Exact Synergy Enterprise

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?

1. Select the hyperlink data source under the Name column to open it.
2. Make the change.
3. Click Save, and then Close to exit.

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