Note:
These steps are valid for Windows XP. Vista users may see minor variations
between the versions (i.e., icons may be located in a different location),
but the basic steps are the same.
For a printable version of the Installation Guide, click here: http://ws4.insightdirect.com/Download/Website/docs/Installation_Guide_6-1.pdf
In order to connect your client computers Any computer running ServiceCEO that is not hosting the ServiceCEO database. All client computers must connect, via a network, to the server in order to see the ServiceCEO database. to the server computer The computer hosting the ServiceCEO database. As opposed to a "client" computer, which is a user computer connecting to the ServiceCEO database on the server computer. over a Local Area Network (LAN) Short for Local Area Network. A computer network that spans a relatively small area. Most LANs connect workstations and personal computers., you must configure the Open Database Connectivity (ODBC Short for Open DataBase Connectivity. ODBC is a standard database access method developed by Microsoft. ODBC enables access to any data from any application, regardless of which database management system (DBMS) is handling the data.) options on every client computer to point them at the server computer The computer hosting the ServiceCEO database. As opposed to a "client" computer, which is a user computer connecting to the ServiceCEO database on the server computer..
To connect a client to a ServiceCEO database on a LAN:
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On a client computer, select Start > Settings > Control Panel. The Control Panel appears.
Double-click the Administrative Tools icon. The Administrative Tools window appears.
Double-click the Data Sources (ODBC) icon. The ODBC Data Source Administrator dialog box appears. (In some operating systems, the Data Sources (ODBC) icon may be located in the Control Panel.)
Click the System DSN tab. The System DSN tab of the ODBC Data Source Administrator dialog box appears.
Click the name "InsightDirect". The name will be highlighted.
Click Configure. The Microsoft SQL Server DSN Configuration dialog box appears.
From the Which SQL Server do you want to connect to? drop-down list, select or type either:
Computer Name. The name of the server computer The computer hosting the ServiceCEO database. As opposed to a "client" computer, which is a user computer connecting to the ServiceCEO database on the server computer.. Use this value if your network uses dynamic IP addresses.
IP Address. Select or type the IP address of the server computer.
Click Next. The second page of the Microsoft SQL Server DSN Configuration dialog box appears.
Verify that the With SQL Server authentication... check box is selected (NOT the Windows authentication check box). If it is not, select it now.
Verify that the Connect to SQL Server... check box is deselected.
Click Next. The third page of the Microsoft SQL Server DSN Configuration dialog box appears.
Depending on what version of ServiceCEO you are running (and have run in the past), the Change the default database to: value will be different.
If you are
running ServiceCEO 5.4 or previous, or have ever run ServiceCEO 5.4, type
into this field.
If you are running ServiceCEO 5.5 or higher and have never run anything previous to ServiceCEO 5.5, type ServiceCEO into this field.
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Click Next. The fourth page of the Microsoft SQL Server DSN Configuration dialog box appears.
Click Finish. The ODBC Microsoft SQL Server Setup dialog box appears.
Click OK. Do not click Test Data source....
Open ServiceCEO.
If, when opening ServiceCEO, you receive an error message stating "Database Error - Connection could not be established", some of your settings are incorrect. For troubleshooting information, please read the Troubleshooting a Local Network Configuration topic.
Next Topic: Troubleshooting a Local Network Configuration
