DonorHub ®
Bridging the information gap between you and your staff...

What do all the placeholders in the DonorWise data source template mean?

Table of Contents

Page Details

First published by:
Troy Wolbrink
on 5 Mar 2009
Last revision by:
Troy Wolbrink
on 23 Sep 2016
0 people found this article useful.

0% of people found this useful
What do all the placeholders in the DonorWise data source template mean?

Filed under: [Edit Tags]

DonorHub Lite includes a template to support DonorWise.  Using this template, you simply need to fill out a few placeholders, and you're up and running quickly.  To get to this template, under the "Tools" menu, click on "System Setup", then click on the "DataSources" tab.



These four placeholder have to do with connecting to the DonorWise database.  They correspond exactly with what you see when you login to DonorWise.


The login used could be a system administrator ("sa").  But for better security, it's better to create a special user in DonorWise, exclusively for the use of DonorHub Lite.  The user account created in DonorWise must be a member of the "Report Writer" role so that DonorHub Lite will have the read-only access it needs to pump in donation data.



Adding a value into these placeholders will cause staff ($STAFF$) or project/ministry ($DEPT$) designation category/ministry codes to be prefixed by what you put in.  Why would you want to do this?  You might want to give someone access to all staff designation accounts (a MPD support coach, for example).  To give a profile of a Web User (from the "Manage Web Users" screen) access to all staff designation accounts, you could enter a value into the $STAFF$ placeholder, and then on the "Manage Web Users" screen, on the appropriate Web User / Profile, you could add a designation by specifying "(All Accounts)" and then entering the prefix you added to the $STAFF$ placeholder.



If a motivation code is entered here, it will cause all gifts associated with it to appear anonymous to the staff.

Recent Comments

By: TereAlvarez Posted on 15 Jun 2010 11:17 AM

When we click on tools there is no "System Setup" in the menu. We tried in the tool menu in tntmpd.dataserver, and in our donorwise (where there is a system setup but no "datasources" tab. We are using tntmpd.dataserver 1.0.44.  Could it be that my user doesn´t have administrator permissions or something like that?

By: Troy Wolbrink Posted on 12 Jul 2010 6:06 PM

You need to be logged in as a member of "Security Admin" to see this screen.  This is on by default when you craete the database.  But as you add users to the system, they don't get this permission by default.  You need to add them to this role if you desire them to have this ability.  The person who does have "Security Admin" (perhaps the person who originally setup the database) can change this in the "Manage Local Users" screen.

© 2019 TntWare, Inc. | Privacy | Terms of Use