Data Maintenance Questions

How Do You Archive Records in Jenesis?

• From the Jenesis Main Screen go to Utilities, Maintenance and then Archive Data. 
• The date that will default will be three years ago today. You can change this date if you wish. 
• Click the Archive Now button. This may take a few moments. 
When the archive is finished you may want to click the Backup Archive Database button.
• Finally, this may be a good time to Compact & Repair your Jenesis database. For more help with this, see Compact & Repair in your help files or choose How Should I Maintain my Jenesis Database from the frequently asked questions list.


How Do You Back-up Jenesis in a Windows Environment?

Back-Up is only needed when a user uses the Desktop Version of the Jenesis software.
• With Jenesis Closed, choose a workstation (Jenesis recommends that you alternate workstations each day, thus giving you a different recovery point should the backup for that day become corrupt) to work from.
• Click the Start button followed by, Programs or All Programs (Depending on the Windows Version)
• Click Jenesis, then, Backup Data and a box should popup, then disappear when the backup is complete.
Jenesis also offers an automated, off-site Back-Up solution through our Back-Up partner!  Contact our Customer Care Department today to find out more!


How Do You Install a New Version of Jenesis From the Jenesis Softare Website?

New Jenesis versions are automatically updated for Hosted users. This only applied to Desktop users.
Important Note:  If agency is committed to using the Imaging feature in Jenesis, a server is recommended.
• See Instructions under Jenesis Version Updates in Customer Support.


How Should I Maintain the Desktop Version of my Jenesis Database?

In order to keep your system running smoothly and efficiently, monthly maintenance is required.  Follow the simple steps below to ensure a healthy system.
• Attention Network Users: Make sure everyone Signs Out of Jenesis.
• Click on Start, Programs or All Programs, Jenesis then choose Compact & Repair.