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PrimaSoft Organizer Deluxe PrimaSoft Designer Deluxe PrimaSoft Web dB Server

User's Manual

Copyright Information

? 1997 - 2010 PrimaSoft PC. All rights reserved. This document is for information purposes only. PrimaSoft PC, Inc. makes no warranties, expressed or implied. Other brand and product names are trademarks or registered trademarks of the respective holders. Microsoft is a registered trademark and Windows, Windows NT are registered trademarks of the Microsoft Corporation. Internet Explorer is a registered trademark of the Microsoft Corporation. The software described in this document is furnished under a license agreement. The software may be used only in accordance with the terms of this agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement. No part of this manual may be reproduced or retransmitted in any form or by any means, electronically or mechanically, including photocopying, recording, for any other purpose other than the purchaser's personal use, without the express written permission of PrimaSoft PC, Inc.

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User's Manual .......................................................................................................................... 1

Copyright Information ........................................................................................1 What's New..........................................................................................................6 Getting Started ..................................................................................................16 Application Main Window ................................................................................16 Controls used in the Details Page and in some dialog boxes ......................18

Set Entry Mask .........................................................................................................22 Record Grid .......................................................................................................25 Header................................................................................................................ 27 Letter bar ...........................................................................................................28 Toolbars/Speedbars .........................................................................................29 Adding New Records........................................................................................30

Copy Record and Paste Record..............................................................................30 Deleting records.......................................................................................................30 Using Record Templates .........................................................................................31 Copy Record To Clipboard......................................................................................31 Copy Record To Clipboard From Template............................................................32 Paste into Record from Clipboard Using Template ...............................................32 Save Record, Save Record Mode............................................................................33 Options (preferences).......................................................................................33 Graphics Directory...................................................................................................37 Searching the database....................................................................................38 Search / Local Search..............................................................................................38 Search / Online Search ............................................................................................39 Define a new Online Search ....................................................................................39 Fast Find (Incremental Search) ...............................................................................39 Replacing the database....................................................................................41 Sorting the database ........................................................................................43 Sorting the database (network, permanent indexes).....................................43 Quick Access to Sort and Filter Functions - Sort Bar ...................................44 Selecting a subset of all records - Filters .......................................................46 Setting a filter criterion for a data field ...........................................................47

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Filter - Network..................................................................................................47 Summary and Graphs.......................................................................................48 Using Multiple Databases ................................................................................49 Printing Functions ............................................................................................50

Printing Reports.......................................................................................................51 Printing Labels .........................................................................................................52 Bar Codes.................................................................................................................52 Bar Code Type..........................................................................................................53 Print Customized Documents .................................................................................53 View Page ..........................................................................................................55 Browser Page ....................................................................................................58 Handy Email ......................................................................................................60 Handy Email / Setup Window ..................................................................................61 Web Auto-Search, Auto-Catalog......................................................................62 HTML Report Wizard.........................................................................................63 HTML Report Wizard - General Settings.................................................................64 HTML Report Wizard - Data Fields..........................................................................64 HTML Report Wizard - Report Elements.................................................................65 HTML Report Wizard - Report/Page Attributes ......................................................66 HTML Report Wizard - Report/Page Header ...........................................................67 HTML Report Wizard - Report/Page Body ..............................................................67 HTML Report Wizard - Group Page (BODY) ...........................................................68 HTML Report Wizard - Report/Page Footer ............................................................68 HTML Report Wizard - Hyperlinks...........................................................................68 Menu Page................................................................................................................69 HTML Report Wizard - Maintenance .......................................................................69 HTML Report Wizard Window- Functions ..............................................................70 Text Attributes Control Elements ...........................................................................71 Templates .................................................................................................................71 Save Template..........................................................................................................72 Load Template..........................................................................................................72 HTML Wizard/Custom HTML Templates.................................................................72 Password ........................................................................................................... 75 Export ................................................................................................................76

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1. Export To A Text File ...........................................................................................76 2. Export To DBF File...............................................................................................77 3. Export To Netscape Bookmark File ....................................................................77 4. Export To Microsoft Internet Explorer Favorites ...............................................78 5.Export To XML File................................................................................................78 6. Export data to Excel 2003 XML Format ..............................................................79 7.Export To Text File Using Template.....................................................................79 Import................................................................................................................. 81 1. Import From Text File...........................................................................................81 2. Import From DBF File...........................................................................................83 3. Import From Netscape Bookmark File................................................................83 4. Import From Microsoft Explorer Favorites .........................................................83 5. Import From XML File ..........................................................................................84 6. Import data from Excel 2003 XML Format ..........................................................85 7. Import graphic files from the folder ....................................................................85 Table Viewer ......................................................................................................87 Go to PrimaSoft Web page...............................................................................88 Maintenance ......................................................................................................89 Maintenance Log Window .......................................................................................90 How to use Backup and Restore functions?..........................................................90 Maintenance/Graphic Fields....................................................................................91 How to use Backup and Restore functions?..........................................................91 Formatted Record ....................................................................................................92 Find Duplicates ........................................................................................................94 Shortcut keys ....................................................................................................95 Organizer Designer...........................................................................................96 Creating a new database definition ........................................................................96 Data Field Types ......................................................................................................97 Character, One-Line Text Fields .............................................................................97 Memo, Multi-Line Text Fields (Regular, HTML, Table fields)...............................100 Import From Text or DBF File to Table Field ........................................................ 103 Graphic Field .......................................................................................................... 104 Numeric Fields ....................................................................................................... 104 Date Fields..............................................................................................................107

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Modify Database .................................................................................................... 108 Creating or Modifying Data Entry Layout ............................................................. 108 Import Database ..................................................................................................... 109 Online Update and Online Database Template Download ..........................110 Online Update.........................................................................................................110 Online Database Template Download (Designer) ................................................110 Web dB Server ................................................................................................111 Designer / Web dB Server ..................................................................................... 111 Organizer Deluxe / Web dB Server ....................................................................... 112 Field Mapping Window .......................................................................................... 113 Frequently asked questions ..........................................................................114 Contact information........................................................................................116 Advanced Topics ............................................................................................117 1. Multi-user applications ...................................................................................... 117 2. Network Installation ...........................................................................................118 3. Security Considerations in a Multi-User Environment .................................... 118 4. Command Line ................................................................................................... 120

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