How do I modify my configuration file? (2021.08)
The configuration file tells Connect which database to use for each application and how a user will log in to a database from Connect applications.
Usually, the configuration file is set up for your organization when you purchase Connect applications. If you purchase a new Connect application, an add-on, or a new service, you will need to update the configuration file to include the settings to access a database to run the new purchase. You can do this on your own or you can contact your client relationship manager for assistance at (800) 228-9851.
Connecting using Windows or SQL Server authentication
Set up a configuration file to log in using the user's Windows user name and password or the user's SQL Server user name and password. Using the SQL server user name and password is recommended. The configuration file does not store the Windows or SQL Server user name and password.
Do this...
1. Open Connect System Management > System Tools > Modify Configuration File.
2. If there's more than one configuration file, click to select a configuration file from the Application List.
3. Select an option to log in to Connect.
Connect Using
Use SQL Server authentication to log in to Connect. (Recommended)
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Click SQL Server Authentication.
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Enter the SQL Server user name and password.
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Click
.
What if the SQL Server authentication fails? If the test authentication fails, verify the user name and password is entered correctly. You may need to log in to the SQL Server to confirm the user name and password.
Use Windows authentication to log in to Connect.
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Click Windows Authentication.
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Click
What if the Windows authentication fails? If the test authentication fails, you might need to check the Windows user name and password that are saved in the Windows Settings. You may also need help pfrom
4. Click Save (CTRL+S).
Using a different server and database to run a Connect application
Most organizations will use the default database connection in the default configuration file. The only time an organization may need to set up a configuration file to connect to a Connect application is when the organization is trying to connect to a different database to run a specific Connect application.
For example, City ABC's default configuration file is CaselleUT. City ABC's secondary configuration file is CaselleUTWater. City ABC uses the secondary configuration file add a Connect General Ledger application (also known as a node) to the Connect Applications Main Menu that will point to the primary organization's general ledger. When City ABC launches the second General Ledger app, Connect uses the secondary configuration file to log in to a different database to run the General Ledger application.
What is the configuration file name? If you need to locate the configuration file in the Windows Explorer, the default configuration file name is [organization name].Opts.Org.xml
Do this...
1. Open Connect System Management > System Tools > Modify Configuration File.
2. Click Add New Application Setting .
3. Use the Application menu to select an application name, and then click OK.
Add Application
The application name is the name of the new configuration file.
Configuration file name in the Application List
4. Enter the server and database that stores the application database.
This is the database the application will use when you launch it. You do not need to set up a configuration file for each application. Unless you set up a different configuration file for an application, the application will use the settings from the default configuration file.
Server and Database
5. Choose how the user will log into the database.
Use the user's Windows user name and password or enter the user name and password to log into the SQL server database. When you're done, click Test Connection to see if the connection works. For additional instructions, see the previous section in this help topic.
Connect Using
6. Click Save (CTRL+S).
Adding Caselle Advantage to a configuration file
1. Open Connect System Management > System Tools > Modify Configuration File.
2. Use the Application Path box to enter the path and directory to the Caselle Advantage application.
This box is only available when Caselle Advantage is installed. Use the Application Path box to enter the application server location for Caselle Advantage.
3. Click Save (CTRL+S).
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