Upgrade.txt   -   Pastor's Helpmate v8.0
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Contents:
1. General description of upgrade.txt
2. Who will need this information
3. Step-by-step upgrade instructions
4. Pastor's Helpmate version file names
5. Upgrade details (for the curious)

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1. General description of upgrade.txt...............................
This upgrade information is intended for those who are upgrading from a
previous version of Pastor's Helpmate and wish to use their existing
data file.


2. Who will need this information...................................
If you have been using a previous version of Pastor's Helpmate (v1.0,
v2.1, v7.0) and wish to use your existing Pastor's Helmpate data file
with the new application file in Pastor's Helpmate v8.0.  Pastor's
Helpmate consists of 2 MS Access files:  an application file and a 
data file.  The application file consists of all forms, queries, 
reports, macros, and modules.  The data file consists of the tables 
that store your church's data (member information).  If you have 
entered your church's data into a previous version of Pastor's 
Helpmate, then you will want to use the upgrade instructions of this 
document.  These instructions will allow you to use your current 
Pastor's Helpmate data file with the latest Pastor's Helpmate 
application file (eliminating the need for any re-entry of data).




3. Step-by-step upgrade instructions................................

Step 1: Install the new Pastor's Helpmate v8.0 as described in the 
Pastor's Helpmate User's Guide.

Step 2: Using Windows Explorer (Win 95), COPY your existing Pastor's 
Helpmate data file into the directory where you installed the new 
version of Pastor's Helpmate in Step 1.  (See section 4 of this 
upgrade.txt document for details on Pastor's Helpmate filenames if 
you are not sure of the filename of your existing data file)

Step 3: Open with MS Access this new copy of your existing data file 
which you created in Step 2.  If you are upgrading to a newer version
of MS Access (i.e. from v7.0 to v97), then you will need to allow
MS Access 97 to convert your data file as part of Step 3.

Step 4: From the "File" menu, click "Get External Data" and then select
"Import".  At the Import dialog box, locate the Genesis.mdb Access 
database file included with Pastor's Helpmate v8.0  (This database file
will be located in the same directory as the new the Pastor's Helpmate
v8.0 files you installed in Step 1.)  Click "Import" once you've 
located the Genesis file and it is displayed in the File Name field.

Step 5: The Import Objects dialog box will be opened.  Click on the 
"Macros" tab and then click "Select All".

Step 6: Click on the "Modules" tab, click "Select All", and then 
click OK.  The "Run Version Update" macro and the "Version Update"
module will now be in your existing data file.

Step 7: In the database window, click on the Macro tab.  Verify that
the "Run Update Version" macro is highlighted by clicking it.  Then
press the Run button in the database window to execute the macro.

Step 8: At the "Update Confirmation" dialog box, click Yes to proceed
with update.  If the update is successfully completed, you'll receive a
confirmation - click OK.

Step 9: Select the "Table" tab from the database window.  Find the 
MEMBERS table in the list and click to highlight.  Click on the Design
button to open the table in design view.  Scroll down to the last
field name in the MEMBERS table named "EnvelopeNumber" and click on it
so that the right arrow is pointing to "EnvelopeNumber".  In the field
properties section at the bottom of the window, change the "Indexed"
field from "No" to "Yes (No Duplicates).  (Note: Step 9 is required to
be performed manually since Access does not support setting of the
Indexed mode of a field through code).

Step 10: Close the Pastor's Helpmate data file by selecting "File" and
then "Close" from the MS Access main menu.

Step 11: In order for the new Pastor's Helpmate application file to 
use your updated data file, you must rename it to match the new 
version you are upgrading to.  If you are upgrading to v8.0, then the
data file should be renamed to ph80data.mdb.   (NOTE: this file must 
be located in the same directory as the v8.0 application file - this 
will be the case if Step 2 was completed).

Step 12: Open the new Pastor's Helpmate v8.0 application file 
(ph80prog.mdb) with MS Access.  It will look for the associated data 
file (ph80data.mdb).  If you've completed the previous steps, the new 
version of Pastor's Helpmate will be using your existing (updated) 
data as its data source.




4. Pastor's Helpmate version file names.............................

PREVIOUS VERSIONS:
Pastor's Helpmate for MS Access v2.0
	 Shareware version (previous): v1.0
		 Application filename: ph_prog.mdb
		        Date filename: ph_data.mdb

	Registered version (previous): v2.1
		 Application filename: ph21prog.mdb
		        Data filename: ph21data.mdb

	      
Pastor's Helpmate for MS Access v7.0 (Access 95)
	 Shareware version (previous): v7.0
		 Application filename: ph70prog.mdb
		        Date filename: ph70data.mdb

	Registered version (previous): v7.0
		 Application filename: ph70prog.mdb
		        Data filename: ph70data.mdb

	      
LATEST VERSIONS - THE GENESIS RELEASE
(Filenames for Shareware and Registered versions are the same)

Pastor's Helpmate for MS Access v2.0 
		 Application filename: ph22prog.mdb
		        Data filename: ph22data.mdb

Pastor's Helpmate for MS Access v7.0 (Access 95)
	         Application filename: ph71prog.mdb
		        Date filename: ph71data.mdb
	     
Pastor's Helpmate for MS Access v8.0 (Access 97)
	         Application filename: ph80prog.mdb
		        Date filename: ph80data.mdb

	    


5. Upgrade details (for the curious)....................................

You may be wondering why this upgrade procedure is required and what is
actually being changed in your data file.  The newest versions of 
Pastor's Helpmate have a few minor additions to the table structure of
the data file as listed below:
	Object: "User Info" Table
	Changes: "DefaultCity", "DefaultState", "DefaultZipCode", 
                 "AttendanceHouseholdMode", and "VersionNumber" fields
                 added.

	Object: "Members" Table
	Changes: "EnvelopeNumber" field added.

Because the Pastor's Helpmate application file uses the data file tables
as attached tables, these changes to the data file structure cannot be
accomplished through code contained in the application file (this procedure
is not supported by MS Access).  Otherwise the application file could 
automatically update the table structure of the data file. By importing the
"Update Version" module and associated macro, you can essentially add the 
additional fields listed above without actually going in and editing these
tables manually.  Step 9 is a manual step required, again, due to a
limitation in MS Access which does not allow the "Indexed" mode of a field
to be editing through MS Access code.

