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Database Connection

Before user can use Excelerator to post into the Sage system, user need to set up the connection details and connection details are stored by user, and must be set up for each user.

User will require the following information:

SQL Server

  • Server name
  • Sage database name
  • A user name and password with rights to access the Sage database (or use the SQL integrated security)
  • Details of any ledgers held in separate databases (as defined in XXFILESDD system keys)

Oracle

  • If a service is not set up, a will need to know the Oracle server and service name
  • Oracle service name
  • Oracle schema for the Sage system (enter in the "database" field)
  • An Oracle user name and password with rights to access the Sage database
  • Details of any ledgers held in separate databases (as defined in XXFILESDD system keys)

Informix

  • Setnet connection details if not set up already
  • The ODBC name set up
  • An Oracle user name and password with rights to access the Sage database
  • Details of any ledgers held in separate databases (as defined in XXFILESDD system keys)

TECC

  • ODBC Connection name
  • User name/password if security is set up
  • The information required for setting up the TECC ODBC connection is not within the scope of this document.

From the Administration screen (see Starting the software ), Select File > Connection.

This displays the following screen

After entering the details, click Test to confirm that the connection succeeds. Then click OK.

Note, Switching companies can be made easier for users by setting up these details once in a central database definitions table. See Central Database Definitions

Click OK again to confirm the details, and then Close.

Advanced Settings