This page will help you get connect Bank Rec software with your SQL Server database (not included with Bank Rec).
This page assumes that you've already installed Bank Rec on your (or your user's computer).
SQL Server
1. Decide on a workstation to work from.
Connecting to SQL Server is a little more complex than using Bank Rec's SQL Express, as we need to take into account your SQL Server's security.
If your SQL Server uses Windows Authentication
If you are using Windows Authentication as your security model for the SQL Server, your Windows ID will need SQL Server administrator rights. You can use a user's machine to complete this check list only if they already have these rights.
If a user does not have these administrator rights, do not temporarily elevate a user's rights for this check list.
Instead, either:
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login on their machine as an administrator or
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use a non-production workstation, such as an IT test machine or even a virtual PC which you can control the Windows login ID.
If your SQL Server uses mixed-mode (also allows for ID's and passwords)
You can use the user's computer.
2. Start the software and select Bank Rec.
Select Settings > SQL Migration Wizard
This is the USER's login information.
Either:
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Select 'Integrated' (Windows Authentication), or
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Enter the User's ID and password.
If you are unsure, check with your Database Administrator as to how your SQL Server is configured.
Click either 'Test Login ID', or click 'Next'.
Exit the software and re-start as prompted.
3. Create databases - from the workstation
Upon re-entry, select an application from the Welcome New Users screen. The system will prompt you to create databases:
Leave the selection on 'Create', click 'Next'.
Note: In order to create new accounts you will need to have SA rights.
Provide authentication to the SQL Server:
Integrated/Windows Authentication - leave blank
SQL Server Authentication - enter your ID and password
Note: Do NOT elevate the user's credentials for this step, with the intention of returning it back later. If you do, you will have database ownership issues when returning the user's permissions back to their original level.
Enter an account name for the new SQL database and click 'Next'.
The system will create the database.
Note: If you are following these instructions as part of an upgrade or migration and do not need another account/database, simply create a database and then delete it later.
Afterwards, the system will prompt you that it is creating the Sample database. Click 'Ok'.
Never delete the 'Sample' database.
If you need to create more databases, simply select from the main menu File > New.
