Accountants Enterprise only

To utilise SQL functionality for your application ledgers, a new folder must be created and flagged accordingly. Existing data that is stored in a Cheetah File System folder (for example, Central Database and all Tax ledgers for 2003 or later) must be copied into this new folder to enable the required tables to be created for the SQL database.

:

From the Navigation bar, click Administration > Folders to open the Folder Maintenance window. Click File > New

 or

,or right click on an existing folder and select New to create a new SQL folder.

The

New Folder properties

window opens. Enter the name of this folder in the Title field.

It is highly recommended that you identify in the title that this is an SQL folder (for example, **SQL** Tax). Enter a user defined code in the Reference field which identifies folders when folder links are used. For example, TAXSQL. It is recommended that the code used is up to a maximum of 10 alpha-numeric characters in length and is unique. Tick the checkbox Use database server.

This is the only mechanism that identifies this folder as using an SQL database. Selecting this checkbox changes the available fields below. Click the Down

 arrow Image Removed to

arrow Image Added to list the available SQL servers, types and databases. Select the required information for the SQL folder being setup. Ensure the Contains master data files checkbox is ticked.

The

Contains master program files

 checkbox

checkbox is blank for SQL folders as master programs reside in the \SOL64 folder. Click OK to create the SQL folder. Refer to How to Copy CFS Data into a new SQL Folder. UI Text Box type note If you are using Tax and Central Database on SQL/MSDE and are adding new clients to a prior year's tax ledger (that is, prior to 2003), client details must be maintained and added to both CFS and SQL/MSDE databases.

Back to Folders

Accountants Enterprise only

In 2003 or later income years, to use Tax with an SQL database, you must copy your existing Cheetah File System (CFS) folder to a newly created SQL folder. If you are using Tax with SQL then Central Database must use SQL also.

To copy CFS data into an SQL folder:

1. Double-click on the CFS folder that contains your data for Tax or later from the Select Folder window.

2. Highlight your DATABASE ledger item you want to copy into the SQL folder.

3. Right click on the ledger to display menu options and select Copy.

The

wizard displays.

1. Click Next.

The

window opens.

1. From the Ledgers chosen section, select whether to copy the selected ledger, related ledgers or all ledgers in the folder.

2. Click Next.

The

window opens.

1. Choose the SQL folder by highlighting it in the list provided and click Next.

2. Click Finish to confirm the details and complete the process.

3. Repeat these steps for Tax Calculator (for example, Calc2008).

4. Repeat these steps for Tax Tracking (TaxTrack).

1. Repeat these steps for any years of Tax and Calculator subsequent to 2003.

2. You are now able to open your SQL folder and access the ledger for Tax for 2003 or later income years.

3. Once copied, it is imperative that the Refresh System links routine is run to ensure that the SQL version of CDS is used and not the CFS.

For information on refreshing system links consult the knowledgeBase.

1. Lastly, the automatic updating of DS6CL010 is no longer required and it is recommended that the automatic update of the DS6CL010 be turned off.

Back to Folders