The vault "bridge" connects the pVault® system to the RFMS SQL database. 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 RFMS company. To bridge multiple companies to pVault®, additional vault license codes must be purchased.
1.From the ribbon toolbar, click Administration.
2.Click Vaults, 
.
The Vaults window similar to the following displays:
3.Click to highlight the vault associated with RFMS.
4.Click Edit Vault.
The Vault Properties window displays with the General tab active:
5.Click the Bridge tab.
The window similar to the following displays:
6.In the Bridge Type field, from the dropdown select Retail / Wholesale.
Note: None is the Bridge Type field default.
7.In the Bridge Product field, from the dropdown select RFMS.
8.In the SQL Server field, type the SQL Server instance name of the SQL server that stores the RFMS data.
9.In the Database field, type the SQL database name where the RFMS data is stored.
10. In the Company Name field, type the name of the RFMS company being bridged.
11. Click Login Info.
The User Login For RFMS window displays:
12. Click to select the Use Windows Authentication check box only if all RFMS users are set up with Windows Authentication security to the SQL server.
Note: This is not typical.
13. In the User Name field, enter a SQL server user name for an individual with full rights to the RFMS SQL database.
Note: This will be the central "behind the scenes" user to access all information for data look-up as well as posting transactions back to the RFMS system. Entering a user without full rights will cause errors in some areas of the program.
14. In the Password field, type the password of the SQL user entered in the User Name field.
15. Click to check the Use as Server Default check box. This saves the user name and password for use by pVault® to access data.
16. Click OK to verify the connection information and save it.
The following dialog box should display to confirm the Bridge tab is now active:
17. Click OK.
18. Click Advanced.
The Advanced Bridge Configuration window displays.
Note: This grid contains settings that impact the vault data behavior.
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.
24.Click Export Settings.
An Additional RFMS API Connection dialog box similar to the following displays:
25. In the URL field, type the appropriate URL if necessary.
26. In the RFMS Business ID field, type the ID and then click Request Access.
This will allow pVault® to import invoices into RFMS.
27. Click Save.