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Client Data System Setup

About the DEMO Database and User Name

During installation, demonstration data and users are created in the Demonstration (DEMO) database. New users should log in to this database as the demonstration user to create agency databases and users for their company.

Database Names

Database names cannot be changed once they are created so choose a name carefully. Do not create more databases than necessary because each database uses resources and requires maintenance.

Create Databases Use the following procedure to create a new CDS database.

  • 1.

    From the Taskbar, click the Start button, point to Programs, Client Data System, and then select CDS for Windows.

  • 2.

    In the Login dialog box, select the Database DEMO and the User Name DEMO. Click the OK button to log into CDS (no password is required for DEMO).

  • 3.

    From the CDS desktop, click Database and then select Create New Database. Click the OK button on the Simultaneous Database Creation warning dialog box.

  • 4.

    In the Create Database dialog box, enter a name for the database. Then, press the TAB key to move the cursor to the Drive/Path field. CDS populates this field automatically. Press the TAB key again to move the cursor to the User Name field. Type a user name into this field and then click the OK button.

Example: The Drive/Path entry creates a subdirectory under CDSWIN.SVR on the server. The database file for CLIENTS is created in this subdirectory of the same name. Do not enter path information (e.g., F:\Cdswin.svr\Clients) in the Drive/Path field.

  • 5.

    Press the TAB key again, enter a user name and then click the OK button.

  • 6.

    When the database has been successfully created, a dialog box opens. Click the OK button to log in

to the new database. 7. Repeat Steps 3-5 to create additional databases. Refer to the next section to create additional users.

Create Users

  • 1.

    Log in to the database where the new users are to be created.

  • 2.

    From the CDS desktop Database menu, select User Management to open the Database Users list.

  • 3.

    Click the Add button to open a new User Profile dialog box.

Client Data System® v4.3 - Installation Guide for Workstations Revised: 10-11-04 Page 9

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