You can configure aspects of Synergetic to suit your organisation's needs, including the:
- name and location of the databases Synergetic uses
- username, password and server name for Crystal :
- Crystal Reports
- SSRS Reports - authentication method for Synergetic
- menu background colour.
Important: Never alter configuration files unless you know the full implications of doing so. Changing these configurations incorrectly can cause Synergetic to stop functioning.
Note: You can also edit the configuration file outside Synergetic if required. See Editing the Synergy.cfg file.
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To open the Edit Synergetic Configuration File [Synergy.cfg] window:
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Edit Synergetic Configuration File [Synergy.cfg] window - Main Database tab
Edit Synergetic Configuration File [Synergy.cfg] window - Main Database tab key fields and buttons
Fields
...
Field
...
Description
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Server Name
...
Name of the finance database server.
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Database Name
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Name of the finance database.
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Database Server ODBC
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Name of the finance database connector.
Note: This information can be found in Windows Control Panel > Administrative Tools > Data Sources (ODBC) of the server that runs Synergetic.
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Use Application Roles
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Select whether to use SQL Server Application roles defined within Synergetic in the finance database.
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Field
Description
Server Name
Name of the media database server.
Database Name
Field | Description |
|---|---|
Multi-tenant environment | Whether the main database is running a multi-tenant environment. |
Server Name | Name of the main database server. |
| Database Name | Name of the main database. |
| Finance Schema | Name of the finance schema. |
Database Server ODBC | Name of the main database connector. Note: This information can be found in Windows Control Panel > Administrative Tools > Data Sources (ODBC) of the server that runs Synergetic. |
...
| Use Impersonated user when connecting to database | Whether connections to the database are performed using impersonated model users. Note: Selecting this field is recommended because impersonated model users only need to authenticate to the database while non-impersonated users must have native access to all SQL database objects. |
| Non Finance User Name | User name for connecting the dbo and media schemas. Note: This user should not have any access to financial schemas. Note: You must be logged into an SQL account with administrator security access to change this field. |
| Finance User Name | User name for connecting to finance schema. Note: You must be logged into an SQL account with administrator security access to change this field. |
Buttons
Button | Description |
|---|---|
| Click to change the password for either:
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Edit Synergetic Configuration File [Synergy.cfg] window - Crystal Reports tab 
Edit Synergetic Configuration File [Synergy.cfg] window - Crystal Reports tab tab key fields and buttons
Fields
Crystal Reports area fields
Field | Description | |
|---|---|---|
| Override Crystal Reports User Name and Password | Select to override the default username and password that Crystal Reports uses to access the database. | |
| User Name | ||
| Non Financial Reports | Username for accessing non-financial Crystal Reports in the database. Note: This button is only active if Override Crystal Reports User Name and Password is selected. Note: This must be an SQL Authentication account. | |
|---|---|---|
| Financial Reports | Username for accessing financial Crystal Reports in the database. | |
Create SQL Login | Create the SQL login in the User Name field for Crystal Reports to access the database. | |
| Use Reserved ODBC Entry for Crystal Reports | Use the reserved ODBC server authentication for Crystal Reports. Note: This is only used if you are using Windows authentication or another non-SQL authentication. | |
Reserved ODBC Server | Name of the server reserved for Crystal Report access. Note: This | |
Buttons
Button
Description
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Change the Crystal Reports User Name password. Note: This button is only active if Override Crystal Reports User Name and Password is selected
button is only active if Override Crystal Reports User Name and Password is selected. |
Crystal reports area buttons
Buitton | Description |
|---|---|
| Change the User Name password for the selected Crystal Reports field. |
SSRS area fields
Field | Description | |
|---|---|---|
| Non Financial Reports | Username for accessing non-financial SSRS reports in the database. Note: This must be an SQL Authentication account. | |
| Financial Reports | Username for accessing financial SSRS reports in the database. Note: This must be an SQL Authentication account. | |
SSRS area buttons
Buitton | Description |
|---|---|
| Change the User Name password for the selected SSRS field. |
Edit Synergetic Configuration File [Synergy.cfg] window - Other tab
Edit Synergetic Configuration File [Synergy.cfg] window - Other tab key fields and buttons
Fields
Field | Description |
|---|---|
Authentication Method | Authentication mode used by Synergetic:
|
| Default User Name | Default username displayed in the User Name field when Synergetic starts. |
Background Colour | Background colour of Synergetic menu. See Changing the main menu background colour. |
Message | Message displayed each time Synergetic starts. Tip: For more flexible messages, including time sensitive messages, see Maintaining system messages. |
Buttons
Button | Description |
|---|---|
| Restore the default menu background colour. |
