Default DSNs

As of 26.1 Sage automatically creates the 64-bit default DSNs for Service Management (SM), Purchasing (PO), and Inventory (IV). The first time you open the applications, Sage upgrades the data files and creates the DSNs.

Open the application and perform the upgrade at the server. Upgrading this data on a workstation will incorrectly set DSNs and cause data access errors after you complete the upgrade.

When running for the first time after an install or upgrade, run Service Management before PO/IV on the server.

Custom DSNs

You can create your own Data Source Names for your custom Crystal reports, instead of using the default Service Management (SM) 64-bit DSN. Use the steps outlined below to create the DSNs.

Instructions for other versions

Instructions for versions 25.2 and earlier

• Setting up 64-bit Service Management DSNs for Crystal Reports 2020
• How do I set up an ODBC Pervasive DSN for Service Management data?

Instructions for non-Crystal DSNs

Setting up an SM DSN for use with non-Crystal products to interface with Sage 300 CRE 26.1 and later. For example, Microsoft Office, other third-party software, etc.

Ensure that 64-bit System DSNs are created by 300 CRE

1. Start Service Management (SM).
2. Go to Report, Work Orders, Work Orders in Progress to ensure the Timberline SM Data DSN gets created.
3. Open ODBC Data Source Administrator (64-bit).
4. On the System DSN tab, verify the following DSN exists for 64-bit:
   • Timberline SM Data - referencing data in the SMData subdirectory of the recent Company Data Folder
5. Select Timberline SM Data and click Configure.
6. Under the Connection Attributes, make note of the Server Name/IP and the Database Name (to be used in a later step).
7. Click Cancel.

Create your new 64-bit System DSN

1. In ODBC Data Source Administrator (64-bit) on the System DSN tab click Add.
2. Select Pervasive ODBC Interface and click Finish.
3. In the Data Source Name field, enter the name you want to use for this DSN.
4. Under the Connection Attributes, enter the Server Name/IP that you noted in step 6 from the first section above.
5. Click Get List.
6. Select from the Database Name list, the Database Name you noted in step 6 from the first section above.
7. Click Test. You should see a message stating “Connection successful!”. Click OK to dismiss this message.
8. Click OK to close the Add window.
9. Click OK to close the ODBC Data Source Administrator window.