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Complete Data Professional v4.0 Upgrade Frequently Asked Questions

                                                                             Click here to view the new & updated features

What will happen to the data that is in my current version of Complete Data?

All data (e.g. Contacts, Listings, Scheduled Tasks) will be imported from your current version to the new 4.0 version. We cannot import any changes you have made to drop down lists/check boxes, however these can be copied and pasted from your current version to the new 4.0 version.

 

Will I lose any custom changes (reports, new fields, brochures) that I have made to my current version?

The Complete Data team will work with you to identify any custom changes that have been made to your current version of Complete Data so that these can be brought across into the new version when you upgrade. The following is our preferred method for upgrading a customised version of Complete Data:

1 - we ship you a single user copy of the new version of Complete Data running under FileMaker Pro 8.5. You can then run this copy and your existing copy side by side on one computer to compare them and see if there are any additional fields and layouts that have been added to your existing copy that need to be added to the new copy. You will then need to document these changes so we can modify your new version in the same way. For example you might have a list as follows:

CD_Contacts

New Fields:

xmas_card

newsletter_mailout

- added these to the Data Entry layout

CD_Listings

New Fields:

stamp_duty

unconditional_date

- added these to the Data Entry layout

CD_Marketing

- modified the Brochure and Just Sold layouts

 

This means at the end of the process the new copy is on par with your existing copy, then all we need to do is import the data into the new copy, switch off the old copy and upgrade the server and the other workstations.

When we're ready to roll out the upgrade across the whole office we will have to install the new version of FileMaker Pro 9.0 on all the workstations and also the new version of the server software on the server and import the data - this normally takes between 2-4 hours.

Will my computer be able to run Complete Data v4.0?

 Your computer will need to meet the following minimum system requirements:

Workstations

Windows XP Professional, Home Edition (Service Pack 2)
32-bit machine only
Pentium III 500MHz or higher
256MB of RAM
CD-ROM drive and hard disk drive
Windows 2000 (Service Pack 4), Windows XP (Service Pack 2)
SVGA (800 x 600) or higher resolution video adapter and display

Windows Vista Ultimate, Business, Home
800 MHz 32-bit (x86) or higher
512 MB of RAM
SVGA (800x600) or higher resolution video adapter and display
CD-ROM drive

 

Server (must be a dedicated stand alone server (i.e. not used as a workstation by a staff member)

 

Windows 2003 Server Standard Edition SP2
CPU Dual Pentium 3.4 GHz (Recommended CPU/Core Duo)
RAM 1 GB (Recommended 2 GB)
Hard drive 80 GB (Recommended 80+ GB)

 

Windows 2000 Server SP4
CPU Dual Pentium 2.6 GHz (Recommended CPU/Core Duo)
RAM 1 GB (Recommended 2 GB)
Hard drive 80 GB (Recommended 80+ GB)

 

Windows XP Professional SP2
CPU Dual Pentium 3.4 GHz (Recommended CPU/Core Duo)
RAM 1 GB (Recommended 2 GB)
Hard drive 80 GB (Recommended 80+ GB)

N.B. you cannot install Complete Data on a server running Windows Vista


Terminal Services and Complete Data:

Windows Server 2003 Terminal Services is required to operate Complete Data v3.5 under Terminal Services. Note that the Terminal Services computer must NOT be the same computer as the Server referred to above.

You can get more information on the correct configuration of Terminal Services or Citrix at:

http://www.filemaker.com/downloads/pdf/fmp9_terminal_services.pdf
http://www.filemaker.com/downloads/pdf/fmp9_citrix_guide.pdf

Complete Data doesn't recommend the use of wireless networks.

 

I have Complete Data Mobile running on my Palm/Pocket PC. Will this work with Complete Data v4.0?

No you will need to upgrade your copy of FileMaker Mobile v2.x to FileMaker Mobile v8. We can arrange this for you as part of the upgrade.

Will Complete Data Mobile run on my Palm or Pocket PC?

Please note that Complete Data Mobile is not compatible with Windows Vista or Windows Mobile 6.0.

Your Palm or Pocket PC will need to meet these minimum system requirements:

- Pentium III 500 MHz or higher

- 256 MB of RAM

- CD or DVD drive

- One available serial or USB port

- Windows 2000 SP4

- Windows XP SP2

- Palm Desktop 4.2 with HotSync Manager installed for Palm OS handhelds

- ActiveSync 3.8 installed for Pocket PC handhelds

Palm OS

- Palm OS compatible handheld; 2MB of storage;

- Palm OS 4.1 – 5.4; HotSync cradle and/or cable

Pocket PC

- ARM-based Windows Mobile 2003 (Second Edition included) and 5.0-based Pocket PC-compatible handheld

- 16MB of RAM

- ActiveSync cradle

 

We currently access Complete Data via Terminal Services. Will Complete Data v4.0 run under Terminal Services?

FileMaker Pro 9.0 and FileMaker Server 9.0 work in a similar way to FileMaker Pro 6 and FileMaker Server 5.5 that you are currently running. Windows Server 2003 Terminal Services is required to access Complete Data v4.0 under Terminal Services. You can get more information on the correct configuration of Terminal Services at:

 

http://www.filemaker.com/downloads/documentation/fm8_terminal_services.pdf

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