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Adding a database

When the administrator installs the Chancery SMS database, the Microsoft SQL Server login name that you specified when you installed SQL Server automatically maps to the Chancery SMS database user name database owner (dbo).

The SQL Server login name must also be used to set up the database connection to Windows Task Manager. This connection associates the SQL login name with the Data Access View Generator, which runs as a process in Windows Task Manager.

Important: If the Chancery SMS installer and Chancery SMS Task Manager use different login IDs to connect to the database, the Data Access View Generator might not run correctly. To resolve this issue, drop one login and use the other for all connections. Alternatively, create a new login and use it for all connections. To ensure the new (or existing) login ID is the user and the database owner in Chancery SMS, execute the stored procedure sp_changedbowner in the Chancery SMS database.

To add the Chancery SMS database [You can do this if your role is District Administrator.DA]:

1

From the Start menu, click Control Panel > Add/Remove Programs.

2

In the Add/Remove Programs dialog, select Chancery SMS Database <build>. Click Change.

3

In the Maintain Databases or Remove Installer... dialog, click Database Maintenance. Click Next.

4

In the Add, Maintain, or Disable the databases... dialog [Figure 169], click Add Database.

Figure 169: Database Identification dialog

5

In the Select the type of database... dialog, select Create Active Database. Click Next.

6

In the Type database Identification information... dialog, enter the SQL administrator password and a database name, user name, and password.

7

Click Next.

8

In the District Information dialog [Figure 170], enter the district name, district number, and localization.

Figure 170: District Information dialog

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You can install Chancery SMS with or without Family Data Management.

9

If you want your district to use the Family Management feature in Chancery SMS, select Use Family Management [Figure 170].

10

Select an address format.

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If your district plans to use Address Validation, you must select the 5‑field address format.

11

Click Next.

12

In the Database Identification dialog [Figure 171], select the appropriate Database Structure:

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If you want the installer to create the database file group, select Simple structure.

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If you want to customize the file group layout, select User Defined.

Figure 171: Database Identification dialog - district database

13

In the Database Structure Template section, select the size, database location, and log location.

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If you only have one local drive (C:), the database will be created in C:\CSL\.

14

In the Service Information section, ensure Install Chancery SMSTask Manager is selected. Click Next.

15

In the Start Copying Files dialog, click Next. The database installation begins and may take a few minutes.

16

In the Database Complete Creation dialog, click OK.

17

Click Exit.

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