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| Revised | : | January 5, 2006 (mc) |
| Version | : | All Client versions |
| Revision | : | 1 |
INFO: Creating a Link to ILLiad in Microsoft Access
January 5, 2006
SUMMARY
SETTING UP THE SQL SERVER USER ACCOUNT ON THE SERVER
Note that this only needs to be done if you have your ILLiad Server on location. If you are a hosted server, skip down to the section on linking from the client machine.
On the ILLiad Server, open up the SQL Server Enterprise Manager. Expand the local SQL Server, then the Security section. Right-click on Logins and choose New Login. Create a login called illiadlink. Click SQL Server Authentication. Leave the password blank (or assign one - just make sure it matches all the way through). Under Database, choose ILLData. Click the Database Access tab at the top. Click the Permit check box for ILLData, and then click OK. (If you put in a password, it will ask you to confirm at this point).
Under the ILLData database, choose Users. Right-click on the illiadlink user and choose All Tasks .. Manage Permissions. Check the SELECT check box for each table in the list and click the OK button. Be sure that you only check the SELECT check box and that you click every table.
SETTING UP THE ODBC LINK ON THE CLIENT MACHINE
Open up the Control Panel, then the ODBC panel. Note: In Windows 2000, the ODBC panel is located under the Administrative Tools folder in the Control Panel window. Click on the tab at the top called System DSN. Click the Add button. You will get a list of available drivers to use. Select SQL Server and click Finish. Use this table to fill out the fields as necessary. Click Next to cycle through the available settings. Be sure to choose the illiadlink user and not any other user, as the illiadlink user is restricted to readonly access. Connecting as the sa user could allow you to accidentally delete records from your database. Click Test Data Source to make sure this works - it should say Tests Completed Successfully.
SETTING UP MICROSOFT ACCESS
Open Microsoft Access. Choose to create a new, blank database. Choose a database name, and hit Create. Next, you need to import the data. Choose File -> Get External Data -> Link Tables. Under Files of Type, choose ODBC Databases() The Select Data Source screen will be displayed. Click the Machine Data Source tab at the top. Click ILLiadLink and then OK. For LoginID, use illiadlink and leave the password (or one chosen above). A Link Tables dialog will be displayed. To Link all of the tables, click the Select All button, then OK. If any tables ask for you to Select Unique Record Identifier, click OK. When this is finished, the link is complete.
Note: These instructions were written using the current version of Microsoft's MDAC and Access 2000 as a guide. If you have different versions, your screens may be slightly different.
