Our Transfer File ((TRFC file) allow the import and export of data to our database file (CUST file) allowing for duplicate checking of PID and SID data (unique key). Should duplicates occur in the import process the contact record will be created with a numeric integer in the last few characters of the SID field. This ensures the integrity of the data being in the database. After an import, you than have the option to filter on and review all contact records with numeric values in the last few characters of the SID field.
Exports use a filter to copy contact record data to the Transfer File. From the Transfer File using whatever method you choose you may export the data to another application or to a file as desired. The standard database library name is AW4L. This library name and the Transfer File name of TFRC are what will be needed by the "other" application to import the data exported from ActionWare.
You must be authorized to the Transfer File by your System Administrator. Use of this feature maybe setup either globally or individually. If global, only one user at a time may use the Transfer File. If setup individually, than there would be no conflict for more than one user to be importing or exporting contact records at the same time.
To access the Transfer File:
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Key: |
What happens: |
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O |
Other Options |
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T |
Opens the Transfer Menu which allows you to import or export data to or from ActionWare |
The screen looks like this:
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Transfer Menu |
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Select one of the following: |
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I |
Import data from the transfer files to the database |
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E |
Export data in current filter to the transfer file |
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C |
Clear all records from both transfer files |
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Z |
Sort records in the Contact transfer file into Zip order |
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A |
Fast unformatted display of Contact transfer file TFRC |
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B |
Fast unformatted display of Notepad transfer file TFRN |
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D |
Formatted display of Contact transfer file TFRC |
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N |
Formatted display of Notepad transfer file TFRN |
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Selection: __ |
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F3=exit F12=cancel |
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To import data:
These instructions do not presume to know what method is being used to move the data to the Transfer File from an external application. These instructions will guide you in moving the data to the database from the Transfer File (Only the steps to import the data from the Transfer File to the database (CUST file). Discuss these details with your System Administrator.
Once the data has been moved to library AW4L in the TFRC file:
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Transfer Menu |
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I |
Import data from the transfer files to the database |
Key I in the Selection prompt at the bottom of the screen.
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TRANSFER |
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Enter Confirmation Code ____ |
Confirmation Code: This code is a combination of the current day and hour entered in DDHH format. It is derived from the date and time displayed in the upper righthand corner of the Transfer Menu screen.
If the date was 09/12/XX and the time was 09:33 than the confirmation code would be 1209 This example of the confirmation code is composed of 12, which is the day of the month (DD), and 09 which is the hour (HH) of the time.
Once the import of contact records is complete a display of the number of records imported appears on the Transfer Menu in the lower lefthand corner:
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Record count: 9999 Press Enter to continue |
To export data:
These instructions do not presume to know what method is being used to move the data from the Transfer File to an external application. These instructions will guide you in moving filtered data from the database to the Transfer File (Only the steps to export the data from the database (CUST file) to the Transfer File by your chosen method. Discuss these details with your System Administrator.
Once your filter is active:
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Transfer Menu |
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E |
Export data in current filter to the transfer file |
Key I in the Selection prompt at the bottom of the screen.
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TRANSFER |
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Enter Confirmation Code ____ |
Confirmation Code: This code is a combination of the current day and hour entered in DDHH format. It is derived from the date and time displayed in the upper righthand corner of the Transfer Menu screen.
If the date was 09/12/XX and the time was 09:33 than the confirmation code would be 1209 This example of the confirmation code is composed of 12, which is the day of the month (DD), and 09 which is the hour (HH) of the time.
Once the export of contact records is complete a display of the number of records imported appears on the Transfer Menu in the lower lefthand corner:
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Record count: 9999 Press Enter to continue |