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Euraplan have compiled a list of useful tips to help clients keep
their Shareholder data healthy:
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Ensure
the data is ‘backed up’ daily (i.e. a copy of the .DAT files),
thus in the event of something going wrong, it is possible to
revert to a recent copy of the data.
It is particularly important to do this prior to making any
significant changes to the data e.g. posting a large batch of
transactions or re-creating any of the data files.
-
When running Shareholder, never do a
‘Network Reset’ when other users are logged in, or after
getting a run-time error. Important:
doing this can cause transactions to be ‘lost’ from the
system. Many users
often do a ‘Network Reset’ when it is unnecessary.
-
Run
the ‘DFER’ (Data File Error Report) regularly, ideally twice a
week, to ensure that if the data becomes corrupted, it is possible
to quickly discover the problem and correct it.
-
When
a user gets a run-time error (i.e. an error message which occurs
when running Shareholder) such as
*** ERROR 5 AT LINE 25000 ***, please report the error immediately
to Euraplan Support Helpdesk, giving the text of the error
message, and details of the circumstances in which the error
occurred. Then
log-out, log back in and run an error report.
-
When
the ‘DFER’ shows errors in the data, never ignore it. Contact Euraplan Support Helpdesk for assistance immediately.
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If
Euraplan requests the client’s data to troubleshoot a problem,
please ensure that all users are logged out before the data is
sent to Euraplan, otherwise the data that Euraplan will be
reviewing may be incomplete.
-
After
running a ‘Period End’, always delete any securities shown on
the list of securities with no transactions that is produced. Then run a ‘Compact Data Files’ and a ‘Re-Create Data
Files'. This will
help to speed up your system.
We
hope you find these hints useful. If you have any other hints to share
with other users please email them to Euraplan
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