Connecting to an Existing Unified Database

After creating a new project database in the Configure System utility, you can associate it with an existing unified database that contains the related configurations.

A unified database stores the server configurations of all installed GENESIS components that use databases.

To connect to an existing unified database:

  1. In the New Project Settings section of the Configure System utility dialog, select Use an existing unified database.

  2. Select the desired database from the drop-down list, and then click Next.

  3. (Optional) In the Configuration Settings section, select or clear the checkboxes to set your preferences for upgrading (the default setting) or overwriting all configurations and for including sample data.

    Selecting Automatically upgrade all configurations saves any existing data and makes it compatible with the new version, while selecting Overwrite all configuration permanently deletes the data and creates a clean database. When neither checkbox is selected, the existing data is used as is and may not be compatible with the new version.

    Including sample data by selecting Include samples in all configurations can help you become familiar with GENESIS before you start working with your real data.

  4. (Optional) In the Available Configurations section, select or clear the checkboxes in the Overwrite, Upgrade, and Samples columns to customize the preferences from the previous step for individual configurations.

  5. In the Run On Startup column, select the checkboxes for services (point managers) that you want to start when Windows starts up, and clear all the other checkboxes. When finished, click Next.

  6. On the next screen in the FrameWorX Connection Mode section, select either Normal Setup (the default option) or Secured Setup.

    For Secured Setup, select the desired option in the drop-down list.

    • Generate a new self-signed certificate: A self-signed certificate will be created during the configuration and used to secure the connection.

    • Select an installed certificate: In the Certificate text box that appears, select an existing certificate from the drop-down list.

    The HTTPS Hostname field displays the Fully Qualified Name specified in the selected certificate.

  7. In the Choose Setup Mode section, select one of the following options.

    • Select Create a security user to create a user account with administrator privileges that will be required to log in to Workbench and make changes to the system. In the GENESIS Security Credentials section, specify the Username and Password.

      You can find the account in Workbench in Project Explorer under Security > Users.

    • Select Do not create a security user to allow anyone to access Workbench and make changes to the GENESIS configuration.

  8. Click Configure to begin the configuration process. When successfully completed, the window automatically closes.

    If you have selected Normal Setup in the FrameWorX Connection Mode section, a message appears. Click Yes to confirm the action.

What's Next?