Setting Up SQL Server Access

Before you can start fully using GENESIS after installing the new version, you need to set up the connection to the specific Microsoft SQL Server used for the GENESIS databases and configurations.

To set up the SQL Server access and security:

  1. Open the system configuration wizard, and then click Next to display the SQL Server credentials dialog.
  2. Select the desired SQL Server from the Use this SQL Server drop-down list.

  3. Select the preferred security type from the drop-down SQL Security list.

    • Windows NT Integrated Security: Uses the identity of the applicable ICONICS services to authenticate to the SQL Server.
    • SQL Security: Uses an explicit SQL Server user account. It requires a SQL Server account with permission to create databases.
    • Azure Active Directory (AAD) Integrated Security: Uses the Azure Active Directory to identify applicable ICONICS services to authenticate to the SQL Server.
    • Azure Active Directory (AAD) Security: Uses an explicit Azure Active Directory user account. It requires an Azure SQL Server account with permission to create databases.

  4. If required by the selected security type, enter the SQL Server account credentials in SQL Server Username and SQL Server Password.

  5. (Optional) Customize the remaining settings.

    • Clear the Trust Server Certificate checkbox if the SQL Server is using a self-signed certificate that has been deployed into your Trusted Root Certification Authorities store. For a secure system, do not select this option. Use a fully signed certificate instead.

      If you use Microsoft SQL Management Studio, you must clear the same checkbox on the Login tab in the Connection Security section.

    • If necessary, clear the Encrypt Connection checkbox.

      Disabling encryption makes the connection with the server insecure, so make sure you can prevent possible security issues in another way.

  6. Click Next to proceed with the database settings. The system configuration wizard automatically searches for any existing databases saved on SQL servers in the same network segment. The next dialog varies based on the search results.

  7. From the following options, select the situation that matches the Project Settings screen displayed in your system configuration wizard and click the Learn more link to view the next procedure.

    • No existing databases were detected, which means that you need to create a new project database and the related configuration database(s). Learn more

    • The system configuration wizard detected an existing database that you want to use in the new installation. Learn more

    • The system configuration wizard detected an existing database, but you selected Use a new project database . Learn more