Creating a database from a template

Procedure

To create a new database from a template:

1. Ensure that you are logged into iBase, but have no databases open.

2. Select File > New Database.

3. Click the Template tab.

4. Select a type from Blank, User (user created) or Workgroup (system created) templates. You have the option to create and delete templates from this tab. You can also click View if you want to see the entity types, link types, and fields in a selected template.

5. Click Use Database to create a database from an existing template. You can browse to any database accessible from the currently logged in security file. A temporary template is created and given a type of Database. This template is automatically deleted if you change to a different template, create a database using the template, or close the New Database dialog.

   Note: You can also create a template from a different database, and use that template instead. For more information, see Creating a template from an existing database.

6. Click the Configuration tab, and select the database type.

7. Click the Details tab, and enter the name of the database and some information about the purpose of the database or its contents.

8. Click the Advanced tab, and enter the details:

   • Database Identifier

     Optionally, enter a short string of text in the Database Identifier box. Do this if you want to identify entity and link records as belonging to this database. This database identifier is only necessary if you plan to perform operations outside iBase on records taken from different databases.

     Attention: The use of a database identifier has an impact on performance since the database identifier is appended to the record identifier on every record.

   • Extra Detail Field for Audit Log

     Type the name of a field (in this database) in the Extra Detail Field for Audit Log box if you want the audit log to record the value of this field when recording actions that affect records.

   • Soft Delete

     Turn on the Soft Delete checkbox if you want to use a two-stage process for deleting records. With Soft Delete turned off, all delete operations take place immediately. If the Soft Delete checkbox is turned on, all Delete commands mark records for deletion and make those records unavailable for most analysis, but do not delete the records.

   • Read Only

     Turn on the Read Only checkbox if you want to make the entire database read-only, and prevent any changes to records. Users can still create sets, queries, and other folder objects.

   • Security Classification Codes / Case Control

     Determines whether the database uses Standard Security Classifications or restricts information based on specific cases. If you select Standard (SCC), you can additionally opt to Restrict SCC lists to accessible items only. Turn on this option to restrict any lists of Security Classification Codes to accessible ones only. This setting applies when you add or edit a record that includes an SCC list.

   • First Day of Week

     Displays the first day of the week as set for this database. This defaults to <System>, which is Sunday for Microsoft Access databases. For SQL databases, this is derived from the current locale as set on your machine or via the locale ID of the SQL Server machine.

     You should only need to change this if the locale on the SQL Server machine is different to your local machine or you are working with statistics and you want your week to start on a different day.

     Note: The start day of the week may affect calculations on dates and date parts.

9. Click OK to create the database with the settings you have chosen.