When working with Microsoft SQL Server Data Sources, there are a few things to keep in mind and possibly setting changes that need to be made so users can effectively create and manage SQL Data Sources. These settings will need to be verified by your IT team.
- Make sure the appropriate user(s) has READ access to the Passageways Database(s) that the user will want to create Data Sources off of to display in a Visualization.
- NOTE: If you're using a Trusted Connection for authentication, no further permission changes will need to be given, unless you want to grant a user specific permissions by adding them as a SQL user with READ access to Passageways databases.
Using Windows Authentication for SQL Authentication Mode
What does using Windows Authentication, as a SQL Authentication Mode, mean? This means that the Identity Account user for the Portal, must have access to the Passageways databases to have a successful connection to the selected SQL Server. You can see in the screenshot below, the Identity Account username is listed next to the Windows Authentication, SQL Authentication Mode. This is the account that must have READ access.
This connection can be tested and will display a successful connection message to the user if permissions are set correctly.
NOTE: The servers listed in the 'Select SQL Server' drop-down have been made available on your network. If a server is not showing, your IT team will need to make the server available to the network.
Please review the Dashboards 4.2 Module Guide for more information.
Below are articles for template queries, split by Module/Portal Framework.