Creating a Database Connection


Once the installation routine is completed, you will need to create a 32-bit ODBC data connection to the database.  You can find the 'Set up ODBC data sources (32-bit)' option in the Control Panel of the workstation.


You will need to add a ‘System’ DSN and you will also be asked for a SQL Server username and password to complete the connection. Please note that you can use SQL or Windows Authentication to connect to the SQL Server database.  If using SQL authentication, all users must use the same SQL Server user name and the SQL user must have the ‘db_TR_USER’ role for the Troika database. If a windows user account is being used, the account must also have the ‘db_TR_USER’ role for the SQL database.


The language of the DSN must also be set to English and not US or British English. Check the default language of the SQL or Windows account on the SQL Server is set to English before creating the DSN for the user account or profile. This can be found in the properties of the user account in SQL Management Studio.


Use the following settings to create an ODBC data connection to the database.


  • Microsoft SQL Server ODBC Driver Version
  • Data Source Name: <Your Database Name>
  • Data Source Description: <Your Database Name>
  • Server: <Your Server Name>
  • Database: <Your Database Name>
  • Use ANSI Quoted Indentifiers: Yes
  • Use ANSI Null, Paddings and Warnings: Yes
  • Use Failover Server: No
  • Language: (Default)
  • Data Encryption: No
  • Translate Character Data: Yes
  • Use Regional Settings: No
  • Log Long Running Queries: No
  • Log Driver Statistics: No


After configuring the System DSN, you will need to use the test option to check for successful connection to your database.


Once done, revert to the installation instructions and continue.


Installations on Operating Systems Requiring 64-bit Microsoft Office


It is now possible for those customers using a 64-bit Microsoft Office installation, running Troika release 2.09.018 or later, and either not using Troika Accounts Production, or using it for standard probate accounting formats only, to install Troika utilising this 64-bit installation.


Please follow these instructions here:

Installing Troika on Operating Systems Requiring 64-bit Microsoft Office


These notes were last reviewed 03/2023.