Back to the topic of database syncing best practices I wrote this document to help my team understand how limiting data editing to one user will work for our company.
Getting Started with the D-Tools Database Best Practices
This database best practices sheet is split into three parts; (I) user actions for syncing data, (II) how to add or edit data in a project, and (III) rules of data management. Getting the most benefit from D-tools requires an accurate and complete database. Following the steps in section one will help SV achieve data consistency. Section 2 & 3 are for information only.
I. Data Syncing
1. From D-Tools Navigator (main window) click Tools menu, then select Manage My Product Data (MMPD).
2. When the MMPD window opens a message box pops up asking “Do you want to synchronize your MasterTable with LANSync server database?” Select Yes.
3. After the update dialog closes, simply click the X in the upper right corner of the MMPD to close the application.
4. Now you have the latest database.
II. Add or Edit Data in a Project
1. Add New Products: After opening a project in D-Tools SI Text click the small arrow adjacent to the Add Product toolbar button (image of button) and select Add New Product (not Add Product). This opens a dialog box where a new product can be created. See the forthcoming D-Tools Data Standards document to get a better understanding about standards for different product categories and types.
2. Edit Existing Products (inside a project): After adding a product to a project in D-Tools SI Text, select the item from the Project DataMatrix and double-click on the item or right-click and select Edit. Then make necessary changes that will be reflected in the current project. These updates will not be recognized in your local database, only in the current project.
3. See Section III for permanently adding or editing database items.
III. Rules of Data Management
1. Updates and additions to the shared database will be managed by the Data Manager.
2. All users can download (sync) data but only the Data Manager can upload data.
3. All users can create and/or modify data locally inside of a project. D-Tools will prompt the user with a text box saying “No Permission to Add/Edit Products”. Simply click OK. The data will be added or edited in the project but not the local or shared database.
4. Users can add the new products to projects as needed or ask the Data Manager to add them. Email the Data Manager to let him know which project contains new products to add to the database. The Data Manager can then update the shared database and make the products available to all users on future database syncs.
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