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  • Setting up Web Synchronization Prerequisites

    Note: These are the instructions you would follow on your Web server, when you are using the replication model. Read More > Deployment Models 1. View the Web Server Setup Console. Menu Path: Tools | Web Server Setup Console If "Web Server Setup Console" does not appear, you need to give yourself permission to view it. Read More > How
  • Setting up Web Synchronization

    Note: These are the instructions you would follow on your Web server, when you are using the replication model. Read More > Deployment Models 1. View the Web Server Setup Console. Menu Path: Tools | Web Server Setup Console If "Web Server Setup Console" does not appear, you need to give yourself permission to view it. Read More > How
  • Setting up Web Server Prerequisites

    Setting up Web Server Prerequisites 1. View the Web Server Setup Console. Menu Path: Tools | Web Server Setup Console If "Web Server Setup Console" does not appear, you need to give yourself permission to view it. Read More > How to Give Yourself Permission to View the "Web Server Setup Console" 2. Press the <Web Server Prereqs>
  • Setting up the Web Application

    Setting up the Web Application 1. View the Web Server Setup Console. Menu Path: Tools | Web Server Setup Console If "Web Server Setup Console" does not appear, you need to give yourself permission to view it. Read More > How to Give Yourself Permission to View the "Web Server Setup Console" 2. If you haven't already, run the Web
  • Scan Range Minimum/Maximum

    Sometimes old data is archived in your donation/accounting system, and it becomes no longer available for querying. DonorHub Lite might have a copy of this archived data from when it ran the source scanner in the past. After the data in your source system is archived or purged, it's important that you specify a Scan Range Minimum. If you don't specify
  • Scan Codes

    Concepts and Theory A scan code is just a string of up to 15 characters. A scan code is most commonly a textual encoding of a number or date. The most important aspect of a scan code is that it should be encoded in such a way that the most significant characters are leftmost. This allows for scan codes to be correctly compared and sorted relative to
  • Saving a Template

    Saving a Template You may want to export your settings for the sake of backing them up for yourself, or for sharing them with others. To export your configuration settings as a template: 1. Go to System Setup. Menu Path: Tools | System Setup 2. Click on the "Data Sources" tab. 3. Click on the Data Source you want to save a template for. Press
  • Rescan Method

    Since DonorHub Lite keeps a copy of your data, it must be frequently refreshed. For some source queries it may acceptable in terms of performance to simply return all the source rows every time. But consider donation information, as an example. You may have millions of donations records, so running a query that returns every donation record would be
  • Placeholders

    Custom Placeholders Custom placeholders are a text substitution feature that allow common words or phrases in the configuration of data sources and their associated source scanners to be centrally managed. This allows for an easier decoupling of hard-coded, domain-specific settings. This is helpful for future maintenance and understanding of your own
  • Payment Methods

    CATEGORY/QUERY: Donations/Payment Methods NOTES: This query describes payment methods for gifts. Payment Method Code/ID Text (18) Optional Unique code/id to describe payment method. Payment Method Description Text (50) Optional Description of payment method. < Enter value | Enter value >
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