If an older version of TimeWriter was being used, you can import the data from the old version into the new version. It is possible to run the import on the standard administration or to an archive. The wizard will guide you through this import process.
NOTE: When importing to the main (Default) administration, this administration will be overwritten (a backup will be created first).
By using the import wizard, data can be transferred from older versions of TimeWriter. It is important for you to know which version of TimeWriter you are using. When you start the current TimeWriter it shows which version is being used in the top left hand corner. The Help | About menu also shows version details.
The import wizard shows the following options:
Import from |
To: TimeWriter Professional (V. 5.x.x) |
TimeWriter Freeware (V. 3.10.x) |
Contact XSO support. |
TimeWriter Standard (V. 4.9.x) |
Contact XSO support. |
TimeWriter Professional (V. 1.14.x) |
|
TimeWriter Freeware (V. 5.x.x) |
Contact XSO support. |
TimeWriter Standard (V. 5.x.x) |
|
TimeWriter Professional (V. 5.x.x) |
Not yet available. |
Import from TimeWriter Professional V1.14
An installation folder in TimeWriter Standard looks something like this. If no changes are made to settings the database will be located in the TwAppSrv\data\twpro folder.
Select this folder in the wizard as the database folder to be imported.
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In the old TimeWriter Professional you could use tariff agreements and a tariff(factor) fixed per aspect. TimeWriter V5 only uses tariff agreements. For more information, please refer to the Tariff agreement chapter.
In the old TimeWriter Professional it was possible to work with groups. In TimeWriter Standard authorisations and combinations via groups are not available. During conversion, these groups are ‘expanded’.
In the old TimeWriter Professional an unlimited number of user fields could be used. In TimeWriter Standard there is a fixed number of user fields. The import wizard lets you choose which user fields need to be retrieved.
Import from TimeWriter V5 Standard
For imports from another TimeWriter V5 application it is important that the database is set to local (and not cloud). If the cloud is being used, change this to local database first via Control panel | Manage database.
The database will then be located in the folder: \data\xso_standard\default.
Select this folder in the wizard as the database folder to be imported.
Tariff agreements
The functionality of TimeWriter V5 is comparable to earlier versions in many ways. However in one particular aspect of functionality it is very different, namely in setting up tariffs.
In TimeWriter V5 tariffs are set up as so called 'Tariff agreements'. A tariff agreement is any combination of master data that is linked to a time period and to an amount. If an hour booking matches the associated master data, then the tariff will apply.
In the import wizard your current pricing structure will be converted to these new tariff agreements. As far as the rates have been set with one type of master data (e.g. Employees) and you have not used the tariff factor (in the other master data), the conversion will be possible without further manual adjustments.
Historical hourly bookings can be ‘frozen’ until a date to be set, this retains the original tariff calculation. However, the bookings can no longer be adjusted.
For hour bookings that are not ‘frozen’ a new tariff agreement will be chosen. If a difference appears between the original and the new tariff calculations, you will be notified by means of a report.