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Data locations

Adding data locations

FileCabinet CS enables you to create multiple data locations to help organize your data. These data locations can use either the default standard file format, or a Microsoft SQL server for the storage format. You can also specify separate data locations for your firm information and your client information.
Example
The following are examples of data locations where your firm information and your client information is contained (where X is the drive where FileCabinet CS is installed).
  • X:\wincsi\fcabdata\firm
  • X:\wincsi\fcabdata\clients

Standard file format data locations

  1. Create a folder in a location for the data to be stored.
  2. In FileCabinet CS, choose
    Setup
    System Configuration
    .
  3. In the
    Data Locations
     tab, select the
    Add/Modify Data Location
     button.
  4. Select
    Standard format
    , and then select
    Next
    .
  5. Select the
    Enter Path
     button.
  6. Browse to the location that you created in Step 1, and select
    OK
    .
  7. Enter an alias for the data location in the
    Enter a description for this data location
     field.
  8. Select
    OK
    . (The new location is displayed in the
    Data Locations
     list.)
note
  • When you choose to populate FileCabinet CS from other CS Professional Suite products, you can choose the data location for the specified application that you want to populate.
  • When you have multiple data locations set up, you can select a different data path from the drop-down list above the list of drawers.

SQL database format data locations

  1. Choose
    Setup
    .
  2. In the
    Data Locations
     tab, select the
    Add/Modify Data Locations
     button.
  3. Select
    Database format
     option, and then select
    Next
    .
  4. Select your SQL server instance from the first drop-down list.
    If you do not see any servers listed here, perform the FileCabinet CS SQL setup.
  5. Enter a name for the database in the second field.
  6. Enter an alias for the data location in the third field.
    note
    After adding the data location you can mark the checkbox to open the
    Copy Drawers
     dialog to easily transfer existing drawers to your new location.
  7. Select
    OK
    . The new location is now displayed in the
    Data Locations
     list.

Virtual Office and SaaS Data Locations

By default, data for all applications that you use in the Virtual Office CS or Software as a Sevice (SaaS) environment is stored on the
Y:
 drive. (For example, FileCabinet CS data is stored in
Y:\FcabData
.)
To add FileCabinet CS data locations in this environment, contact Support.

Transferring configurable files

After creating a new database, you can transfer configuration settings such as the document folders and document names list from one data location to another. To transfer configurable files follow these steps.
  1. Choose
    Setup
    System Configuration
    .
  2. In the
    Data Locations
     tab, select the
    Transfer Configurable Files
     button.
  3. Select your
    Source location
     and
    Destination location
    .
  4. Select the files you would like to transfer.
  5. Select the
    Transfer
     button.

This article applies to:

  • Product: FileCabinet CS