Creating and modifying data sources - Reporting services integration
Menu path
Modules ? System ? Setup ? Reporting services integration ? Management
Introduction
On this page, you can create data sources or modify existing ones. The local data source will be automatically created when the settings for Reporting Services Integration are defined and the local data source does not exist yet. The credentials used for the local data source are copied from the settings. However, if you want to display reports on other data sources besides on Exact Synergy Enterprise, for example on Exact Globe Next, you will need to create the data sources.
Roles and rights
Users with the Administrator role can create and modify data sources. Users with the Report Manager role can also create and modify data sources.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles
What version are you using?
The information in this document is applicable
to product update 258 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
How do I create data sources?
- Select Data sources on the Reporting Services Integration: Management page.
- Click New to create a data source.
- Define the fields.
- Click Save, and then Close to exit.
Keep in mind: All fields with the “!” icon are mandatory.
How do I edit existing data sources?
- Select the hyperlink data source under the Name column to open it.
- Make the change.
- Click Save, and then Close to exit.
Buttons
Save
Click this to save the data source.
Save + New
Click this to save the data source and create another data source.
Note: This is available only if you are creating anew data source.
Delete
Click this to delete the data source.
Note: This is available only if you are modifying an existing data source.
Close
Click this to exit.
Fields
Name
Type a name for the data source. This is mandatory.
Description
Type the description for the data source.
Type
Select Microsoft
SQL Server, Microsoft SQL Azure,
OLE DB, Microsoft SQL Server Analysis Services, or ODBC to specify the type of the data source.
Deployed
This displays the status of the deployment. When a data source has been deployed to the Report Server, will be displayed. Otherwise, will be displayed.
Connection section
Connection string
Type the connection string to connect to the data source. This is mandatory. See The Connection Strings Reference.
Note: This is available only if you have selected the type ODBC or OLE DB.
Credentials section
Server
Type the name of the server for the data source. This is mandatory.
Database
Type the name of the database for the data source. This is mandatory.
User name
Type the user name to specify the user who will read the data from the data source. To be able to read the data from a data source, this user should have rights to read data from the data source. This is mandatory.
Password
Type the password of the user. This is mandatory.
Domain
Type the name of the domain for the user. If it is a local user, you can specify the machine name. This is mandatory.
Note:
This is not available if Microsoft SQL
Azure is selected at Type.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.624.927 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
07-12-2016 |
| Release: |
246 |
Attachment: |
|
| Disclaimer |