Creating a dataset

You will need to create at least one dataset in which to store client data. You will be prompted to do this when you run Control Centre for the first time after installing the software. The Add New Dataset wizard will guide you through this process.

Later, you may wish to create additional datasets. The Add New Dataset wizard can be opened in the following ways:

  • choose New Dataset from the File menu
  • choose Add Dataset from the Open Dataset window

Only the Administrator can create a new dataset, and you will be prompted to enter the Administrator password.

Tip: If you don't want to have to enter the Administrator password each time you do this, you can tick the Do not ask for this password again box. Then, for this user only, you will not be asked for the administrator password the next time you try to create a dataset.

The first page gives a description of the wizard's purpose and warns you that reports in Control Centre can only be produced for a single dataset. If you wish to create reports for all clients, you must keep them in one dataset.

Click Next to proceed to the next page in the wizard.

Note: Note: When you create your first dataset, the Add New Dataset wizard will ask you if you wish to set your client limits. You should answer Yes to this question. If you do not set your client limits, you will not be able to create clients for use in any system except Control Centre. You can set up or change your client limits later by selecting Client Counts from the Tools menu in Control Centre or by selecting the Counts button in the Client List in any other system. You should then click Limits in the Client Counts window to open the Client Limits window.