Set up ODBC Pervasive DSN for Purchasing and Inventory data

How to set up an ODBC Pervasive Data Source Name (DSN) for Purchasing and Inventory data for Sage 300 CRE.

These steps apply for use with non-Crystal products that integrate with Purchasing and Inventory, such as Microsoft Office, third-party programs, etc.

Creating DSNs to use with custom Crystal Reports require other steps that depend on which version of Sage 300 CRE you're using.

• Setting up 64-bit DSNs for PO/IV and Crystal Reports (v26.1 and later)
• Setting up 64-bit DSNs for PO/IV for use with Crystal Reports 2020

 

1. Set up the Pervasive ODBC Engine Interface DSN on the file server.
   1. Log on to the file server as the local administrator.
   2. Find and note down the IP address of the server.
   3. Go to Start, Programs, Administrative Tools, Data Sources (ODBC).
   4. Select the System DSN tab and then click Add.
   5. Select Pervasive ODBC Engine Interface and click Finish.
   6. Type a Data Source Name name.
      
      NOTE:

      The Data Source Name must not contain any special characters. The first character can't be a number.

   7. Click Create.
   8. Enter the Data Source Name created above in the Database Name box.
   9. Click Browse to find and select your POIVData folder.
      
      NOTE:

      You can't use a mapped network. Use a local drive path to the POIVData or ACData folder.

   10. Click OK twice and then click Test.
   11. A message Connection successful appears. Click OK three times.
2. If you have terminal servers connecting to other servers with Sage data, create the DSN on the terminal server.
   1. Click Start, Programs, Administrative Tools, Data Sources (ODBC).
   2. Click the System DSN tab and then click Add.
   3. Select Pervasive ODBC Client Interface and then click Finish.
   4. Type a Data Source Name name.
      
      NOTE:

      The Data Source Name must not contain any special characters. The first character can't be a number.

   5. In the Server Address box, enter the file server's IP Address from Step 1.
   6. Click Get DSN List and select the DSN created in Step 1.
   7. Click Test.
   8. A message Connection successful appears. Click OK three times.
3. Open the Actian PSQL or Zen Control Center. This depends on the version (Start, All Programs, and Actian PSQL 12 or Actian Zen 15 or 16).
4. Expand Engines in the folders on the left to see your server name.
5. Right-click Database, New, and Database.
6. Enter the name of your custom ODBC/DSN in the Database Name field.
7. Browse the network by clicking the (…) button near the Location field.
8. Select the POIVData folder or enter the path directly. For example, \\ServerName\TIMBERLINE OFFICE\Data\Construction Sample Data\POIVData\.
   
   NOTE:

   You'll see the DSN Options section above the Finish button. It has a box checked for Create 32-bit Engine DSN. This creates an ODBC connection in the ODBC 32-bit Administrator.

9. Click Finish.