Thank you for purchasing TouchBase Pro. This Read Me file contains the following topics:
Aldus Pro Bundle
Basic Installation Instructions
Custom Installation
Installing TouchBase Pro on a Different Hard Disk
Upgrading from TouchBase 2.0 or TouchBase Pro 3.0
Installing Specific Files
Reconciling Contact Files
Reconciling by Reconciliation Log
Reconciling by Internal ID
Common Questions & Answers
1 How to de-install the TouchBase 2.0 Desk Accessory
2 Copy Label - Right Aligned Address Items
3 Printing Envelopes with a StyleWriter
4 Printing Envelopes with a Deskwriter
5 Printing to Avery Labels
6 Using DiskDoubler
7 Teleport Modems
8 Sharing contact files using System 7 filesharing
9 Importing contacts into TouchBase Pro
10 Mail merges using programs other than TouchBase Pro.
11 How can I import and export my Preferred Listing and Address settings?
12 Running out of memory
13 How can I disable the TouchBase Pro Extension at startup?
14 Why doesn't TouchBase Pro work with my paper from Deluxe Paper?
Compatibility Notes
Special Note for Now Menus Users
Special Note for SuperPaint Users
Special Note for Desktop Dialer Users
Special Note for WindowShade Users
How to Contact Us
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Aldus Pro Bundle
"Aldus Pro Bundle" is a mini application that simply opens both DateBook Pro and TouchBase Pro together. If you purchased the Pro Bundle, it is included in the “Apple Menu Items” folder in your System folder and will appear in your Apple menu. If you want to open both DateBook Pro 4.0 and TouchBase Pro 4.0 automatically every time you restart your Mac, place “Aldus Pro Bundle” in your “Startup Items” folder in your System folder. This feature is only available under System 7.
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Basic Installation Instructions
Use the following instructions if you are installing TouchBase Pro for the first time and want to install the application on your startup hard disk. If you want to install TouchBase Pro on a different hard disk or are upgrading from TouchBase 2.0 or TouchBase Pro 3.0, read the Custom Installation section.
1. Make a backup copy of the installer disk(s) and keep it in a safe place.
2. Turn off any virus protection software you may have installed. Refer to the manual that came with the virus protection software if you are unsure of how to do this.
3. Restart your Macintosh with extensions off by holding down the Shift key.
4. Insert the TouchBase Pro installer disk (or Pro Bundle Installer Disk 1) into a floppy drive and double-click the TouchBase Pro installer icon (or Pro Bundle Installer icon).
5. Click the Install button to automatically install TouchBase to your startup hard disk. If you are installing TouchBase Pro to a different hard drive or are upgrading from TouchBase 2.0 or TouchBase Pro 3.0, read the Custom Installation section.
6. Click the Quit button after installation is complete. You must now restart your Mac.
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Custom Installation
Installing TouchBase Pro on a Different Hard Disk.
If you want to install TouchBase Pro onto a hard disk other than the startup hard disk, click the Switch Disk button. The installer will install all files on the disk you switched to, including files that go into the System folder under System 6 or the Preferences folder (in the System folder) under System 7.
Upgrading From TouchBase 2.0 or TouchBase Pro 3.0
If you are upgrading from TouchBase 2.0 or TouchBase Pro 3.0, the TouchBase Pro installer will convert your Return Address, Label, Envelope, Listing, Address Book, Fax Cover and FastLetter templates. The installer will also convert your preferences. The installer will not however convert your Address and Header Templates. Before you convert your contact files, we recommend you make a backup copy of them first.
The first time you launch TouchBase Pro, it will open the last contact file you opened with TouchBase 2.0 or TouchBase Pro 3.0 and will ask you if you want to convert the file. Click the Convert button to convert the file. You will be asked to rename the new file, and the old file will retain its old name. Your converted contact information is saved in a new TouchBase Pro 4.0 contact file.
To convert other TouchBase 2.0 or TouchBase Pro 3.0 files, open them from TouchBase Pro 4.0.
Note: If your contact file does not convert correctly, it may have been PREVIOUSLY damaged. If you were using TB 2.0, use the TouchBase Tools application that came with TB 2.0 to rebuild the contact file. If you were using TB Pro 3.0, open your old contact file with TB Pro 3.0 and rebuild it (select Rebuild from the Tools menu). After rebuilding the contact file, launch TouchBase Pro 4.0 and try converting it again. If that still does not work, you can go back to the old version, and export all your contacts to a text file (export all fields and choose the TouchBase Pro delimiters). You can then create a new file in TouchBase Pro 4.0 and import that text file (import all fields except the six Home address fields and choose the TouchBase Pro delimiters).
Installing Specific Files
Instead of a full installation of TouchBase Pro. You can install any combination of the following:
• TouchBase Pro Application
• TouchBase Pro Prefs
• TouchBase Pro Templates
• TouchBase Pro Folder Icon (System 7 only)
If you install TouchBase Pro Prefs or TouchBase Pro Templates on a hard disk that does not contain a System folder, the TouchBase Pro installer creates a System folder (and Preferences folder under System 7) to hold these files. However, the TouchBase Pro installer will not install the necessary System software onto the hard drive.
You may want to use these installation options if you partitioned your hard disk into several smaller volumes. For example, suppose you partitioned your hard disk into two volumes called Startup and Applications. You would want to put TouchBase Pro Prefs and TouchBase Pro Templates on Startup and the TouchBase Pro Application on Applications. The following instructions show you how:
1) Make a backup copy of the installer disk(s) and keep it in a safe place.
2) Turn off any virus protection software you may have installed. Refer to the manual that came with the virus protection software if you are not sure of how to do this.
3) Restart you Macintosh with the extensions off by holding down the Shift Key. Holding down the shift Key only works under System 7.
4) Insert the TouchBase Pro installer disk ( or Pro Bundle Installer Disk 1) into the floppy drive and double-click the TouchBase Pro installer icon ( or Pro Bundle Installer icon).
5) Click the Customize button.
6) The Installer will automatically select your startup volume. Click the Switch Disk button and select the Applications volume.
7) Select TouchBase Pro Application from the list of installation options. Then hold down the Shift key and select TouchBase Pro Templates, TouchBase Pro FastLetters, Sample Contacts, and AT&T 800# Directory.
8) Click the Install button. The application files will now be copied to your Applications volume.
9) Click the Continue button. We now want to install the TouchBase Pro Extension on the Startup volume.
10) Click on the Switch Disk button and select the Startup volume.
11) Select TouchBase Pro Extension. The hold down the Shift key and select TouchBase Pro Preferences.
12) Click the Install button. The extension and preferences files will now be copied to your Startup volume.
13) Click the Restart button.
14) Turn on any virus protection software you may have installed and restart you Macintosh.
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Reconciling Contact files
The following examples show you how you can reconcile two contact files. Contact file reconciliation is not reversible; backup your contact files before you reconcile them. Please read the section on file reconciliation in the TouchBase Pro User's Guide for more details.
Reconciling by Reconciliation Log
There are two ways to reconcile two contact files. You can reconcile by Reconciliation Log or by Internal ID. We recommend using the Reconciliation Log method because it is faster. The following example shows you an example of how TouchBase Pro can be used to reconcile two contact files by Reconciliation Log. This example assumes there are two different Macs, a desktop and a PowerBook, connected to each other by a network.
1. Make a copy of the "Sample Contacts" contact file on the desktop Macintosh (on the network) to your PowerBook.
Sample Contacts Sample Contacts Copy
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Adam Bartlett Copy the Adam Bartlett
David Gang contact file David Gang
Kelley Falk Kelley Falk
2. Turn on the Reconciliation Log for the "Sample Contacts Copy" contact file on your PowerBook.
3. Now you can go on the road with your PowerBook. Changes can be made to both "Sample Contacts" and "Sample Contacts Copy" In the example below, Julie was added and David was deleted from "Sample Contacts". In "Sample Contacts Copy", Adam was deleted, Richard was added, and Kelly's last name was changed to Florence. TouchBase keeps track of the changes made to "Sample Contacts Copy."
Adam Bartlett Make David Gang deleted: Adam Bartlett
Julie Ramon changes to Kelley Florence added: Richard Wolpert
Kelley Falk both files Richard Wolpert changed: Kelley Florence
4. Reconnect your PowerBook to the network. Launch TouchBase Pro on your PowerBook and open "Sample Contacts Copy." Select Reconcile… from the File menu. Click the Reconciliation Log radio button. Then locate "Sample Contacts" on the network and click the Reconcile button.
TouchBase Pro will reconcile "Sample Contacts" using the reconciliation log for "Sample Contacts Copy." In the example below, Adam is deleted, Richard is added, and Kelley's last name is changed to Florence in the "Sample Contacts" contact file.
5. "Sample Contacts" now contains the changes made to "Sample Contacts Copy". Note that "Sample Contacts Copy" does not yet contain the changes that were made to "Sample Contacts".
6. A dialog warns you that copying "Sample Contacts" to your PowerBook is not reversible. The newly reconciled "Sample Contacts" contact file is copied to your PowerBook as "Sample Contacts Copy". This will replace the old "Sample Contacts Copy". If you do not want to replace the copy, make a backup of "Sample Contacts Copy" first.
Sample Contacts Sample Contacts Copy
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Julie Ramon The reconciled Julie Ramon
Kelley Florence master file Kelley Florence
Richard Wolpert replaces the copy Richard Wolpert
Reconciling by Internal ID
Use the Internal ID reconciliation method if you did not turn on the reconciliation log for the contact file on your PowerBook. The following example uses the same scenario as the reconciliation log example except that we did not turn on the reconciliation log for "Sample Contacts Copy".
1. Make a copy of the "Sample Contacts" contact file on the desktop Macintosh (on the network) to your PowerBook.
Sample Contacts Sample Contacts Copy
----------- ---------------
Adam Bartlett Copy the Adam Bartlett
David Gang contact file David Gang
Kelley Falk Kelley Falk
2. Now you can go on the road with your PowerBook. Changes can be made to both "Sample Contacts" and "Sample Contacts Copy" In the example below, Julie was added and David was deleted from "Sample Contacts". In "Sample Contacts Copy", Adam was deleted, Richard was added, and Kelley's last name was changed to Florence.
Sample Contacts Sample Contacts Copy
----------- ---------------
Adam Bartlett Make changes David Gang
Julie Ramon to both files Kelley Florence
Kelley Falk Richard Wolpert
3. Reconnect your PowerBook to the network. Launch TouchBase Pro on your PowerBook and open "Sample Contacts Copy." Select Reconcile… from the File menu. Click the Matching Contacts IDs radio button. Then locate "Sample Contacts" on the network and click the Reconcile button.
TouchBase Pro adds David back to "Sample Contacts" because his contact record is still in "Sample Contacts Copy". Unless a contact is deleted from both "Sample Contacts" and "Sample Contacts Copy", it will always be added back to the file when you reconcile by Internal ID.
Sample Contacts Sample Contacts Copy
----------- -------------------
Adam Bartlett Reconcile David Gang
Julie Ramon the master Kelley Florence
Kelley Florence contact file Richard Wolpert
David Gang
Richard Wolpert
4. "Sample Contacts" now contains the changes made to "Sample Contacts Copy". The newly reconciled "Sample Contacts" contact file is copied to your PowerBook as "Sample Contacts Copy".
5. A dialog warns you that copying "Sample Contacts" to your PowerBook is not reversible. Click the Replace button. This replaces the old "Sample Contacts Copy". If you do not want to replace the copy, make a backup of "Sample Contacts Copy" first.
Sample Contacts Sample Contacts Copy
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Adam Bartlett The reconciled Adam Bartlett
Julie Ramon master file Julie Ramon
Kelley Florence replaces the copy Kelley Florence
David Gang David Gang
Richard Wolpert Richard Wolpert
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Common Questions & Answers
Q1. How do I de-install the old TouchBase 2.0 Desk Accessory?
De-installing the TouchBase Desk Accessory depends on if you are using System 6 or System 7.
System 6: Double-click the Font/DA Mover application. A dialog appears and shows you the fonts installed in your System. Click the DAs radio button above the list of fonts. The TouchBase desk accessory will appear in the list. Select the TouchBase desk accessory and click the Remove button.
System 7: Open the System folder on your hard drive. Look for and open the Apple Menu Items folder. Then locate the TouchBase desk accessory and drag it to the trash.
Q2. I have an address template that has right aligned phone numbers. What does Copy Label do when that address template is the default address template?
Copy Label will copy the contact's address and phone numbers as two separate blocks of text to the Clipboard.
Q4. I have a DeskWriter. When I print an envelope, the bar codes doesn't appear on the envelope.
The bar code in the envelope template is too low. You will need to modify the envelope template. Select Print from the File menu. Then double-click on the Envelopes icon. Select the envelope template that contains the bar code, then click the Modify button. Next, drag the bar code item higher. Click the Save button to save the change. The next time you print an envelope with this template, the bar code will appear on the envelope.
Q5. I'm printing to Avery labels and every once in a while, my addresses print beyond the boundaries of the label.
Avery label sheets have an error factor of plus or minus 0.0625 inch. This means that the header and footer portions of the label sheets aren't always even (they can be off by a factor of 0.0625 inch). In all of our pre-defined label templates, we allow for a 0.05 inch offset from the edge of the label. We try to utilize all of the label printing area. If you want to always guarantee that the address fits within the label area, you can change the Form Margin offsets from 0.05 to 0.125. This reduces the area that addresses can be printed to, but will always account for the error factor.
Q6. My contact files are compressed with Disk Doubler and every time I try to open them, I get an open error. How can I compress my files with Disk Doubler and have TouchBase Pro automatically expand the contact files?
You must have the Disk Doubler Init installed to automatically decompress files compressed with Disk Doubler. If you don't, you will get an open file error. (We do not recommend compressing TouchBase Pro contact files at all.)
Q7. I have a Teleport modem and TouchBase Pro will sometimes crash while dialing. How can I get my Teleport modem to work with TouchBase Pro's dialing features?
If you have a Teleport modem, turn off the Sound and Menu options from the Teleport Control Panel and TouchBase Pro will dial correctly.
Q8. I'm using System 7.0 and am using a contact file that someone is sharing in a folder using System 7 File Sharing. What are some potential issues that I should be aware of?
There are a few items that we have found System 7 File Sharing to have problems with, particularly file protection in a shared folder. These are some situations that could cause problems: shutting down a machine that is sharing contact files in a shared folder to other users can cause those users to hang if they are using TouchBase Pro with a contact file in that shared folder; copying a contact file in that shared folder when someone else is modifying information in that same contact file; two people exporting to the same export text file in the shared folder at the same time; one person exporting and another importing to the same import/export text file on the shared folder.
Q9. Are there any hints you can give me about how to import my contacts from another program?
Yes. The exact steps you take when importing into TouchBase Pro depends on the program you are using. To convert TouchBase 2.0 or TouchBase Pro 3.0 files, as well as Dynodex files, just open the file from TouchBase Pro. Read the Import/Export chapter of the manual for more details on how TouchBase Pro imports contacts from other programs.
Q10. How do I export my contacts so I can do a mail merge with another program?
We recommend that you use the FastLetter editor within TouchBase Pro to do mail merges. However, you can also do mail merges with other programs. Below are general instructions for doing mail merges for many word processors.
1. Read the mail merge chapter in the manual that came with your word processing program and the Importing and Exporting chapter in the TouchBase Pro manual.
2. Launch TouchBase Pro and open the contact file containing the contacts you want to merge.
3. Decide which contacts you wish to export. TouchBase Pro exports the contacts shown in List view. To export every contact in the contact file select Show All from the List menu. To export a smaller list of contacts, use any of the searches in the Search pop-up menu to find the contacts you want to export.
4. You may want to sort your contacts as they will be exported in the same order they appear in List view.
5. Select Export… from the File menu. When the Export Contacts… dialog appears, append the fields that will be used in the merge to the Export fields… list. The following fields are often used in mail merges.
First Name
Last Name
Company
Address 1
Address 2
City
State
Zip Code
6. Check the Include Merge Header checkbox and click the OK button. When the Save export file as… dialog box appears, type a name for the export file and click the OK button. TouchBase Pro exports your contacts as a text file.
7. Launch your word processing program and create a merge template file. The first line of the merge template tells the program the name and location of the mail merge text file. The remainder of the merge template file is usually a form letter that uses the fields within the mail merge text file created by TouchBase Pro. Read the manual that came with your word processor for more detailed instructions. The example below is a short form letter:
The first line and all field names must be enclosed with «».
Press the option and \ keys to type a «
Press the option, shift and \ keys to type a »
----------------------------------- <-------- top of page
«DATA TouchBase Pro export»
«First Name» «Last Name»
«Company»
«Address 1»
«Address 2»
«City», «State» «Zip Code»
Dear «First Name»,
Thank you for your interest in our product. I would like to schedule an appointment with you at «Company» when I'm in «City» on April 21st.
Sincerely
Russ Demerette
----------------------------------- <-------- bottom of page
8. Save the form letter in the same folder you saved the TouchBase Pro export file.
Q11. How can I import and export my Preferred Listing and Address settings?
If you hold down the Option key on your keyboard when you select Import or Export from the File menu, you will get 5 additional fields that you can import and export. These are: Unique ID (the unique identification # assigned to each contact), Created (the date the contact records were created), Preferred Listing Flag (indicates Company or Name), Preferred Listing String (contains the Preferred Listing), and Preferred Address Flag (indicates Work or Home Address). If you want to export your contacts so that you can later reimport them and have TouchBase Pro remember your preferred settings, include in your Export Fields: Preferred Listing Flag, Preferred Listing String, and Preferred Address Flag. Then just make sure to include these fields in the same order you exported them when you reimport.
If you link your contacts to calendar items in DateBook Pro and want to preserve the links when you reimport, make sure you export the Unique ID (and reimport it later). DateBook looks for this ID when it searches TouchBase Pro for linked contacts.
Q12. TouchBase Pro sometimes tells me it doesn't have enough memory to complete the requested operation. What can I do about this?
Certain operations such as Permanent Sorting, Rebuilding Contact Files, and Creating or Modifying FastLetters require more memory than other operations. You may get the "Not Enough Memory…" message when you have more than one contact file open, because each open contact file uses up memory. You can either close the contact file you are not currently working in, or you can allocate more memory to TouchBase Pro. To allocate more memory to TouchBase Pro you must first quit the application. Then, locate and open the TouchBase Pro folder. Next, SINGLE-click the TouchBase Pro application icon to highlight it and select "Get Info" from the File menu. The TouchBase Pro Get Info window will appear. You can increase the memory allocated to TouchBase Pro by typing in the new memory allocation into the "Preferred size" (or "Current size") box. The default size is 1000K. Depending on how many contact files you want to have open simultaneously (and how many contacts you have in each file), you may want to increase the Preferred size (or Current size) to 1400K or more.
Q13. How can I disable the TouchBase Pro Extension at startup?
Hold down the "t" key while your machine is restarting to temporarily disable the TouchBase Pro Extension. Hold down the button on your mouse (while your machine is restarting) to disable both the DateBook and TouchBase Pro Extensions.
Q14. Why doesn't TouchBase Pro work with my paper from Deluxe Paper?
The printing instructions printed on the Deluxe two and three page per sheet paper may be incorrect, however you can print correctly with this paper. Follow the instructions listed in the Printing chapter of your TouchBase Pro manual.
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Special Note for Now Menus Users: Now Menus creates a slight conflict with the TouchBase Menu (controlled by the TouchBase Pro Extension) when running certain applications. With FileMaker, MS Word, Excel (and others), the TouchBase menu will appear in whatever font you tell Now Menus to display the menus in (the TouchBase Menu font settings are ignored). This causes the TouchBase Menu to appear "unclean," especially if there is a large difference between the font/size Now Menus uses and the font/size TouchBase "thinks" it is using. If you are using Now Menus with these applications, you should set the font & size of the TouchBase menu to the same font & size they have set in Now Menus. Then, everything will look OK.
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Special Note for SuperPaint Users: SuperPaint 3.5 pop-up palettes will not work properly if more than two items are added to the menubar. Since both DateBook and TouchBase add items to the menubar, this is an issue if you purchased the Pro Bundle. We have included a patcher in the DateBook Pro 4.0 ƒ folder to correct this problem. Please consult the Readme file inside the "SuperPaint Patcher" folder which was installed with your copy of the Pro Bundle.
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Special Note for Desktop Dialer Users: If you use Sophisticated Circuits Desktop Dialer, you may need to get a new version of their software to be compatible with TouchBase Pro 4.0. Contact Sophisticated Circuits for an update.
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Special Note for WindowShade Users: The WindowShade shareware Control Panel may be incompatible with DateBook and TouchBase Pro 4.0. We recommend you remove this extension from your System folder.
We hope you enjoy TouchBase Pro! Aldus Corporation stands behind its products.
To receive answers via fax to the most frequently asked questions about DateBook and TouchBase, you may call our FaxYI system at (206) 628-5737 from any TouchTone phone, seven days a week, 24 hours a day. For an Index of Aldus Consumer Division product issues, request document 880099.
ACD AutoTech is an automated support service that provides answers to frequently asked questions about Aldus Consumer Division products, 24 hours a day, seven days a week. Just call (619) 658-0111 from any TouchTone and follow the instructions.
Technical Support technicians are available 8 a.m. to 5 p.m. PT, Monday through Friday. For Macintosh versions of DateBook and TouchBase, please dial (619) 658-0111.
