General Tab

Use this tab to add or edit a database set. A database is a set of "database connections." You have the ability to create a database connection for each application for which you have a license. Once the database connection is created, the application appears on the Menu Bar.

About Databases

ClosedFields

Note

A red asterisk ( * ) indicates a required field or selection.

General Information

Name *

Enter the name of the database set. For example, enter Tampa Bay to add a set of databases that contains property information for the Tampa Bay area.

Description

Enter a description of the database set. For example, enter the description Tampa Bay property data.

Grid Buttons

New Button

Select the New button to add a new database. Grid fields are enabled. Complete the fields using the list below, and then select the Save button.

Edit Button

Select the Edit button to edit a database. Grid fields are enabled. Update the fields using the list below, and then select the Save button.

Delete

Use the Delete button to delete a database set so that it is no longer available for selection in this application. This button is available on the grid prior to the selection of the Edit button.

Save Button

Select the Save button after you finish adding or editing a database. This button displays only after you select the Edit button or the New button.

Grid Fields

Grid fields are enabled after you select the New or Edit button.

Select

Select the name of the connection from the drop-down list.

Application

Select the name of an application from the drop-down list to create a database connection to this application. You must have a license to an application in order to create a database connection.

Note

ePO does not appear in the drop-down list, as eFinancials and ePO are licensed together. Simply create a database connection to eFinancials.

Database *

Select the name of the database for that application from the drop-down list.

Server Name *

Enter the server name.

User ID *

Enter a User ID for the database.

Password *

Enter the password for the database.

Confirm *

Enter the password for the database again to confirm it.

Time out

Enter the connection time out in seconds.

ClosedTo Add or Edit a Database Set

  1. Select a button: Edit or New. Fields become enabled.
  2. Complete the fields using the fields list.
  3. Click Save.

See Also

Databases Grid

Access Tab

Data Access Concepts and Processes

Database Concepts and Processes

 

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