Data Store Settings Tab

The Database ID is set when the Data Store is created and cannot be modified (it displays for informational purposes only).

It provides a label for the global group database (including information such as the name, rates, security settings, and users) stored in the Data Store. The database ID ensures that global group information maintained in the Data Store is correctly synchronized with client files.

When the user is connected to the Data Store, the database ID is inserted into the client file when it is first accessed. Therefore, the synchronization of global group information can only be performed if the database ID contained in the Data Store matches the ID contained in the client file.

This field is read-only and cannot be edited. The Security ID feature prevents unauthorized administrative access to a client file that has protection enabled. Previously set security IDs are displayed for information purposes only and cannot be modified. However, the security ID may be specified if not previously set.

Important: The security ID does not affect non-administrators. It only prevents unauthorized administrative access.

Select the frequency at which to synchronize the personal stores with the Data Store. You can choose to synchronize upon startup, every 5, 15, or 30 minutes.

You can control whether client file access is recorded in the Data Store. The choices are:

• Disable Tracking

  No information regarding Working Papers file access is recorded. This setting is recommended if a firm does not use Tracker. This is a shared setting that will be used by all users.

• Track But Do Not Share with Firm

  Each user's personal Working Papers file access is recorded locally on each machine and not to the Data Store (reducing use of network bandwidth). In Tracker, each user will be able to see the list of files he or she has accessed, but not the list of files other users have accessed.

• Track and Share with Firm

  Each user's personal Working Papers file access is recorded locally on each machine and to the Data Store; as such it is the most network intensive setting. In Tracker, each user will be able to see the list of files he or she has accessed as well as all files other users have accessed.

If this option is selected, users must log in to Tracker when it is opened.

To ensure only users who are administrators can create shared views in Tracker, select the Require log in for Tracker check box. When Tracker is opened, the Log In dialog appears. If the Administrator check box is selected for the user logging in, then the user has administrative rights to create, copy, modify, or delete shared views. If the Administrator check box is cleared for the user, then only personal views can be created, copied, modified, or deleted.

To permit all users to create, copy, modify, or delete shared views, clear the check box.

If both the Enable Active Directory Integration check box and the Require log in for Tracker check box are selected, then the user is automatically logged in on opening Tracker.

If this option is selected, the file will be uncompressed first before the login dialog shows. If you won't provide the correct login credential or simply cancel the login dialog, file will be left uncompressed.

If this option is cleared, the login dialog will show up before the file is uncompressed. If the login process does not proceed properly, file will be left compressed.

If this option is selected, a personal store image will be created and used. A personal store image is essentially an up-to-date copy of a fully synchronized personal store. Using a personal store image allows for a faster creation of a personal store for new users or for quick updating of personal stores for users already connected to a Data Store. A personal store image reduces the load on a Data Store server.

From time to time, you may want to update the contents of an existing personal store image. For example, if the contents of a Data Store changes significantly, it is advantageous to create a new personal store image to allow both new users connecting to the Data Store and existing users to quickly receive a fresh synchronized copy of the Data Store. To update a personal store image, click Refresh.

If you select the Use personal store image option, you will be prompted to enter the location of either an existing personal store image or the location of where you want the image to be created. It is important to enter a path that is accessible by all users who will need to access the image; a shared network location is ideal.

Note: When you run Working Papers the first time after a personal store image is created, you will receive a pop-up message stating that the program must be restarted to allow for synchronization of the personal store image. This message will appear only once.