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Except parameters listed in the above articles, the Settings form provides access to the following commands available in the ribbon menu:
Edit custom fields - opens a windows which allows to create custom fields in the database.
Recreate transactions - allows to recalculate accounting data. For example, after turning on workload planner new entries in the planner will be created only after re-saving existing job. After selecting this button all jobs (and invoices, payments, assignments, etc.) will be re-saved.
Export all data to Json file - allows to create backup file containing all information from database and save it in a popular json format.
Take a note that the following data won't be exported:
For reports and templates, you can easily export and import them manually, one by one. As for role configuration, it will be required to re-configure them in a new installation.
Import data from Json file - allows to import backup in json format. Also used to import data from SDL Trados Business Manager version 2.
Clear user data - is used to erase database (except settings) and start from scratch. Usually used to clear demo data.
Create demo data - allows to fill database with dummy data to quickly evaluate its functions without need to enter it manually. A number of customers, vendors, projects, jobs, invoices, payments and translation assignments will be created, which will serve as base data for built-in reports.
Manage E-mail accounts - opens a window to create and edit e-mail accounts. Mail sender allows to select an account used to send mail messages. In each account you provide name displayed in the From field, login, password, SMTP server, port and SSL protocol usage to connect to an e-mail service provider. Mail sender feature allows to send invoices from the print preview window, payment reminders, offers to contractors, etc. You will find examples of parameter values for the most popular e-mail service providers (Gmail, Outlook and Yahoo) in the e-mail account editing window.
Also, in the Tools tab of the ribbon you will find Create backup and Restore from backup buttons. The first command allows you to save your database in the desired place. The second one does the opposite operation, restoring saved data. After restoring, the application requires to be shut down and run again, to update the restored database if a backup was created in the previous version.