Connecting_to_a_Data_Source

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Connecting to a Data Source

Overview

You have been requested to create a report based on the Document Header table from your company database. Your first task is to create a connection to the database. Complete the following exercises to achieve this objective.

Exercise 1: Connecting to a Data Source

Connect to the data source using the details listed below. Use the help topic Add a Data Connection to assist you with this task.

We run an Access database with the following details:

  • Data Connection Type: ODBC Driver for Access
  • Data Connection Name: RKL Trading Demo
  • Database Location: The position of the server folder depends on where the Sage Accpac Intelligence software was installed. Ask your network administrator for the exact location.
  • Database name: RKL Trading.mdb
  • User Name and Password: (blank)

Step-by-Step Solution:

Create the data connection by doing the following:

  1. Open the Connector .
  2. Double-click on the Enterprise icon in the Object window. All connection types are displayed.
  3. Right-click on the ODBC Driver for Access and select the Add Connection from the displayed shortcut menu.
  4. Use the details provided in the exercise to enter the Connection Name in the Connection Name field.
  5. Use the Browse button on the right of the Access Database field to navigate to the database's location.
  6. Select the RKL Trading.mdb database and click Open.  The Select Access database dialog box is closed.
  7. Click Add in the Connection Info dialog box. The dialog box closes and the data connection is displayed below the ODBC Driver for Access connection type.

Exercise 2: Check the Connection to a Data Source

Check the connection is connected correctly to the data source. Use the help topic Check/Test to guide you with this task.

Step-by-Step Solution:

Check the connection by doing the following:

  1. Right-click on the connection: Exercises.

  2. Select Check/Test. The Check/Test success dialog box is displayed as shown in the figure below:

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