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RE: Cardex Migration from Access to PDS 5.3

Mike Thompson — Fri, 23 Jun 2006 11:29:27 GMT

See section 4. Importing a Cardex Database in the online PDS User Manual Q10849 - INFO: (v5.3) Chapter 20 - Importing Resources . It explains the steps to import conventional Cardex into PDS.

Please clarify what you mean by "Access database directly?"

Did you use access to open it?

The Cardex has to be exported using the "File > Export to Calyx PDS" in the Cardex Database utility for import to PDS. Please see section 4. Importing a Cardex Database in the online PDS User Manual Q10849 - INFO: (v5.3) Chapter 20 - Importing Resources . It goes over all the steps to import the Cardex with screenshots.

RE: Cardex Migration from Access to PDS 5.3

Bryan Telford — Fri, 23 Jun 2006 10:50:43 GMT

Did you assign group or user access rights to the Cardex Database?

When you launch the Cardex from Point, did you click Search to locate records? When a Point client is connected to PDS, the search setting for Cardex Default Search is set to off. You can set it to search for all records, but this may consume more bandwidth as it's querying the SQL database everytime it launches.

When Cardex appears on the Point client does it have [PDS] in the window title bar?

Cardex Migration from Access to PDS 5.3

dspringer@paramountmtg.com — Fri, 23 Jun 2006 06:25:56 GMT

Where do I find instructions on how to migrate my Access Cardex to PDS?

I have opened the old Access database directly and exported the contents to PointCardex.xml in the appropriate PDS directory. I have created a Cardex in PDS Administrator. I have imported from the xml to the new PDS Cardex.

Point 5.3 is not seeing the PDS 5.3 Cardex data. What do I troubleshoot next?