Answer: Make a composite setup database. Here’s how:
To send installations and datasets (surveys) to the DataMate, you make a “setup” database. To make a setup database, simply save your project database as a setup database. DMM makes a copy of the database and then strips out any data, so all that remains is installation information. To add a previous survey to the setup database, view your project database and setup database side by side (Use the Ctrl-T Tile command) and click-drag-and-drop the needed surveys from the project database to the setup database. Just drop the survey anywhere in the white window. It will find its own way home. Now you can close the project database, but keep your setup database open.
Now, open another project database and tile it side by side with your setup database. You’ll be doing click-drag-and-drop operations again. Click-drag-and-drop surveys that you want in the DataMate. The surveys will bring installation information automatically. (Watch out: if you drag an installation, the installation will bring along all of its surveys. So drag a survey, not an installation).
Repeat this for any other installations that you need. Keep in mind that the DataMate has a 40 installation limit and limited space for datasets (surveys).
When the setup database holds the installations and surveys that you need, send the setup to the DataMate. This will cause the DataMate to delete everything that is in its memory and replace it with the contents of the setup database. So be sure that you have retrieved anything that you want from the DataMate before you send the setup.