How do I send a database to Caselle?
Compress a database to send to Caselle Support.
In certain situations, you may need to send one of your databases to Caselle Support so the support team can work with your data. Running this routine will create a .zip file and send it to Caselle using the Caselle Cloud.
In this Topic
Sending a database to Caselle
1. Open Connect System Management > System Tools > Send Databases.
2. Enter a file name.
The default file name is [Organization Name].[Current Date]. You can use the default file name or you can replace it with a different file name.
Sending Data File Name
3. Select the checkbox titled Cloud.
Cloud checkbox
5. Select the SQL Server running the Caselle database.
Use the server list to locate the SQL Server running the Caselle databases that you want to backup. This field will display the SQL server that you are currently using to run Connect as the default SQL server.
Database Server
Which SQL Server do you want to send?
Send a copy of the Caselle databases that I'm running now. That's perfect. This is the default setting. Go to the next step.
Send a copy of Caselle databases on another SQL Server. Use the Server menu to select a SQL Server. You may need to click the Refresh button, located at the end of the Server field, to update the server list.
6. Select the databases to send.
For most users, the database list displays the Caselle databases on the selected SQL Server that match the default database name saved in the Connect configuration file. For users with administrative rights, the database list displays all of the Caselle databases on the selected SQL Server.
Database Server
You can search the database list quickly using this field. Type the database name in the search field and then click Find.
Search field
To view a list of abbreviated names for Caselle applications, see the help topic titled Abbreviated database names for Caselle Applications.
7. Click GO (CTRL+G).
Connect saves the database, compresses the file, and sends the file to Caselle using the Caselle Cloud.
2019.08, 2019Apr29
Connect Database Names
Click this link to view a list of abbreviated names.
2018Sep21