DSN Name: Drop down and select a DSN.
We strongly recommend System DSNs so that the DSN is visible to CRD even when the user associated with the DSN is logged off.
All communication to databases (including Access databases) is done through ODBC, so you must setup a system DSN to the database before you can use this facility.
When setting up DSNs we recommend (if possible) that you use Windows Authentication (Trusted Connection). This ensures that your username and password are not required to be stored in CRD (more secure) and overcomes a large number of security restrictions which Windows places on DSNs. When using Windows Authentication, make sure that the CRD NT service user (or background application service user) has full rights to the database otherwise, though you will connect when you are logged in, automated scheduling will fail if the Service user has not got rights to the database.
When setting up a DSN to a SQL server, you must ensure that the "Default Database" setting is set to the database you are connecting to (Windows defaults this to "Master").
UserID: Enter the User ID CRD should use to log on to the database
Password: Enter the password associated with the above user.
Follow the prompts to build a query, or click on the "Advanced" button to paste or write a more complicated query.
Click "OK" to save your query and return to the originating data field.
Note. ChristianSteven Software does not provide training or support for writing SQL queries. The facility is provided for users who already have a basic knowledge of boolean algebra. For more information on building queries, please speak to your database administrator.