Sign-In to the Company Database

In this process, you will be signing-in to your company database and continue the setup from within Connected Business..

After creating the company database, Connected Business creates a default connection setting for the company database. But this only works for the user that created the company database. To let other users from other machines sign-in to the company database, you will need to provide access to the database and configure the connection settings for each user in each workstation/computer.

The Company Setup Checklist will guide you through the rest of the steps you need to complete your company profile e.g. customer list, supplier list and products and services. Each module contains a Setup menu that organizes all setup information.

At the end of this session, users will be signed-in to the company database and the setup will be continued from inside the database.

Sign-in to the Company Database

Finish the New Company Wizard and Sign-In to the Company Database

To complete this task, do the following:

1. When you’re done with the required setup for Company Information, Account Setup and Banking Setup, you are allowed to finish the wizard and continue from inside Connected Business.
   
   
   
2. From the New Company Wizard, click on the Finish button. When asked to sign in to the company database, choose Yes. Connected Business will attempt to sign in to the company database. Enter your new password if you modified the default password for the admin account. Afterwards, you should be able to see your company name next to “Connected Business 1.0”.
   
   
   
3. You will be prompted to register the company database. Have your license information ready. Fill up the License Manager Wizard with your license information. Make sure you are connected to the internet to be able to send the information to our licensing servers.
   
   

   A connection setting is created for the new company database. However, this works only for the user that created the database.

Provide Access to Other Users

Provide Access to Other Users

To complete this task, do the following:

Provide Access to the Company Database

1. Gather the user names to be provided access. Include the domain name or machine name in the user name e.g. mydomain\username.
   
   
   
2. On the machine where the company database is placed, run SQL Server Management Studio. Type in “ssms” or “ssmsee” in the search box to run this application.
   
   
   
3. Connect to the server instance where the demo database and company database are placed.
   
   
   
4. Choose the authentication method to use in connecting to the service. Provide a password if using SQL Server Authentication.
   
   
   
5. Create “database logins” used to authenticate the users when connecting to the database. Under the Security Folder, click on the Logins folder to display its contents. See if the users are already in the list. If not, right-click on the Logins folder and select New Login. Search and add the user name one by one to create database logins for each.
   
   

   Make sure that the built-in user, NETWORK SERVICE is included in the list of Logins.

6. Provide the login properties. Right click on a login in the list and select Properties.
   
   
   
7. Assign a login authentication to use for each login. We recommend using SQL Server Authentication and providing a password.
   
   
   
8. Map the company database to this login and assign a role. Switch to the User Mapping page and select the company database from the list of databases. Then, select “db_owners” from the list of database roles. Click Ok to apply.
   
   
   
9. Create “database users” to give users access to the database. Create a database user for each login you created. Under the Databases folder, click on the company database then click on the Security folder under it. See if the users are already in the list. If not, right click on the Users folder and select New User.
   
   
   
10. Provide the user properties. Click on the Login Name and select from the list of logins you created. Provide a user name e.g. same as the login name.
    
    
    
11. Select “db-owners” in the list of owned schemas. Set the same thing for database role. Click Ok to apply.

Provide Access to the Web Service Application Folder

1. Go to the Connected Business installation folder. This is usually the “C:\Program Files\Connected Business\Connected Business 1.0”
   
   
   
2. Right-click on the Connected Business 1.0 folder and select Properties.
   
   
   
3. Switch to the Security tab. See if the users are already there in the list of groups and users. If not, click Edit and add the users in the list.
   
   
   
4. Set the permissions to Read and Write, Read and Execute or Full Control.

Create a New Connection Setting

To complete this task, do the following:

Create a Connection Setting that Connects to the Database via LAN

1. On the workstation computers, open the Connected Business Application Configuration Tool. Type in “app config” in the search box and select Connected Business App Config.
   
   
   
2. Click on the new option to create a new connection setting. Provide a name for the new setting (e.g. MyCompanyDatabase - LAN).
   
   
   
3. On the Company Database line, click on the ellipsis button to bring up the Database Connection window.
   
   
   
4. Enter the instance name where the company database is placed. This is usually the ServerMachine\InstanceName.
   
   
   
5. Enter the Company Database name.
   
   
   
6. Select an authentication method to use. Provide a password when connecting using SQL Server Authentication.
   
   
   
7. Test the connections and click Ok to accept the values.
   
   
   
8. Set the Connection method to “Use LAN connection Only”.
   
   
   
9. Provide the Connected Business user name and password and test the connections.
   
   
   
10. Set the connection as default by clicking on the Set Default option.

Create a Connection Setting that Connects to the Database via Internet

1. Open the Connected Business Application Configuration Tool.
   
   
   
2. Click on the option to create a new connection setting. Provide a name for the new setting (e.g. MyCompanyDatabase - Web).
   
   
   
3. On the Cache Database line, click on the ellipsis button to bring up the Database Connection window. The cache database is required in connecting Connected Business to the databases over the internet.
   
   
   
4. Enter the instance name of where the cache database was created. Hint: Cache databases can either be created on the SQL Server Instance on the workstation machine or in the same SQL Server Instance as the company and demo databases.
   
   
   
5. Enter the company database name.
   
   
   
6. Select an authentication method to use in connecting to the remote server. Provide a password when connecting via SQL Server Authentication.
   
   
   
7. Test the connections and click OK to accept the values.
   
   
   
8. Enter the business server URL of the web service installed on the server. This is usually the http://<localhost of the machine>/ConnectedBusinessWSBusinessService/businessservice.asmx. Test the connection to the web service or open the business service URL in a browser.
   
   
   
9. Set the Connection to “Use Internet Connection Only” or “Use LAN and Internet Connection”.
   
   
   
10. Set the connection as default by clicking on the “Set Default” option.

Continue Setup

Continue Setup from within Connected Business

To complete this task, do the following:

Open the Company Setup Checklist

Upon signing in to Interprise Suite, the next step is to continue the remaining setup in the application. To know the areas you have yet to complete, continue the setup from the Company Setup Checklist.

1. To open to the Company Setup Checklist, go to the System Manager module.
   
   
   
2. Click on the Company menu and select “Company Checklist”. The Company Checklist Wizard will display.
   
   
   
3. You will find that the Company Setup Checklist is very similar to the New Company Wizard only without the option to create a new database. From here, you can continue the setup for the remaining categories as you would with the New Company Wizard.

Go to the Setup Menu in Each Module

You can continue the set up from each module through the Setup menu included in the options. If you plan to get help from team members, you can assign to them each module and continue the set up from there.

1. If for example, you want to continue the setup and create the customer list, go to the Customer module.
   
   
   
2. Go to the Setup menu and you will find various details to set up.