Modules ➔ System ➔ Setup ➔ Database ➔ New
In this screen, you can create a database for additional use such as for testing purposes or for personal use.
To create databases, the Administrator role and administrator rights to the web server are required.
Note:
The information in this document is based on product update 265. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: The Contract field will be available only if you have more than one active contract. If the browse icon is clicked, all the contracts that belong to you will be displayed. At least one contract must be selected. The new database will be created for the selected contract.
Click this to exit without creating a database.
Click this to continue creating a database after you have selected a license file.
Click this to create a database based on the defined settings.
Note: This is available after you have clicked Continue.
Select File (.elcx) to select a license file that is located in your hard disk, or select Portal to download the license file from the customer portal.
Type the directory where the license file is located or click Browse to search for the license file in your hard disk. This is mandatory. You must choose a valid license file in the .elcx format. Once you have clicked Continue, you will see the Database, License, Administrator, Login, Division, and Settings sections.
Note: This field is available only when File (.elcx) is selected at License type.
Type the name of the domain to which the user account belongs, such as EWEB for resellers and customers.
Note: This field is available only when Portal is selected at License type.
Type the user name used to log into the customer portal.
Type the password for the username.
Type or select a contract for the username.
Note: This field is available only when Portal is selected at License type, and only if you have more than one active contract. If the browse icon is clicked, all the contracts that belong to you will be displayed. At least one contract must be selected. The new database will be created for the selected contract.
This displays the DBMS (Database Management System) used in creating the database. By default, Exact Synergy Enterprise runs on MS SQL Server.
Type the name of the server in which the database will be created.
Type a name for the new database. This is mandatory.
Select the collation for the database. You can select one from the following options:
Type a valid path to specify the directory of the Exact Synergy Enterprise database to be created. If this field is left blank, the Exact Synergy Enterprise database will be created in the default SQL data directory.
Select this check box to make the database a default database. When you log on to the Exact Synergy Enterprise portal of a default database, all the logon information will be defaulted to the new database.
Select this check box to create a demo database.
This displays the location of the license file you have selected to create a database.
Type the user name of the administrator.
Type the full name of the administrator.
Type the identification number for the administrator. The identification number for subsequent users will follow the administrator ID. For example, if the administrator ID is "1", the next user will have an identification number "2". Note: By default, the information under the Administrator section will show the details of the person who is creating the database.
Select this check box to use the user account of the person creating the database to make a connection to the SQL server when logging in to the new database.
Type the login name to log in to the new database.
Type the required password to log in to the new database.
This section is disabled if you have selected the Demo company check box in the Database section.
Type a numeric division code for the new database. You must type up to three digits. This is mandatory. A division code of a database functions as a company code.
Type a division name for the new database.
Select a country for the new database.
Note: This field will be disabled if you have selected the Demo company check box under the Database section.
Select the language of your new database.
Select the required setting for the account codes. Select Numerical to use only numbers to set the account codes or Alphanumerical to allow both numbers and letters to be used for account codes.
Select the required setting for the debtor codes. Select Numerical to use only numbers to set the debtor codes or Alphanumerical to allow both numbers and letters to be used for debtor codes.
Select the required setting for the creditor codes. Select Numerical to use only numbers to set the debtor codes or Alphanumerical to allow both numbers and letters to be used for creditor codes.