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Every new case in Summation is created with default forms and tables in the Core Database. The default templates are stored in the application directory and can be customized. If you want to create new cases with a customized database structure.
Note: Once the default database template is altered, all new cases will be created with the custom tables and forms. We recommend you keep a backup of the original default template provided with the Summation system.
- Browse to the Summation application directory in Windows Explorer.
- Locate the following files: STDDB.FRM, STDDB.SE1, STDDB.SE2 and STDDB.SE3, and rename them by adding "OLD_" at the beginning of the filename.
This step will create a backup (or copy) of the original default Summation database templates, in case you decide you want to use them again at a later date.
- Create a new case and name it "Custom Database" (or give it a name that you will easily remember).
- Customize the database structure (tables and forms) using the Form Editor (see the Adding Fields to a Form tutorial on our website and the Online Help System in the Summation system).
When you are satisfied with the changes you have made to the tables and forms (or with the tables and forms you created), you can clone the current database to the application directory.
- Select the "Clone database" option, from the "Options --> Utilities" menu.
The "Database to clone FROM" field defaults to the Core Database in the current case (in our case "Custom Database").
- Click on the second "Browse" button to browse to the location of the "Database to clone TO".
- Browse to the Summation application directory and type "STDDB" in the "Database Name" field in "Choose A Database" dialog.
- Click "OK".
- Click "OK" in the "Clone Database" dialog, to proceed with the cloning process.
- Create a new case and check that your custom forms are included in the Core Database structure.
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