User
Enter a user ID to access eService.
Password
Enter a password to access eService.
Confirm Password
Enter the password again to confirm it.
Post to local
Click the option to add a checkmark if eFinancials
is on the same server and in the same data set as eService. Otherwise,
accept the default of no checkmark and two additional fields display.
URL
Enter the address where eFinancials is located
using the standard address format of http://etc.
Database
Enter the database name or the portal id|database
name, where | is a vertical pipe. Your entry depends on your communication
setup.
If you are connecting to a self-hosted client,
the database name is all that is necessary. Complete the following steps
to find the name in System:
- From the System
menu, select Setup—Databases.
- On the Databases
tab, select the database link in the Database Name column.
- On the General
tab, copy the name in the Name
field and paste this name in the Database
field in eService.
If you are communicating between two separate
servers and the remote server is setup for portal support then the database
name includes the portal ID in the following format: portal id|database
name, where | is a vertical pipe. For example, if your company self-hosts
eService but is transferring information to eFinancials on the ASP, the
name you enter in this field must conform to the following format: portal
id|database name, where | is a vertical pipe. Please check with the ASP
administrator for the correct database name.
Fields