Freeside:1.7:Documentation:Accounting:CrystalReports

Configuring Crystal Reports to access Freeside

Configure the Freeside backend

• Add a PostgreSQL user and set a password

createuser -P reports

• Grant the new PostgreSQL user read-only access to the freeside tables. A dozen or so "relation "xxx" does not exist errors are to be expected, as long as the bulk of the commands execute.

freeside/bin/pg-readonly freeside_username reports

• Allow the new PostgreSQL user access from the IP which will be running Crystal Reports. Edit pg_hba.conf and add an access line somewhere before #reject all other connection attempts. For example, for 192.0.2.56:

# TYPE  DATABASE  USER     IP-ADDRESS  IP-MASK          METHOD
host    freeside  reports  192.0.2.56  255.255.255.255  md5

• Restart PostgreSQL

Configure the Crysal Reports client

• On the machine running Crystal Reports, download and install the current version of the PostgreSQL ODBC driver from http://www.postgresql.org/ftp/odbc/versions/msi/

• Use the PostgreSQL ANSI driver
• Use the username (i.e. reports) and password you configured on the backend.