OPEN an EXISTING Database

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When you want to open an existing company, in the Admin Options screen, you are provided with the following options:

 

The fields that display are dependant on the database selected—Standard (Microsoft Access Database) or SQL.

 

Data File Name:

Click image\Select_template_icon.gif to choose the database, used by the Web Suite. This could be different from your company file name.

 

Use SQL Server:

Click this check box to use SQL server authentication to access your Company's database. To know more, click here.

 

Server Name:

The name of your SQL Server.

 

Use Windows Authentication:

Select this check box if you want to use Windows Authentication when accessing the Company database. To know more, click here.

 

SQL Server User ID:

User ID for the SQL Server.

 

SQL Server Password:

Enter corresponding password here.

 

Folder for Attachments:

The location used by the Attachments screen to save the linked files. Click image\GS_Icon.gif to choose the location, where the linked files will be stored automatically. By default, this location is X:\BillQuickData\2014\FileAttachment\ where X is the letter of the drive in which your Web Suite is installed. If the folder location is on a different machine other than web server, you need to specify the UNC path. E.g.,

 

\\server\MyfolderLocation\

 

Shared Drive Letter does not work.

 

Folder for Reports:

Specify the location of customized report templates in this field.

 

Folder for Invoices:

Specify the location of invoices templates in this field.

 

Log File Location:

Click image\GS_Icon.gif to choose the location, where the log file will be stored automatically. By default, Web Suite automatically fills this field with X:\BillQuickData\2014\ where X is the letter of the drive in which your Web Suite is installed.

 

Automatically log actions to a log file:

Mark the option to view all the events taking place in Web Suite, in the Log Viewer screen. In other words, the log file will maintain a record of all the events of Web Suite.

 

Migrate global, user, and filter settings from previous version:

Mark the option, to copy the filter settings of Web Suite from previous version to the current one. The filters set in the year prior to the current year will become the filter settings for the current year. This way you retain the filter settings of the previous year. E.g., You have set hundred filters in Web Suite 2013 and you want to add only ten new filters in Web Suite 2014. Instead of setting 110 filters one by one, click the button to retain the previous filter settings and add ten more. This will save your time.

 

By default, Read and Write permissions for NETWORK SERVICE or ASPNET account is given to the folder. However, if the folder is on a different machine, then permissions need to be implemented via impersonation technique.

 

For more details, visit our Knowledge Base and do a keyword search for impersonation.

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