Creating a Worksoft Portal Database

The Worksoft Portal database maintains configuration information used by Worksoft applications and services. Regardless of how many Certify databases exist, you just need one Worksoft Portal database.

Before you create the Worksoft Portal database, you must first create the Authentication service database. For more information, see Creating the Authentication Service Database.

In order to create databases, the user must have SQL Server dbcreator permissions.

To create a Worksoft Portal database:

1. Open the Worksoft Portal on your web server by navigating to the following address:

   https://<portalservername>/portal

   Example: https://servername.worksoft.com/portal

   When you sign into the Portal for the first time, a message appears stating that the database needs to be configured.

2. Click the link to open the Portal Database Configuration page.
3. In the Database Server field, enter the server name.
4. In the Database Name field, enter the database name.

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

   For more information about configuring Windows authentication, see Chapter 2 in the Worksoft Infrastructure Services Installation Guide.

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

7. Click Test to test your database connection.

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

8. Click OK to close the message.

9. Click Save to save your database.

   A message appears stating that the connection was successful.

 

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