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Creating Multiple Databases

Is it possible to create a separate database file for each client? I'm a financial planner and I've been "test driving" ESP to see how I might use it in my practice. I like the idea of being able to keep each client file in its own DB (for backup and security purposes, and in case I need to move only selected client files).

Do I simply give each DB a unique name (e.g., ESPDatabase1.mdb; ESPDatabase2.mdb; etc.) and if so, how do I do this?

If there are multiple DB's, how does ESP know which one to open up when I first run the program? And how do I toggle between each database as I work on each client file?

On a related note, how do I do a backup of my DB (assuming I had only one) and how would I then restore it if I had to do a full installation of the program? Would my backup and the new DB both be called ESPDatabase.mdb? I'll check some of the other posts in case this has already been covered.

I'm sure none of this is as complicated as I'm making it out to be. But I'm not that tech savy when it comes to some of this "behind the scenes" stuff. So specific steps would be greatly appreciated.

On another note, When do you think the new PDF version of the Summary Report will be available? I've never been able to run the Summary Report report in Word (so I haven't been able to see what it looks like during my "test drive") and that's been one of the things holding up my final decision on purchasing the FP version of the software.

Thanks in advance.

Rick

1

Rick:

You'll probably get answers from others, but I can answer some of this for you. You'll notice there is a file in the My Esplanner folder called ESPDatabase.mdb. You can just select it, copy it, then give it a new name. Use the right mouse button to copy and then paste it. You'll see it appear with a new name similar to the orginal but with the word Copy added. You can then rename it anything you want as long as you don't change the .mdb extension on the file name. You can also put it in its own folder /Client JOnes /Client Smith or whatever and within that folder give it whatever name you want. Just make sure it remains a .mdb file. (don't change the letter to the right of the dot).

Then, just double-click on that new file and it may open ESPLanner with that database running. If it asks you what program to use, browse for ESPlanner and then click the box that says "always use this program to open this kiind of file." Then, in the future, when you double click that kind of file it will open it in ESPlanner.

Of course if you just run the ESPlanner program from your shortcut or the Program Files menu, it will run the default database named ESPDatabase.mdb in your My Esplanner folder. (think of that as your main or personal database). But you can create as many databases as you want with whatever names you want and put then in whatever folders you want and then run them independently by double clicking them.

So you can't toggle between databases, but you can shut down the program and open a different database. It's quite simple if you organize your databases in well-named folders.

I believe a Beta with the new PDF output is forthcoming very, very soon.

Dan

2

Thanks Dan. I knew it had to be pretty straight forward and will give it a try. This forum is one of the key benefits of ESP. I look forward to seeing the new PDF version of the Summary report.

Rick

3

Dan's right. That's the "easy" way do do it. At one point we had a "chooser" in the application that allowed databases to be selected but that seems to have disappeared somewhere along the way for reasons I don't understand.

I'll put it on the list of feature enhancements.

Best,

Dick Munroe

4

The chooser is still in there. It is only included for the professionals

5

lwilliams wrote:The chooser is still in there. It is only included for the professionals
My bad, I forgot it was in the FP version.

Best,

Dick Munroe

6

Thank you everyone for the helpful responses. Just one more related question.

How does downloading a program update work when you have multiple databases? Does each database get updated automatically?

Thanks.

Rick

7

Updates only replace the program itself, not your data. So your databases work the same.

Dan

8

spillane56 at verizon.net wrote:Thank you everyone for the helpful responses. Just one more related question.

How does downloading a program update work when you have multiple databases? Does each database get updated automatically?

Thanks.

Rick
Dan's response is not entirely accurate. The database has a version number, and the program checks it at startup to see if an update needs to be applied. So, you will see the "database update, please restart" for each database.