SmartViews - How To - Steps to Configure SQL Connection
Launch the SmartView’s Analyze application. The main interface will be displayed.
2. Access the Connection Settings:
Click on the File menu.
Navigate to Views > Create New View.
This will allow access to the data connection settings.
3. Open the Designer Tab:
Navigate to the Designer tab.
Click on the Add button to add a new data connection.
A dropdown will appear with multiple data source options.
4. Select SQL Server as Data Source:
Under the Microsoft section, choose SQL Server.
This will open the Connection Properties window.
5. Configure Connection Properties:
Connection Name: Enter a desired name for the connection (e.g., Test).
Data Source: Ensure it is set to Microsoft SQL Server (SqlClient).
Server Name: Enter the SQL Server instance (e.g., ERPL033\B1SQLEXPRESS).
6. Choose Authentication Method:
Select either:
Windows Authentication (if using domain authentication), or
SQL Server Authentication (if using SQL credentials).
If using SQL Server Authentication:
Enter the Username (e.g., sa).
Enter the Password.
7. Connect to a Database:
Select a database from the dropdown list (e.g., DEMO10).
Optionally, a database file can be attached by clicking Browse.
8. Test the Connection:
Click Test Connection.
A pop-up will appear indicating whether the connection was successful.
If successful, click OK to save the configuration.
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