Appendix I
Glossary
Account A company with which there is a current or potential business relationship. Accounts are owned by an individual user, a team of users, or everyone.
Administrative User A user who can perform tasks in the Administrator normally reserved for the system administrator.
Administrative Workstation The primary computer for administering and customizing Sage
SalesLogix. Usually, this is either the system administrator’s personal computer or a separate computer dedicated to Sage SalesLogix. The Administrator, Architect, Application Architect and Sage SalesLogix Client are usually installed on this computer.
Agents A method of scheduling reports, running Basic scripts, SQL scripts, etc., at intervals specified in the Administrator and Synchronization Server profile. Agents can be scheduled to run once or on a regular basis.
Application Architect A development environment containing the tools that allow developers to rapidly build, customize, manage, and deploy coded and codeless Web application solutions with one-click functionality.
Architect A development environment for creating customized views, menus, toolbars, and scripts for Sage SalesLogix.
Bundle A bundle is a group of plugins or other customizable components that are packaged together for installation as a unit, rather than having to move them one by one, or re-create them on every database. Bundles containing Network plugins (.sxb files) are installed using the Administrator. Bundles containing Web customizations (.zip files) are installed using the
Application Architect.
Concurrent Users The number of users accessing the database at any one time. In Sage
SalesLogix, a license type that enables multiple Sage SalesLogix users to share the same license. For example, if you have 40 users and 30 Concurrent User licenses, all 40 users can log on to Sage SalesLogix but only 30 can be logged on at the same time.
Contacts The prospects or customers in a company (account) that users interact with. Each account can contain one or more contacts.
Contract An agreement between your company and the customer to provide support services, either for free or for a specified fee.
Customer Service Customer Service allows designated users to track, qualify, and resolve customer questions and issues.
Database Manager Part of the Administrator and Architect that allows you to add, view, and delete tables and fields, as well as name indexes, in the Sage SalesLogix database.
Defect A record describing a problem in a product or process, or a feature request for a product or process.
Entity A business object, such as account or product that contains business rule methods and events, relationships, properties, and forms. Entities can also have other related entities associated with them, either through child relationships or extensions.
Form A Smart Part containing normal content, markup, and controls. A Web form is similar to Forms created in the Architect.
Host A term commonly used for a Sage SalesLogix database that supports both Network and
Remote users.
Infiles A folder in which the main office, or Remote users or Remote Offices, place sync files during synchronization.
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Join A database operation that connects two database tables having a common field.
Library A central repository for company information. The library may include product information, policies and procedures, presentations, and so on.
Logging Folders Type body text here
Lookup Lookups enable users to search for information under any of the major families (for example; account, contact, ticket, and so on) that shares certain characteristics. Once a lookup is created, you can save the result as a group. Lookups can be managed from the
Architect or Administrator.
Offline Web Client Remote users that keep a subset of the main database on their computers (such as a laptop) and use synchronization to transfer changes between their system and the main office. Offline Web Client users make changes to their local database using the Web Client.
Outfiles A folder in which the main office places sync files during synchronization. Remotes obtain files from this location.
Opportunities Potential sales to accounts or contacts.
Package A group of related entities, forms, Smart Parts, templates, and aliases that are grouped together under a common name. Packages make it easier to manage your Web customizations.
Page A unit within a Web Portal. A page is a collection of workspaces.
Plugins Components that customize and add functionality to Sage SalesLogix. Plugins include views, processes, reports, templates, Visual Basic scripts, and SQL scripts.
Portal Represents a collection of Web pages.
PortalDeployments A folder in which the main office places deployed Web portals to be delivered to Remote users and Remote Offices.
Process Orchestration Allows you to create and configure process definitions and manage them with the Process Orchestration Host. Processes can be created for any entity, and any entity can be associated to multiple processes.
Processes A plugin that represents a series of tasks executed in a specific sequence over a set time period. Processes are used to perform repetitive tasks, implement a sales process, or provide an automated way of following up with customers. The Web components may only schedule processes and change process status.
Project A group of Web packages or plugins that are grouped together for easy retrieval and use.
Relational Database Management System (RDBMS) An engine and method of managing a database consisting of tables (rows and columns) and the relationships between those tables.
Remote Office A group of users that access a single Remote Office database directly. Unlike
Remote users, Remote Office users do not synchronize with the database at the main office.
Instead, the remote office regularly synchronizes with the database at the main office.
Sage SalesLogix Client An installation of the Sage SalesLogix Client where the user is directly connected to a network database to access and manage customer accounts, contacts, tickets, defects, activities, and related information.
Sage SalesLogix OLE DB Provider A client-side component that handles all database access and applies security.
Sage SalesLogix Personal Web Server Hosts the Sage SalesLogix portals on the Remote computer. The Sage SalesLogix Personal Web Server functions as a personal Web server for
Offline Web Clients.
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Sage SalesLogix Remote Client Sage SalesLogix Client users that keep a subset of the main database on their computers (such as a laptop) and use synchronization to transfer changes between their system and the main office. They can also connect directly to the main office database using a LAN/WAN connection.
Sage SalesLogix Server Components that primarily handle logging and licensing for the
Sage SalesLogix system. The computer where the components are installed is also referred to as the SalesLogix Server and it may be combined with the SalesLogix Database Server.
SalesLogix Cache Server Stores Web data which allows the cache to be real-time.
SData Using SData features, you can expose an entity or a business rule to RESTful-based
Web services, allowing you to integrate and enhance Sage SalesLogix data with data from outside the application.
Security Determines what a user can access in Sage SalesLogix. Security is controlled by a combination of account ownership, management hierarchy, and level of access rights to information.
Security Profile Determines each user’s access to information, tables and fields, and functionality.
Site Code A unique identification code assigned to each Network user, Remote user,
Synchronization Server, and Remote Office that represents the user or component.
SLXService user A Windows logon name with security permissions that allow the SalesLogix
Server and Synchronization Service to access all necessary directories.
SpeedSearch Enables users to find information stored in the Sage SalesLogix database or external files.
Subscription Allows a Remote user to select or subscribe to accounts used on a regular basis and store the accounts in the Remote user’s local database. Subscription rules identify the criteria for selecting accounts.
Synchronization The process of reconciling changes between remotes (users or Offices) and
Network users. Synchronization can occur through a direct connection (LAN/WAN), FTP, or
HTTP.
Synchronization (Sync) Server The application that runs synchronization and agents. It can also refer to the hardware on which the Sync Server application resides.
Synchronization Service A Windows service that communicates with the Synchronization
Server(s) and SyncServices.cfg file for scheduling.
Team A group of users who have access to the same accounts. Members of the same team may have different security access to data.
Ticket A record of a call relating to a question or problem experienced by the customer.
Transaction Exchange Files (TEFs) Files that are transferred between Remote users and
Remote Offices, and the main office to synchronize data.
Web Remote Office A group of Remote users that access a single Remote Office database using the Web Client.
WGLogs A folder in which Network users place transaction files as changes are made to the database.
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