Replicator for DATEV

Please read the basic notes for setting up a replicator on the Replicator Wizard page.

Procedure for Adding a Replicator

1. Select the type of data source
   Select the DATEV database type.
2. Please enter the credentials which should be used to access the source database.
3. Settings for the data source (selection of the server, the data structure to be imported and so forth).
   Select DATEV version
   Select DATEV version to be integrated:
   
   • Compact DATEV Eigenorganisation
   • Classic DATEV Eigenorganisation
   • Comfort DATEV Eigenorganisation
   Perform DATEV settings
   Select the client types, which you want to replicate. If you want to replicate disabled clients, select the corresponding option.
   DATEV Eigenorganisation allows you to use comments (saved with communication media) as a contact person or name extension.
   If this option has been enabled, the contact name will be displayed as the company name and as display name with an attached note.
   Configure the Compact version of DATEV Eigenorganisation for access from external applications
   
   • Log on as an administrator with DATEV and start the Compact version of DATEV Eigenorganisation.
   • From the workstation, open the Client submenu item under My Company / Master Data in the treeview structure.
   • From the Client Management window, close the automatically opened client from the Client / Close menu item.
   • If you have closed the client, will appear on the menu under Tools / Manage External Users.... Select Manage External Users....
   • The dialog for creating an external user will be opened. Continue to the Configuring an External User topic.
   • In order to be able to access the client's contact data under the Compact version of DATEV Eigenorganisation, you will need an external user account that starts with "E_ZMSD_".
     
   Configure the Classic version of DATEV Eigenorganisation for access from external applications
   
   • Log on as an administrator with DATEV and start the Classic version of DATEV Eigenorganisation.
   • From the workstation, open the Client submenu item under My Company / Master Data in the treeview structure.
   • Close the client automatically opened in client management via the Client - Close menu.
   • Once you have closed the client, Manage external users... will pop up in the menu under Extras. Select Manage external users....
   • The dialog for creating an external user will be opened. Continue to the Configuring an External User topic.
   • In order to be able to access the client's contact data under the Classic version of DATEV Eigenorganisation, you will need an external user account that starts with "E_ZMSD_".
     
   Configure the Comfort version of DATEV Eigenorganisation for access from external applications
   
   • Log on as an administrator with DATEV and open My Computer.
   • Select the Tools menu and then select Manage external users.
   • The dialog for creating an external user will open.
   • In order to be able to access the client's contact data under the Classic version of DATEV Eigenorganisation, you will need an external user account that starts with "E_IDVS_".
     
   Configuring an External User
   
   • On the right side of the dialog window at the top, there will be an icon for adding new users.
   • Please enter a user name and password.
   • Refer to the help file for setting up an ODBC SQL connection to the DATEV database in the dialog for creating an external user.
     The help file will describe how to setup access to the Datev database in complete detail. Open the help file from the dialog for creating new users and search for "Example: how to enable password-protected ODBC access (for reading) to the SQL data tables using Microsoft Access for Users".
   Note the different database paths for the various versions of DATEV.
   • Compact Datev Eigenorganisation:
     Stored in the installation directory under DATEN\ZMSD\DATA\STANDARD\ZMSD
     
   • Classic Datev Eigenorganisation:
     Stored in the installation directory under DATEN\ZMSD\DATA\STANDARD\ZMSD
     
   • Comfort Datev Eigenorganisation:
     Stored in the installation directory under DATEN\IDVS\DATA\STANDARD\KIS
     
   • Close the dialog by clicking Ok.
   Select the DATEV Database
   A DATEV data source will be defined by the ODBC Connection String. You will start the ODBC Data Source dialog, which will display the DATEV ODBC data sources provided by the system to you, by clicking the Search... button.
   Under certain circumstances, DATEV data sources will only be visible to the user account that installed the DATEV client. Please read the notes about access rights from a System and User Account.
4. Field Assignment: Which source fields will be copied to which LDAP fields
   The field assignment for this replicator has preset.
5. Configure links to contact URL
6. Datasource location settings
7. Schedule replication plan
8. Defining additional applications to be started
9. Assigning a name to the new replicator