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Set-up, Import Notebooks

WARNING! Only use this routine to import new data from a copy of your main office’s Durell system placed on a notebook. For all other imports refer to “Set-up, Import”.

You Must Be Networked

The following notes assume that you have a notebook or portable computer already set-up to run Durell via a network (e.g. “WIFI” or “LAN” cable) connected to the data on your main office’s shared hard drive (e.g. “Drive F”, “Drive S”, etc). If you don’t understand any of this please contact Durell’s Help Desk.

New Records

This facility allows you to place a copy of your main office’s Durell system onto a notebook so that you can take it with you when you visit clients. You can then enter new client records, along with fact finds, notes, insurer and policy details, plus any letters. On return to the office you’ll be able to load all of this new data onto your main system. You can also use it for client reviews, where you use the “Revise factfind” button to create a new version of the last factfind record (i.e. in which case the old factfind details are copied into a new factfind for editing with the client). In other words this utility will allow you to import…

  • New client, adviser, introducer, insurer and other address set records
  • New fact finds (n.b. the “Revise factfind” button creates a suitably new record)
  • New policies (n.b. including for the set-up of new product types)
  • New client and policy notes (i.e. entered via the white “Notepad” button on the toolbar)
  • New documents (n.b. entered in the Document Viewer)
  • Not Modified Records

    Although you can use this facility to modify factfinds, as described above, you cannot use it to otherwise modify or update existing data, as no such modifications will get copied back to the original database.

    Overview

    The six step process (n.b. described fully in paras 1 to 6 below) is…

    1. Copy your main office data onto your notebook’s local hard drive

    2. Create a second Durell icon to run the copy on your local hard drive

    3. Mark the local copy so you know which is which

    4. Leave office and enter new records on the local copy

    5. Return to office and import the new records onto the main system

    6. Re-start the process with a fresh new copy

    1. Copy your Main Office Data onto your Notebook

    Connect your notebook to your main office’s computer network via a LAN cable or WIFI system, then starting from your Windows Desktop with all other windows closed…

  • Double-click “My Computer”
  • Double-click your main shared network hard drive (e.g. “Drive F”, “Drive S”, or whatever other letter it has been set to)
  • Right-click the Durell data folder called “Imw-Data” and select “Copy” from the resulting menu
  • Close the window
  • Back on your Windows Desktop, double-click “My Computer”
  • Double-click your local hard drive (n.b. almost always “Drive C”)
  • Right-click on the background of the displayed window and select “Paste” from the resulting menu
  • Wait till the “Imw-Data” folder has copied onto your notebook
  • (N.B. a Gigabit cabled network will copy ten times faster than most normal WIFI and LAN networks. If you’d like to know more contact Durell’s Help Desk)
  • After the copy has completed, right-click the copied “Imw-Data” folder, select “Rename” and then rename the folder “Imw-Copy”
  • 2. Create a Second Durell Icon to Run the Copy

    Starting from your Windows Desktop with all other windows closed…

    a) If you don’t already have a standard Durell icon, then…

  • Click the Windows “Start” button
  • Click “Programs”
  • Click “Durell Solutions”
  • Right-click “Durell” then select “Send To” followed by “Desktop (create shortcut)”
  • b) If you don’t already have a “Copy of Durell” icon, then…

  • Right-click the standard Durell icon on the Windows Desktop and select “Copy” from the resulting menu
  • Right-click the background of your Windows Desktop (i.e. avoiding any other icons) and select “Paste” from the resulting menu
  • You should now have a second icon called “Copy of Durell”
  • Right-click the “Copy of Durell” icon and select “Properties”
  • Edit the “Target” line by adding a space followed by “C:\Imw-Copy\imw-data.mdb”, as shown below (n.b. not case sensitive)
  • 3. Mark the Local Copy So You Know Which is Which

    Starting from your Windows Desktop with all other windows closed…

  • Double-click the “Copy of Durell” icon
  • Log-in to Durell as normal
  • Click the “Setup” button on your Main Menu
  • Double-click the word “Logo” in the list on the right side of your Setup screen
  • Remove the tick from the “Use picture” tick-box, as shown below
  • Enter the word “Portable” as the “Title text”
  • Tick “Save settings as default for all users”
  • Click “OK”
  • Click the “Exit Door” button on the toolbar to return to your Durell Main Menu
  • 4. Leave Office and Enter the New Records

    Disconnect your notebook from the office network, then test that you can run the “Copy of Durell” icon (n.b. at which point you should no longer be able to run the standard one). If all is well you may go off to visit your clients and add new records accordingly. Ensure that you use the “Revise factfind” button to create a new factfind record to update, as shown below. You may also add new client and other address set records, plus new policies, notes and documents, but do not modify existing data, as no such modifications will be re-loaded when you return to the office.

    5. Return to Office and Import the New Records

    Return to the office, reconnect your notebook to the network, and test that you can run the standard “Durell” icon. Then to import your new records, starting from the Main Menu of the standard Durell system on your notebook…

  • Click the “Setup” button
  • Double-click the words “Import notebook” in the list on the right side of your Setup screen
  • The first time you do this, use the “Browse” button to locate the “Imw-data.mdb” file in the “Imw-Copy” folder of your local Drive C
  • After the first time, use the “Import file” drop-down to refind the selected filepath (e.g. “C:\Imw-Copy\Imw-Data.mdb”)
  • Enter the date when you first started entering new records in the “Import new records…” field (n.b. the “=” button returns today’s date)
  • Click “OK”, and you’ll see your new records (created on or after the specified date) being loaded, as shown below
  • 6. Restart the Process with a New Copy

    After you’ve checked that your new data has loaded successfully you should delete your old local copy and create a new one, as follows, starting from your Windows Desktop with all other windows closed…

  • Double-click “My Computer”
  • Double-click your local hard drive (n.b. almost always “Drive C”)
  • Right-click the “Imw-Copy” folder and select “Delete” from the resulting menu
  • Start again from paragraph 1, above