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How to setup a Sage 300 CRE ODBC Data Source

Background
An ODBC Data Source consists of a descriptive name that you provide and a Sage 300 CRE data folder path that it represents (among a handful of other settings). Applications that can utilize ODBC Data Sources will allow you to identify the source of data using the name that you assign. Event 1 applications access the Sage 300 CRE data via ODBC without the need to define a Data Source. This topic is therefore provided for the purpose of utilizing ODBC functionality outside of Event 1 applications. One application of this would be for testing the operation of the ODBC driver to confirm whether it is functioning as expected on a given workstation.

Steps

  1. Click Start and then Run, or while holding down the Windows key on the keyboard, press R. This will bring up the Run box.
  2. In the Open box, type one of these two paths depending on whether your operating environment is 32-bit or 64-bit and then click OK:
    • 32-bit: C:\Windows\System32\odbcad32.exe
    • 64-bit: C:\Windows\SysWOW64\odbcad32.exe
    NOTE - You may receive a User Account Control prompt at this point. If so, enter the login credentials for a user with administrator permissions on the local machine.
  3. On the User DSN tab, click Add
  4. In the Create New Data Source window, scroll down the list of drivers, select Timberline Data and click Finish. The Timberline Data ODBC Setup window will appear.
  5. In the Data Source Name box, enter a unique name. Example: MySage300Data
  6. Click Select Folder, select your desired Sage 300 CRE data folder, and click OK.
  7. Click Options to display the Data Source Options.
  8. In the Table and Field Naming box, select Dictionary names
  9. Click OK.

Your data source is now ready for use under your Windows user account on the computer where these steps were performed.