Configuring Self Service

The fields on the Self Service Configuration tab are set by default when you install Self Service. You might need to change them if you make changes to the Sage CRM or Self Service database configurations.

  1. Click <My Profile> | Administration | System | Self Service.
  2. Click the Self Service Configuration tab.
  3. Click Change and make your changes to the Self Service fields described below.
  4. Click Save.

The table below describes the standard fields on the Self Service Configuration tab.

Field

Description

Database driver

The type of driver on which the Self Service database sits.

Database server

The name of the server on which the Self Service database sits.

Database name

The name of the Self Service database.

Database user name

The ID of the user who will be used to connect to the Self Service database.

Database password

The password of the user who will be used to connect to the Self Service database.

Enterprise database driver

The type of driver on which the Sage CRM database sits.

Enterprise database server

The name of the server on which the Sage CRM database sits.

Enterprise database name

The name of the Sage CRM database.

Enterprise user name

The ID of the user who will be used to connect to the Sage CRM database.

Enterprise password

The password of the user who will be used connect to the Sage CRM database.

Session expires in (hrs)

How long the Self Service session lasts for until the user is logged out.