Creating a new database connection

  1. Log on to Sage CRM as a system administrator.
  2. Go to <My Profile> | Administration | Advanced Customization | Tables And Databases.
  3. Click New Database Connection.
  4. Complete the following options and click Save:
    • Database Driver. Select the type of the database to which you want to connect.
    • Server Name (SQL Server Only). Enter the name of the computer that hosts the Microsoft SQL Server database to which you want to connect. This field is not required for other database types.
    • Database Name. Enter the name of the database to which you want to connect.
    • Port Number. Enter the port number on which you want to access the database.
    • Database Description. Enter a friendly description with which you want to identify the database in the Sage CRM user interface.
    • User Name. Enter the user name of the account under which you want to access the database.
    • Database Password. Enter the password that matches the user name.

When Sage CRM connects to the database, it appears in <My Profile> | Administration | Advanced Customization | Tables And  Databases.