Uploading your Pegasus Opera 2/3 Data

Launching Barclays Connect

Before attempting to upload your accounts using Barclays Connect, please ensure the following:

• You have read THIS article
• The Barclays Connect Pre-requisites for user permissions are in place on your machine
• You are online and connected to the internet.
• You have a working Accounting Package and you are able to access the data you wish to upload within the Accounting Package.
• You know the version of Pegasus Opera 2/3 you wish to upload from if you have more than one installation of Pegasus Opera 2/3 on your desktop.
• You know the User ID and Password that can access your Pegasus Opera 2/3 data.

You may need to ask your IT department for some of the above information.

This connector is released in ‘Release Candidate’ status. A connector with a ‘Release Candidate’ release status means that the connector is available to all customers and has been fully developed and meets all the Barclays software and security standards.  A ‘Release Candidate’ release has been set against vendor-supplied test data, meeting the Barclays standard of upload processing. Connectors released in ‘Release Candidate’ status have successfully passed BETA testing and had a small volume of live data sets uploaded.

Where a connector is released in ‘Release Candidate’ status, Barclays might ask customers and partners for backup files and will be requesting direct feedback to improve the connector.

It should be noted that any issues discovered with a connector released in the ‘Release Candidate’ status will be managed on best efforts but not within existing production SLAs. The ‘Release Candidate’ process may highlight issues that require further development.

For further information on "Release Candidates" connectors, please view the Release Candidates Definition article.

 

To begin the upload process using Barclays Connect you need to be logged in to the Barclays Portal. From within the Barclays portal choose the Engagement for which you wish to upload data.

 

Once the appropriate engagement is selected, select Upload.

 

If enabled, you will select either Month End Reconciliation or Audit/Survey as the Upload Scope, then click Continue.

 

Choose the Accounting Package from the drop-down menu. You can type in the search bar to locate the Accounting Package quicker.

When the correct Accounting Package is selected, click Continue.

 

Click Download on the Download Barclays Connect window.

Click here if you are using Google Chrome

Click here if you are using Firefox

Click here if you are using Microsoft Edge/Explorer

 

This will start the download of the Barclays Connect setup application. Your browser will show the download progress. Depending on your desktop setup you may encounter some security warnings that you need to acknowledge during the installation.

 

Once the Barclays Connect application installs it will begin connecting to your Accounting Package. The Barclays Connect package is relatively small and will be automatically removed from your desktop once the upload process has been completed.

 

Barclays Connect for Pegasus Opera 2/3

Once installed, the Barclays Connect application will automatically launch and attempt to detect Pegasus Opera 2/3 installation and determine the company's version.

If you only have one copy of Pegasus Opera 2/3 installed on your desktop you will be asked to choose the Version shown in the drop-down list. 

 

Next, select the Company from the drop-down list.

 

The Barclays Connect data extraction process will begin and progress will be displayed on the screen. Depending on the size of your database and the number of entries it contains this process may take a few minutes. Once all data has been extracted the data is compressed, encrypted, and transmitted securely to the Barclays central server.

You can continue with other tasks whilst the extraction takes place.

Do not close the Barclays Connect window or interrupt the extraction process.

 

 

When the upload completes the success message is presented.

Click Close to exit Barclays Connect. At this point, there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new upload.

 

Your uploaded data is now being queued for processing in the Barclays central system. You can switch off your desktop and disconnect from the network at this point if you wish.

You can view your upload progress in the Barclays Portal - You may need to refresh your browser. The status will change from Processing to Completed.