ODBC Installation Instructions RecTrac 10.3 / Progress 11.3

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1 ODBC Installation Instructions RecTrac 10.3 / Progress 11.3 RECTRAC 10.3 / PROGRESS 11.3 ODBC INSTALLATION INSTRUCTIONS... 1 CREATING AN ODBC USER FOR THE RECTRAC DATABASE... 1 SETTING UP THE 11.3 ODBC CONNECTION ON THE CLIENT... 2 Install Client Networking... 2 Set Up the ODBC Connection on the Client... 3 CONNECTING TO THE RECTRAC DATABASE USING ODBC... 6 TROUBLESHOOTING... 7 Vermont Systems, Inc. 12/12/2014 i

2 Progress 11.3 / RecTrac 10.3 ODBC Installation Instructions 2015 by Vermont Systems, Inc. This document is the property of Vermont Systems, Inc. and is provided in conjunction with software by means of a licensed contract agreement between the customer and VSI. The document(s) and software referred to in this publication may not be copied, distributed, electronically transmitted, posted on the web or altered in any way without the express written consent of Vermont Systems, Incorporated. The information contained in this document is subject to change without notice. Vermont Systems, Inc. 12 Market Place Essex Junction, VT ii 12/12/2014 Vermont Systems, Inc.

3 ODBC Installation Instructions Progress 11.3 / RecTrac 10.3 RecTrac 10.3 / Progress 11.3 ODBC Installation Instructions These instructions are provided as a starting point to set up an ODBC connection to your RecTrac Database. Vermont Systems, Inc. does not support reports, queries, etc. created using the ODBC connection. Creating an ODBC user for the RecTrac Database Log into RecTrac and go to Utilities System Custom Program Loader. In the Program to Run field, enter setodbc.r. In Program Options field enter in a. Then click OK. On the ODBC User Update screen: Enter a user id in the ODBC User ID field. (case-sensitive) Enter a password in the ODBC Password field. (case-sensitive) Confirm the password. Enter the RecTrac DB Host Name. Enter the RecTrac DB Port Number. (This is typically port 2600 for the LIVE database and 2603 for the DEMO database.) Enter the name of your RecTrac database. By default, this is 'rectrac,' but your set up may vary. (i.e. the database name could be 'RecTrac,' 'RECTRAC,' 'RECtrac,' etc ). The name of your database MUST BE ENTERED EXACTLY AS IT APPEARS IN YOUR PROGRESS DATABASE. To get the database name, go to your OpenEdge Explorer tool, find the database engine you want to connect to and then click on default configuration. Be certain to determine the exact spelling and letter case; the database name is case sensitive when setting up ODBC. Use the dual select list to Add>> Database Tables to which you wish to give Read Permissions. By default, all Tables are in the Selected Table to Read column. The system memorizes your settings in this list. Click Add ODBC User if you are adding a new user. Click Remove ODBC User to delete a user. You will receive the message: ODBC User Update complete. Click OK. Click Exit. Vermont Systems, Inc. 12/12/2014 1

Progress 11.3 / RecTrac 10.3 ODBC Installation Instructions Note: The database name in DBName field MUST BE ENTERED EXACTLY AS IT APPEARS IN YOUR PROGRESS DATABASE.

4 Progress 11.3 / RecTrac 10.3 ODBC Installation Instructions Note: The database name in DBName field MUST BE ENTERED EXACTLY AS IT APPEARS IN YOUR PROGRESS DATABASE. The above screen shot provides an EXAMPLE ONLY of a possible all lower case-sensitive spelling. Your database name may use different case-sensitive lettering. Setting Up the 11.3 ODBC Connection on the Client RecTrac version 10.3 uses Web Client technology, which doesn t contain the Progress OpenEdge 11.3 Driver for ODBC connections inherently. Customers wanting to connect to their database using ODBC will need to load the Client Networking Progress component manually from the 10.3 Installation CD. Please contact VSI Support for assistance with this manual install. Install Client Networking Client Networking will need to be installed manually only on computers that want to use an ODBC connection. To install client networking: 1 Insert the RecTrac 10.3<x> disc (where <x> is the current letter version, such as 10.3l). 2 In Windows, browse to the Progress\102B00 folder on the disc and highlight/select Setup.exe. Rightclick and choose Run As Administrator if the option is available. 3 Enter the information in the table below and exit windows when done 4 You will be prompted to select a product. Choose Client Networking. Product Release Serial No Ctrl Code 1 Ctrl Code 2 Ctrl Code 3 Client Networking Z8DRH TPM6D N4GYM 2 12/12/2014 Vermont Systems, Inc.

ODBC Installation Instructions Progress 11.3 / RecTrac 10.3 Set Up the ODBC Connection on the Client 1 In Windows go to Administrative Tools Run Data Sources (ODBC).

5 ODBC Installation Instructions Progress 11.3 / RecTrac 10.3 Set Up the ODBC Connection on the Client 1 In Windows go to Administrative Tools Run Data Sources (ODBC). 2 Under the System DSN tab click Add. 3 Select Progress OpenEdge 11.3 driver. 4 Click Finish. Note: for 64 bit Windows 7 users: The 11.3 ODBC driver is installed in a different location. Running Data Sources (ODBC) under Administrative tools may not display the driver. In the event it does not, access the correct driver by browsing to C:\Windows\SysWOW64. Find and run odbcad32.exe. Running this file will run the Windows ODBC Data Source Administrator program in 64 bit mode and the driver will then display. Vermont Systems Inc. 12/12/2014 3

6 Progress 11.3 / RecTrac 10.3 The following screen will display: ODBC Installation Instructions 5 Fill in the fields on the General screen as they appear in the above image with the following exceptions: Change the <server-name> value in the Host Name field to the name of the server that is running the RecTrac database. Note: The Database Name field is case sensitive. Enter it as it appears in setodbc.r (and as shown on Page 2 above). By default this value is 'rectrac,' but your setup may vary (i.e. your setup may be 'RecTrac,' for example) The Port Number is typically 2600 for the LIVE database and 2603 for the DEMO database. The database name field is case-sensitive. Make sure the database name (spelling and case) is entered exactly as it was entered in Creating an ODBC user for the RecTrac database. above. Enter the ODBC User ID that you created on Step 3 of Creating an ODBC user for the RecTrac Database above. 6 Click on the Advanced tab. 4 12/12/2014 Vermont Systems, Inc.

ODBC Installation Instructions Progress 11.3 / RecTrac 10.

8 Click Test Connect and enter the password for the User ID created above.

7 ODBC Installation Instructions Progress 11.3 / RecTrac Fill in the fields on the Advanced screen as they appear in the above image. 8 Click Test Connect and enter the password for the User ID created above. 9 Click OK. You will receive the following message if the connection is successful. Vermont Systems Inc. 12/12/2014 5

Progress 11.3 / RecTrac 10.3 ODBC Installation Instructions Connecting to the RecTrac Database Using ODBC Note: In this example, you will use Microsoft Access to connect to the RecTrac ODBC database.

4 In the Files of type field, drag down and select ODBC Databases. 5 Click on the Machine Data Source tab. Highlight the RecTrac database you created and click OK.

8 Progress 11.3 / RecTrac 10.3 ODBC Installation Instructions Connecting to the RecTrac Database Using ODBC Note: In this example, you will use Microsoft Access to connect to the RecTrac ODBC database. 1 Launch Microsoft Access. 2 Create a new, blank database. 3 Highlight Tables under Objects (to view). Select New (table). Highlight Link Table and click OK. 4 In the Files of type field, drag down and select ODBC Databases. 5 Click on the Machine Data Source tab. Highlight the RecTrac database you created and click OK. 6 Enter the password exactly how you created it above. 7 Click OK to connect. 8 Select the tables you want to link. Click OK. Note: If you get an error - Reserved error when attempting to link an OpenEdge 10.2x Database table in Microsoft Access, see the Troubleshooting section at the end of this document. 9 After choosing the tables to link, the tables will be listed as in the screen shot above. 6 12/12/2014 Vermont Systems, Inc.

9 ODBC Installation Instructions Progress 11.3 / RecTrac 10.3 Troubleshooting Error WARNING - You should always make a backup of the Registry before any changes. 1 Run RegEdit (Start Run Enter Regedit and click OK.) 2 Locate the ODBC DSN in the Registry: For a USER Data Source, go to HKEY_CURRENT_USER Software Wow6432Node ODBC ODBC.INI Database For a SYSTEM Data Source, go to HKEY_LOCAL_MACHINE Software Wow6432Node ODBC ODBC.INI Database 3 Click on the folder for your data source; from the menu choose: Edit New String Value 4 Set the name of the new string value to WorkArounds2 5 Double click on WorkArounds2. In the right hand panel, change the data value to Click OK. 7 Close RegEdit. 8 Retry the connection to Microsoft Access. Vermont Systems Inc. 12/12/2014 7

10 Progress 11.3 / RecTrac 10.3 ODBC Installation Instructions PAGE LEFT BLANK FOR DOUBLE-SIDED PRINTING 8 12/12/2014 Vermont Systems, Inc.

Report Templates RecTrac 10.3

Report Templates RecTrac 10.3 RecTrac 10.3 REPORT TEMPLATES...1 INTRODUCTION...1 CREATING A REPORT TEMPLATE...1 Other Buttons / Toggles on the Template Maintenance Screen...2 Limitations with...3 RUNNING A REPORT FROM A SAVED TEMPLATE...3