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Set data source properties

To set data source properties

Open: System Administration > Information Management > Data Sources.

  1. Right-click the Data Source Name and choose Properties.

    The Properties window displays the General tab.

  2. Enter the Data Source Name.

    You must enter this name when you add a data source. You can change the name if required.

    The name Accounts is reserved for Sage 200 Accounts and Manufacturing models, and the name CRM is reserved for the Sage 200 CRM model.

  3. Enter the Connection String Settings.
  4. Click Test Connection String to test the string is valid.
  5. Click OK to confirm the General properties.

Tip: For the most recent version of this topic, please see our help website here.


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