ComputerEase Bridge Settings

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ComputerEase Bridge Settings

The vault "bridge" connects the pVault® system to a single ComputerEase data folder. The bridge provides all of the data look-ups and exporting features needed to run the pVault® system. A vault can only be bridged to one data folder. To bridge multiple data folders to pVault®, additional vault license codes must be purchased.

 

1.From the ribbon toolbar, click Administration.

2.Click Vaults, VaultsButton.
 
The Vaults window similar to the following displays:
 
Vaultswindow-mh
 

3.Click to highlight the vault associated with ComputerEase.

4.Click Edit Vault.
 
The Vault Properties window displays with the General tab active:
 
VaultPropertiesComputerEase-mh
 

5.Click the Bridge tab.
 
The window similar to the following displays:
 
VaultPropertiesBridgetabComputerEase-mh
 

6.In the Bridge Type field, from the dropdown select Construction.
 
Note: None is the Bridge Type field default.

 

7.In the Bridge Product field, from the dropdown select ComputerEase.

8.Because pVault® requires the ComputerEase ODBC DSN (Data Source Name) to connect to the ComputerEase data, click New DSN to set up a new System DSN on each workstation running pVault®.

9.Name the new System DSN PEComputerEase and type it in the DSN field.

10. For the Data Folder, click Browse to search and select the data folder for the ComputerEase company.
 
Important:  Make sure to include the company name folder in the path selection.

 

11. Click Login Info.
 
The User Login window displays:
 
UserLoginforComputerEase-mh
 

12. In the User Name field, enter a ComputerEase user name for an individual with full ODBC rights to the CE database.
 
Note:  This will be the central "behind the scenes" user to access all information for data look-ups as well as posting transactions back to the CE database. Entering a user without full rights will cause errors in some areas of the program.

 

13. In the Password field, type the password of the ComputerEase user entered in the User Name field.

14. Click to check the Use as Server Default check box. This saves the user name and password for use by pVault® to access data.

15. Click OK to verify the connection information and save it.
 
The User Login window closes and the Bridge tab becomes active.

 

16. Click Add Bridge to add the company name to the Bridged Company field.

17. Click Use ComputerEase Job Routing Rules.
 
This is a special setting for the APFlow™ module that ties the Superintendent assigned to jobs in ComputerEase for routing rule purposes.
Selecting this check box will "tell" the pVault® system to look at the job record to map the Superintendent to the route of the invoice.
This mapping occurs in conjunction with the routing rules set up directly in the APFlow™ module.
 
Leaving it unchecked will run the APFlow™ rules only.

 

18. Click Advanced.
 
The Advanced Bridge Configuration window displays.
 
Note:  This grid contains settings that impact the vault data behavior.
 
AdvancedBridgeConfigurationwindowComputerEase-mh
 

19. For information on the Bridged Accounting System Cache, click here.

20. In the Employee Lookups - Display SSN Value field, use the dropdown.
 
This advanced configuration determines whether or not an employee look-up should display the employee's Social Security number.
Company privacy rules determine how this feature should be set up.
 
True means Social Security numbers will display during an employee look-up.
False means Social Security numbers will not display during an employee look-up. This is the default.

 

21. Use the dropdown in the Value field to select True, if appropriate.

22. In the Value column for the Enable DAL Logging, select between False and True.
 
False is the default for performance reasons.
Change the Value to True when troubleshooting data issues onsite and working a support call with a Paperless Environments employee.
 

23. Click OK.