Sage Timberline Client and Jobs Integration - Analysis
- Julie Doyle-Whitelock (Deactivated)
The following information outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration of Framework Integration.
Each question should be considered and the responses recorded. The responses will be required when installing and configuring Framework Integration.
Email Configuration
Analysis Questions | Response |
|---|---|
Email Server Name (Integration emails are sent via this server) |
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Email Server IP Address |
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Contact Person (IT contact person's name and email address) |
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Do emails sent to this server HAVE to be from a valid user? (To ensure emails are not rejected) |
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If Yes, what is the valid user email address? |
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Is security needed to send emails to this server? (To ensure emails are not rejected) |
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If Yes, what is the:
|
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Internal Staff Email Address (Who will receive log emails) |
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Internal Public Folder Email Address (A public folder to store emails) |
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Insula Software Support Archive |
Timberline Configuration
Analysis Questions | Response |
|---|---|
Timberline Server Name (Server where the Timberline database is installed) |
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Timberline Server IP Address |
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Timberline Version Number |
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Timberline Database Name (what is the data referred to?) |
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Native Folder (e.g., C:\Data\Timberline\) |
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Database Folder Name |
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Timberline Security User Account: - Username (e.g., ODBC) - Password (e.g., secure) |
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Timberline Settings
Analysis Questions | Response |
|---|---|
Job Number Format/Mask |
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Customer Number/Code Format/Mask |
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GL Prefix |
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Timberline Billing Method:
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