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Enabling Client Explorer database as a personal server in ProFile

by Intuit• Updated 2 weeks ago

This article describes the basic functions to enable ProFile's Client Explorer database as a personal server.

Enable the Client Explorer database

  1. Select the Database option from the Options dropdown menu. 
    2. Select the Use Client Explorer option.
  1. Select OK.

The Client Explorer will now be enabled as a personal database.

Available Client Explorer Options

  1. The Database/Client Explorer Options window expands to display options.
  2. Select Advanced. The window will expand.
OptionUse
1. ProFile Database Server to useClient Explorer can be used either as a standalone personal server or as a shared server where multiple computers can access and use the files.
2. Database to useSets the default name and location of the database. This location will default to the C: drive of the computer working as the database. ProFile saves tracking information for the Classic Database in *.FF2 files. These files do not contain all the information found in each individual client's file. Instead, they contain references and location information for the client files, so that user's can easily generate reports and export data.
3. ClearClears all files from the database view.
4. Batch Options...Allows the user to select the password and overwrite behaviour when performing any batch function (e.g., carry forward, indexing, EFILE, etc.).
5. Advanced>>Offers additional options for the database.
6. Customized Views Storate LocationSets the location of a file that allows users to customize the Client Explorer display and save those settings. Filters can be used to easily change how and which files users view.
7. Handling of clients with No Unique IDAllows the user to choose how the software handles returns not containing a unique SIN, TAN, or BN.
8. Ask about updating changed client information when files are savedThis is a legacy option that is no longer applicable.
9. Indexing requires options password to be entered The user selects adding additional security to ProFile and/or prevents other users from indexing the database without administrator permission.
10. Setup WizardAllows the user to setup the database as personal server, a shared server (where other computers connect to), or to connect to a server where the database is setup as a shared server.
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