Database and Connection Settings

MS SQL

Database and Connection Settings for MS SQL

To configure the connection between Aurea CRM win and the MS SQL database enter the following:

1. Server Options: Enter the instance and server in the Server field.

   Enter the database administrator's user name and password in the Admin user and Password fields.

2. Database: If you wish to create a new database, enable the Create new database check box. Disable the check box if you wish to use an existing database.

   Enter the name of the database in the Name field.

   All valid sort orders for the database are listed in the DB collation field. Select the desired entry.

3. User: If you wish to add a new user for the database, enable the Create new user check box. Disable the check box if you wish to use an existing user.

   Enter the user name and password.

4. Tables: Enable the New tables check box if you wish to create new tables. Disable the check box if you wish to use existing tables.

   Enter the prefix used by all tables added by Aurea CRM in the Prefix field (max. 16 characters).

5. Driver: Select the desired SQL driver in the Driver field:
   • SQL Server Native Client 10.0 for MS SQL Server 2008 R2
   • SQL Server Native Client 11.0 for MS SQL Server 2012 and 2014
6. Click Test to test the database connection.
7. Click Next.

   The connection string and table prefix are saved in the mmdb.ini file, see mmdb.ini File for MS SQL Databases in the CRM.core Administrator Guide.

Manually Entering the Connection Settings

If setup cannot find a valid SQL driver (native client) and therefore no database connection is possible, the following screen is displayed instead of the Database Configuration screen:

1. Enter the connection information:
   • Server: Enter the database server name.
   • Database: Enter the name of the Aurea CRM database.
   • User/Password: Enter the user name and password for the Aurea CRM database.
   • Prefix: Enter the table prefix.
   • Driver: Select an SQL driver.
2. Click Next.

   Setup does not verify your settings. The database must either exist already or you need to create it manually.

   Your settings are saved in the mmdb.ini file, see mmdb.ini file for MS SQL databases in the CRM.core Administrator Guide.

Oracle

Connection Settings for Oracle

To configure the connection between Aurea CRM win and an (existing) Oracle database, enter the following:

1. Server options: Enter the name of the connection between the Oracle client and Oracle server (Oracle Net Service Name) in the Host string field (max. 127 characters).

   Enter the Table prefix used to add all of Aurea CRM's tables (max. 11 characters). The table prefix must be entered in upper case and may not start with a digit.

2. Login options: Enter the User name and Password of the Oracle user whose schema includes or will include the Aurea CRM tables.
3. Click Next.

   Setup does not verify your settings. The database must either exist already or you need to create it manually.

   Your settings are saved in the mmdb.ini file, see mmdb.ini File for Oracle Databases in the CRM.core Administrator Guide.

Database Rights

If you are using Aurea CRM with Oracle, you can add a database user who is assigned the database administrator role, or you can add a new role.

For security reasons, access rights may need to be restricted. Define a user with UNLIMITED TABLESPACE and a role with at least the following rights:

• ALTER ROLLBACK SEGMENT
• ALTER SESSION
• CREATE PROCEDURE
• CREATE ROLLBACK SEGMENT
• CREATE RULE
• CREATE SEQUENCE
• CREATE SESSION
• CREATE SYNONYM
• CREATE TABLE
• CREATE TRIGGER
• CREATE TYPE
• CREATE VIEW
• DROP ROLLBACK SEGMENT

You can also assign access rights to users directly. The CONNECT system role is not required.

As an alternative to UNLIMITED TABLESPACE, you can also use QUOTAS.