Tech Support Thursday: Moving Charts
Hello everybody, I hope you’re having a great week.
This time around we’re going to see how, exactly, you extract a working SnapCharT from one installation of TapRooT System Software to another.
This post is for those who use single-user edition installations. Those who use networked versions of TapRooT System Software have this functionality simply by logging into the program. Everyone else? You’ll need these directions.
Step 1 – Open up the Chart you wish to move. At the top of the screen, in the Title Bar, note the filename. Usually something like 0000000015.ecf.
Step 2 – WHILE SNAPCHART IS STILL OPEN click on your Start Button and choose Run. Type in “%TEMP%” (without quotes) and hit Enter.
Step 3 – You should now see your Windows Temporary Files. Look for the filename in the Title Bar we noted earlier.
Step 4 – COPY the .ecf file to a location where you can access it from the new machine (a network drive, a USB key, floppy disk, etc)
Step 5 – On the machine without the Chart, open the incident you wish to import the chart into, go to the SnapCharT(R) tab, and click the “New…” button
Step 6 – Click the “Import” button on the right hand side of the New SnapCharT dialog. Point it to the location of the .ecf file we copied earlier. You should get a confirmation dialogue noting the successful import of the file.
And that’s it! You may now delete the copied SnapCharT—there’s no need keeping it. Once you load the file into the target machine and save the Incident, the chart is saved in the database and will never reference file used to import from.
I hope this helped. Remember, we’re just a click or call away if you need help!
See you next week!