Knowledge Base | Abila



Title: How do I set up an ODBC Connection?

Answer:

Open Database Connectivity (ODBC) is an open standard application programming interface (API) for accessing a database.

There are several steps involved in setting up an ODBC connection.

 Step 1: Setup up SafeKey rights

 SafeKey rights in Abila MIP Fund Accounting allow you to grant security rights to Accounting and Payroll tables for the active organization (the organization you are currently logged into). This feature allows you to access your Accounting and Payroll data using Microsoft Query, Access, Excel, Word, and other ODBC applications. This access is read-only; therefore, you cannot change or damage your data in any way.

 Navigate to Administration > Security > Set Up Organization Menus

• Select the User or Group.

• Grant View rights to the Accounting Tables, Payroll Tables or both under SafeKey

• NOTE: In order for SafeKey rights to save, the user must have a complex password, please go back in and verify the checkmark for SafeKey is still there after you’ve saved

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You can utilize SafeKey access to the raw data via a third-party application to generate customized reports not available in the user interface, create labels, view field information not displayed in the user interface, etc. However, since SafeKey allows view access to RAW data, you will need to become familiar with the format in which the information is stored. Use the Default Table Structure (Organization > Default Table Structure) information to learn about the structure in which the data is housed.

 Step 2: ODBC Connection

1. Go to Start > Run and type “ODBCAD32”

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2. The ODBC Data Source Administrator will appear - select the File DSN tab and click on Add.

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3. Select the SQL Server driver for the data source

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4. Enter a descriptive name for the Data Source.

• Click on Next.

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5. Click Finish to enter the SQL Server driver connection information.

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6. Enter a description for the Data Source.

• From the drop-down select the MIP Server. The server name will be the name of the server computer\MSDE Instance Name. If it is full blown SQL, it will be just the computer name as illustrated below

• Click on Next.

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7. Select “With SQL Server authentication...”

• Enter in you MIP user name and password which was granted SafeKey rights.

• Click on Next.

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8. Change the default database to the MIP database you wish to access.

• Click on Next.

• Then click on Finish.

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9. Click on Test Data Source

• Click on OK.

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10. If configured properly, the message “Test Completed Successfully” will be returned. Once the Data Source has been successfully tested, it will now be available for use with other applications.

• Click on OK.

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Tips:

If the ODBC connection is broken and you are unable to access the database, set up a new User ID with SafeKey rights and recreate the ODBC connection.

Important Disclaimer: The information above has been supplied as a courtesy to our Abila MIP Fund Accounting customers. Assistance or help with ODBC connection setup is beyond the scope of the Abila Software Support Agreement. Please contact an Abila Business Partner if you need assistance setting up, maintaining or troubleshooting your ODBC connections. Information regarding Abila Business Partners can be found on our website at or contact Abila Sales at 1-800-647-3863 and press the option for Customer Account Manager.

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