Page 29 C H A P T E R 1 0 M A I N T A I N I N G Y O U R D A T A F I L E S It is inevitable that the value of your time and effort expended in entering and maintaining data for the OWL Personal Portfolio Manager will eventually far outweigh the cost of the software itself. Just as you make backup copies of your software programs to protect your investment, 'Otto-Williams Ltd. strongly advises that you make backup copies of your data. OPPM data files are named as follows: PORTDIR.DAT PORTMAS.DAT PURSALE.DAT STKINC.DAT STKHIS.DAT ASSETS.DAT INDEX.DAT These files should be backed-up frequently using the DOS Copy command. Backup copies should be stored separate from your working data disk. In addition to performing manual backups of your data files, the OWL Personal Portfolio Manager provides several file maintenance functions. The File Maintenance menu provides the following options. 嬪様様様様様様様様様様様� � FILE MAINTENANCE MENU � 突様様様様様様様様様様様� � CHANGE DATABASE PATH � 団陳陳陳陳陳陳陳陳陳陳陳� � BACKUP DATABASE FILES � 団陳陳陳陳陳陳陳陳陳陳陳� � INITIALIZE DATABASE � 団陳陳陳陳陳陳陳陳陳陳陳� � PURGE OBSOLETE DATA � 団陳陳陳陳陳陳陳陳陳陳陳� � RESTORE BACKUP FILES � 団陳陳陳陳陳陳陳陳陳陳陳� � RETURN TO MAIN MENU � 青陳陳陳陳陳陳陳陳陳陳陳� Table 10-1 CHANGE DATABASE PATH Each time you use the OWL Personal Portfolio Manager, it defaults to the database path which was specified in the command line. The "Change Database Path" option allows you to switch to a different database without exiting and restarting the program. You should note that data files on the new path are not automatically backed-up when you change to that path. Page 30 BACKUP DATABASE FILES Use this option to backup your current database files. You should be aware that this procedure will overwrite any previously created backup files in your current database path. INITIALIZE DATABASE FILES Use this option to create new database files in your currently selected database path. If this path already contains database files, a warning message will appear. You will be prompted to either proceed with creating new database files or to abort the process. PURGE OBSOLETE DATA This option provides the capability of purging (deleting) individual securities from the portfolio database in your currently selected database path. When selected, the "Purge Obsolete Data" option first displays a message which warns that any current backup files will be lost. You are given the option to proceed or abort the process. If you choose to proceed, new backup data files are automatically created. (If you are unsatisfied with the results of running this option you may select the "Restore Backup Files" option and your database will be restored using these newly created backup data files.) After your database files have been backed-up, you are ready to begin selecting which securities to retain and which to delete. The system reads each security from your database and lists the following information. Ticker Symbol Security Name Portfolio Name A menu is displayed with options to "RETAIN" or "DELETE" the listed security. Use the left and right arrow keys to select the appropriate option and press the return key to execute the selected option. Securities which reside in multiple portfolios will be displayed once for each portfolio in which they reside. When you select the DELETE option you will be asked if you would like a printed report of the security being deleted. This report provides a summary of all purchases, sales, and dividends for the security being deleted and is sufficiently detailed to recreate the records being deleted should you desire to do this at a later date. Once the system has cycled through all securities, the File Maintenance menu is redisplayed. Page 31 RESTORE BACKUP FILES Each time you use the OWL Personal Portfolio Manager, the system automatically makes backup copies of all data files. The RESTORE BACKUP FILES option may be used to erase any mistakes which you may have made during a data entry session. Selection of the option will restore your data files to their condition at the time you executed OPPM for the current session. NOTE: all updates which you have made during the current run of OPPM will be lost. This automatic backup procedure is not designed to replace manual backups as described above.