Edit Synergetic Configuration File _Synergy.cfg_ window

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 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.

Opening the Edit Synergetic Configuration File [Synergy.cfg] window

To open the Edit Synergetic Configuration File [Synergy.cfg] window:

Select Module > System > Edit Synergetic Configuration File (synergy.cfg)....
The Main tab of the Edit Synergetic Configuration File [Synergy.cfg] window is displayed.

Edit Synergetic Configuration File [Synergy.cfg] window - Main tab

Edit Synergetic Configuration File [Synergy.cfg] window - Main tab key fields and buttons

Fields

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:

Non Finance User Name
Finance User Name.

Edit Synergetic Configuration File [Synergy.cfg] window - Reports tab

Edit Synergetic Configuration File [Synergy.cfg] window - Reports tab key 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.
User Name	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 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: SQL Authentication Windows Authentication Windows or SQL Authentication Windows Authentication (password required) Windows or SQL Authentication (password required).
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.