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.
 

Microsoft SQL Server

Creating the database

To create the database, follow these steps:

1. Open Microsoft SQL Server Management Studio.

2. Once connected, 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 

General page

Here you should configure the account to use SQL Server authentication. The values assumed by default during installation are:

Login name: pdm

SQL Server authentication: Select the checkbox

Password: pdm

Default database: AFPDM

Server Roles

Click the Server Roles page and select the public checkbox.

User Mapping

1. Select the User Mapping page and ensure the AFPDM checkbox is selected.

For new installations and upgrades, ensure the following checkboxes are selected:

db_ddladmin, (so tables can be created/changed)

db_datareader

db_datawriter

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 the following checkboxes selected:

db_ddladmin, (so tables can be created/changed)

db_datareader

db_datawriter

Otherwise (or after an installation/upgrade is completed) only the db_datareader and db_datawriter checkboxes should be selected.