Tuesday, December 2, 2014

Sage 50 - Crystal Reports: Creating a new Database Connection

This is a set of instructions for setting up a new database connection using Crystal Reports, a software component of the Sage 50 accounting software program. 

1) Open the report you wish to create the new database connection for: 

2) Under the Database menu choose the option to "Set Datasource Location..."

3) Within this configuration, locate the option to "Create New Connection" in the "Replace with" field.

4) Under the menu for creating a new connection, locate the OLE DB (ADO) database type. Clicking on the [+] will open a new dialog box. 

5) Check the box to Use Data Link File then navigate to locate the proper Company's CrystalReports Microsoft Data Link file. (Named: CrystalReports.udl)


6) Once this file is located click Open and then Next. On the Connection Information screen enter the appropriate username/password to connect to the database. 

Finally, once this connection has been created, return to the Database menu from the menu up top and again select the Set Datasource Location...

Once you see the window for Set Datasource Location, choose the new connection you just created and click the Update button to the right of the Replace with: field. 

This needs to be done anytime a company is restored from a backup and a new CrystalReports.udl file is to be used for the newly created company. Also applies for creating a new company from scratch. 

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