Creating a Project Using the Advanced Project Wizard

The advanced project wizard walks you through creating a project, including selecting the database, setting advanced database settings, and choosing your project components.

To create a new project using the advanced project wizard:

  1. Open Workbench and on the Project tab, click New Project, then select Advanced Project Wizard. The Create project wizard dialog appears.
  2. Enter your project name, then click Next. 

  3. Enter the connection settings for your database, then click Next. The table below describes the settings.

    Setting Name

    Description

    SQL Server

    The name of the SQL Server instance.

    Authentication

    The authentication method for the SQL Server database. It has these options:

    • Use Windows NT Integrated Security: Integrated Windows authentication, using the NT AUTHORITY/NETWORK SERVICE user.
    • Use SQL Security: SQL Server authentication
    • Use SQL Security (contained): SQL Server authentication in a contained SQL Server database
    • Use Entra ID Security: Entra ID username and password

    Database

    The name of the database or catalog. You can choose an existing database from the dropdown, or enter a new name to create a new database.

    Create a backup of the database

    When selected, the wizard will create a backup of an existing database before creating the project.

    Encrypt Connection

    Uses a secure encrypted connection to SQL Server.

    Trust Server Certificate

    When selected, GENESIS will accept any certificate from the server. This makes the connection not secure.
  4. If you are creating a new database, a page with contained database settings, file size, and log size appears. You may customize these settings. When you are done, click Next.

  5. A table of components (also called "applications") appears. Select the components you want to install, then click OK. The system creates the project and opens its settings.

    The table below describes the options for each component.

    Option Name

    Description

    Installed

    This is a read-only column that shows if the component is already installed to this database.

    Install/Overwrite

    When checked, this component will be installed to the database. If it is already installed, the existing configuration will be erased and replaced with a new configuration.

    Sample Data

    When checked, this component will be installed with a sample configuration.

    Tips: 

    • To select or deselect a whole column at once, right-click anywhere in the dialog and choose the appropriate option from the menu.
    • Check Show version details to see the version of the configuration that is installed for each component.