Home - Documentation for Metrix Developers and Consultants

This space contains documentation for Metrix developers and consultants. If you're wondering how to customize or implement Metrix, this is the place for you.

You can get started by browsing the documentation using this dynamic table of contents or by selecting a general category from the first list here or by browsing the full contents in the second list here:

Full Table of Contents

Adding a column to a custom table in Metrix using SQL
Add-ons to Metrix
- Splash Form for Different Populations
  - Getting the Splash Form to Load Long Filters
Calendar
- Modifying the calendar so everyone can see all planned tasks (not just theirs)
Custom Forms
- Code to jump to a Contact's record from a custom Interaction form
- Continuous Forms--Combo Box with Variable Row Source
- E-Mailing a List of Contacts
- How to be able to open custom forms in interactsql.adp from metrix.adp
- How to Integrate HopStop on your address form
- How to send address info to Google Maps
- How to use a date picker on your custom forms
- Standard Colors used in MS Access
- Tips on Modifying Custom Forms on Interactions
Custom Interactions
- How to programmatically add an Interaction to a set of ContactIDs
- Logging Attendance for Individuals Connected to Organizations
- Preparing Entity Interaction Tables
Customizing Metrix
- Custom Lookup Tables
  - Making the Entire States List Available
- How to create a pivot table view in Metrix when using MS Access 2003
- How to integrate the volunteer module into an existing Metrix build
- How to use an ad-hoc view in the customization of the portal
Custom Tables
- Adding a Calculated Field to a Table
- Adding a Column to an Existing Custom Table
- Adding a Lookup Table to an Existing Custom Table
- Changing a Field Name in a Custom Interaction Data Table
- Changing the Name of a Custom Table
- Using the Same Lookup Table for Multiple Custom Tables
Data Dictionary
Entities
- Building Entities in METRIX
- Creating a filterable list of Entities on a form
General Programming Tips
- Access Tips and Tricks
- Changing your login in a Microsoft Access and SQL Server environment
- Information Schema Views
- Visual Basic .NET
- Working With Source Control
Implementation Guide
- About Metrix Customization
- Adding a Column to an Existing Custom Table_
- Adding a Look-up Table for an Existing Custom Table
- Assessing Readiness for METRIX
- Building Complex Custom Interactions with Existing Data
- Building New Custom Tables for Interactions
- Configuring Custom Fields
- Creating Simple Interactions
- Customizing a Form to Show Data from Parent-Child Custom Tables
- Customizing a Form to Show Multiple Interaction Records
- Customizing a Single Form to Display Multiple Interactions
- Customizing Forms for Custom Interactions
- Data Migration Process
- Editing an Existing Interaction
- Filters
- Filters, Queries, and Reports
- Gathering Data Requirements
- Importing Custom Data
- Importing Custom Tables into Metrix
- Importing Standard Data
  - How to get rid of invalid characters when importing data into Metrix
  - Importing Value Lists
- Including Custom Tables in an Interaction Definition
- Installing Additional Instances of METRIX on a Single Computer
- Introduction to Data Migration
- Introduction to METRIX
- Metrix Files and Technical Components
- Moving an Installation of Metrix to Another Computer
  - Manually Connecting the Metrix front end to a database
- Planning and Building Custom Tables
- Planning Custom Interactions
- Preparing Custom Tables for Importing Interactions
- Preparing Data for Import
- Queries_
- Reports
- Shift Bypass Technique
- The METRIX Readiness Survey
- Understanding and Planning Interactions
- Understanding Interactions and Custom Tables
- Understanding METRIX Tables and Relationships
Importing Data into Metrix
- Allow Users to Import to Existing ContactID's and InteractionDefinitionID's
- Importing a Custom Table
- Importing a Simple Single Excel Spreadsheet into Metrix
- Importing Changes and How to Import Custom Table Data
- Importing Connections
- Importing Custom METRIX Data
- Importing Data from ebase
- Importing Data from Outlook - Tips and Tricks
- Problem – ODBC call error when importing an Excel spreadsheet
- The Import Process
- Tips and Troubleshooting for Metrix Imports
  - Using Excel VLOOKUP to Update ID Values
- What if my Excel spreadsheet has multiple but inconsistent addresses?
Installation Guide
Installing Metrix
- Installing different versions of the METRIX client on the same computer
- Installing Metrix for the First Time at an Organization
- Installing MSDE 2000 Release A
- Moving an Instance of Metrix from One Computer To Another
  - Recreating User Accounts When Moving an Instance of Metrix from one Computer to Another
- Restoring a database backend using OSQL and MSDE
- Setting up a Default Login for a Metrix User
- What if my client who is already running Metrix gets a new server and workstation computers?
Instructional Videos
- Video – Approaching Metrix for Consultants
- Video – Data Import Webinar
- Video – Installing Additional Instances of Metrix on a Single Computer
Menus and Menu Items
- Modifying Menus and Menu Items
  - Understanding the Left Menu
Modules
- How to add a contacts splash page
  - (Recommended) Contacts Splash with a list view of contacts
  - Contacts Splash without a list view of contacts
- How to be able to add contacts "on the fly"
- How to Manually load a Module
- How to manually load the "Programs" functionality
Queries and Reports
- Copying Reports between Builds Using Save As and Load From Text
- How to resolve query metadata issue
- Querying on Queries
Rolling out Metrix
- List of Metrix References
- Using a .BAT file to automatically backup the Metrix database
Security
- Steps to have Metrix work in Windows Authentication Mode
SQL Server
- Data Types
  - Tips on Choosing SQL Server Data Types
- Deleting Metrix User Accounts Using OSQL
- Deleting Metrix User Accounts Using SQL Server Enterprise Manager
- Enabling mixed mode security in SQL Server 2000
- Getting metadata from SQL Server
- How to backup Metrix in MSDE
- How to determine where a table's column is referenced in another database object
- How to find columns of a particular data type in your database
- How to get a list of triggers in the database
- Networking
  - Networking Issue in SQL Server
- OSQL
  - How to execute a .SQL script using OSQL
    - How to attach a Metrix database using OSQL
    - How to detach a Metrix database using OSQL
  - MSDE
- Refreshing Metadata for SQL Server Views
- Scheduled Jobs
  - Jobs in MSDE
- SQL Server Extended Properties – A Primer
- SQL Snippets
  - SQL to Remove Orphaned Contact Locations
- Tools
  - SQL Formatter
- Triggers
  - Using ReSynch Command when issues arise on Access form
- Using OSQL to backup and restore a database
- Using Parameters with Stored Procedures
Standards, Guidelines, and Conventions
- Back End Standards
- Coding Style Guide
  - Object Naming Conventions
  - Variable Naming Conventions
- Grammar and Naming Conventions for the Help File
- The Official Metrix Colors
Stored Procedures and Parameters
Teaching Metrix
- Guidelines for Tailoring Query Wizards and Reports Class
- Setting up a computer lab with a client's version of Metrix
Troubleshooting Issues for Developers and Consultants
- Connecting to Metrix via ODBC
- Converting All Caps Text to Proper Case
- Error Message 438 - Invalid Method or Object
- How to Manually Import Payments Data
- Problem - Cannot restore a database using SQL Server
- Problem – Devmodule gives me a source control error
- Problem – I can no longer access Metrix Server
- Problem – I cannot figure out which version of MDAC these machines are running
- Problem - I cannot uninstall Metrix Server
- Problem – Metrix is opening "Read-only"
- Problem – Metrix is running really slowly on a relatively fast computer
- Problem – Metrix is throwing errors on basic string functions like "chr"
- Problem – My Metrix client 'Connection' is not seeing my SQL Server
- Problem – The tilde error occurs during installation
- Repair Contact Name field
- Resolving firewall issues with Windows XP SP 2 and Metrix
- Troubleshooting Meta-Data Problems when Opening Query Manager
- Workarounds
Upgrading Metrix

(Note that many of these pages have "child" pages, which are accesible by clicking the "children" link on each page.)

Categories

Full Table of Contents