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Connect to database in Configurator
CentriQS Configurator is a database configuration tool that lets manage database components and also create, delete, update, back up and restore databases. To connect to your existing database via Configurator, do the following steps:
- Start Configurator and connect to the server which keeps your database (authentication is required)
- To view the summary of your database (name, file size, type, state, etc.), select the Databases option under Server Properties
- Use the Mail Settings option to enter settings for SMTP Mail Server or MS Exchange Server
- Use the Configurator Administrators option to manage administrators of CentriQS Configurator
- Connect to your database (authentication is required)
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Set database options
After you connect to your database you can begin to manage the database options. Do these steps:
- Select the Options item under Database
- In the Duration options, enter custom durations for hour, day, week, month. For example, you can set 8 hours per day.
- In the File options, set maximum size of files which you can upload to your db
- In the Task options, enter auto-assignment settings
- In the Task highlighting options, enable or disable auto-highlighting of tasks
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Add entities and set their properties
Your database includes default entities (e.g. Appointment, Task, Project, etc.) with a number of default properties. If needed, you can create custom entities in your db and specify custom properties. To create a new custom entity and set its properties, do the following:
- Select the Entities option, right-click on it and select "Add new entity". For example, you add the custom entity "Job"
- Specify the fields of your new entity and save the changes
- To add a new property, click on your new entity to expend it, right-click on Properties, and select "Add property". For example, you add the property "Duration"
- Specify the fields of your new property and save the changes
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Set workflow
Workflow lets create a sequence of steps that comprise a certain process. For example, for the custom entity "Job" there can be a job management process that consists of such steps as "Created", "In Progress", "Closed", "Blocked", etc. To create workflow for your entity, do the following:
- Expend the entity "Job", right-click on Workflow and select Add State
- Specify the details of your Workflow State
- Add Transitions to your Workflow State
- Add Reasons to your Workflow State
- Add Actions to your Workflow State
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Create Tables
By using Tables in your custom database you can better organize your entities’ view and make calculations in table columns and rows. To create a table for your entity, do the following:
- Right click on Tables and select Add Table
- Specify the details of your table
- To add a new property to your table, right-click on it and select Add Property
- Specify the details of your table property
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Create enums
Enums let you add enumerated values to your entities. For example, you can add priority values "Low", "High" and "Normal" to your custom entity "Job". Â Do the following steps:
- Right click on Enums, select Add Enum and enter name for your new enum
- Right click on for your new enum and select Add Enum Item
- Specify the details for your enum item
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Add OLAP cube
OLAP cubes allow you to create analytics for calculating entity data. To create OLAP cube, do the following:
- Right click on OLAP cubes and select Add OLAP Cube
- Enter the detail of your OLAP cube
- Specify the fields and rules of your OLAP cube
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