Configuring ODBC for ClientBase Windows Dashboard and TCR10 Reports (Trams Crystal Reports)

Before you run TCR10 for the first time TCR10 connects to the Trams database using Open DataBase Connectivity (ODBC). This must be setup correctly or TCR10 will not function and will not display any reports.  ODBC also needs to be setup in order to run Dashboard reports in ClientBase Windows.

Step 1: Copy your database path

• When setting up the ODBC driver, you will need to supply the path to your database. You should copy your database path so that it’s ready to paste into the configuration screen when needed.
• Go to Start / All Programs / Trams Back Office or Start / All Programs / Trams / and click on Alias Utility. Choose the Modify button and highlight the path. Press Ctrl C, to copy the Path, and close the Alias Utility.
• The path should look something like this when highlighted:

Step 2: Open the ODBC Data Source Administrator Panel

• For computer with a 32-bit version of Windows, the ODBC control panel (Odbcad32.exe) is accessed by going to Start / Control Panel, opening Administrative Tools, and then opening Data Sources (ODBC)
• For computers with a 64-bit version of Windows: There are two ODBC control panels, one for 32-bit and one for 64- bit. To access the 32-bit version of the Odbcad32.exe file where the InterBase ODBC drivers are installed, you must access it through the following path:

%systemdrive% \ Windows \ SysWoW64 \ Odbcad32.exe.

For most computers, the path will be C:\Windows\SysWoW64\Odbcad32.exe

Step  3: Verify the Interbase Driver is installed

• Click on the Drivers tab. There are different ODBC drivers, depending upon your version of InterBase. If you are currently on Interbase 2007 or Interbase XE, then you should see the DataDirect ODBC driver. If you are currently on Interbase XE3, you should see the Embarcadero driver.
• If you do not have either of the drivers listed, the ODBC drivers can be reinstalled. Please give our support desk a call to get assistance with this.

Step 4: Configure the Trams ODBC Data Source

• Click on the System DSN tab.
• If you have an entry called TRAMS ODBC Datasource, click on it, and then click on Configure. If it is not there, Click on Add. Choose either the Embarcadero or DataDirect ODBC for Interbase and then click Finish.
• In either case you will be on the configuration screen next. Further steps follow after the screen snaps. (The first shows the driver setup for Embarcadero, the second two show the DataDirect driver setup).

• If the Datasource name or DSN is not already filled in, type TRAMS ODBC Datasource as seen in the screen shots. Next, go to field to the right of Database or Database Name and click there. Press Ctrl V on your keyboard to paste the database path that was copied in step 1.
• Note: Insert localhost: (if it is not already there) in front of the Database path if using the Windows Vista or Windows 7 operating system and you are at the database server. If you are at a workstation, leave what was pasted as is. (If configuring the DataDirect driver, click the Advanced tab at this time.)
• Enter SYSDBA as the User Name, or Default User Name, and enter the Password. Verify that Dialect is set to 1, not 3, and that TRAMS_USER is listed in the Role box for both. Verify that the “Application Using Threads” box is unchecked if using the DataDirect driver.
• Click on Test or Test Connect to verify the connection to the database. DSN verification.
• Verify that there are NO TRAMS ODBC Datasource listings under the User DSN or the File DSN tabs. Also, verify that there is not more than one called TRAMS ODBC Datasource on the System DSN Tab. If there is, highlight and delete all but one and then configure it following the steps above.