Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Using the E-automate Login Window

To access e-automate you use the e-automate login screen. When using the login screen you enter your assigned user ID as well as your password. e-automate uses your user ID to determine which areas of e-automate you can access, edit, or perform transactions The login in screen is also used to identify to which company and server you want to login.

When using the login screen you can create a profile on the login screen that identifies default or typical settings you want to use when logging into e-automate. e-automate is an application that is installed on a computer and you use that computer to have controlled access to your company database. When you login to e-automate you can select or create a profile that directs e-automate where on your network to go to access your e-automate database server. In addition to the database server, e-automate relies on another server called the Digital Gateway server or DG Server for short. The DG Server is typically installed on the same computer as your database server but does not have to be. The DG Server monitors your usage of e-automate and helps in controlling your access to the data. The purpose of the profile is to allow you to identify the location of the database server and the DG server so you do not have to identify it every time you log in to e-automate. When setting up a login profile you must know the name of your SQL server (database server) as well as the DG Server (can be the same). If you have branching enabled in your e-automate database, you also use the profile to designate the default branch to which you want to sign in.

For advanced users, you can also use the login in screen to designate which port your SQL Server is using, if it is different than the default port specified by Microsoft.

Using the Login WindowUsing the Login Window

Do one of the following to launch e-automate:

If when you installed e-automate, you placed a shortcut on your desktop, double-click on the shortcut to launch e-automate.

If when you installed e-automate, you placed a shortcut on your Quick Launch bar, click on the e-automate icon to launch e-automate.

Using the Windows start menu, select Start > All Programs > ECI > e-automate to launch e-automate.

In the User ID field enter the user ID assigned to you by your system administrator.

In the Password field, enter your password.
Note: Some administrators require strong passwords. Strong passwords must be at least eight characters long and must have at three of the following four groups or characters. Uppercase letters, lowercase letters, numbers and any of the following symbols: #, $, %, or &.

In the Profile field use the down arrow and select the profile for the company to which you want to access.

To create a new profile, do the following:

Click the pencil profile button to the right of the Profile field.

To create a new profile, click [Add].

In the SQL server field, enter the exact name of your SQL Server. If you do not know the name, ask your system administrator.
Note: If you are using an instance of SQL Server, be sure you enter your server and instance (e.g., SERVER\Instance).

In the DGServer field, enter your DG Server name.
Note: As you enter a value in the SQL server field, the system begins populating the DGServer field with the same value. In the DGServer field,  do not inclue the SQL instance. If you want to designate a different port, enter the DG server name and then place a colon and the port number (e.g., DGSERVERNAME:1234). When editing a profile, e-automate automatically supplies the default port, 1331, after the profile is saved.

Click [Next > >].

In the Company field, use the down arrow to select from a list of e-automate companies that are on your designated SQL server.

Click [Next > >].

If you have branching enabled on the database, then—in the Branch field—use the down arrow to select the branch to which you want to log in.
Note: This option is only displayed if branching is enabled on the selected database.

Click [Next > >] to continue.

In the Profile name field, accept the pre-defined name or enter a name for your profile.
Note: The profile name must be unique.

Click [Finish] to complete the profile.
vYou can edit or delete profiles from the profile list.

Click [OK] to validate your credentials and log in to e-automate.
Note: If your database has not been backed up, e-automate could display a backup warning. If the warning displays, click [OK] to acknowledge and make sure you notify your system administrator. If your credentials are not correct, e-automate displays a window to alert you. Click [OK] to acknowledge. If your credentials are not correct, you must re-launch e-automate. Begin at step 1 again.

 

Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

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