Copyright: ® Polaris Software, Inc.


Polaris Conversion Utility

The Polaris Conversion Utility allows you to convert your Lotus Organizer files to Polaris Advantage files.

Backup up your Advantage and Organizer files before you begin the conversion.

Do NOT interrupt the conversion process or try to use any other applications once the conversion has started.

Converting your Lotus Organizer files:

1.	Make sure both Advantage and Organizer are closed.

2.	Select Convert from the File menu.

3.	Select Organizer to Advantage.

4.	A message will display reminding you not to interrupt the conversion process.  Read it and click OK.

The Choose an Organizer file to Convert dialog box displays:

5.	Select the Organizer file to be converted and click OK.

The Choose an Advantage file to import to dialog box displays:

6.	Select the Advantage file to import to and click OK.

If Organizer is not in your path, the Where is Organize.exe? dialog box displays:

7.	Locate and select Organize.exe and click OK.

The Conversion process begins, and you will see your Organizer information being exported and imported into Advantage.

8.	The Conversion Complete message appears once your information has been successfully converted.  Click OK on the message box.

9.	Select Exit from the File menu.

You should now be able to use your Organizer information in Advantage.

Tips on Converting

*	Separate Note Card records will be created in Advantage for each Chapter and Page from Organizer.  "Chapter Title" will be placed in the Key 5 field of each Advantage Note Card record that was a Chapter in Organizer.  Thus, to locate all Chapter Titles, you can search on the text Chapter Title.

The Chapter that the page is a part of will appear in the Key 1 field.  The Text from the page will appear in the Notes field of the Note Card.  Thus, you can perform a search to locate the Note Card records associated with a particular Chapter.  For instance, if you had Organizer Notes with the Chapter Title of Notes from Orient trip you can search on the text Notes from Orient trip.

Refer to the Searching section in the Advantage User's Guide for detailed information on searching.

*	Since Organizer allows you to enter varying Phone Number formats, such as Business 555-3636 or 011-05-85-3625, Advantage will duplicate the Phone Number fields in the Key 3 and Key 4 fields (as well as the Advantage Phone Number fields) allowing you to verify that the numbers were converted accurately.

*	Any bitmaps in a Chapter will be converted to a Document record in the Document Manager.  The Chapter name will be entered into Key 1.  To search for these bitmaps, search on the Chapter name from the Document Manager.