Configuring an OLE connection for Crystal Reports

To configure Crystal Reports:

1. Start SAP Crystal Reports.
2. Select File > New > Standard Report.
3. In the Standard Report Creation Wizard:
   1. Expand Create New Connection.
   2. Expand OLE DB (ADO).
   3. In the OLE DB Provider window:

      1. Select SQL Server Native Client 10.0.

         Note: If you are using Microsoft SQL Server 2014, select SQL Server Native Client 11.0.

      2. Click [Next]

   4. In the OLE DB (ADO) Connection Information window:

      1. In the Server box, enter the SQL Server instance where your custom reports database resides. (It is the same instance where you are storing your Sage Estimating data.)

         For example, enter (local)\SAGE_ESTIMATING.

      2. Select the Integrated Security checkbox.

      3. For the Database option, select your custom reports database.

         The custom reports database is given a unique ID using the following naming convention:

         {ESTIMATE DATABASE NAME}_ReportDesign_{USER ID}

         {USER ID} is your network logon name or ID.

      4. Click [Finish].

The sample estimate data appears in multiple tables under the Report schema of the Available Data Sources list (in the Standard Report Creation wizard).