These steps are designed to help with two situations:

1. Pointing workstations to a new server after moving a ServiceLedger database to a new server
2. Problems with connecting a workstation to the server

Applies to versions of ServiceLedger 2011 and later:

• See the following Knowledge Base Article for information on using the Database Configuration tool (SLDBConf.exe) to automatically configure ODBC settings:
  
  (T0218) Using SLDBConf.exe to Configure ODBC

Applies to all versions of ServiceLedger:

The following instructions walk you through the process of reviewing and changing ODBC configuration.

For 32-bit machines:

1. Open Control Panel. (Start > Control Panel or Start > Settings > Control Panel)
2. For Windows XP: If Control Panel shows categories instead of icons, click on the Switch to Classic View task in the left pane of your control panel window
3. For Windows Vista or later: If Control Panel shows categories instead of icons, click on the Down Arrow next to View by: Category in the top right of the window and select Small Icons
4. Double-click on the Administrative Tools icon
5. Double-click on the Data Sources (ODBC) icon
   The ODBC Data Source Administrator window should appear

For 64-bit machines:

1. Open Windows Explorer and navigate to C:\Windows\SysWOW64
2. Find odbcad32.exe and double-click it or hit Enter when it is selected to open the ODBC Data Source Administrator window

Next:

1. Click the System DSN Tab
2. Select ServiceLedgerSQL and click Configure... (Note: ServiceLedgerSQL is the default ODBC DSN created by the ServiceLedger installer; if you have multiple ServiceLedger databases, you may have to configure these additional data sources separately)
3. Set your correct server name in the Server field
   • If the machine you are on is a workstation, use the computer name of the server.
   • If the machine you are on is the server, use localhost as the server name
   • If you are using the default ServiceLedger MSDE instance, you will need to append \SERVICELEDGER after the server name, e.g. MYSERVER\SERVICELEDGER
   • In some cases, if the above doesn't work, you may find it helpful to refer to the server by its full computer name or by its IP address, e.g. myserver.mydomain.com or 192.168.0.57. Unless you have a non-default configuration, you should still append \SERVICELEDGER after the name or IP address.
4. Click Next
5. Choose the correct authentication method
   • If you are using the default ServiceLedger MSDE instance, you should:
     1. Choose With SQL Server Authentication using a log ID and password entered by the user.
     2. Check the box labeled Connect to Sql Server to obtain default settings for the additional configuration options.
     3. Use the Login ID sa and the password s1d#m0*1S1Sl (For older versions of ServiceLedger, try sldemosl if the first one doesn't work)
   • If you are using your own SQL Server, you will need to use whatever authentication method your database administrator has set up. Typically, this will be Windows NT Authentication
6. Click the Client Configuration... box
   1. Verify that the Server alias and Server name are the same. These should match the value you provided in the server field above.
   2. Select TCP/IP if you have a network; Select Named Pipes if you have dialup, an Internet Connection that frequently drops, or if TCP/IP does not work.
   3. Otherwise, leave the settings on this window alone.
   4. Click OK
7. Verify that the corection authentication method is chosen (with the Login ID and Password fields filled in, if necessary), then click Next
   • If at this point you get a long delay followed by a message indicating that you are unable to connect ot the server, please review the settings in steps 7 and steps 10-12. You may be able to connect with different settings.
   • If at this point you get a short delay followed by a message indicating that your credentials are incorrect, review the credentials the previous steps.
8. After a brief pause, you should see a window with a checkbox that says Change the default database to...
   • Make sure the box is checked, and select ServiceLedger from the dropdown list. Important: If the list has multiple database names prefixed with ServiceLedger, you have a multi-database setup and will need to check with your IT team for the proper database to choose
9. Click Next
10. You should not need to modify any settings on the next page. Click Finish
11. Click Test Data Source...
12. You should see the following message: TESTS COMPLETED SUCCESSFULLY! If you do not see this message, review the above steps for mistakes.
13. Click OK through the next 3 windows to finalize your ODBC configuration