Sage Software 5.8 manual Field Description

Page 17

Self Service Administration

The Self Service Configuration page is displayed.

Self Service Configuration page

3.Select the Change button.

4.Enter the changes and select the Save button.

The table below explains the standard fields on the Self Service Configuration page.

Field

Description

Database Driver

The type of driver on which the Self

 

Service database sits.

 

 

Database Server

The name of the server on which the

 

Self Service database sits.

 

 

Database Name

The name of the Self Service

 

database.

 

 

Database User Name

The ID of the user who will be used

 

to connect to the Self Service

 

database.

 

 

Database Password

The password of the user who will

 

be used to connect to the Self Service

 

database.

 

 

Enterprise Driver

The type of driver on which the

 

CRM database sits.

 

 

Enterprise Server

The name of the server on which the

 

CRM database sits.

 

 

Enterprise Name

The name of the CRM database.

 

 

Enterprise User Name

The ID of the user who will be used

 

to connect to the CRM database.

 

 

Enterprise Password

The password of the user who will

 

be used connect to the CRM

 

database.

 

 

Session Expires In

How long the Self Service session

(Hrs)

lasts for until the user is logged out.

 

 

Self Service Guide 5–3

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Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Now you can… Setting up Self ServiceTo begin creating a Self Service Web site Chapter Self Service Web SitePlanning a Self Service Web Site EWaress.js File Understanding Basic Self Service ArchitectureAccessing the Site Block Name Type of Block Description Customizing the Self Service Web SiteWithout the Extensibility Module With the Extensibility Module Application Level Security Chapter Self Service Security „ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration To view the Self Service administration area in CRM Self Service ConfigurationField Description Visitor Maintenance Enabling a Person for Self ServiceTo enable a person for Self Service To remove anonymous visitorsSelf Service page before user is enabled Enabling a Company for Self Service Logging On Chapter Self Service FunctionalityTo log onto the Self Service Web site Newsletter To access the Newsletter area of the siteAnonymous Visitors Registered Visitors Reviewing Existing Cases To access the Support area of the Self Service siteProblem details Requesting Information Logging a New CaseTo find a solution Finding SolutionsSolutions list CRM Document Version Code IMP-SEL-ENG-580-1.0
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