How does Customer Self Service Connect to the Acctivate Database?

Acctivate Customer Self Service is an add-on module that provides your customers with access to their account information.

Acctivate Customer Self Service is an add-on module that provides your customers with access to their account information.

 

Connecting to Acctivate


The Acctivate data is not synchronized from Acctivate to the web server. Instead, Customer Self Service directly accesses to the Acctivate SQL Server database. Ideally, the web server will have direct access the Acctivate database over a LAN or secure VPN connection. If that's not practical, Customer Self Service can be installed on your Acctivate server and your customers will be re-directed to this server when they want to view their account information.

 

Technology Used


Customer Self Service uses Microsoft ASP and ADO to access the Acctivate data residing in Microsoft SQL Server. It uses Microsoft "Web Classes" to handle the templates. There are web class tags (ie <WC@SomeField>) that are replaced with data values by an Acctivate DLL (ie ACCTCustSelfServ.dll), which is installed as a part of Customer Self Service.

 

Session Variables and Custom Pages


The Customer Self Service module handles authentication using the "Self Service Login" and Password on the Credit tab of the Customer Information window. It stores values about the current customer into Session variables (eg CustomerID). You are more than welcome to use these session variables and add custom web pages that access our database directly using ASP/ADO. The Acctivate support team can answer any questions regarding the database structure. The Acctivate database views are clearly labeled (ie Customer, Product, Orders, Invoice).

 

More Information


Please refer to the Installation Guide and Programmer's Guide in the Documentation section of our Support website.