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Create New Database

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Creating a new database for a new client:
  1. Download the most recent "empty" database
  2. Restore the downloaded "empty" database
  3. Configure "TheatreManagerServer" to:
    • Database name: "empty"
    • Web Listeners: 1
    • Classic Web Listeners: 0
    • Housekeepers: 1
  4. Using the Theatre Manager application, log into the "empty" database.
  5. Setup >> Company Preferences >> Reports/Misc tab >> Set Maintenance Jobs to run from 8:00am - 5:00pm.
  6. Restart the "TheatreManagerServer" processes to read in the new Company Preferences settings.
  7. Setup >> Batch Functions >> Worker Jobs - Verify all jobs have completed successfully.
  8. Setup >> Company Preferences >> Reports/Misc tab >> Set Maintenance Jobs to run from 1:00am - 5:00am.
  9. Set the System Preferences
    • Appearance - Canadian/USA spellings and descriptions (State/PST, Federal/GST/HST)
    • Licence - Set the DB User Suffix
    • Licence - Set the initial Customer License number
  10. Set the Company Preferences
    • Company - set default contact company information (reference Daylite)
    • Accounting - set general accounting information (Fiscal Year, Start Month, Store Year Start/End)
    • Director - set Web Server URL and Custom Template URL for their web sales site. NOTE: make sure there is https:// in the URL when using port 443
    • Donations - in the Donation Comments, replace with client's organization. Set Government Website.
      • Canada: canada.ca/charities-giving
      • USA: irs.gov/eo
    • Appearance - set the Canadian/USA spellings (Color, Zip Code, State, Medic/Behavior, Social Security, Hair Color, Eye Color, Theatre, Venue)
    • Reports/Misc - visit the client's existing website to gather icons and information for: TicketTrove icon, company overview, logo for reports (reference client's website), set Time Zone.
  11. Set Invoice Comments
    • Replace with client's organization in 2 places
    • Canadian/USA spellings for cheque/check
  12. Set Code Tables
    • Country - set the default country
    • Province/State - set the default Province/State
    • Payment Methods - Canadian/USA spelling for cheque/check
  13. Merchant Account
  14. Patron Account's
    • Update the Master User and Web Listener patrons to be in the correct city/province with company name
  15. Rest Database Date and Time Stamps
    • Resets the data and time stamps on existing database records to the current date.
    • Purges any transactions in the database.
    • Prepares the database to make it appear like a first time use.
    • File >> Import/Export >> Company Settings >> Outlet Management >> Timestamps button