Edit Synergetic Configuration File [Synergy.cfg] window
You can configure aspects of Synergetic to suit your organisation's needs, including the:
- name and location of the database Synergetic uses
- username, password and server name for:
- Crystal Reports
- SSRS Reports
- authentication method for Synergetic
- menu background colour.
Important: Never alter configuration files unless you know the full implications of doing so. Changing these configurations incorrectly can cause Synergetic to stop functioning.
Note: You can also edit the configuration file outside Synergetic if required. See Editing the Synergy.cfg file.
Opening the Edit Synergetic Configuration File [Synergy.cfg] window
To open the Edit Synergetic Configuration File [Synergy.cfg] window:
- Select Module > System > Edit Synergetic Configuration File (synergy.cfg)....
The Main Database tab of the Edit Synergetic Configuration File [Synergy.cfg] window is displayed.
![Edit Synergetic Configuration File [Synergy.cfg] window - Main Database tab](editsynergeticconfigurationfile[synergy.cfg]window-maindatabasetab.gif)
Edit Synergetic Configuration File [Synergy.cfg] window - Main tab
![Edit Synergetic Configuration File [Synergy.cfg] window - Main Database tab](editsynergeticconfigurationfile[synergy.cfg]window-maindatabasetab.gif)
Edit Synergetic Configuration File [Synergy.cfg] window - Main Database tab key fields and buttons
Fields
Field
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Description
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Whether the main database is running a multi-tenant environment.
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Name of the main database server.
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Name of the main database.
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Name of the finance schema.
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Name of the main database connector.
Note: This information can be found in Windows Control Panel > Administrative Tools > Data Sources (ODBC) of the server that runs Synergetic.
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Whether connections to the database are performed using impersonated model users.
Note: Selecting this field is recommended because impersonated model users only need to authenticate to the database while non-impersonated users must have native access to all SQL database objects.
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User name for connecting the dbo and media schemas.
Note: This user should not have any access to financial schemas.
Note: You must be logged into an SQL account with administrator security access to change this field.
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User name for connecting to finance schema.
Note: You must be logged into an SQL account with administrator security access to change this field.
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Buttons
Button
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Description
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Click to change the password for either:
- Non Finance User Name
- Finance User Name.
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Edit Synergetic Configuration File [Synergy.cfg] window - Reports tab
![Edit Synergetic Configuration File [Synergy.cfg] window - Crystal Reports tab](editsynergeticconfigurationfile[synergy.cfg]window-crystalreportstab.gif)
Edit Synergetic Configuration File [Synergy.cfg] window - Crystal Reports tab key fields and buttons
Crystal Reports area fields and buttons
Fields
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Field
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Description
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Select to override the default username and password that Crystal Reports uses to access the database.
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Username for accessing non-financial Crystal Reports in the database.
Note: This button is only active if Override Crystal Reports User Name and Password is selected.
Note: This must be an SQL Authentication account.
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Username for accessing financial Crystal Reports in the database.
Note: This button is only active if Override Crystal Reports User Name and Password is selected.
Note: This must be an SQL Authentication account.
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Create the SQL login in the User Name field for Crystal Reports to access the database.
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Use the reserved ODBC server authentication for Crystal Reports.
Note: This is only used if you are using Windows authentication or another non-SQL authentication.
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Name of the server reserved for Crystal Report access.
Note: This information can be found in Windows Control Panel > Administrative Tools > Data Sources (ODBC) of the server that runs Synergetic.
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Buttons
Button
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Description
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Change the User Name password for the selected Crystal Reports or SSRS field.
Note: This button is only active if Override Crystal Reports User Name and Password is selected.
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SSRS area fields and buttons
Fields
Field
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Description
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Username for accessing non-financial SSRS reports in the database.
Note: This must be an SQL Authentication account.
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Username for accessing financial SSRS reports in the database.
Note: This must be an SQL Authentication account.
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Buttons
Button
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Description
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Change the User Name password for the selected SSRS field.
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Edit Synergetic Configuration File [Synergy.cfg] window - Other tab
![Edit Synergetic Configuration File [Synergy.cfg] window - Other tab](editsynergeticconfigurationfile[synergy.cfg]window-othertab.gif)
Edit Synergetic Configuration File [Synergy.cfg] window - Other tab key fields and buttons
Fields
Field
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Description
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Authentication mode used by Synergetic:
- SQL Authentication
- Windows Authentication
- Windows or SQL Authentication
- Windows Authentication (password required)
- Windows or SQL Authentication (password required).
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Background colour of Synergetic menu. See Changing the main menu background colour.
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Message displayed each time Synergetic starts.
Tip: For more flexible messages, including time sensitive messages, see Maintaining system messages.
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Buttons
Button
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Description
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Restore the default menu background colour.
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Last modified: 14/03/2017 4:40:35 PM
© 2017 Synergetic Management Systems. Published 20 July 2017.
