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Step 3: Setup an ODBC source

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    Even though we now have a common database, there are still Customer Services entities that Netserver is not aware of. Thus, we still need a ODBC data source to connect to the database.

    In MSSQL, create a user, which has dbowner access (and not sysadmin access) to the database. Make sure that the “CRM7”* schema is set for this user on the database.
    * or the database schema your database is set up with.

    Choose Datasources (ODBC) from Administrative Tools on control panel. If you are running in a 64 bit environment, you have to use the 32 bit version of the ODBC manager (for example: C:\Windows\SysWOW64\odbcad32.exe)

    Click add under System DSN, choose SQL server in the list and click finish

    Choose a name and select the SQL Server containing the SuperOffice CRM 7 database.

    Choose With SQL Authentication and enter the Login ID and password you created when setting up the database user. Click next

    Change the Default Database to the one you created and click next, now click finish