How can I store MAS authentication in an Excel ODBC link?

I'm new to MAS, recently hired on to a company using MAS 200 4.40.  I'm trying to utilize some of my experience with querying SQL databases to streamline work and am stumbling over how to avoid typing in my username and password to refresh my data in Excel.  Searching through the forums here has yielded some possibilities but nothing has worked.  Despite making changes to the connection string I still encounter the authentication pop-up.  I've set up a 'dummy' ODBC connection and tried a few different syntax sequences but haven't seen success.  I'm also looking into how to trigger a login routine in VB but am not having much success on that endeavor.

I'm using Excel as my import for several reasons.  One is that the MAS server doesn't seem to let me link tables between modules, which I want to do (the end goal being coordination of inventory purchases based on work orders entered into the system), and in Excel I can show the people using the data where it comes from easily.  Another is that the end users are more familiar with Excel than with Access, so giving them a tool to use that doesn't require learning a new system is preferable.  A third would be my skill in Access; I'm not a database guy but rather someone who has learned bits and pieces over time from exposure.  So don't be surprised if you make a suggestion and I come back with 'how would I go about doing that?'

Thanks in advance for any help you can provide.

  • 0

    I'd also add that your Sage 100 partner (ask Sage if you don't know who it is) would be a good resource, especially since you're probably going to find yourself wanting to get off that version at some point in the near future, lest a windows update come along and stop everyone in their tracks.  I find that with Sage Business Intelligence being as good as it is, I do much of my reporting in there.  If you're handy with Excel, that's worth a look. I think it came out right after 4.4, so that's a post-upgrade consideration.  There is lots of Sage Business Intelligence training online from beginner to advanced.

  • 0 in reply to Wayne Schulz

    I created an alias data source (twice, at least) and have tried multiple positions of user ID/password/company identifiers in the string but none seem to work, even on my first refresh.  Much of the discussion I've seen on here has been around using Access to pull data via ODBC, I'm wondering if there is anything specific to the connection string in Excel that I'm missing?  Reading the article you linked to I switched to caps for the user ID, but to no avail.

    I'm trying to avoid entering my credentials 3 times to access data from 3 different tables; I can't seem to organize a query between tables in different modules that will return information in a timely manner.

  • 0 in reply to snowmaker

    While I can't answer your question on eliminating the need to enter your credentials entirely, you can get it to work with only entering your credentials once.  I like to use Crystal to design the SQL statement and then you can cut and paste the statement into the Excel Data Query tool and then you only have to enter your credentials once when you do a data refresh.

  • 0 in reply to snowmaker

    Create a silent DSN with the password in the DSN (per Wayne's link).  Use that DSN as your data source instead of SOTAMAS90.  One DSN per company code... no password prompts, ever.

  • 0 in reply to Rsmcnamara

    I've been told that an upgrade is a possibility next year; I'm hoping to find a workable solution until that time.  

    Where would I find Business Insights if it is available to me?

  • 0 in reply to snowmaker

    Business Intelligence came out with 4.5, I think. And it's much better now than then.  I also like Crystal, to @Tyler's comment. One advantage of SBI is that you can use it for general reporting or financial reporting, and those a two different animals. www.sageintelligence.com/.../

  • 0 in reply to Tyler Christensen

    Have you had success querying data from multiple modules via Crystal?  I've been trying to link PO#s and SO#s to item codes in an effort to identify when low inventory parts are coming in and when they will need to go out, but any time I ask the server to provide that data set all I get is the spinning wheel.  I can quickly pull those tables into Excel sheets and then merge them within the book, but then I run into the authentication hurdle I prefer not to deal with.  Again, I'm just starting out with MAS and may be missing something really obvious to an experienced user.

  • 0 in reply to Kevin M

    Here's my connection string from the Excel connection:

    DSN=SOTAMAS90_Excel;UID=XXX;PWD=1234;Description=MAS 90 4.0 ODBC Driver;Directory=\\[server]\apps\MAS200\ver44\MAS90;Prefix=\\[server]\apps\MAS200\ver44\MAS90\SY\, \\[server]\apps\MAS200\ver44\MAS90\==\;ViewDLL=\\[server]\apps\MAS200\ver44\MAS90\HOME;Company=001;PWD=1234;LogFile=\PVXODBC.LOG;CacheSize=4;StripTrailingSpaces=1;SERVER=NotTheServer

    You'll see I am using a silent DSN (I called it an alias above) and I'm only accessing the default company (and no, my password isn't actually 1234...)  Is there something that I'm missing/mixing up in this?  As I mentioned, I tried different locations for the UID, PWD, and Company identifiers.  The string above is what the default spit out; I've tried putting the company ID next to my UID also.

  • 0 in reply to snowmaker

    The connection string is created automatically when you use MS Query to initially pull in the data.  As long as you can "test" the DSN fine within the ODBC utility, it should work simply by:

    Data- From Other Sources - MS Query... choose your silent DSN from the list and go from there.  Configured properly there should be no password prompt.