Prepare the central database
In order to use SuperOffice CRM 7 without being connected to the network, associates must first perform a local update to transfer information from the central database to a local database.
The local update is based on an update prototype, which is a copy of the central database and contains the same information that the central database contained when the update prototype was generated. It is much quicker and more efficient to copy a single file than to copy data from a complex database (by a factor of 50 or more). With the prototype as an intermediary, the local update is performed more rapidly.
To generate an update prototype from the Maintenance Client:
- Open the Replication screen in the Maintenance Client.
- Click the Generate prototype button on the right of the screen.
Note: If you are using Area Management, there will be a dialog box allowing you to choose the area required.
- A dialog box opens, asking you to confirm that you want to start prototype generation. Choose OK.
The generation is started. A message box displays the progress of the task.
Note: The update prototype is saved centrally to the SO_ARC\TEMPLATE\TRAVEL folder, with the name TravelAREA0.DB if you are using a built-in database, or AREA0.DB if you are using a Sybase database, so that all Travel users use the same prototype. The MSDE database files is located in the ProtoServerPath folder. While a prototype is being generated, no-one will be able to activate the Travel function.
- Once the task has completed, the status message box closes and you are returned to the Replication screen. The prototype is now ready for use.
At any stage after an update prototype has been generated, each individual user will be able to perform a local update to transfer information from the central database to his or her own local database.
Note - You may use different kinds of travel databases on the different areas, but you need to use a supported travel database type.