The following training resources have been designed to help you set up the Client Data System and perform periodic maintenance to ensure that CDS is performing at peak efficiency.
We recommend the following maintenance schedule for optimum CDS performance and safety:
Use the links in the recommended maintenance schedule above to view Fast Classes detailing how to perform each maintenance routine.
All available Maintenance and Setup Fast Classes are listed in detail below with included links to the Fast Classes and printable versions in .pdf format.
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| Updating your CDS License
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- Control files generally expire each year at the end of November. In mid-October, the
Ebix CRM Admin Team begins sending out links to E-Z Renewal to all users of CDS 3.0 or higher. Users of earlier versions of CDS will receive updated control files with new expiration dates via email.
- When new licenses are purchased, control files can be updated using https://register.ez-data.com. Contact the
Ebix CRM sales team for more information.
- On rare occasions, control files can become corrupted. In the case of a corrupt control file, the Admin Team can send out a replacement control file to resolve the issue.
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| For versions of CDS earlier than 3.0: |
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Creating a 'Smart' Shortcut
Everyone likes a good shortcut and this Fast Class edition will demonstrate how to create a ‘smart’ one! A smart shortcut for CDS on the Windows desktop will automatically enter the database name and user name into the CDS login screen, saving you time whenever you need to login to CDS.
Runtime 5:53
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>> View the 'Smart' Shortcut Fast Class
>> Download a printable version of the 'Smart' Shortcut Fast Class
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Database Backup
As the saying goes, an ounce of prevention is worth a pound of cure. The best way to prevent losing your data after a system failure or other event is to have a reliable and consistent method for backing up your CDS data on secure media. It is also essential to create a secure backup before upgrading CDS or your operating system.
Runtime 6:06 |
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Database Rebuild
A database rebuild will help maintain the integrity of the indexes in a database. It is recommend that a database rebuild be performed on a monthly basis or after importing or converting large amounts of data. Since a database rebuild is a fairly involved process that can take a few hours to run, it may be advantageous to schedule a monthly database rebuild after hours or on a weekend when no users will need to log in to CDS.
Runtime 4:37 |
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Data Validation
CDS allows you to track contact age, policy renewal date, and investment value information. The Data Validation tool will ensure that these and other important values are accurate and up-to-date.
Runtime 3:03 |
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S.I.R. Maintenance
A fast database increases office productivity. And there is an easy way to ensure that CDS is running fast! The database cache is a useful utility that keeps track of recently viewed data cutting down on the time it takes for CDS to load data views. Running S.I.R. maintenance ensures that the database cache is functioning at optimal efficiency. S.I.R. can also be run when data views seem out of sync or to clear up C-tree errors, should any occur.
Runtime 3:52 |
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Zip Code Update Tables
The ZipUpdate.zip file contains two files that will update the Zip Code table in CDS. To update the Zip Code table: |
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- Ensure that all users have logged out of CDS.
- Download the ZipUpdate.zip file.
- Unzip the file and open the ZipUpdate folder.
- Copy and paste the ZipCodes.dat and the ZipCodes.idx files into the Sysdata folder.
- Run a Complete Data Validation and select all Data Validation Options, including the Fix Address using Zip Table option.
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| Note: The Sysdata folder is located in the CDSWin.svr folder (network CDS installations) or the CDSWIN folder (single user CDS installations) |
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