This article shows you how to create a new Database along with a user with the appropriate roles required for AUTOFORM DM and Microsoft SQL Server.
If you’re using Microsoft SQL Server, it should already be running and connected to the server using Management Studio with an account that can create Databases and Users.
If you’re using Oracle Database Server, please see the following article here for more information.
Microsoft SQL Server
Creating the database
To create the database, follow these steps:
1. Open Microsoft SQL Server Management Studio.
2. Right-click Databases and choose New Database.
3. Give the database a name, the default is AFPDM for AUTOFORM DM server Installation.
Creating an account
1. Open Security and navigate to the logins folder.
2. Right-click Logins and select New Login….
3. Click the General page
Here you should configure the account to use SQL Server authentication. The values assumed by default during install are:
Login name: pdm
SQL Server authentication: Select the checkbox
Default database: AFPDM
Click the Server Roles page and select the Public checkbox.
1. Select the User Mapping page and ensure the AFPDM checkbox is selected.
For new installations and upgrades, ensure the db_ddladmin checkbox is selected (so tables can be created/changed). Otherwise (or after an installation/upgrade is completed) only the db_datareader and db_datawriter checkboxes should be selected.
2. Click OK to create the user.
Check User Roles
The final stage is to check that the database has been created correctly. Follow these steps:
1. Navigate to the database in Server Management Studio, open Security then click Users.
There should now be a ‘pdm’ user in the users for this database.
2. Right-click on this user and select Properties in the context menu.
3. Check that the default schema is ‘dbo’ – this is for a standard setup of AUTOFORM DM Server. Under membership, the user should have db_datareader & db_datawriter selected, and db_ddladmin if this is the primary datasource.