How to set up a trusted user of Crystal Reports

Summary

Steps to create a trusted user of Crystal Reports to use for Sage Fixed Assets - Reporting.

Cause

If the Winfasguest is disabled or given a password, the program will give the message: "Error occurred while opening report – Please contact your System Administrator. Log on failed" or open an ODBC dialog when attempting to Preview a new report.

For errors connecting through Windows Authentication security mode has been selected for Sage Fixed Assets - Reporting and the user has not been given rights to connect to the SQL Server.

Resolution

CAUTION: The following procedure requires in-depth knowledge of database engines for your Sage product, such as Microsoft SQL Server, Pervasive SQL, and MySQL. Sage can't assist with database administration and isn't responsible for errors resulting from database changes. Back up your system and application databases required for a complete restore. Consider contacting a certified consultant or your database administrator for assistance.

Available in Sage Fixed Assets Premier version 2021.0 and higher.

In the Database Utility - Premier Depreciation & Tracking:

Highlight each database and note the Database Name under Physical Database Properties that the windows user or group will need to be applied.
Click Reporting Security, select Windows Authentication mode, click Ok and click Yes.

The IT/SQL Database Administrator (DBA) will need to grant rights to the user in Microsoft SQL Server Management Studio by following the steps below:

In Microsoft SQL Server Management Studio expand Security.
Right click Logins and select New Login.
On the General Page select Windows Authentication.
Search and select the user or group account.
Select the User Mapping page.
From the list, select a Sage Fixed Assets Asset database the user or group account should have rights to.
Set the Database Role membership to db_datareader.
Repeat steps 6-7 for each Sage Fixed Assets Asset database the user or group account should have rights to.
Once all user have been added and assigned to the databases, disable the WinfasGuest account: under Security and Logins, right click the WinfasGuest account, select Properties and under Permissions to connect to database engine: select Deny and under Login: select Disabled.

Note: Disable the WinfasGuest account only, do not delete. It is still needed by the program during database conversion and on updates. On opening the Database Utility if it has been deleted, the program will recreate it.

Note: Once Windows Authentication mode is selected in the Database Utility on opening the reporting through the client, if promted for Connection Information that means the windows authenticated user is not on the SQL Server with the proper db_datareader rights to the database. Any attempt to connect through the prompt will get a Login Failed follow by two othe errors ending in [Database Vendor Code: 18456]. The user logged into the client will need to be added to the group or the SQL server with the db_datareader rights to the database

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