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Article ID: KB35
Keyword Name: Setup, Advanced Settings, Configuring, Sharing, DB, Linking
Created: February 08, 2013
Viewed: 9325

Add a Shared Database


Overview

Trail Blazer hosts databases for many customers as well as States (new ones being added all the time).  As a political customer you have full access to your State’s voter registration data.  Political and Non-profits also have the option to share databases with other customers.  This article will teach you how to do that.


Steps to Add a Shared Database

Acquire the name of the database you wish to share; you will need to get that directly from the customer or by calling into Trail Blazer at 866-909-8700

Under the Application Menu follow System Manager > Lists > Shared Databases





This will bring up a list of shared databases.  In my example I do not have any Shared Databases.





To add a new Shared Database click the [New] button on the search tool strip.





Fill out the appropriate information (this picture displays sample field information).





The Database Location aka Server changes over time (currently mssql6.trailblz.com), you will need to call Trail Blazer Support to acquire this information at 866.909.8700

Click [Save and Close] located on the bottom right of the Declare New Shared Database card when you are finished filling out the appropriate Shared DB information.

Click [Search] on the search tool strip to refresh the list.  In my example the database name “testingdatabase_Joel_NP” was added to my list.





Steps to Access your Shared Database

To access the Shared Database you will first need to close and re-launch Trail Blazer.  Under the Application Menu follow Voters/Donors > Shared Databases and select from your list of Shared Databases.  The [+] Shared Databases Branch will not display until after this process has been run and you have quit and re-launched Trail Blazer.





Enter your User ID and Password to connect to your shared database and click [OK]





After you are connected to your shared database you can search records like normal and you have the ability to import records one by one from the shared database to your database by clicking the [Import] button next to the record.







After you select the record you would like to import, click [OK] and let Trail Blazer work its magic.  If you ticked the box to open the record after import, the next screen you will see is the open record card.





You are now finished.  You can import as many records as you wish one-by-one from any of your shared databases.



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Trail Blazer Support:  Support




 

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