System Manager > Install, Access and Exit AccountMate Enterprise

The System Database Connection window is the first screen that appears when you launch AccountMate Enterprise after completing the installation. It serves as the initial setup interface where you establish the connection between the application and your Microsoft SQL Server.

In this window, you are prompted to select the appropriate MS SQL Server instance that AccountMate will connect to. You must also provide the required SQL authentication credentials, such as the username and password, to ensure secure access to the server.

Additionally, the window allows you to define the Database ID, which will be used to identify the database that the system will create and manage. This is an important step, as the Database ID helps distinguish your company’s database from others on the same server.

The System Database Connection window is not limited to first-time setup. It will also appear whenever you create a new database for a different company, allowing you to configure a separate connection and assign a unique Database ID for each company database.

Perform the following in this window:

1.In the Server field, enter the name of the SQL server instance to which you want to connect. This is the SQL Server instance where the Sample Company's databases are created. Alternatively, you may click the drop-down button to select the SQL Server instance from the list; then, click to select.

2.In the SQL Authentication area, the options below will be displayed depending on the authentication mode configured during the SQL Server instance installation:

oWindows Authentication

If this option was selected, the Windows account credentials will be used to authenticate the user connecting to the SQL Server instance.

oSQL Authentication

If this option was selected, a SQL Server-specific username and password will be used to authenticate the user connecting to the SQL Server instance. The most common built-in SQL Server System Administrator (SA) account username and password will be used by default. You may use a different username and password by providing the information in the Username and Password fields. You may need your System Administrator's assistance to determine the correct user account and password used in this section.

If SQL Authentication was selected, the Username and Password fields are enabled. Enter in these fields the correct username and password used to successfully connect to the selected SQL Server instance name you want the SQL database to be created. You may click and hold the Show () button if you want to see the unmasked password.

Note: The SQL server's authentication mode is configured during installation of the SQL server instance. Contact your System Administrator for assistance regarding this.

3.In the Optional Settings area, you can enter a value in the Database ID field to customize the name of the database that will be created. This value will be included as part of the full company database name in the selected SQL Server instance.

Note: When you first launch AccountMate Enterprise after installation, the system will create the databases for the Sample company. You may enter a value in this field if you want to customize the names of the Sample Company databases.

4.Click the Test Connection button to verify if the credentials entered in the SQL Authentication area are valid and that a connection can be established successfully.

5.Once you are ready and the connection test is successful, click Connect to proceed. Otherwise, click Cancel to stop the database creation process.

After the SQL database is successfully created, a confirmation window will appear. Click OK to continue.

Set Up System Database Connection

Set Up System Database Connection