Guide to Installing DYNAMICS Security Pack

Transcription

1 Guide to Installing DYNAMICS Security Pack Introduction The Security Pack feature of DYNAMICS 7 is designed to assist labs that require compliance with 21 CFR Part 11 of the Code of Federal Regulations. In order to use DYNAMICS 7 Security Pack (SP) there must be a Microsoft SQL Server database installed and configured, and DYNAMICS 7 SP mode activated with a registration key. This document instructs the user how to download, install, and configure Microsoft SQL Server for use with DYNAMICS 7 SP. Once completed all DYNAMICS 7 SP data will be stored in this database, and membership in Windows user groups will determine permission to features in DYNAMICS for each user. This document is written for individuals with little to no experience working with Microsoft SQL Server databases and contains step-by-step instructions to convert a pristine PC system (i.e. one without either Microsoft SQL Server or DYNAMICS 7 installed) to one running a fully 21 CFR Part 11 compliant version of DYNAMICS 7 SP. Contents Related Technical Notes and References... 2 Important prerequisites before beginning Setting up user groups Creating/assigning User Accounts... 5 To create a new local account SQL Server / SQL Server Express installation and setup... 6 Install preparation... 6 Notes about database administration and permissions... 7 Summary instructions for SQL Server installation and setup Full instructions for SQL Server installation and setup... 9 Windows 7 and SQL Server Install SQL Server Install SQL Management Studio Connect to SQL Server Create a database Optional: Enable SQL authentication Configure SQL Server database permissions Enabling connections to the database Configuring an ODBC connection Launching DYNAMICS and initializing the database Troubleshooting Appendix bit or 64-bit: How to determine which version of Windows is running M6013-A Page 1 of 39

2 Related Technical Notes and References On the Wyatt Support Center: - DYNAMICS 7 User s Guide In the software reference kit that ships with the software CD and activation code - DYNAMICS installation notes Important prerequisites before beginning It is highly recommended to consult with your organization s IT department and seek their assistance with the installation and setup of SQL Server and DYNAMICS 7 SP. You must have a valid feature activation key for DYNAMICS 7 SP. This document is written from the perspective that the user will be installing SQL Server Express 2016 on a PC running Windows 10. Please consult your IT department for assistance in applying the following instructions to installations of different versions of Microsoft SQL Server and/or different Windows operating systems. Unless otherwise indicated below, the installation of DYNAMICS and Microsoft SQL Server must be performed by a Windows Administrator on the computer. Supported Microsoft Windows operating systems: Windows 7 Windows 8 and 8.1 Windows 10 (Also see under Specifications, for current requirements). Note that Microsoft Windows Home or Starter Editions are not supported for DYNAMICS 7 SP. Access to features is governed by Windows User Groups, so the OS must support account logons that include group membership. It is the responsibility of the user to provide a compatible version of Microsoft SQL Server. The following versions are currently supported: SQL Server Enterprise or Standard 2005, 2008, 2012, and SQL Server Enterprise or Standard 2016 Windows 8 is minimum requirement SQL Server Express 2005, 2008, 2012, and 2014 SQL Server Express 2016 Windows 8 is minimum requirement The Express version of Microsoft SQL Server is available as a free download from Microsoft, but Enterprise and Standard have a price associated with them. Please see for a comparison of versions and to choose which one is appropriate for your system. Local or domain: The DYNAMICS 7 SP installation can be entirely local with the installation and all user accounts on one computer only or with multiple accounts on your institution s domain and one or more installations of DYNAMICS. At some places in this document the instructions differ depending on this configuration. These are highlighted with notes like this one. M6013-A Page 2 of 39

3 1. Setting up user groups Microsoft Windows User Accounts and User Groups are used to control access to features in DYNAMICS 7 SP, such as collecting, analyzing, and modifying data. Initial connection to the SQL Server database must be done by a member of DynamicsAdministrators. All installations of DYNAMICS 7 SP must have all four groups created: DynamicsAdministrators, DynamicsResearchers, DynamicsTechnicians, and DynamicsGuests. Even if the only users are DynamicsAdministrators, all groups should be present because groups added after initial connection to the database will fail authentication. These group names must match exactly the names specified above (uppercase/lowercase is ignored). The groups names and permissions are: DynamicsAdministrators Administrators have full access permissions to DYNAMICS SP and all features including the ability to configure instruments; create and modify presets and event schedules; and create, analyze, and modify data files. This is also the only group that can connect to or change the database used for data storage or delete data using the database maintenance feature. DynamicsResearchers Researchers have access to configure instruments; create and modify presets and event schedules; and create, analyze, and modify data files. Researchers cannot change the database used for data storage or delete data. DynamicsTechnicians Technicians have access to use established instrument configurations and data collection presets and event schedules to collect and analyze data, but the data collection and analysis cannot be modified. DynamicsGuests Guests have read-only access to stored data within DYNAMICS and can open, view, and print existing analyzed results, but do not have the ability to create or modify data. The guest user is assumed to be an auditor. See more about feature access restrictions in the DYNAMICS User s guide. Local or domain: If DYNAMICS 7 SP is going to be installed and used on only one local computer, use the procedure below to add the necessary Local User Groups to that computer. If DYNAMICS 7 SP is going to be installed and used on multiple computers, contact your IT department to set up Domain User Groups then continue with SQL Server / SQL Server Express installation and setup. *** Important: By default, all DYNAMICS user accounts must be members of either local or domain groups; the DYNAMICS administrator that first connects to the database will restrict all other users to have the same local or domain status. This restriction can be removed in DYNAMICS in Tools Database, but this will permit privilege escalation and compromise security. *** M6013-A Page 3 of 39

4 1) Click on the Start menu and type Computer Management, then press enter. 2) On the left pane, expand Local Users and Groups, right-click Groups, and select New Group. 3) In Group name, type DynamicsAdministrators, and click Create. 4) Repeat Step 3 to create the following User Groups: DynamicsResearchers, DynamicsTechnicians, and DynamicsGuests. These group names must match exactly the names specified here (case is ignored). 5) After the User Groups have been created, click Close to close the New Group window. M6013-A Page 4 of 39

5 2. Creating/assigning User Accounts For each DYNAMICS user, need a Windows User Account created if they don t already have one. If a DYNAMICS user already has an account, that account needs to be added to the DYNAMICS groups described above. Locally, creation and assignment can be done in Computer Management. Local or Domain If DYNAMICS 7 SP is going to be installed and used on multiple computers, the Windows Accounts and User Groups should be on the institution s domain, and your IT department will need to assign users to the appropriate Dynamics group on the domain. If DYNAMICS 7 SP is going to be installed and used on only one local computer, an administrator on the local computer can configure the accounts. To create a new local account Click on the Start menu and type Computer Management, then enter. On the left pane, expand Local Users and Groups, right-click Users, and select New User. Enter the appropriate User name, Password, Confirm Password, and ensure the account is not disabled. Other information is optional. Be sure to note the password settings, like whether the user must change their password at next logon. Repeat step 3 as necessary for each user account. When all accounts have been created, click Close. To assign an existing local user to a DYNAMICS group 1) Click on the Start menu and type Computer Management, then enter. 2) In the left pane, expand Local Users and Groups, left-click on Users. 3) In the right pane right-click on the User Account and select Properties. 4) Select the Member Of tab, and click the Add button. 5) Ensure that From this location is set to the local computer (CLAWRENCE in this example). 6) Type the appropriate DYNAMICS User Group name in the bottom text field, and click Check Names. 7) The text field at the bottom should now be populated with <computer>\<group>. In this example, the computer is CLAWRENCE, and the user darthvader is being added to DynamicsAdministrators. 8) Click OK in the Select Groups, then Properties, windows to close them. M6013-A Page 5 of 39

6 9) Repeat steps 3-8 for each DYNAMICS user, and close Computer Management. 3. SQL Server / SQL Server Express installation and setup Install preparation A version of Microsoft SQL Server must be installed on the computer that will host the DYNAMICS 7 SP database. This can be either the local computer that will have DYNAMICS 7 SP installed on it, or a remote server that does not have DYNAMICS 7 SP installed on it. If a remote computer will act as a server, it is not necessary to install SQL Server on the local computer with DYNAMICS 7 SP installed. The procedure below is similar for either database server option. The following versions are currently supported: SQL Server Enterprise or Standard 2005, 2008, 2012, and 2014 SQL Server Enterprise or Standard 2016 Windows 8 is minimum requirement SQL Server Express 2005, 2008, 2012, and 2014 SQL Server Express 2016 Windows 8 is minimum requirement M6013-A Page 6 of 39

7 There are three editions of Microsoft SQL Server that are compatible with DYNAMICS: Standard, Enterprise, and Express. From here on Standard and Enterprise are referred to as full. The most consequential differences between SQL Server Express and full SQL Server are: SQL Server Express is free. SQL Server Express has a size limit of 10 GB. The other editions have effectively no size limit (524 PB). SQL Server Express does not support automated backups. However, it is possible to schedule a manual backup using the Windows Task Scheduler. See for a more complete comparison of versions and to choose which one is appropriate for your system. Some pricing information is here: Notes about database administration and permissions Once the SQL Server database is created, a database connection must be made using ODBC a Windows application used to access a database by an administrator on the computer running DYNAMICS. This user must also have administrator privileges on SQL Server. DYNAMICS then uses the existing ODBC connection (see Configuring an ODBC connection) to connect to the database. This initial connection must be done by a member of DynamicsAdministrators. All subsequent DYNAMICS sessions will automatically connect to this database, and members of all DYNAMICS User Groups (see Setting up user groups) can then log in. *** Important: The DynamicsAdministrators member can be in a local group or a domain group. That user s local or domain status must be the same for all other DYNAMICS users. This restriction can be removed in DYNAMICS in Tools Database, but this will permit privilege escalation and compromise security. *** Windows or SQL authentication: There are two types of authentication to access the database: Windows authentication (default, recommended) and SQL Server authentication. The instructions below vary depending on which is chosen. Depending on whether SQL Server and DYNAMICS are running on the same computer or the database is hosted on a remote computer, with multiple possible instances of DYNAMICS, these are two possible configurations. M6013-A Page 7 of 39

8 Remote database setup The database connection must first be created using ODBC by a SQL Server administrator and an administrator on the local computer. Only a member of DynamicsAdministrators on the domain (not local) can connect to a database from DYNAMICS using the ODBC connection. There can be multiple computers running DYNAMICS and connecting to the remote database. Users on these computers must also access DYNAMICS with domain (not local) accounts. Local database setup The database and all DYNAMICS users can operate on a single computer. The Windows User Groups DynamicsAdministrators, DynamicsResearchers, DynamicsTechnicians, and DynamicsGuests can be either local or domain accounts. M6013-A Page 8 of 39

9 Summary instructions for SQL Server installation and setup - Download the appropriate SQL Server installer (see section Install SQL Server 2016) - Choose Basic installation o When installation is complete, note instance name and ID - Install SQL Management Studio (SSMS) o The Install SSMS button upon completion of SQL Server installation will open a download webpage; pick Current GA release for production use. - Launch Microsoft SQL Management Studio. (see Connect to SQL Server) - Connect to the instance just created. - Create a database in SQL Management Studio. It can be named anything, but in this example, it is Dynamics_Data. - Optional: Enable SQL authentication - Add all four Windows User Groups to the new database Dynamics_Data with appropriate permissions (see Configure SQL Server database permissions) - Enable connections to the database in SQL Server Configuration Manager (see Enabling connections to the database) - Create an ODBC connection to Dynamics_Data (see Configuring an ODBC connection) o This must use the SQL Server Native Client 11.0 driver - Install and launch DYNAMICS (see Launching DYNAMICS and initializing the database) - Login Must be a member of DynamicsAdministrators - Connect to the database using the ODBC connection o Use the Enter Credentials button in the login dialog only if using SQL authentication to make the connection visible 4. Full instructions for SQL Server installation and setup The procedure below provides step-by-step instructions for installing SQL Server Express The configuration for installing full SQL Server is similar. There are more detailed instructions for installing using the wizard at Windows 7 and SQL Server 2014 If you are running Windows 8 or later, skip to the next section. If you are running Windows 7, SQL Server 2016 is not compatible. An installer for SQL Server 2014 can be found here: 64 bit: 32-bit: If you don t know your computer s OS version, see the Appendix for instructions to determine if it is 32-bit or 64-bit. The instructions are similar to those below for SQL Server 2016; briefly, when the.exe file is launched, you will be prompted for a location for setup files. After choosing the location, the files will copy, and a SQL Server Installation Center dialog will appear. This may take a few minutes. M6013-A Page 9 of 39

10 Choose New SQL Server stand-alone installation. Choose all the defaults in the wizard. When installation is complete, continue on to the section Connect to SQL Server. Install SQL Server ) Download the appropriate installer. For SQL Server Express go to and click Download now below Express edition (If the link does not direct you to the download page, perform an internet search for Microsoft SQL Server Express 2016.) You should then have downloaded SQLServer2016-SSEI-Expr.exe, most likely to the Downloads folder. 2) Run the installer by double clicking on the downloaded.exe (e.g., SQLServer2016-SSEI-Expr.exe ). 3) Answer Yes to allow the app to make changes to your device. 4) Select Basic installation. 5) When installation is complete, note Instance name and Instance ID. Here, it is SQLEXPRESS. M6013-A Page 10 of 39

11 Install SQL Management Studio SQL Management Studio will be used to create a new database and configure permissions. 1) Go to to install SQL Management Studio (there is also a button Install SSMS to link to this page after installing SQL Server if Basic Installation was used; see above screenshot). 2) Download the Current GA release for production use. 3) Double click on the downloaded file (as of December 2016, this is release , and the setup file is SSMS-Setup-ENU.exe ). M6013-A Page 11 of 39

12 4) Click Install 5) Answer yes to allow this app to make changes. 6) Installation may take several minutes. 7) This window will appear when installation is complete. Connect to SQL Server M6013-A Page 12 of 39

13 With SQL Server installation complete, a new DYNAMICS database can be created in SQL Management Studio. All experimental data and results will be stored in this database. The following steps to create the database must be performed on the computer where Microsoft SQL Server Express was installed. 1) From the Windows Start menu, launch Microsoft SQL Server Management Studio. 2) In Connect to Server, Choose Database Engine as Server type. 3) In the Server name pulldown, select Browse for Server name. In the Browse for Servers dialog, choose the appropriate tab Local or Network Servers and choose the computer running SQL Server and the instance name which displayed after installing SQL Server (see screenshot in Install SQL Server 2016 section). The default Server name will be <computer name>\sqlexpress. 4) For Authentication, choose Windows, and click Connect. M6013-A Page 13 of 39

14 Create a database Follow these instructions to create the DYNAMICS database. The example below is called Dynamics_Data, but it can be named anything. 1) Once connected to the server, in the Object Explorer on the left side of the window, right-click on Databases and select New Database 2) Set Database name to Dynamics_Data. Here it is called Dynamics_Data, but it can be named anything. Leave all other defaults. Click OK. M6013-A Page 14 of 39

15 3) Expand the Databases tree. Dynamics_Data should now be visible. M6013-A Page 15 of 39

16 Optional: Enable SQL authentication Access to the database is by default governed by Windows authentication. SQL authentication, as an alternative, is supported, but it is being phased out. One possible reason to use SQL authentication is if multiple users are accessing DYNAMICS from different domains or if the DYNAMICS administrator wants to manage access to the program instead of IT services. Do these steps only if you want SQL authentication enabled. Otherwise, skip ahead to Configure SQL Server database permissions. 1) In the Object Explorer on the left, at the instance node e.g., <computer>\sqlexpress rightclick and select Properties. 2) Select Security on the left, and under Server authentication click the radio button for SQL Server and Windows Authentication mode. M6013-A Page 16 of 39

17 3) You should be prompted to restart SQL Server. To do this a. In the Windows Start menu, type Services. b. Right-click on SQL Server (<instance>), and select Restart. c. Close the Services window. 4) Create an account for the SQL administrator. a. In the Object Explorer on the left, expand <computer>\sqlexpress, then Security. Right click on Logins, and select New Login. b. Enter a login name. In this case DynamicsDBAdmin. c. Select SQL Server authentication d. Enter a password and confirm it M6013-A Page 17 of 39

18 e. In the three checkboxes below the password input, select the desired password policy settings regarding expiration and requirement to change password at next login. f. Change the default database to the DYNAMICS database created in the previous section, Create a database, e.g., Dynamics_Data. *** Important: If the default database is left as master the database can become corrupted. *** g. Select User Mapping on the left of the Login dialog. h. Check the Map box for the DYNAMICS database (Dynamics_Data). Below that, look at the Database role membership boxes. If any boxes are already checked, leave them as is and do not uncheck them (in this example the Public box was already checked). Then check the boxes for db_datareader, db_datawriter, and db_ddladmin. Click OK. M6013-A Page 18 of 39

19 Configure SQL Server database permissions Windows or SQL authentication: This section is only necessary if using Windows User groups for authentication, which is the default, and recommended (see Optional: Enable SQL authentication section). If using SQL authentication, close SQL Mangement Studio, and skip to the next section, Enabling connections to the database. The database must be configured to allow DYNAMICS users to connect to it. The account used in this section should have the following permissions - Access to the SQL Server instance (e.g., SQLEXPRESS) - Administrator privileges on the computer running DYNAMICS - Membership in the DynamicsAdministrators group (local or domain) M6013-A Page 19 of 39

20 The following steps must be performed on the computer where the database was created. 1) If necessary, launch SQL Server Management Studio and Connect to SQL Server. 2) Add all four DYNAMICS Windows User Groups: DynamicsAdministrators, DynamicsResearchers, DynamicsTechnicians, and DynamicsGuests (see Setting up user groups). *** Important: By default, all DYNAMICS user accounts must be members of either local or domain groups; the DYNAMICS administrator that first connects to the database will restrict all other users to have the same local or domain status. This restriction can be removed in DYNAMICS in Tools Database, but this will permit privilege escalation and compromise security. *** In the Object Explorer on the left side of the window, expand the Security node, right-click Logins, and select New Login a. Confirm that the Windows authentication radio button is selected. b. Click the Search button. c. Click Object Types and check Groups d. In the Select User or Group dialog click the Locations button. Select either the local computer or the domain (in this example CLAWRENCE is the local machine and wyatt.com is the domain). M6013-A Page 20 of 39

21 d. Type the Windows User Group in the bottom text box a. It will be DynamicsAdministrators, DynamicsResearchers, DynamicsTechnicians, or DynamicsGuests e. Click Check Names f. If the account find is successful, the name will be underlined M6013-A Page 21 of 39

22 g. Click OK to close the Select User or Group dialog. h. In the Login dialog, set the Default database to the database created in the section Create a database, Dynamics_Data. *** Important: If the default database is left as master the database can become corrupted. *** M6013-A Page 22 of 39

23 3) Click on User Mapping on the left side of the pane. 4) Check the Map box for the DYNAMICS database (Dynamics_Data). Below that, look at the Database role membership boxes. If any boxes are already checked, leave them as is and do not uncheck them. (In this example the Public box was already checked, see below.) Then check the boxes for db_datareader, db_datawriter, and db_ddladmin. Click OK. M6013-A Page 23 of 39

24 5) Confirm that the user that will create the ODBC connection to the database (see diagram in Install preparation section) is a member of DynamicsAdministrators. 6) Exit SQL Server Management Studio. 5. Enabling connections to the database With the database created and configured, a connection needs to be established between each computer running DYNAMICS 7 SP and the database. In order to make that connection, SQL Server must be set up such that it can be discovered by clients (even if DYNAMICS is running on the same computer as the that which hosts the database). 1) On the computer where the SQL database was created, go to the Windows Start menu and type SQL Server Configuration Manager. 2) In the left side of the window, select SQL Server Services M6013-A Page 24 of 39

25 3) Check that SQL Server Browser is running. If it is running, move on to step 7). If SQL Server Browser is Stopped (as in the above image) or Paused, right-click on it and select Properties 4) Go the the Service tab and change the Start Mode to Automatic. Then click Apply M6013-A Page 25 of 39

26 5) Go to the Log On tab and click Start. M6013-A Page 26 of 39

27 6) Once started, click OK. 7) If users will be accessing this database from computers outside the domain, you will need to enable TCP/IP in the configuration. To do this a. Open SQL Server Configuration Manager if it s not already open (See step 1 of this section). b. Expand SQL Server Network Configuration, and select Protocols for SQLEXPRESS. c. Right-click on TCP/IP and Enable. M6013-A Page 27 of 39

28 8) Close the SQL Server Configuration application. Note: The SQL Server installer should enable the applicable firewall exceptions so that the database can be detected on remote computers, but if the database isn t detected in the following section, consult your organization s IT department, and check firewall settings. 6. Configuring an ODBC connection Open Database Connectivity (ODBC) is an open standard application programming interface (API) for accessing a database. Here it will be used to create a connection from the computer running DYNAMICS to the DYNAMICS database. DYNAMICS 7 SP can be installed either on the same local computer that the SQL Server database has been installed on, or on remote client computer(s) (see diagram in Install preparation section). All of the steps in the procedure below are to be performed on the computer(s) where DYNAMICS 7 SP will be installed, and must be performed by an account with access to the Dynamics_Data database set up in the previous section, Create a database. 1) Open the 32-bit version of ODBC Data Source Administrator. a. You must know whether your computer is running the 32-bit or 64-bit version of Windows. If you already know this, skip to the next step. If not, see the Appendix. b. If you are running 32-bit Windows, open the Control Panel, select Administrative Tools, and open Data Sources (ODBC). M6013-A Page 28 of 39

29 c. If you are running the 64-bit version of Windows 7, Windows 8, or Windows 10, type the following into the Windows Start Menu: %windir%\syswow64\odbcad32.exe and press enter: *** Important: You must use the 32-bit version of the ODBC even if you are running a 64-bit version of Windows. *** 2) In the ODBC Data Source Administrator, select the System DSN tab and click Add M6013-A Page 29 of 39

30 3) In the Create New Data Source dialog, select SQL Server Native Client 11.0 and click Finish. a. Microsoft SQL Server Native Client 11.0 is installed when you install SQL Server if it isn t available, it needs to be installed. This can be downloaded from Microsoft. *** Important: The driver must be SQL Server Native Client or checksums in DYNAMICS data will fail, leading to spurious file integrity failures. *** M6013-A Page 30 of 39

31 4) Enter DYNAMICS Data as the Name (or choose a custom name), enter a description if desired. Note: the ODBC name is the name for the connection, not the database, so it doesn t have to match the database name, Dynamics_Data. 5) Select the appropriate SQL Server from the list. This will be the Server Name from the Install SQL Server 2016 section of this document, e.g., <computername>\sqlexpress. Click Next. M6013-A Page 31 of 39

32 6) Select Integrated Windows authentication or SQL Server authentication, depending on whether or not you Optional: Enable SQL authentication above. Click Next. a. If using SQL Server authentication enter the Login ID and password. 7) Check Change the default database to box and select Dynamics_Data, or whatever name was chosen when creating the database, from the dropdown menu. Click Next. *** Important: If the default database is left as master the database can become corrupted. *** M6013-A Page 32 of 39

33 8) In the last dialog, leave all defaults, and click Finish to complete the setup. 9) The ODBC setup configuration dialog will appear. M6013-A Page 33 of 39

34 10) Click the Test Data Source button to validate the setup. If successful, the following dialog will be displayed: M6013-A Page 34 of 39

35 11) Click OK to close the SQL Server ODBC Data Source Text dialog. Click OK to close the ODBC Microsoft SQL Server Setup dialog. Click OK to close the ODBC Data Source Administrator dialog. 12) Repeat steps 1 10 on all computers where DYNAMICS 7 SP will be installed. 7. Launching DYNAMICS and initializing the database DYNAMICS will use the ODBC connection created in the previous section, Configuring an ODBC connection, to connect to the database. This initial connection must be done by a member of DynamicsAdministrators (either local or domain account). Upon first connecting, all DYNAMICS tables are created in the database. All subsequent DYNAMICS sessions will automatically connect to this database, and users who are members of any of the four DYNAMICS Windows User Groups DynamicsAdministrators, DynamicsResearchers, DynamicsTechnicians, or DynamicsGuests can log in. 1) Install and launch DYNAMICS. See the DYNAMICS installation note that shipped with your activation key. 2) If DYNAMICS hasn t been registered, you should see a Feature Activation dialog. If not, go to Help Register DYNAMICS. 3) Enter the activation key. 4) Confirm that DYNAMICS Product and Security Pack are enabled. Click OK. 5) DYNAMICS will close down and need to be restarted to enforce logging in. 6) Launch DYNAMICS. 7) Login with the credentials for a member of DynamicsAdministrators. *** Important: The local or domain status of the member of DynamicsAdministrators must match those of all other DYNAMICS users. This restriction can be removed in DYNAMICS in Tools Database, but this will permit privilege escalation and compromise security. *** M6013-A Page 35 of 39

36 8) The Database Connection dialog should appear. If it doesn t, go to Tools Database Connection, then click Select. 9) In Select Database Connection, select DYNAMICS Data. Click OK in all open windows. a. If using SQL authentication click the Enter Credentials button and provide SQL authentication credentials configured in Optional: Enable SQL authentication. If Windows authentication mode is being used, the Enter Credentials button can be ignored. 10) If this is the first time connecting to the database a prompt to set up the database will appear. M6013-A Page 36 of 39

37 Answer Yes to initialize the database. 11) The next dialog is about Domain Restriction. It is not recommended to disable Domain Restriction as this compromises security. Unless there is a reason to lift this restriction, leave Domain Restriction enabled (default), and answer Yes to the confirmation that this is the correct domain in the subsequent dialog. 12) Next is the prompt to import example presets to the database. M6013-A Page 37 of 39

38 Choose Yes or No. If Yes is selected, an Importing Files dialog will display the progress of preset importing. When the import is complete click Close. DYNAMICS is now ready to use. Troubleshooting Problem: ODBC can t find the database or DYNAMICS gives a database error upon trying to connect Try: Check that the service is running. - In the Windows Start menu, type services. - Look for the name SQL Server (<instance>), e.g., SQL Server (SQLEXPRESS) - If the Status is not Running, right-click on SQL Server (<instance>), and select Start. Try: Make sure SQL Server Browser is running. See steps in Enabling connections to the database. Try: If a computer outside of the database computer s domain is attempting to connect, enable TCP/IP in SQL Server Configuration Manager. See steps in Enabling connections to the database. M6013-A Page 38 of 39

39 If you have any questions, please or call Wyatt s support team at , option 4 (within the US and Canada). Additional resources are available on our customer support center. Login at If you are one of our international customers, feel free to contact your local representative directly. You can find contact information for our global offices at Appendix 32-bit or 64-bit: How to determine which version of Windows is running To determine the version for Windows 7 or Windows 10, open a file explorer window and right-click on This PC (Windows 10) or Computer (Windows 7), and select Properties. Under System, then System type, it will read 32-bit or 64-bit. For Windows 8, point to the lower-right corner of the screen, and then click Search. Type system in the search box, and then click Settings. Click System. The version will display in the System type field under the System heading. M6013-A Page 39 of 39