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accutrack:fullmanual:right-side-menu-options [2020/06/30 12:54] – [CUSTOM QUERIES] nickaccutrack:fullmanual:right-side-menu-options [2023/10/18 16:38] (current) – [IMPORT] nick
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 The **%%AccuSQL/AccuTrack%%** Help Center contains useful functions for getting help with **%%AccuSQL/AccuTrack%%**: The **%%AccuSQL/AccuTrack%%** Help Center contains useful functions for getting help with **%%AccuSQL/AccuTrack%%**:
   * **Download Updates:** Access information about the version of the software your center is running, check for new updates and download updates as they become available from our website.   * **Download Updates:** Access information about the version of the software your center is running, check for new updates and download updates as they become available from our website.
-  * **Options Wizard:** Walks you through step by step directions for setting up individual centers.+  * **Options Wizard:** Walks you through step-by-step directions for setting up individual centers.
   * **Send Error File:** If error files are generated by the system, it allows you to automatically send them to Engineerica Support via email.   * **Send Error File:** If error files are generated by the system, it allows you to automatically send them to Engineerica Support via email.
   * **Tip of the Day View:** Allows you to view helpful tips for using **%%AccuSQL/AccuTrack%%**.   * **Tip of the Day View:** Allows you to view helpful tips for using **%%AccuSQL/AccuTrack%%**.
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   * To save students the time and effort of typing in their info.   * To save students the time and effort of typing in their info.
   * To guarantee more accuracy by avoiding manual typing.   * To guarantee more accuracy by avoiding manual typing.
-  * To restrict the usage of your center to a certain set of students (e.g. those registered in classes). You can do this by importing the names of the students that are authorized to use your center, and un-checking the option "Allow new students" in the Options screen.+  * To restrict the usage of your center to a certain set of students (e.g. those registered in classes). You can do this by importing the names of the students that are authorized to use your center, and unchecking the option "Allow new students" in the Options screen.
  
-**%%AccuSQL/AccuTrack%%** includes a powerful **Import Wizard** for importing data from different file formats. The **Import Wizard** offers you the flexibility to map your data and import it to **%%AccuSQL/AccuTrack%%**’s tables using a few easy steps. To launch the **Import Wizard**, click on the Database >> Import. The following is an explanation of each step of the import. The basic steps apply for all imports, although there are differences in some of the options you can select (or not) and also the field mappings, of course, are different for each import.+**%%AccuSQL/AccuTrack%%** includes a powerful **Import Wizard** for importing data from different file formats. The **Import Wizard** offers you the flexibility to map your data and import it to **%%AccuSQL/AccuTrack%%**’s tables using a few easy steps. To launch the **Import Wizard**, click on the Database >> Import. The following is an explanation of each step of the import. The basic steps apply for all imports, although there are differences in some of the options you can select (or not), and also the field mappings, of course, are different for each import.
  
-<note important>**Important:** In the Database Import screen, you will see a Need help? Click here button.</note>+<note important>**Important:** In the Database Import screen, you will see a [[https://www.engineerica.com/accu-import/|Need help? Click here]] button at the bottom of the screen.  This [[https://www.engineerica.com/accu-import/|AccuTrack/AccuSQL Import Help Guide]] can help you in the creation of the necessary CSV files as well as explain the import behaviors available for each type of import job.</note>
  
-{{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-helpbutton.jpg?nolink |}}+[[https://www.engineerica.com/accu-import/|{{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-helpbutton.jpg?https://www.engineerica.com/accu-import/&nolink |Import help Button}}]]
  
 Click to open our support website with detailed information about each import. There are also sample import files you can download to try the various imports yourself! Click to open our support website with detailed information about each import. There are also sample import files you can download to try the various imports yourself!
  
-{{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-helpwebsite.jpg?nolink |}}+{{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-helpwebsite.jpg?https://www.engineerica.com/accu-import/ |Import Help Guide}}
  
-=== Step 1: Select file to import and target table to import info. ===+=== Step 1: Select the file to import and target table to import info. ===
 {{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-example-01.jpg?nolink |}} {{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-example-01.jpg?nolink |}}
  
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 {{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-example-02.jpg?nolink |}} {{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-example-02.jpg?nolink |}}
  
-Use this window to find and highlight the appropriate file, and then click on **OK**. If the file you are importing is a .txt file, then you will see it on the Open File Dialog box when you go to its folder location.  If it is another type of file (such as .CSV which is most common) click the **Files of type** drop-down box and then click **All Files** to display all files.+Use this window to find and highlight the appropriate file, and then click on **OK**. If the file you are importing is a .txt file, then you will see it on the Open File Dialog box when you go to its folder location.  If it is another type of file (such as CSV which is most common) click the **Files of type** drop-down box and then click **All Files** to display all files.
  
 Next, select the table where the imported data will be added from the drop-down list box. Here are the available options: Next, select the table where the imported data will be added from the drop-down list box. Here are the available options:
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 | Student Registration | Class registration data. | | Student Registration | Class registration data. |
 | Grades Table | Grades used in assessment reports. You can import two sets of grades (starting and ending). | | Grades Table | Grades used in assessment reports. You can import two sets of grades (starting and ending). |
-| Media Stock | Your loaned media stock to be used in the checkout module. |+| Media Stock | Your loaned media stock is to be used in the checkout module. |
 | Student Photos | Photos of students if you want to use them in sign-in. | | Student Photos | Photos of students if you want to use them in sign-in. |
 | Staff Table | Your tutors (e.g. tutors). | | Staff Table | Your tutors (e.g. tutors). |
-| Student - Activity - Registration (combined) | A single file with student’s roster. | +| Student - Activity - Registration (combined) | A single file with the student’s roster. | 
-| Student Groups | Import student into groups for use in several areas including report filters. |+| Student Groups | Import students into groups for use in several areas including report filters. |
 | Instructors Table | Professors who teach your various courses. | | Instructors Table | Professors who teach your various courses. |
 | Seminar Information | Import special events you host in your center. | | Seminar Information | Import special events you host in your center. |
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 If you are importing **Students**, for example, you would select the “Student Information” option. If you are importing **Students**, for example, you would select the “Student Information” option.
 +
 +<note important>**Important!** Each type of import may also have "import behaviors" that can change or alter the way the data is updated from the CSV file. If you look at the screenshot at the beginning of this step, with the **Student Information** import as an example, you can choose to:
 +  * Update Student's information from the import file
 +  * Inactivate Students that are not on the import file
 +If these items are unchecked then it will leave all students active and never update existing students. There are several other options explained in detail in the [[https://www.engineerica.com/accu-import/|AccuTrack/AccuSQL Import Help Guide]].
 +</note>
  
 When you complete the selections, the **Next** button will be enabled.  Click the **Next** button to continue. When you complete the selections, the **Next** button will be enabled.  Click the **Next** button to continue.
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 {{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-example-03.jpg?nolink |}} {{ :accutrack:fullmanual:accutrack-accusql-rightsidemenuoptions-database-import-example-03.jpg?nolink |}}
  
-Here are the characteristics that the Wizard shows in this screen:+Here are the characteristics that the Wizard shows on this screen:
   - **File Type:** comma-delimited or fixed-width (SDF).   - **File Type:** comma-delimited or fixed-width (SDF).
   - **Field Delimiter:** Indicates what separates one field from the next   - **Field Delimiter:** Indicates what separates one field from the next
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 The larger box lists the records in the import file. Any problematic records are highlighted for your review. The larger box lists the records in the import file. Any problematic records are highlighted for your review.
  
 +<note>**NOTE:** On this screen, there is a button to **Schedule as Automated Import** that you would click to set the schedule for when this is going to run and with what security permissions like "Whether or not the user is logged into the Computer", etc.  There is an application that needs to run along with some setup steps outlined in this guide prior to being able to schedule import CSV files to run automatically.  You would simply follow the steps outlined in this guide on any computer you want to be able to run automated tasks: \\ [[https://desk.zoho.com/portal/engineerica/en/kb/articles/accutrack-accusql-task-handler-setup]]</note>
 ==== IMPORT FILE SAMPLES ==== ==== IMPORT FILE SAMPLES ====
 **Purpose:** This section will briefly go through to options available to import information into **%%AccuTrack/AccuSQL%%**. **Purpose:** This section will briefly go through to options available to import information into **%%AccuTrack/AccuSQL%%**.
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 ==== REPAIR ==== ==== REPAIR ====
-**How to Access:** From **Systm Administartion**, click the //**Database > Repair**// buttons.+**How to Access:** From **System Administration**, click the //**Database > Repair**// buttons.
  
 <note>**NOTE:** If you are in SQL Server mode, Repair is not used since it is handled directly in SQL Server. When you click Repair in SQL Server mode, you will get the following message: <note>**NOTE:** If you are in SQL Server mode, Repair is not used since it is handled directly in SQL Server. When you click Repair in SQL Server mode, you will get the following message:
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 In Native mode, you can click **repair** and **%%AccuSQL/AccuTrack%%** will run a process to fix any data in the database tables that may have become corrupted. In Native mode, you can click **repair** and **%%AccuSQL/AccuTrack%%** will run a process to fix any data in the database tables that may have become corrupted.
 +{{:accutrack:fullmanual:accutrack-databaserepair.jpg?nolink&1000|}}
 ==== TRANSFER NATIVE DB TO SQL SERVER DB ==== ==== TRANSFER NATIVE DB TO SQL SERVER DB ====
 **Purpose:** To transfer a native database to SQL Server. **Purpose:** To transfer a native database to SQL Server.