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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Configuring SQL Mirror
Enabling External Services
The External Services setting within the EBMS Server Manager program must be turned on for the SQL Mirror updates to the flow. Turn on External Services for any company or companies for which there is an SQL mirror.
Configuring the SQL Server Connection String
EBMS needs to access the SQL database to perform both the Complete Upload and the continuous export. This SQL Server Connection string consists of the user and database information as created in the Configuring the SQL Server section. Complete the following steps to configure the connection string:
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Select File > System Options > SQL Mirror tab from the main EBMS menu.
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Enter the following into the Connection String entry: server=[server name\instance];Initial Catalog=[database name];Persist Security Info=False;User ID=[username];Password=[password];MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;
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Verify that the Connection String works by connecting to the SQL database using Excel (or a similar program) from another computer. The Connection String should work within EBMS if the setting works from Excel.
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Replace the text in placeholder brackets [ ] with the appropriate values. Example: server=<SQLServer>;Persist Security Info=False;User=<ebms_user>;Password=<ebms>;Initial Catalog=<EBMSMirror>;
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Follow the steps in the image below:
Selecting Tables to Mirror
EBMS data tables must be individually selected as tables to mirror. Select by choosing Table List on the File > System Options > SQL Mirror dialog. In the Tables to export to SQL Server dialog, select those tables that are to be mirrored.
Each table can be filtered to reduce size using an Advanced Query. Visit the Set Query Options section for instructions on these settings.
T-SQL statements may be configured in EBMS, if desired, and executed within the SQL database after the table has been created there. This is an advanced feature for which an understanding of SQL is critical.
Note: A Complete Upload is required after each change to the table list.
The following tables cannot be mirrored.
EBMS Table | Reason for Exclusion |
DBFIELD | Encrypted |
DBSESSIONS | Changes very frequently |
LOGS | System data |
USERS | Encrypted |
VER | System data |
WHATTHIS | System data |
ARSMSHIPINFO | Incompatible with sync technology due to ODBC integration with UPS WorldShip and Fedex Ship Manager |
DBEXCHG | Would be a circular reference |
Temporary transaction file (such as ARGLTRAN) | Not implemented |
Custom message | Not implemented |
Excluding Fields
Certain tables may have sensitive information that should not be exported. Choose the table and fields to exclude in the Fields to exclude from the SQL Mirror dialog. Access this dialog by choosing Field List on the File > System Options > SQL Mirror dialog.
Note: A Complete Upload is required after each change to the field list. Review Upload files for steps to complete this necessary final configuration step.