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Managing Your Database in The Paper Tiger Document Management and Filing System Software

This section describes the options on the File menu and how you use them to maintain your filing system database. To access a menu option, select File from the main toolbar. Then select the menu option.
Creating a New Database
You may wish to create a new database to keep files separate. For example, you might have a Home database and an Office database. To create a new database, follow these steps:
1. From the File menu, select New, then Add New Database. The name select dialog is displayed.
2. Type the name for the new database.
3. Click OK.
Opening an Existing Single User Database
To open an existing database, follow these steps:
1. Select Open Paper Tiger Database from the File menu. The database select dialog is displayed.
2. Select the database you wish to open from the list of databases. The database is opened. Only one database can be opened at a time.
Closing the Current Database
You may wish to open a different database than the current one. For example, you may have your Office database open and wish to open your Home database. To do this, you must close the database that is open. Select Close Current Database from the File menu.
Importing From a Database
(Professional and Network Edition Only)
The Paper Tiger allows you to import information from another database or text file into one of your locations rather than typing it in. There are two different means by which imports can occur:
Text File or Another Paper Tiger Database.
To Import from a Paper Tiger Text File (Comma Separated Values or CSV)
Text files are generated by exporting from Paper Tiger using the Export function. The file is a CSV File and is a text file that adheres to a specific arrangement of keywords separated by commas. Follow these steps:
1. From the main screen, click on File and Import
2. Make sure Text File is selected from the Type of Import area. (Top Left)
3. Click on Browse to select the CSV file you wish to import from.
4. If you successfully loaded the CSV file, a list of locations from the file should appear in the box below. Pick the locations you wish to import from or simply click Select All.
5. Select which fields you wish to import (top right) then select where you wish the imported items to go. There are three Import Destination options:

a.) Use Import Location – based on the location name from the import file, a new location is created if it does not exist. Otherwise, the data is imported into the existing location of the same name.

b.) Select Location to Import Into – pick a single location to put imported items into.

c.) Enter New Location Name – specify a single new location to put the imported contents into.
To Import from a Paper Tiger Database
1. From the main screen, click on File and Import
2. Click on Another Paper Tiger Database
3. Pick from the options listed in the database list.
4. Select which fields you wish to import (top right) then select where you wish the imported items to go. There are three Import Destination options:

a.) Use Import Location – if the location exists, it drops the files into that location, otherwise, it creates the location

b.) Select Location to Import Into – pick a single location to put imported items into.

c.) Enter New Location Name – specify a single new location to put the imported contents into.

If you are seeking to import from an earlier version of PT, see the Database Conversion page.
Exporting From a Database
(Professional or Network Edition Only)
Exporting can be useful if you wish to merge data from separate databases. Version 4.0 brings fresh, robust utility to Paper Tiger, meaning that exporting and importing is easier than ever. Simply export the data you wish to move to a new database, and then import it into that database. To export data, follow these steps:

1. Click on File and then Export.
2. Choose which locations you wish to export, or simply choose Select All.
3. Select where you want to export the file to and what you want to name it.
4. Click the Export button.
Converting an Old Database
Databases from older versions of The Paper Tiger will not work with the new version 4.0. Old databases must be converted to work with the new version. To convert an old database to the new version:
1. Select Convert old Database to 4.0 from the File menu.
2. Select the database you wish to convert. Click the Open button.
3. A new window opens for choosing the name of the new database file.
4. Click OK. After the conversion process, a message will assure you that the database is converted.
(Depending on the amount of data in your previous database, the conversion process can be lengthy)
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If you have a new 4.1 installation and have your old .PTD backups, you can import them by going to
“File > Convert Data > Convert Release 3.0 or Older Database”.
You can find version 3 or older .ptd file: Program files > The Monticello Corporation > then look for the .ptd file

If you are converting the databases to a 4.1 network installation, you will have to be signed in with your Administrator Password.

Also see this knowledge base article to see the Database Manager functions and screenshots: http://www.thepapertiger.net/DownloadManager.aspx?Topic=1002


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