KB Corner: Automating Tabs3 and PracticeMaster Maintenance Tasks

July 2015    Tags: , , ,

Some tasks, such as running a DFIC or rebuilding search indexes, can be set to automatically run when the program is opened by using a startup option. This, coupled with Windows Task Scheduler, provides a way to run tasks that can take a while to run after hours when no one is working. Knowledge Base Article R11034, “Automating Tabs3 and PracticeMaster Maintenance Tasks,” provides information on setting up an Access Profile to use for automated tasks, an introduction to startup options, creating a desktop icon for maintenance tasks, and how to use Windows Task Scheduler for total automation.

One important task that can take a while to run is rebuilding the search indexes in PracticeMaster. Typically, it is not necessary to rebuild the search indexes until you receive a message that the files are getting too large. However, the Linked Documents should be rebuilt on a regular basis. This is because even if the Index Properties are set to Automatic, changes to linked documents are not immediately searchable if changes are made to the document without also saving the associated document management record. For more information, check out Knowledge Base article R11659, “Rebuilding the PracticeMaster Search Index Files.” This article provides instructions on rebuilding PracticeMaster Search Indexes from within PracticeMaster as well as via a startup option.

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3. com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.

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