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Table of Contents

Purpose

To provide instruction on how to manually assign a new Database source to an existing custom reportĀ 

Responsibilities

  • Reports Developers
  • School System Administrators

Pre-requisites

  • SA equivilent Access

Procedure

  1. Open up the Customised report in Crystal reports
  2. Select Database, Set Datasource location
  3. Select the Reports Data Source location (currently SynergyOne or SynergyOneFinance)
  4. In My connections you should have a "Synergetic" Data Source (Please note in Single Database there should only be a need for one Database ODBC Connector)
  5. Click Update
  6. Enter the Password for SA then Click Finish
  7. Repeat the process for each Subreport

Testing

  1. Run the report as usual
  2. Possibly make some test changes to the new Single Database instance to confirm that data is been pulled from the correct source.

Known Problems

  1. SA users unable to see all Tables, Views and Stored procs (in Crystal reports Files-Options-Database untick stored stored procedures)
  2. Confusion of how single Database works with a single ODBC Connector.
  3. There might be a separate ODBC connector called Synergetic_Finance this is actually the same as Synergetic (this possibly adds more confusion to the problem)