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8/3/2019 Data Exchange Wizard User Manual
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Data Exchange Wizard User Manual
DB Software Laboratory 1999-2006
www.dbsoftlab.com
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Contents
Contents.......................................................................................................................................2
1. Introduction .............................................................................................................................4
2. Requirements........................................................................................................................... 43. Key features.............................................................................................................................5
Data Import..............................................................................................................................5
Data Export..............................................................................................................................6
4. Data Exchange Wizard Architecture.......................................................................................7
5. Importing Data ........................................................................................................................7
5. Importing Data ........................................................................................................................8
Working with Data Exchange Wizard..................................................................................... 9
Welcome page .....................................................................................................................9
Load Configuration ............................................................................................................. 9
Operation Type..................................................................................................................10Data Source Type ..............................................................................................................10
Text Files...........................................................................................................................11
File Format ........................................................................................................................11
Cross Table........................................................................................................................12
Excel Files .........................................................................................................................12
ODBC Data Source ...........................................................................................................13
Source is Table(s)..............................................................................................................14
Source is a Select Statement..............................................................................................15
Query Builder ....................................................................................................................16
Mapping Screen Overview................................................................................................19
Main tool bar .....................................................................................................................20Source tool bar...................................................................................................................20
Mapping panel...................................................................................................................20
SQL Statements.................................................................................................................21
Logging Options................................................................................................................22
Data Preview .....................................................................................................................23
Ready.................................................................................................................................24
Processing Data .................................................................................................................25
Log.....................................................................................................................................26
Rejected Records...............................................................................................................27
Save Configuration............................................................................................................ 28
Data Mapping....................................................................................................................29
Auto mapping....................................................................................................................29
Checking Mapping ............................................................................................................30
How to clear mapping .......................................................................................................31
Loading data from the Cross table ....................................................................................32
Performing Calculations....................................................................................................34
Filtering Data.....................................................................................................................35
Updating/Deleting Records ...............................................................................................37
6. Target Database Specific Parameters ....................................................................................39
MS SQL Server parameters...............................................................................................39
Oracle parameters..............................................................................................................397. Exporting Data ......................................................................................................................40
Source Connecion..............................................................................................................41
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Source is Table(s)..............................................................................................................42
Source is a Select Statement..............................................................................................44
Query Builder ....................................................................................................................45
Logging Options................................................................................................................46
Ready.................................................................................................................................47
Processing Data .................................................................................................................47Log.....................................................................................................................................48
Save Configuration............................................................................................................ 48
8. Import Functions ...................................................................................................................49
String Functions ....................................................................................................................49
Numeric Functions ................................................................................................................51
Date Functions.......................................................................................................................52
Conversion Functions............................................................................................................53
Miscellaneous Functions .......................................................................................................54
9. Date formats ..........................................................................................................................55
10. Using Command Line Interface ..........................................................................................56
11. Support Procedure ...............................................................................................................5712. License Agreement..............................................................................................................58
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1. Introduction
Data Exchange Wizard is a easy to use tool designed to help end user to import and export
data between different various data sources and targets.
2. Requirements
Below is a List of Software that must be installed before installation of Data Exchange
Wizard:
Software Version Notes
Microsoft Windows 98 or higher
MDAC 2.6 or higher Part of OS on W2K,
XPSQL ODBC driver 2000.81.9041.40 Part of OS on W3K,
XP
Only to work with MS
SQL Server
Oracle Client 7.3.4 or higher Provided by Oracle Only to work with
Oracle database
Note:
Depending on the user requirement you may or may not need to have all the software
components installed
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3. Key features
Data Import
Data targets:
Oracle 7-9i database (using OCI API)
SQL server 7- 2000 (using BCP API)
ODBC source (Using ODBC API)
Data sources:
Text files
Any ODBC source
Multiple Files or Tables
Also:
Great performance - hundreds of records per second
Comprehensive Error log
Rejected records file
Integrated Expressions builder
Data Preview
Allows the user to perform calculation during the loading process such as fields splitting,
concatenations, data formatting, and ability to load cross tables.
Oracle
There are two ways of loading available:
Oracle direct path loading
Conventional path
SQL server
This software uses the same API as Microsoft DTS service.
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Data Export
Data Sources:
Oracle 7-9i database (using OCI API) SQL server 7- 2000 (using BCP API)
ODBC source (Using ODBC API)
Multiple tables
Data Targets:
Flat files
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4. Data Exchange Wizard Architecture
Data TargetsData Sources
OCI API
BCP API
ODBC
API
Data Exchange
Wizard
Importing Data
Flat Files
ODBC
Oracle
SQL Server
ODBC
Data Exchange
Wizard
Exporting Data
Data TargetsData Sources
Flat Files
ODBC
SQL Server
Oracle
Multiple files or tables
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5. Importing Data
Calculation?
No Errors?
Result Is Null or Blank
Calcualte Field Val ue
Apply Date Format
Reject If Null ?
Set to default If Null?
Ignore If Null ?
Date Format Defined?
Set To Defaul t if Error
Set To Nul l If Error
Reject If Error
Reject Record
Reject If Error
Set To Nul l If Error
Set To Defaul t if Error
Set to default If Null?
Assign Source Field to T arget Field
Continue to the next Field
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Working with Data Exchange Wizard
To start Data Exchange Wizard Click Start -> All Programs -> DB Software Laboratory ->
Data Exchange Wizard -> Data Exchange Wizard
Welcome page
This is how Data Exchange Wizard looks like once it is startedPress the Next button to proceed to the next page
Load Configuration
You may choose to open previously created configuration or open existing one
Press the Next button to proceed to the next page
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Operation Type
Select appropriate operation type
Press the Next button to proceed to the next page
Data Source Type
Select data source type and Press the Next button to proceed to the next page
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Depending on your choice you will see one of the following pages
Text FilesSelect File name and if you want to load data from several files specify mask
Data Exchange Wizard will search for files where selected file is located
Press the Next button to proceed to the next page
File Format
Select File format and fill in Text Qualifier and Delimiter
Press the Next button to proceed to the next page
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Cross Table
Select appropriate options (for more information see Loading data from a cross table)
Press the Next button to proceed to the next page
Excel FilesSelect File name and if you want to load data from several files specify mask
Data Exchange Wizard will search for files where selected file is located
Press the Next button to proceed to the next page
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Select Excel Sheet and
Press the Next button to proceed to the next page
ODBC Data Source
Fill in Data Source Name, User Name, Password
Test Connection and
Press the Next button to proceed to the next page
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Specify whether your Source is table or Select Statement
Press the Next button to proceed to the next page
Depending on your choice you will see one of the following pages
Source is Table(s)
Select table(s) you want lo load data from or alternatively specify a mask to find tablesPress the Next button to proceed to the next page
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Source is a Select Statement
Fill in a Select Statement you want to load data from
Or alternatively use Query builder to generate Sql
Press the Next button to proceed to the next page
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Query Builder
F
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On this step you should enter all necessary settings to connect to the target database
First select Database Type, than fill in
Server name for MS Sql Server Connection
TNS Name for Oracle Connection
DSN Name for ODBC Connection
Fill in User Name and Password
Fill in Database name for MS Sql Server Connection
Fill in Table name to load data into
Test connection to make sure it is working
Fill in Sql Statements Separator and
Press the Next button to proceed to the next page
Note:
For more information see Target Database specific parameters
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Select Appropriate Transformation type
Press the Next button to proceed to the next page
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Mapping Screen Overview
Main Tool bar
Source tool bar
Mapping PanelTarget table fields list
Target Fields
Source fields
Source data
Source table
Field No
Field Width
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Main tool bar
1 2 3 4
1. Refreshes fields list from the database2. Checks script for the errors3. Allows user to clear field mapping4. Hides mapping panel
Source tool bar
1 2 3 4 5 6 7
1. Refreshes Source data2. Adds new column3. Deletes last column4. Auto map the source fields to the target fields5. Filter6. Sources file name/ table name7. Number of records to show in grid
Mapping panel
Mapping panel is designed to provide user with all information related to the mapping of one
particular field. There are two ways of mapping: direct and through calculations.
Alternately you may hide Mapping panel and use grid to perform mapping.
Default value
Mapping typeSource Field
Errors Handling
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See the picture below
Once mapping is completed Press the Next button to proceed to the next page
Note
See next chapter for more information about mapping
SQL Statements
Data Exchange Wizard provides functionality to perform SQL statements before and after data
import or export.
Note:
In order to Execute several SQL statements user must specify SQL delimiter
No select statements allowed
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Logging Options
Check default options and
Press the Next button to proceed to the next page
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Data Preview
This is how data will look like once it is imported into the database
Press the Next button to proceed to the next page
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Ready
We are now ready to load data into the database
Check the information presented and
Press the Next button to start loading data
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Processing Data
At this step data is being loaded into the database
You may stop import any time by clicking Stop
Press the Next button to proceed to the next page
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Log
Once data is loaded it vital to check the log file for any errors
Press the Next button to proceed to the next page.
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Rejected Records
Examine Rejected records
Press the Next button to proceed to the next page
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Save Configuration
Now when import is completed end user can choose to save the configuration
Click finish to close Data exchange wizard.
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Data Mapping
Select Fist field in the Data Target fields list and drag and drop it above [CUSTOMERID]
field.
You may change field mapping by using mapping panel at any time.
Auto mapping
If the Data Source and Data Target have got the same fields names you may use Auto map
feature.
Click , Click yes.
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Checking Mapping
Once mapping is completed it is important to check it by clicking button.
We have to correct the error first.
Date format is missing
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How to clear mapping
Click .
Click on the field you would like to clear
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Loading data from the Cross table
Let us say we have table like the following in the database:
No Field Data Type1 CUSTOMERID CHAR
2 YEAR DECIMAL
3 MONTH DECIMAL
4 PRODUCTID DECIMAL
5 AMOUNT DECIMAL
And a text file like the one below:
Year
CustomerID
ProductID
Month_1Qty_1
Month_12
Qty_12
On the cross table page check Source file is a Cross table check box and set First Field to 4,
Blocks to 12 and Block length to 2
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Finally we are ready to import data
Click to load data into the database
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Performing Calculations
Data Exchange Wizard is capable of performing calculations during import.
To perform a simple calculation set mapping type to calculation and type constant or formulainto calculation edit box
For character type fields type '12' or "12''
Multiplying fields
[INTEGER_F]*[FLOAT_F]
Concatenation
"[INTEGER_F]"+ " kilos"More complicated examples
Iif([FLOAT_F]>[INTEGER_F],1,2)
Trim('[CHAR_F]')
You may also use an Expression Editor.
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Filtering Data
User may filter records using the following example:
F1=1 Customer information
F1=2 Invoices
Filter
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If you want to use multiple criteria use following example
([F1]==1) || ([F1]==56)
Where
|| - OR
&& - AND
! - NOT
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Updating/Deleting Records
In order to Update or Delete records you must specify update key.
For the example provided below, Data Exchange Wizard will execute the following SQL
(Update key is CustomerId, OrderNo)
Add New and Update Old Records
Select count(*)
from [DEMO].[dbo].[orders]where CustomerId=? And OrderNo=?
If any records found Data Exchange Wizard will update them by executing
Update [DEMO].[dbo].[orders]
set orderdate=?,
amount=?
where customerid=? And OrderNo=?
If no records found Data Exchange Wizard will add new records
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Updating Records
Update [DEMO].[dbo].[orders]
set OrderDate=?,
Amount=?
where CustomerId=? And OrderNo=?
Deleting Records
Delete from [DEMO].[dbo].[orders]
Where CustomerId=? And OrderNo=?
Note:
Add New and Update Old Records is not supported for SQL Server Connection use ODBC
connection instead.
Update key
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6. Target Database Specific Parameters
MS SQL Server parameters
Check constraints
Ensure that any constraints on the destination table are checked during the bulk copy
operation. By default, constraints are ignored.
Keep identity
Specify that there are values in the data file for an identity column.
Keep NULLS
Specify that any columns containing a null value should be retained as null values, even if a
default value was specified for that column in the destination table.
Batch size
Specify the number of rows in a batch. The default is the entire data file.
The following values for the Batch size property have these effects:
If you set Batch size to zero, the data is loaded in a single batch. The first row that fails will
cause the entire load to be cancelled, and the step fails.
If you set Batch size to one, the data is loaded a row at a time. Each row that fails is counted
as one row failure. Previously loaded rows are committed.
If you set Batch size to a value greater than one, the data is loaded one batch at a time. Any
row that fails in a batch fails that entire batch; loading stops and the step fails. Rows in
previously loaded batches are either committed or, if the step has joined the package
transaction, provisionally retained in the transaction, subject to later commitment or rollback.
Oracle parameters
The box above allows you to specify Conventional and Direct path loading
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7. Exporting Data
Once Data Exchange Wizard is started on Operation Type Page select operation type >
Export data.
Press the Next button to proceed to the next page
Select Text Qualifier and Delimiter.Press the Next button to proceed to the next
page
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Source Connecion
On this step you should enter all necessary settings to connect to the source database
First select Database Type, than fill in
Server name for MS Sql Server Connection
TNS Name for Oracle Connection
DNS Name for ODBC Connection
Fill in User Name and Password
Fill in Database name for MS Sql Server Connection
Test connection to make sure it is working
Fill in Sql Statements Separator and
Press the Next button to proceed to the next page
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Specify whether your Source is table or Select Statement
Press the Next button to proceed to the next page
Depending on your choice you will see one of the following pages
Source is Table(s)
Select table(s) you want lo load data from or alternatively specify a mask to find tablesPress the Next button to proceed to the next page
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SQL Statements
Data Exchange Wizard provides functionality to perform SQL statements before and after data
export.
Note: In order to Execute several SQL statements user must specify SQL delimiter
No select statements allowed
Press the Next button to proceed to the next page
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Fill in Directory Name you want to export data into
Every table will be saved into separate file
Press the Next button to proceed to the next page
Source is a Select Statement
Fill in a select Statement you want to load data from
Or alternatively use Query builder to generate Sql
Press the Next button to proceed to the next page
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Query Builder
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Fill in File Name you want to export data into
Press the Next button to proceed to the next page
Logging Options
Check default options and
Press the Next button to proceed to the next page
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Ready
We are now ready to export data from the database
Check the information presented and
Press the Next button to start exporting data
Processing Data
At this step data is being exported from the databaseYou may stop export any time by clicking Stop
Press the Next button to proceed to the next page
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Log
Once data is exported it vital to check the log file for any errors
Press the Next button to proceed to the next page.
Save Configuration
Now when export is completed end user can choose to save the configurationClick finish to close Data exchange wizard.
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8. Import Functions
String Functions
Trim
Trim(String):string
Trims leading and trailing spaces from a string.
TrimLeftTrimLeft(String):string
Trims leading spaces from a string.
TrimRight
TrimRight(String):string
Trims trailing spaces from a string.
UpperCaseUpperCase(String):string
UpperCase returns a string with the same text as the string passed in, but with all letters
converted to Uppercase
LowerCaseLowerCase(String):string
LowerCase returns a string with the same text as the string passed in, but with all letters
converted to LowerCase
ReplaceReplace(String,OldPattern,NewPattern):string
Replace replaces all occurrences of the OldPattern by NewPattern within the String
SubStringSubString(String,Index,Count):string
SubString returns a substring containing Count characters or elements starting from Index.
RightStringRightString(String,Count):string
RightString returns the trailing characters of String up to a length of Count characters
LeftStringLeftString(String,Count):string
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LeftString returns the leading characters of String up to a length of Count characters
AddCharLeftAddCharLeft(Char,String,Count):string
AddCharLeft returns a string left-padded to Length with characters Char
AddCharRightAddCharRight(Char,String,Count):string
AddCharRight returns a string right-padded to Length with characters Char
MakeStringMakeString(Char,Count):string
MakeString returns a string of Count filled with character Char.
DelSpacesDelSpaces(String):string
DelSpaces returns string with all spaces deleted except one.
"two spaces"->"two spaces
DeleteDelete(String,Index,Count):String
DelSpaces returns string with count characters deleted starting from index.
InsertInsert(Source,S,Index):String
Insert returns string with s string inserted in index.
ProperCaseProperCase(String):string
ProperCase returns string, with the first letter of each word in uppercase and all other letters in
lowercase
"proper case"->"Proper Case"
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Numeric Functions
AbsAbs(Integer):Integer
Abs returns the absolute value of the argument
RoundRound(Float,Integer):Float
Use Round to round Value to a specified power of ten.
The following examples illustrate the use of Round:
Expression Value
Round(1234567, 3) 1234000
Round(1.234, -2) 1.23
Round(1.235, -2) 1.24
Round(1.245, -2) 1.24
SignSign(Integer): Integer
Use Sign to test the sign of a numeric value.Sign returns
0 if AValue is zero.
1 if AValue is greater than zero.
-1 if AValue is less than zero.
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Date Functions
DayDay(Date,Format):Integer.
Use Day to get the day part of a date value.
Day('01012003','DDMMYYYY')
HourHour(Date,Format):Integer.
Use Hour to get the hour part of a date value.
Hour('01012003','DDMMYYYY')
MinuteMinute(Date,Format):Integer.
Use Minute to get the minute part of a date value.
Minute('01012003','DDMMYYYY')
Month
Month(Date,Format):Integer.
Use Month to get the month part of a date value.
Month('01012003','DDMMYYYY')
SecondSecond(Date,Format):Integer.
Use Second to get the second part of a date value.
Second('01012003','DDMMYYYY')
YearYear(Date,Format):Integer.
Use Year to get the year part of a date value.
Year('01012003','DDMMYYYY')
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Conversion Functions
IntegerToStringIntegerToString(Integer): String.
IntegerToString converts integer value to string value.
NumberToStringNumberToString(Float): String
NumberToString converts float value to string value.
StringToIntegerStringToInteger(String): Integer
StringToInteger converts string value to integer value.
StringToNumberStringToNumber(String): Float
StringToNumber converts string value to float value.
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Miscellaneous Functions
IifIif(expr1==expr2,expr3,expr4)
Iif function returns expr3 or expr4 depending on expr1==expr2
GetSystemVariableGetSystemVariable('VARIABLENAME'):string
GetSystemVariable returns value of 'VARIABLENAME'.
Possible values for 'VARIABLENAME' are:
COMPUTERNAME,OSUSERNAME,
DBUSERNAME,
BLOCKNUMBER,
LINENUMBER,
RECORDNUMBER,
SYSTEM_DATE
PosPos(Substr,String): Integer
Pos searches for Substr within String and returns an integer value that is the index of the first
character of Substr within String. Pos is case-sensitive. If Substr is not found, Pos returns zero.
GetFileHeaderLineGetFileHeaderLine(LineNumber): String
GetFileHeaderLine function returns header line LineNumber from the source text file
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9. Date formats
Date/Time format strings control the conversion of strings into date time type.
Date/Time format strings are composed from specifiers which describe values to be convertedinto the date time value.
In the following table, specifiers are given in lower cases. Case is ignored in formats, except
for the "am/pm" and "a/p" specifiers.
Specifier Description
d Day as a number without a leading zero (1-31).
dd Day as a number with a leading zero (01-31).
m Month as a number without a leading zero (1-12).
mm Month as a number with a leading zero (01-12).
mmm Month as an abbreviation (Jan-Dec).
mmmm Month as a full name (January-December).
yy Year as a two-digit number (00-99).
yyyy Year as a four-digit number (0000-9999).
h Hour without a leading zero (0-23).
hh Hour with a leading zero (00-23).
n Minute without a leading zero (0-59).
nn Minute with a leading zero (00-59).
s Second without a leading zero (0-59).
ss Second with a leading zero (00-59).
tt Uses the 12-hour clock for the precedingh orhh specifier, 'am' for any hour
before noon, and 'pm' for any hour after noon.
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10. Using Command Line Interface
Use DEWizard.exe configuration file to run Data Exchange Wizard from the command line
Data Exchange Wizard will load configuration file and execute it immediately, onceexecution is completed it will close itself.
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11. Support Procedure
Should you require any support please send an email with the following information to
1. Version number
2. Example of data you are trying to load
3. Script to create a table
4. Database version
5. Operation system version
6. Description of a problem
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12. License Agreement
Data Exchange Wizard by
DB Software Laboratory
www.dbsoftlab.com
END-USER LICENSE AGREEMENT FOR THIS SOFTWAREIMPORTANT - READ CAREFULLY:
This End-User License Agreement ("EULA") is a legal agreement between you (eitheran individual or a single entity) and DB Software Laboratory for the SOFTWAREPRODUCT identified above, which includes computer software and may includeassociated media, printed materials, and "online" or electronic documentation. Byinstalling, copying, or otherwise using the SOFTWARE PRODUCT, you agree to bebound by the terms of this EULA. If you do not agree to the terms of this EULA, youmay be subject to civil liability if you install and use this SOFTWARE PRODUCT.
SOFTWARE PRODUCT LICENSE
The SOFTWARE PRODUCT is protected by copyright laws and internationalcopyright treaties, as well as other intellectual property laws and treaties.
The SOFTWARE PRODUCT is licensed, not sold.
INSTALLATION AND USAGE
-If this is an EVALUATION VERSION of the SOFTWARE PRODUCT, you may copyand distribute an unlimited number of copies of the SOFTWARE PRODUCT; providedthat each copy shall be a true and complete copy, including all copyright andtrademark notices, and shall be accompanied by a copy of this EULA.
If this is a REGISTERED VERSION of the SOFTWARE PRODUCT, you may installand use it for your personal use only. You may not reproduce or distribute theSOFTWARE PRODUCT for use by others.
OTHER RIGHTS AND LIMITATIONS
You may not reverse engineer, decompile, or disassemble the SOFTWAREPRODUCT, except and only to the extent that such activity is expressly permitted byapplicable law notwithstanding this limitation. Any such unauthorized use shall resultin immediate and automatic termination of this license and may result in criminaland/or civil prosecution. All rights not expressly granted here are reserved by DBSoftware Laboratory.
The SOFTWARE PRODUCT is licensed as a single product. Its component parts maynot be separated for use on more than one computer.
You may permanently transfer all of your rights under this EULA, provided therecipient agrees to the terms of this EULA.
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SEVERABILITY
In the event of invalidity of any provision of this license, the parties agree that suchinvalidity shall not affect the validity of the remaining portions of this license.
COPYRIGHT
The SOFTWARE PRODUCT is protected by copyright laws and international treatyprovisions. All title and copyrights related to the SOFTWARE PRODUCT (includingbut not limited to any images, photographs, animations, video, audio, music, text, and"applets" incorporated into the SOFTWARE PRODUCT), the accompanying printedmaterials, and any copies of the SOFTWARE PRODUCT are owned by DB SoftwareLaboratory.
MISCELLANEOUS
Should you have any questions concerning this EULA, or if you desire to contact theauthor of this Software for any reason, please contact DB Software Laboratory (seecontact information at the top of this EULA).
LIMITED WARRANTY
DB Software Laboratory expressly disclaims any warranty for the SOFTWAREPRODUCT. The SOFTWARE PRODUCT and any related documentation is provided"as is" without warranty of any kind, either express or implied, including, withoutlimitation, the implied warranties or merchantability, fitness for a particular purpose, ornon infringement. The entire risk arising out of use or performance of the SOFTWAREPRODUCT remains with you.
In no event shall DB Software Laboratory be liable for any damages whatsoever orrefund of any money (including, without limitation, damages for loss of businessprofits, business interruption, loss of business information, or any other pecuniaryloss) arising out of the use of or inability to use this product, even if DB SoftwareLaboratory has been advised of the possibility of such damages. Because somestates/jurisdictions do not allow the exclusion or limitation of liability for consequentialor incidental damages, the above limitation may not apply to you.
ENTIRE AGREEMENT
This is the entire agreement between you and DB Software Laboratory whichsupersedes any prior agreement or understanding, whether written or oral, relating tothe subject matter of this license.
Thank you for using the Data Exchange Wizard.