Configuring Certify Databases and Licensing

After you have installed Worksoft Certify, you need to configure the following items with the Certify Configuration tool:

  • Database settings
  • Licensing

The Certify Configuration tool creates a file named Worksoft.Certify.exe.config.

You can find this file in your C:\Program Files (x86)\Worksoft\Certify\Client directory. The configuration settings control access to the Certify system, its database, the license server, and web servers. Current settings are created at the time of installation.

To configure Certify database settings and licensing:

  1. From the Certify menu, select Configure > Certify > Database and Licensing.

    The Certify Configuration tool opens.

  2. In the Server Name field, select a database server from the drop-down list or enter a server name.

  3. In the Database Name field, enter a database name or select a database from the drop-down list.

    If you would like to select a database from the drop-down list, you will need to set up your security authentication first. Go to Step 4.

  1. Select which Security option that you will use:
  • Use Windows Authentication
  • Use SQL Server Authentication
  1. If you selected SQL Server Authentication, enter the user name and password in the fields to access the database server.

  2. In the Service Layer URL field, enter the URL address for the web server that is hosting Worksoft Certify Services.

    Example: https://servername/certifyapi

  3. Click Validate Service URL to test your connection.

  4. In the License Model section, enter the Worksoft Portal URL and tenant information.

    Use Default as your tenant name unless you already have tenants created.

    Example: https://servername/Portal

  1. Click Validate License to test the connection.

    If for some reason the test fails, troubleshoot the license server connection.

  2. If you want to enable the Worksoft Certify Auto Update service, select the Enabled option in the Auto Update section.

  3. Enter the URL address for the web server that is hosting Worksoft Certify Services with /worksoftupdates in the address.

    Example: https://servername/worksoftupdates

  4. Click Validate Auto Update API to test the connection.

    For information on how to configure Worksoft Certify Auto Update, see Enabling Worksoft Certify Auto Update.

  1. Click OK.

    A message opens stating that you need to restart Certify to save your configuration.

  2. Click Yes to close Certify.
  3. Open Certify and sign in again.

 

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