Related Information Examples & Tutorials
Tired of the costs and headaches of managing your workstations, servers and backups? The Collect! Cloud Solution takes care of that, and you can work from anywhere in the world at any time!
“ Hosted Collect! has saved us time, money, and worry on IT. We no longer have to concern ourselves with keeping a server up and running, replacing aging hardware, managing database backups and facilitating remote access for management/offsite employees. Maintaining a stable internet connection is all that is needed to keep our agents connected and productive. ” John Y.

Creating A New Database

You can create additional databases for your own particular needs. For instance, you may have different types of accounts that you work as separate business departments, you may need to split a large database, or you may want a test environment for import routines.

This option is only available with a CV11Corporate license.

In CV11, a database is a "registered device." This means that the CV11 Server must know all the parts of the system before it opens them for use. We will use this document to show you how to create a new database device. This is a very simple process.

There are three ways to create a new database:

Upgrade Database

tip.gif This procedure has creates a fully functional database that may be used immediately. However, there are few basic requirements for preparing any database for upgrading into Version 11.

  • Your database must be a version 8.2.16 or newer, or a 10.2.16 or newer.
  • You must have a User with ID: 99, Password: 99 and User Level 99 in the database you intend to upgrade.
  • Make sure every Operator in your database has a Password.

Prepare for your upgrade by exporting your database as outlined in the Exporting document for your version of Collect!. There are instructions for

- Exporting Your CV11 Database
- Exporting Your CV10 Database
- Exporting Your CV8 Database
- Exporting Selected Clients and Records

This will generate an export folder containing all your data. You must be able to access this folder freely.

Although this procedure does not alter the export folder, it is advisable that you have backed it up and saved it to a secure location, as a precaution.

Top of page.

Procedure

1. Sign into Collect! and stop at the Welcome To Collect! screen.

2. Make sure that EXCLUSIVE is selected for the Database Access option.

3. Select File from the top menu bar and then select Upgrade Database from the drop-down choices.

4. When the Upgrade Database form is displayed, press the SELECT button next to the Upgrade Database Into field. The list of available database devices will be displayed. Select the NEW button at the bottom of this list and enter a name for your new database.

The NEW button is visible only with a CV11Corporate license.

5. Select the OK button and Collect! will create the new database device. This may take a few moments and then the name of your new database will be displayed in the Upgrade Into Database field

6. When Collect! returns you to the Upgrade Database form, select the BROWSE button to find the database that you want to upgrade. If you prepared your database correctly, you will see an export folder. Double-click the export folder. You will see several folders and a file named datcolle.imp or collect.imp or collect.exp or collect.dbt. Select the datcolle.imp or collect.imp or collect.dbt or collect.exp file.

7. Prepare the other upgrade settings on this form as needed. Please press F1 for help if you are unsure of any of the settings.

tip.gif If you are upgrading from an earlier CV11, do not select "Auto- update client addresses." This is mainly for upgrading from CV8/10 and may inadvertently double up the client address fields in your reports. If you need to update the client addresses, you can use the Update Client Addresses utility after the upgrade.

8. When you are ready, select the START THE UPGRADE button. Collect! will proceed to upgrade your database. The time this takes depends on the size of the database and the speed of your CPU.

9. When the upgrade is finished, you may sign into your new database immediately.

Top of page.

Copy Database

tip.gif This procedure creates a fully functional database that may be used immediately. However, you should use only the exact same version of CV11 to ensure proper results. If the version or build is different, the upgrading method is recommended.

1. Sign into Collect! and stop at the Welcome To Collect! screen.

2. Select the SELECT DATABASE button to display the list of available registered databases that you can open.

3. Select the NEW button at the bottom of the device list to create a new empty database. Collect! will create the new device and display the name you chose in the Database To Open field.

tip.gif This is a completely empty database! There are several ways that you may choose to populate it. We are discussing copying a fully functional database into it.

4. Sign out of Collect! and shut down the CV11 Server.

5. Copy and paste the MASTERDB folder in your CV11 folder. This will give you an exact copy of your Masterdb database.

6. Open this folder and select all the files and subfolders. Then paste them into the newly created database folder.

7. You can now sign back into Collect! and open the newly created database. At this point it is an exact copy of your Masterdb database.

Top of page.

Create Empty Database

This procedure creates a fully functional EMPTY database. A default set of user levels and operators is provided, as well as a complete list of printable fields and import field definitions. However, there are no clients, debtors, transaction types, import maps, reports, contact plans or status codes.

1. Sign into Collect! in EXCLUSIVE mode as User ID 99 with Password 99 and stop at the Welcome To Collect! screen.

2. Select the SELECT DATABASE button to display the list of available registered databases that you can open.

3. Select the NEW button at the bottom of the device list to create a new empty database. Collect! will create the new device and display the name you chose in the Database To Open field.

4. Select the START button and Collect! will rebuild your access rights, printable field and import field definition lists.

Top of page.

Troubleshooting Create New Database

When creating a new database, Collect! uses ODBC functionality to clone the structure of an existing database. If you receive an error when trying to create your new database, install the ODBC drivers that ship with Collect!.


Collect! cannot find the ODBC drivers


Collect! cannot create the database device

Installing ODBC Drivers

From the command line, navigate to your CV11\bin folder and run instodbc with the following arguments,

instodbc -a {dll path} RDS

{dll path} refers to the \bin folder where the driver *.dlls are located and RDS is the name of the data source you are creating.

Example:

c:\CV11\bin>instodbc -a c:\CV11\bin RDS


Creating a new data source

This will create a data source called RDS and will write the location c:\CV11\bin to the Windows Registry as the location where the ODBC driver and set up *.dlls are located, (codrv32.dll and cocfgf32.dll).


RDS data source created successfully

You should now be able to create a new database with no problems.

Top of page.

Summary

This topic outlined three ways of creating a new database in CV11, upgrading, copying and creating an empty database. There are many uses for additional databases. Testing and running multiple businesses are two examples.

Top of page.

See Also

- Additional Database Topics

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org

Collection Advisor Veracode Verified RMA ACA Member