Setting Up a System Database for Sage 300

Before you start

Create system and company databases using your Microsoft SQL Server database software.

To set up a system database:

  1. Click Start > All Programs > Sage 300 > Database Setup.
  2. Sign in using the administrator password.
  3. Click New.

    The New Database dialog box appears.

  4. Enter a database ID for the system.

    This must be exactly the same as the DSN you created for this system database.

    You cannot change the database ID after creating the database.

  5. Select System as the database category.
  6. Click OK.

  7. Fill in the fields on the Edit SQL Server Database Profile dialog box, as follows:

    1. In the Description field, type a description for the database, using up to 60 characters. (The program displays the database ID that you entered in the New Database dialog box, but you can change it.)
    2. Select the data source name from the Data Source field, or specify the server name for the database in the Server field. (Only data sources you created on your workstation appear in the list.)

      Note that the names of the data sources must be consistent on all workstations that use the same Shared Data directories. Remember, also, to type the name with the same capitalization that you used to define it with the ODBC Administrator.

    3. Enter the Login ID that you created for all Sage 300 users.
    4. Enter the Password for the Login ID you entered in the previous field.

      When users sign on to Sage 300, the System Manager verifies their Sage 300 passwords, then logs onto SQL Server using the Login ID and password specified here. Individual Sage 300 users do not need LOGIN IDs for SQL Server.

    5. Enter the name of the database you created as the Sage 300 database. Make sure you use the same capitalization that you did when you defined it with the SQL Enterprise Manager.
    6. If you intend to limit user access to accounting data, select the Enable Application Security option.

      With security on, all access to application windows is then controlled by the Sage 300 security system. With security off, Sage 300 still uses the SQL Server Login ID and Password to gain access to the database, but it doesn't restrict access to Sage 300 users.

      Note: If any error messages appear while setting up a SQL Server database using Database Setup, see MS SQL Database Profile Error Messages.

    When you return to the Database Setup dialog box, the new system database is displayed in the list.

  8. Click the Security button to assign advanced global security for all users of companies that use this system database.

After adding a system database