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System Tools - Advanced (requires HowNow Support)
System Tools - Advanced (requires HowNow Support)

All of the Advanced System Tools should only be used with the help of the HowNow Support Team and a support code is required. ...

Updated over a month ago

All of the Advanced System Tools should only be used with the help of the HowNow Support Team and a support code is required.

System Tools

API Integrations - Please contact the HowNow support team

Cloud Storage - Please contact the HowNow support team

Software License - Please contact the HowNow support team


Database Tools

Database Settings

These settings tell HowNow where to find the HowNow database on the cloud server - these should not be altered unless under the direction of the Business Fitness Support Team.

Data Integrity Check

The HowNow Data Integrity Check module is a support tool used to check the HowNow database for inconsistencies. Note: A complete backup of the HowNow database and all associated files must be taken before any repairs are attempted!

Definition: A Profile is a collection of metadata about an entry in HowNow. The Profile specifies the entry’s Title, Description, and other attributes depending on the type of entry. The Data Integrity Check has three sections, Knowledge, Records and Contacts.

Knowledge

This section has three phases. Any errors found in each phase are displayed on screen and and can be stored to a file or printed. The first phase checks every knowledge profile in the database to ensure that the document it references actually exists. The second phase checks that every document in the Content folder has a profile in the HowNow Knowledge database and that there are no duplicates (two or more profiles referencing the same document). The third phase checks that the document modified date stored in the profile matches the document's modified date. Any inconsistencies are automatically fixed.


Repair Options

Records

This section has 5 optional phases. Any errors found in each phase are displayed on screen and can be stored to a file or printed.

1. Check all Record Files are Profiled (On by default) - checks that all record files in the records file

system have a profile in the records database:

Options

Repair Options

Note: if a profile exists, the file will be moved to the location specified by the profile.

2. Check all Profiled Record Files Exist (On by default) - checks every record profile in the database to ensure that the record file it references actually exists.

Options

Repair Options

3. Check Record Locations - checks that the record file path stored in the profile matches the location

and contact details of the record file.

Repair Options

4. Check for Duplicate Records - checks that each record file is only referenced by one profile.

Repair Options

5. Check for Duplicate Contact Folders - checks that there is only one contact folder for each

contact's record files

Repair Options

Contacts

This section checks the contacts database for duplicates caused by a change of contact identifier such as the contact's name or client code. Any errors found in each phase are displayed on screen and can be stored to a file or printed.

Repair Options

External Connection

Please contact the HowNow support team.

The External Database Connection Setup wizard configures the connection between an external contacts database and the internal contact database that HowNow uses to populate (insert data into) merge documents and to store records. HowNow can connect to any number of external databases simultaneously or to the same database multiple times to extract different information. This option is used with the assistance of the HowNow Support Team.

The internal contact database contains the following fields as standard. The wizard allows fields from the external database to be translated into the corresponding HowNow fields where necessary and can also create additional fields when required.

HowNow Contact Field List

ClientCode

Contact reference, usually the unique identifier of the contact.

Title

Contact title (Mr, Mrs, Ms, etc)

FirstNames

Contact first name plus middle name if any

LastName

Contact surname

Salutation

Contact salutation (John, Mary)

Abn

Australian Business Number

Acn

Australian Company Number

EntityName

The entity, company or trust name (Note this field should contain the entity name if the contact is a company and LastName + comma + FirstNames if the contact is an individual).

Tfn

Tax File Number

Sfn

Superfund

Current

The client is active (Y or N)

Email

Contact email address

Address1

Address line 1

Address2

Address line 2

Address3

Address line 3

Address4

Address line 4

Address5

Address line 5

Phone

Client phone number

Fax

Client fax number

Mobile

Client mobile number

IsIndividual

Specifies if the contact is an individual (Y) or an entity (N). Used in the address block and other places to control display of the entity name.

IsActive

Specifies that the contact is active or inactive. Active contacts appear on the selection list when adding new records. Inactive contacts only appear on the selection list when searching for existing records.

Addressee

If Addressee has a value it is used as the contact full name. If it is empty the contact full name is created from Title + FirstNames + LastName

GroupName

Spare or used to ‘group’ contacts.

HowNow Support Utility

This area is used by the HowNow Technical Support Team only.


Cataloguing Tools

Knowledge and Records Catalogue tools - Please contact the HowNow support team


Advanced File Tools

Advanced File Migrator - Please contact the HowNow support team

Advanced File Importer - Please contact the HowNow support team

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