Freeside:1.7:Documentation:Accounting:CrystalReports

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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

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