Copying data between databases is useful for a number of reasons, such as restoring deleted transactions from a backup or copying data from an office database to a central database.
Note: this is a technical process. It is recommended that IT personnel copy data between databases.
Connecting to the Correct "From" Database
For most users, connecting to the correct "from" database is as simple as logging in to OASIS. For small offices, the best option is to stop the OASIS database, using the database configuration tool. Then manually start the database using the oasis.db file from the backup databases. Note: it is common for the database to be in a folder named "oasis_backup," such as "oasis_backup:d:\oasis_backup\oasis.db."
Exporting the Data
1. Log in to the "from" database.
2. Locate the items to move. In this example, the orders for the past week will be copied. Note: using the "find" feature may be the most efficient method for searching for specific items, such as items associated with a particular sales account or search tag.
3. Select the items, so they are highlighted. Note: select CTRL and A on the keyboard to select all items.
4. Select "File."
5. Select "Export." This will export all selected items to a file.
6. The "Export File" window will appear.
7. Enter a file name, and save the file.
Connecting to the Correct "To" Database
Log out of OASIS and connect to the database that will receive the data. For most users, simply stop the database and restart using the OASIS database configuration tool.
Typically, users perform a search for recent orders or quotes to confirm that the correct database has been connected to.
Importing the Data
1. Once logged in to the correct database, navigate to the Configuration page.
2. Select "Software" from the drop-down list.
3. Select "Database Copy."
4. The "Copy Database" window will appear.
5. Check the "Source Database" box, and enter the database name you are copying information from.
6. Check the "Source File" box.
7. Select the button to search for the previously exported data.
8. Select the needed file from your computer.
9. Select "Open."
10. In the "Copy Database" window, select "Next."
11. Do not enter a target database or file. You are already connected.
12. Select "Next."
13. Check the boxes corresponding to the item types that will be moved. Note: users may not need to complete this step, depending on the items being copied. In this example, orders are being copied over, so no boxes are checked.
14. Select "Next."
15. Check the box corresponding to the transaction types you are moving. Note: users may not need to complete this step, depending on the items being copied.
16. Select "Next."
17. Users will be asked to confirm that items are being copied from the specified source database to the specified target database.
18. Select "OK." The items will be copied into the target database.
19. Perform a search on the copied items to confirm the all the data was copied successfully.