Welcome window (new install)

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Welcome window (new install)

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When you start MemberTies the first time after a new installation, the system will notice that there are no databases on your computer (at least not where it expects to find them) and a Welcome window will display to find out what you want to do.

Note: If you are running any sort of firewall or antivirus software on your computer, read this.

Again, this Welcome window only appears instead of the Login window if the system cannot find any databases.

The option you select depends upon what you need to do:

Create a New Database

Choose the option: I am a new user and need a new database


 
Complete the following fields:

oDatabase Name - a short meaningful name for your database. For example, "Ski Club" or "My Database" are good names. "Branch of the Widgets Data 2022" is not a good name, because it will always be cut off in the list.

oUser Name - the name with which you will log in. For example, "JSmith", "Susan", or "Secretary" are good names.

oUse Password - If you do not want to use a password, change this to No, and the password fields will be disabled. Otherwise, enter a case-sensitive password in both password fields.
 
Important: Passwords are case-sensitive.  "PASSWORD", "PaSswOrRd" and "password" are all completely different!

When all fields are ready, the Create Database button will enable. Click it to create the database and follow any other instructions.

 

Restore/Load a Backup File

Choose the option: I need to restore a database from a MemberTies backup file

Complete the following fields:

oBackup File to Restore - Use the browse icon to the right of the field to find and select your backup file. This should be a file named something like, "bkup_20220101_MyDatabase.sql". This is a proper single-file backup if your database, ready to restore

oDatabase Name - a short meaningful name for your database. For example, "Ski Club" or "My Database" are good names. "Branch of the Widgets Data 2022" is not a good name, because it will always be cut off in the list.

When you're ready, click Restore Database.

Note that if any errors occur when restoring the database, you may need to use the Database Toolkit to delete the "broken" database so you can attempt to restore again.

 

Use a Hosted (Remote) Database

Choose the option: I need to connect to a Hosted database on a remote server

Complete the following fields. Most of these settings should be provided to you, either from us if you are using our hosting service, or from your system administrator.

oProfile Name - Similar to a database name above

oFolder Name - The name of the folder specific to your database on the server

oIP Address - The address on which the remote server is listening for connections

oPort Number - The port through which database server communicates

oServer is Secured - This will almost always be set to YES, but if your server is not secured, turn this off.

oServer User Name - The user name with which MemberTies will connect to the server itself. This is not a MemberTies login user name.

oServer Password - The password for the Server User Name. This is not a MemberTies login password.

When you're ready, click Create Profile and follow any additional instructions.