Adding Certify Databases to the Worksoft Portal

You must register Worksoft Certify and configure the database in the Worksoft Portal. Certify leverages information from the Portal.

Registering Certify

The first time an administrator signs in to Certify through the URL address, Certify registers automatically in the Worksoft Portal.

From the Worksoft Portal menu, select Product Configuration > Certify to verify the registration.

If the product does not automatically register, you can trigger the registration manually. For more information, see Manually Registering Products and Services for the Worksoft Portal.

Database Connection Configuration Options

When you add your Certify databases, you must select how you want to set up your database security configuration. You need to be a superuser to configure both connections:

• User Based Configuration
• Managed Service Identity Configuration

To add a Certify database with a user-based configuration connection:

1. From the Worksoft Portal menu, select Settings > Certify Databases.

   The Certify Databases page opens.

2. Click the Add New Database button.

   The Add Certify Database dialog opens.

   

3. Select the User Based Configuration option.

4. In the Name field, enter a unique name for your Certify database that will be your database alias.

5. In the SQL Server field, enter the server name.
6. In the Database field, enter the database name.

7. If you want to use Windows authentication, select the Use Trusted Connection (Windows) option.

   For more information about configuring Windows authentication, see the Worksoft Certify Installation Guide.

8. If you want to use SQL Server authentication, enter the SQL Server user name and password in the respective fields.

9. Select the Trust Server Certificate option.

10. Click Test Configuration to test your database connection.

    A message opens stating if the connection was successful or failed. If the test fails, troubleshoot the database connection.

11. Click OK to close the message.

12. Click Add to save your database.

    The new database appears in the Certify Databases page.

To add a Certify database with a Managed Service Identity configuration connection:

1. From the Worksoft Portal menu, select Settings > Certify Databases.

   The Certify Databases page opens.

2. Click the Add New Database button.

   The Add Certify Database dialog opens.

   

3. Select the Managed Service Identity Configuration option.

4. In the Name field, enter a unique name for your Certify database that will be your database alias.

5. In the SQL Server field, enter the server name.
6. In the Database field, enter the database name.

7. In the Managed Identity ID field, enter the ID.

8. Click Test Configuration to test your database connection.

   A message opens stating if the connection was successful or failed. If the test fails, troubleshoot the database connection.

9. Click OK to close the message.

10. Click Add to save your database.

    The new database appears in the Certify Databases page.

 

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