How do I rename a file using File Tools?
Description

For information on how to show hidden files, see https://support.microsoft.com/en-us/help/14201/windows-show-hidden-files

During the validation process, the following occurs:
Note: A green circle indicates the validation completed successfully. A red circle indicates the validation completed with exceptions. Exceptions appear in the window so that you can fix the issue before continuing the process. You can only rename one file at a time, so these validation processes are more applicable to other File Tools operations like backing up data files.

  • Scan file system to build file list - Uses the selected folders and files to build a list of files to rename
  • Validate data files - Scans the selected files and folders to verify that the data structure is intact and all required data components are present
  • Check for files that might be overwritten - Verifies if any files in the file list already exist
  • Ensure files are not in use - Verifies if any files in the file list are in use
  • Verify space is available for the operation - Verifies enough disk space is available


Cause
Resolution
IMPORTANT: Don’t use this method to rename the new.art in Accounts Receivable. Never rename the new file in AR. Contact Support if you have unposted entries in AR that need corrections.

  1. Make a backup of your data. See DocLink: How to Back up Company data with System Administrator including SQL Replicator.
  2. In any accounting application, from Tools, select File Tools. In any estimating application, from File, select File Tools.
  3. Select Rename. Click Next.
  4. Next to the File to rename box, click Browse.
  5. Browse to and select the file that you want to rename. Click Open.
    • Note: You can only rename one file at a time. Before starting, clear hidden file extensions for known file types. See Additional Information for instructions.
  6. In New file name, type the desired file name. For example, if you want to change the name the New.glt file to Old.glt, type Old. The system adds the correct file extension.
  7. Click Next to begin the validation process. See additional information for the validation processes performed.
  8. Click Next once the validation completes.
  9. Review the file you are about to rename. The State column indicates if you decided to include or skip the file. You can include or skip files as follows:
    • Select a file click Skip to exclude the file and change the State to Skip.
    • Select a file and click Include to include the file and change the State to Include.
    • Click Include All to include all files and change their State to Include.
    • Click Skip All to skip all files and change their State to Skip.
  10. Click Next.
  11. Verify that the Execution Summary is correct. If not, click Back to make corrections.
  12. Click Next to rename your files.
  13. Review the information in the Operation Journal window.
  14. If you want to print your journal, select Summary or Detail from the list depending on the details needed. Click Save to save your journal to a text file. Click Print to print your journal.
  15. Click Finish.

After renaming the file and confirming it resolves your issue, move the file out of the root of the company data folder into a backup folder, junk folder, or other folder. Leaving renamed files behind can cause issues with ODBC, SQL Replicator, and third-party software, particularly if it is a corrupt file or an old unused file.
Note: If it is a file where you use named files (Ask Name is selected in File Locations for the file type) or a named history file, the file doesn’t need to be moved.

To move the renamed file:

  1. In any accounting application, from Tools, select File Tools. In any estimating application, from File, select File Tools.
  2. Select Move. Click Next.
  3. Click Add Files.
  4. Browse to and select the file(s) to move. Click Open.
  5. Next to Destination, click Browse. Browse to the location you want to move the file to.
    • Note: If you want to keep the file(s) with the same company data folder, you can create a new subfolder in the company data folder.
  6. Select the folder. Click OK.
  7. Click Next to begin the validation process. See Additional information for the validation processes performed.
  8. Click Next.
  9. Review the file you are about to rename. The State column indicates if you decided to include or skip the file. You can include or skip files as follows:
    • Select a file click Skip to exclude the file and change the State to Skip.
    • Select a file and click Include to include the file and change the State to Include.
    • Click Include All to include all files and change their State to Include.
    • Click Skip All to skip all files and change their State to Skip.
  10. Click Next.
  11. Verify that the information in the Execution Summary window is correct. If not, click Back to make corrections.
  12. Click Next to move the file(s).
  13. Review the Operation Journal window.
  14. If you want to print your journal, select Summary or Detail depending on the details needed. Click Save to save your journal to a text file. Click Print to print your journal.
  15. Click Finish.


[BCB:156:Chat 300 CRE US:ECB]
Steps to duplicate
Related Solutions