thus may be re-run in the event of system or network failure during conversion by renaming trimdms.bak to trimdms.cfg. If there are multiple datasets, then the trimdms.cfg file will remain in place until all documents from all databases have been converted. Once all of the databases have been converted the TRIM 4.3 TopDrawer structure can be removed. ! Note (1): The Offline Records area will need to be accessed from each TRIM Context dataset for all of the users Captura 4.3 TopDrawer datasets to be upgraded to Offline Records. (2): If the users TRIM Captura TopDrawer contains draft documents from multiple TRIM Databases, then all the draft documents will be placed as drafts in the Offline Records folder of the first TopDrawer dataset converted. It will then be up to the user to move the draft documents to the correct Offline Records folder after all of the TopDrawer upgrades are complete.
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TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network

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