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Database Setup

The Database Setup dialog provides advanced control over database configuration, including field mapping, index file management, and primary/secondary database switching.

When to Use Database Setup

Use the Database Setup dialog when you need to:

  • Configure field mappings for custom database formats
  • Work with legacy database files (dBase, Access, Excel)
  • Set up index files for dBase databases
  • Configure primary and secondary databases
  • Save or load database profiles
  • View available fields in a database

For simple setup: Use the Database Wizard for USCF, CFC, or FIDE databases. It’s easier and handles configuration automatically.


Accessing Database Setup

Menu Path: Database > Database setup…


Dialog Overview

The Database Setup dialog was redesigned so that the common case — pointing SwissSys at a ChessRoster .rbin/.rbin.gz rating database — needs no field knowledge at all, while the expert controls for custom files stay available behind a single expander.

Database Setup dialog with a joint USCF + FIDE rating database loaded, showing the Primary/Secondary radio and Swap button, the Database file path with its Detected indicator, the Auto-configure checkbox, the Rating setup panel with preset chips and capability line, and the collapsed Expert section

From top to bottom, the dialog has these sections:

SectionPurpose
Which database is this?Primary/Secondary radio plus a Swap button
Database file:The file path, a Browse… button, and a Detected: indicator
Auto-configure field mapping for this file typeCheckbox that applies the matching defaults when you browse
Rating setupPreset chips, Rating type, a capability line, and a More options expander (.rbin or no database)
Expert: override…Expander housing the field-mapping grid and dBase index boxes

The form adapts to the file type. For a binary .rbin/.rbin.gz database (and for an empty path, the default state), it shows the Rating setup panel and keeps the field grid hidden behind the Expert expander. For an editable file (.dbf, .txt, .csv, .tsv, .xls/.xlsx, .mdb/.mde) it shows the field-mapping grid as the primary view instead of the Rating setup panel.


Selecting a Database File

The Database file: edit holds the path. Format is taken from the file extension — there is no separate format selector. As soon as a path is present, a gray Detected: indicator below the edit reports what SwissSys recognizes the file as, for example:

  • Detected: USCF/CFC/FIDE optimized binary — a .rbin or .rbin.gz file
  • Detected: USCF Joint rating list — a file named rtglist.txt
  • Detected: USCF+FIDE combined (kingregistration.com) — a .dbf whose name contains uscffide

If nothing is recognized the indicator stays blank; you can still map the file by hand under Expert.

Browse for a Database

Click Browse

Click Browse… next to the Database file field.

Navigate to your database file location.

Select File

Select the file and click Open. SwissSys reads the format from the extension and updates the Detected: indicator.

Auto-configure field mapping for this file type

The Auto-configure field mapping for this file type checkbox is on by default. When checked, browsing to (or typing) a recognized file applies the matching field defaults automatically — you do not have to open Expert or pick a preset by hand. Uncheck it if you want to set every field yourself.

Supported File Types

ExtensionTypeNotes
.rbin.gzBinary ratingModern format, recommended
.rbinBinary ratingUncompressed binary
.tsvTab-separatedText format
.csvComma-separatedText format
.txtTextFIDE, USCF joint list
.dbfdBaseRequires index files
.xls, .xlsxExcelRead and written natively – no Office or ACE installed
.mdb, .mdeAccessRequires Microsoft Access Database Engine

Auto-Detection

When you browse for a file, SwissSys may:

  • Detect the database format from the extension and show it in Detected:
  • Apply appropriate defaults automatically when Auto-configure field mapping for this file type is checked
  • Validate binary database headers
  • Check dBase field names for known patterns

SwissSys recognizes common database patterns and, with auto-configure on, applies the correct defaults for you.


Which Database Is This? (Primary / Secondary)

The Which database is this? radio at the top of the dialog chooses whether the controls below apply to the Primary or the Secondary database. SwissSys supports two simultaneous databases for cross-referencing ratings.

  • Pick Primary or Secondary, then set that side’s file, profile, and (if needed) field mappings. Switching the radio reloads the dialog with the other database’s settings; the side you were on is left untouched.
  • Click Swap to exchange the primary and secondary databases instantly.

See Primary and Secondary Databases below for the rules.


Telling SwissSys What the Database Contains

For a binary .rbin/.rbin.gz database, the dialog shows the embedded Rating setup panel instead of a raw field grid. This is where you tell SwissSys which rating systems the file carries.

Capability line

A gray line on the right reports what SwissSys detects in the file — for a joint database it reads This database: USCF + FIDE (joint), and with no database it reads No local database - lookups run online (chessroster.com).

Preset chips

A single row of one-click chips sets the whole profile at once — which organization fills the primary ID and rating, which fills the secondary ID2 and Rating 2, plus the matching online search settings:

  • USCF
  • USCF + FIDE
  • CFC
  • CFC + FIDE
  • FIDE

A joint chip (USCF + FIDE or CFC + FIDE) also turns on “fetch FIDE alongside USCF online”; a single chip turns it off. Pick a Rating type next to the chips (Regular/Quick/Blitz for USCF and CFC; Standard/Rapid/Blitz for FIDE). Two summary lines below state, in plain language, exactly what each player will receive.

More options

The [+] More options: IDs, search and import settings expander reveals the per-ID combos and the rest of the settings:

  • ID 1 + Rating and ID 2 + Rating 2 — assign each slot’s organization and rating category by hand; a <-> button swaps the two.
  • TitlesLoad FIDE titles, Load USCF NM titles, Load USCF CM titles (all off by default).
  • Put secondary ID in ID2 and Put federation in Club.
  • Online search settings and rating import settings, shared with the Ratings tab.

For the full meaning of every control, see Rating Configuration.

The same Rating setup panel appears with no database configured — it sets up online-only lookups via chessroster.com. Browse to a .rbin file to add fast local searches.


Field Mappings (Expert)

Field mappings tell SwissSys which database fields correspond to player information. The mapping grid lives behind the Expert: override individual field mappings / index files expander. For an editable file the grid is the dialog’s primary view; for a binary database it stays collapsed unless you expand Expert.

Binary databases use a fixed schema. When you expand Expert over a .rbin/.rbin.gz file, the grid is replaced by the notice “Binary databases use a fixed schema; no overrides available.” There is nothing to map — use the profile frame above instead.

Inside the Expert panel you will find the field-name grid, Display field list…, the Choose Defaults split button, Clear all, Save settings… / Load settings…, and (for dBase) the Name index file / I.D. index file boxes.

Available SwissSys Fields

SwissSys FieldDescription
SectionSection/category name
NamePlayer’s full name
ID numberPrimary ID (e.g., USCF ID)
ID #2Secondary ID (e.g., FIDE ID)
RatingPrimary rating
Rating #2Secondary rating (e.g., quick)
Rating #3Third rating (e.g., blitz)
ClubClub affiliation
TeamTeam name
TitleChess title
AgePlayer age
SexPlayer gender
ClassRating class
BirthdateDate of birth
Fees1-3Fee-related fields
AddressStreet address
CityCity
StateState/province
ZipPostal code
Expired 1Expiration date 1
Expired 2Expiration date 2
PhonePhone number
EmailEmail address
ByesBye preferences
Brd orderBoard order
HandleOnline handle/username

Setting Field Names

For editable databases (dBase, Access, Excel, CSV, TSV, plain text):

Type Field Names

Type the field name directly into each box, or

Use Field List

Click Display field list… and drag fields to the boxes.

Match Exactly

Field names must match exactly (case-insensitive).

All non-binary formats — including .csv, .tsv, .txt, .xls, .xlsx, .dbf, and .mdb/.mde — let you map any column to any SwissSys field. The dialog reads the actual headers (or, for FIDE-style fixed-column text, the standard column positions) and lets you assign them.

For read-only formats (binary .rbin / .rbin.gz):

  • Field mappings are fixed and cannot be changed
  • The field-mapping grid is hidden; the Rating setup panel (preset chips plus More options) is shown instead
  • Expanding Expert shows the “Binary databases use a fixed schema; no overrides available.” notice rather than a grid

FIDE defaults exception: If you click Choose Defaults > FIDE for a text/CSV file, the field boxes are locked with the message “Field names for text format files cannot be changed.” This is a property of the FIDE preset, not of the file type — clear or change the preset to edit fields again.

Using the Field List

Display Available Fields

Click Display field list… to see all fields in your database.

Review Field Names

A list shows all fields with their exact names.

Drag to Map

Drag a field from the list to a field mapping box to automatically fill it in.


Applying Default Field Mappings

Inside the Expert panel, Choose Defaults is a split button. Click its drop-down arrow to pick a preset field mapping:

PresetUse For
USCF JointUSCF joint player list (.txt)
USCF GoldenGolden/TA format dBase (MEM_NAME, MEM_ID fields)
USCF TARSFLEUSCF TARSFLE format dBase (R_MEM_NAME, R_MEM_ID fields)
CFCChess Federation of Canada databases
FIDEFIDE text databases

When Defaults Are Offered Automatically

SwissSys detects and offers defaults when:

Binary databases (.rbin, .rbin.gz):

  • Validates header and offers federation-specific defaults

dBase files (.dbf):

  • Scans field names to detect USCF, Golden, or CFC patterns
  • Offers appropriate defaults based on detected pattern

Access files (.mdb, .mde):

  • Offers CFC defaults if appropriate structure found

Text files (.txt, .tsv):

  • Checks for USCF TSV format headers

When defaults are offered, click Yes to accept them. This saves time and ensures correct configuration.


Index Files (dBase Only)

dBase (.dbf) files require two index files for fast searching:

IndexPurposeField
Name indexSearch by player nameTypically the name field
ID indexSearch by player IDTypically the ID field

Binary format databases (.rbin.gz) do not require index files. This section only applies to legacy dBase format.

Specifying Index Files

Enter Name Index

Enter the filename in Name index file (e.g., TARSUPLF.NDX).

Enter ID Index

Enter the filename in I.D. index file (e.g., TARSUPID.NDX).

Index File Requirements

  • Extensions must be .ndx or .ntx
  • Filenames cannot exceed 19 characters
  • Files must be in the same folder as the database

Creating Index Files

If index files don’t exist:

Configure Field Mappings

Set up your field mappings in Database Setup.

Apply Settings

Click OK - Apply.

Create Indexes

When prompted, click Yes to create index files, or

Use Create Index Menu

Go to Database > Index… later to create them.


Primary and Secondary Databases

SwissSys supports two simultaneous databases for cross-referencing ratings. Use the Which database is this? radio at the top of the dialog (see above) to choose which side you are configuring, and Swap to exchange them. The rules below govern both sides.

Rules

  • Primary and secondary databases cannot be the same file
  • Each database maintains its own field mappings — switching the radio button reloads the grid with that database’s mappings, leaving the other set untouched
  • The two databases can use different formats (e.g., a .rbin.gz USCF primary alongside an .xlsx club roster as secondary)
  • When one database is .rbin/.rbin.gz and the other is editable, the field-mapping grid is hidden when the binary side is selected and visible when the editable side is selected

Saving and Loading Profiles

Database profiles save all field mappings for reuse.

Saving a Profile

Configure Mappings

Set up your field mappings as desired.

Click Save Settings

Click Save settings….

Choose Location

Choose a location and filename (.dbp extension).

Save Profile

Click Save.

Loading a Profile

Click Load Settings

Click Load settings….

Browse to Profile

Browse to your .dbp profile file.

Open Profile

Select it and click Open.

Field mappings are restored from the profile.

Profile Contents

Profiles save:

  • Database file path
  • All field mappings
  • Index file names

Tip: Save different profiles for different database types (USCF, CFC, custom club database) for quick switching.


Common Tasks

Setting Up a Custom Database

Open Database Setup

Go to Database > Database setup…

Browse for File

Click Browse… and select your file.

Expand Expert

For an editable file the field grid is already shown; if it is collapsed, check Expert: override individual field mappings / index files.

Display Fields

Click Display field list… to see available fields.

Map Fields

Drag fields to the appropriate mapping boxes.

Configure Index Files

For dBase files, configure index files.

Apply Settings

Click OK - Apply.

Fixing “Missing field” Errors

If you see “Missing field in database: [FIELDNAME]“:

Check Spelling

Verify the field name is spelled correctly.

Display Field List

Use Display field list… to see actual field names.

Correct Mapping

Correct the field mapping, or

Ignore Error

Click Ignore to continue without that field.

Changing Rating Sources

To use a different rating field:

Open Database Setup

Go to Database > Database setup…

Change Rating Field

Change the Rating field to your preferred rating field.

Apply Changes

Click OK - Apply.

For more control over which rating types are used during registration, see Rating Configuration.


Troubleshooting

”Database must have an extension”

Error: Database files need a file extension (.dbf, .txt, etc.).

Solution: Ensure your file has the correct extension.

”Unrecognized database type”

Cause: SwissSys doesn’t recognize the file format.

Solutions:

  • Check that the file extension is correct
  • Verify the file is a supported format
  • Ensure the file isn’t corrupted

”Database paths must not contain any commas”

Cause: dBase files cannot be in folders with commas in the path.

Solution: Move the database to a folder without commas in its path.

”Index file name error”

Cause: Index file name doesn’t meet requirements.

Solutions:

  • Ensure filename is 19 characters or fewer
  • Use .ndx or .ntx extension
  • Place files in same folder as database

Fields are Grayed Out / Hidden

Cause: A read-only format is selected, or a fixed-format preset is active.

Explanation:

  • Binary databases (.rbin, .rbin.gz) have a fixed schema; the field-mapping grid is hidden entirely.
  • For text/CSV files, the FIDE preset locks the field boxes to the FIDE fixed-column layout. Other presets (USCF Joint, USCF Golden, USCF TARSFLE, CFC) only fill in defaults — you can still edit afterward.

CSV, TSV, plain-text, Excel, dBase, and Access files all support full field mapping. If your fields are locked, clearing the active preset will re-enable editing.


Advanced Configuration Tips

Using Custom Databases

For club or school databases:

Create Spreadsheet

Create an Excel or CSV file with columns for player data.

Use Clear Headers

Use clear column headers (Name, Rating, ID, etc.).

Load in Database Setup

Use Database Setup to load the file and map fields.

Test Thoroughly

Test by searching for several players to verify mappings.

Multiple Database Configurations

To manage multiple databases:

Configure First Database

Set up your first database completely.

Save Profile

Save the configuration as a profile.

Configure Second Database

Switch to a different database and configure it.

Save Second Profile

Save this configuration with a different name.

Switch Quickly

Load saved profiles to switch between databases instantly.

Network Database Setup

For network/shared databases:

  • Place database file on network drive accessible to all computers
  • Configure database path using UNC path (\server\share\database.rbin.gz)
  • Binary format works best for network access (no file locking issues)
  • Avoid dBase format on networks (index file locking problems)

See Network Mode for real-time database updates.


See Also

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