Reference
Moving Servicing Director to a new production server
Use the information in this article to move or migrate a Fusion Servicing Director production server to another server, creating a new production server. The procedures below are for your local IT or system administrator familiar with Windows and ...
Creating a Servicing Director test server
You want to create a Servicing Director test server with a copy of your production server data, and after making all the required changes, use the test server for testing and training. The procedure below is for your local IT or system administrator ...
Testing Servicing Director Customer Self-Service
When you have a new installation or new upgrade of the Customer Self-Service web pages, you should initially test the installation using the Customer Self-Service Test Utility. The Test Utility is installed on each Customer Self-Service server (if ...
Moving Servicing Director to a new system Quick Reference
Use the quick reference list below to move or migrate your Servicing Director server to a new server. As a quick reference, the following information is not a step by step guide, and it assumes your local IT or system administrator already has ...
Servicing Director backups
This article describes the Servicing Director data you should backup as part of your company data backup plan. This article does not cover backup methods or strategies in detail, and you should use your local technical support resources to make sure ...
Built-in document details
The Servicing Director applications have several built-in documents, which are documents automatically created by clicking an application button made for the documents. The Customer Service, Collections, Disbursements, and Tracking applications all ...
Automating Servicing Director Event Manager to run all scheduled events unattended
The Servicing Director Event Manager application can be commanded to run all scheduled events by scheduling software, such as Microsoft Windows Task Scheduler. The Servicing Director Event Manager application allows you to schedule events to run each ...
Creating a Servicing Director Custom Letter
The procedure below describes how to create your own Servicing Director letters using data from your Servicing Director database. You create the letter using your own copy of Microsoft Word or Crystal Reports to create a custom template document. For ...
Testing the network connection to your Servicing Director server using the ODBC data source test
The Microsoft provided Windows ODBC Data Sources configuration wizard provides a connection test, which you can use to troubleshoot your ODBC connections from the Servicing Director applications computer to your SQL server. The Servicing Director ...
Creating a Servicing Director Custom Report
To create your own report using data from the Servicing Director database. Reports are created in the program Crystal Reports XI, combined with creating a database view to query your Servicing Director database. Prerequisite: Licensed copy of Crystal ...
Fusion Servicing Director SQL server required configuration settings
Fusion Servicing Director requires Microsoft SQL Server for the database server, and the Microsoft SQL Server software must be configured with the settings described below. You must manually install SQL Server and the appropriate service pack before ...
Preventing Tellers from Processing Transactions on Inactive or Dormant Accounts
Bank does not want tellers to be able to process transactions on dormant or inactive accounts without a manager approval. Customer account information is housed on the host mainframe, not in the EZTeller Database. Dormant account alerts are set up on ...