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| | | Forum Member
 
Group: Forum Members
Last Login: 5/2/2007 2:39:41 PM
Posts: 25, Visits: 56 |
| I've been with the IT department in the company I'm now working for for just over three months. We do our data folders generally by location+year ("Chicago2005" for example). I don't really know how this was done in the past, as no documentation has been left. I get the impression that I could just use Point Administrator on our primary file server, but how does that new information get copied down to all of the clients, and will that work for laptop users, or am I looking at copying an updated winpoint.ini file manually everywhere? We are running Point 5.3, files are being stored on a Windows 2000 server, accessed by Windows 2000 and XP clients, and we don't have PDS....
Basically what I'd need to do is create a "Chicago2006" and move all borrower and prospect information from 2006 into that folder (no problem with borrowers, they'll all have '06' in the file name - prospects might be a little trickier to figure out), leaving the "Primary Data Folder" alone, with 2007 files in it. I'll also want all of our staff using point (Loan Officers, closers, processors, etc) to gain access to "Chicago2006" automatically, if there's any information from November/December they need to finish working on. Is this doable, can this be done across the network, or should I just bite the bullet and be prepared to copy/edit everyone's winpoint.ini file? Thanks in advance for suggestions and advice. |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| | Without PDS your best solution is to use the Netsetup. You use this to add data folders from a central point (note you still need to physically create the data folders in Point Adminstrator - it would be nice if Netsetup did this too). Once you've create the data folders on your server's drive, you just add the link in Netsetup. Then you setup an association between workstations and server. Whenever you add/remove data folders, the winpoint.ini automatically updates when you start-up Point. Here is a tip that explains it. http://kb.calyxsupport.com/kb/article.php?id=397 Hope this helps. Thanks,
Bryan
Point Product Manager |
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