Connection

Before you can use Excelerator to post into the Sage system, you need to set up the connection details. You 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 seperate 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 seperate 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 seperate 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 Adminstration screen (see Starting the software ), Select File > Connection. This displays the following screen

Connection Window Screenshot

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

Advanced Connection Settings