The first thing you need to do is decide on how you're going to structure your database. If you are not familiar with databases and how they work, please read our Database 101 tutorial before you start. If you're not sure what fields, tables, and records are, this is definitely recommended reading!
Read the Table Structure Tutorial to find out about the tables in CatBase and work out the best way to set yours up.
Once you've decided on the structure of your data, you're ready to set it up.
The procedure for creating a new database is slightly different depending on whether you are using CatBase Single-User or the Multi-User version.
There are two ways to create a new database:
You'll then see a Create a data file … dialogue with a default database name displayed:
After your new database has been created, you'll see a Help Topic window with the heading Getting Started with a new Database Project.
CatBase is a relational database, allowing you to set up many-to-many or many-to-one relationships between the tables. To manage these relations, click on the Manage Relations sub-tab. Here's an example of a newly set up database with two tables -Products and Parts:
In this example, we want to create a many-to-many relationship between Parts and Products: each Product can have any number of Parts and each Part can belong to multiple Products.
The double-ended arrow indicates that the Parts table is linked via the RelatedRecordNumber field to the RecordNumber field in the Products table. (Note - normally, you don't need to be concerned about the technicalities of how these relationships work - CatBase will handle the details for you.)
Click the Save button when you're happy with the table relations setup.
Having set up some tables and fields, you need to be able to enter and view the data. That's done via the data entry forms, and you will need to add the fields and other objects that you want to use on your data entry forms. The Form Design Wizard is essentially a drawing program which enables you to place fields and other objects – such as lists of related data – onto a form that you'll use to enter, view, and modify your data. Click here to see the Form Design Wizard Tutorial.
OK - you've set up your database. Now you need to get your data into it. You can either import data from another source, such as a spreadsheet or another database, or you can add data manually.
You can import data from various sources, such as:
To enter data:
When you select any of your data tables in the top row of tabs, you'll see a list of the records in that table (note - this list might show all the records, or some of them, depending on how you previously viewed that table.)
Initially, this list contains just one column: the Key Field from that table. You can add additional columns, rearrange them, and resize them.
To reposition a column, click on the column header and drag it left or right, then drop it where you want it to go.
To resize a column, click on the dividing line and drag left or right (like a spreadsheet).
If you want to save the current setup of the list view, right-click on the list and choose Save the column settingsfor this view. in future when you go to this table, the list will appear just as it currently does.
Finally ... the fun part!! The final step is to tell CatBase how you want to publish your data: What you want to publish; how you want it sorted; how you want each part of it styled; whether you want to publish pictures, and so on. This is all managed through the use of Style Sheets.
There are three types of Style Sheets in CatBase:
Please see the following Tutorials for more detailed info about publishing your data:
If you have any questions about the topics discussed here. or are not sure how to proceed, please contact us.