Data Locations
Configuration module > File menu > Data Locations
The Data Locations window opens.
Click Setup Stores button to review the database information.
Click the Folder Locations buttons to change the location.
WARNING! As a general rule, do not change the data locations that were established during installation. Changing data location information could render R.O. Writer inoperable.
Data Path Locations
You set the default location for several functions throughout R.O. Writer.
Database
The Database field shows the location of the database. Click the Setup Stores button to review the database connection information.
NOTE: The Setup Stores window also allows you to set up multiple stores, each connected to a different database.
Access Data Path
The Access Data Path is the location on the current machine where the following information is stored:
- Marketing letters (and email templates)
- Caller ID database
- Images attached to tickets that appear on the Reference tab.
Back Up Shared Data Files In
The Back Up Shared Data Files In field shows the location where local file backups are stored. Zip files are saved to this location whether the local file back is run from
- Support Tools (Help menu > About > Support Tools > File Backup/Restore > Backup button)
- R.O. Tray ( > Backup button)
You can choose any one of the following locations:
- A folder on your local machine.
- An external hard drive.
To select a new location, complete these steps:
- Open Data Locations in Configuration.
- Click the Folder Location button for the Back Up Shared Data Files In field.
- Navigate to the new location.
- Select the folder.
- Click OK to save the selection. The folder path appears in the field.
- Click OK on the Data Locations window to save the change.
Setup Stores
Click the Setup Stores button to edit the database connection information.
This information is entered and saved when R.O. Writer is installed or upgraded.
NOTE: You can enter multiple databases on the Setup Stores window.
Database Connection Information
The database connection information is entered when R.O. Writer is installed (or upgraded) and rarely changes. You would most likely open the Setup Stores window to review this information.
- The Store Name is name of the store. The default name is "ROWriter."
- Click the Add button to add stores and connect each store to its database if you are connecting to multiple stores and databases.
- The Database is the name of the database for the store. The default name is "ROWriter."
- The Server is the name of the server and SQL instance where the database is located.
- Authentication is the type of authentication used to log into the database. Both require the correct Login and Password information There are two options:
- SQL Authentication (the default and recommended authentication setting)
- Windows Authentication
- Login and Password are the login credentials you use to access and connect to the database.
- The login is visible.
- The Password is encrypted.
- Default User is a checkbox that changes the Login and Password to R.O. Writer default (not recommended).
Test Connection Button
Click the Test Connection button to verify that the connection information is correct and can connect to the database. The Save button remains disabled until the Test Connection button is clicked and the connection is successful.
When changing database connection information, you always click the Test Connection button to verify that you can connect to the database first. Then, you click Save to save the new store.
Shop Header Information
The shop header from your software license prints at the top of all documents automatically. You can add a custom advertising line to the shop header in General Options (Configuration > File menu > General Options > Use Custom Advertising Line).
If you do not see the your shop header information below "This software is licensed to:" on the Setup Stores window, click the Import License button. The shop header information is imported from your license and appears on the window.
NOTE: If you need to change your shop header, please contact the R.O. Writer Sales team to update your license.
Import License Button
Click the Import Licenses button to import and display the license information for the selected database. This is the shop header information.
The shop header appears at the top of printed quotes, estimates, repair orders, work orders, customer invoices, receipts and reports automatically.
If you are connected to multiple databases on the Setup Stores window, you need to import the license from each database for each store.
Setup Stores for the Central Office Server
On the Central Office server machine, an Ignore This Store in Central Office setting appears in Setup Stores.
This setting allows the Central Office server and store to point to the store database. As a result, when Ignore This Store is checked for a store, that store is removed from Central Office configuration. However, Central Office will continue to export the store’s data for all configured databases.