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

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