Connecting to the database

Process management relies on the exchange of data between the server and the database. The Database utility enables you to connect the server to the intended database by providing the proper authentication information, configuring the settings, testing the connection, and restarting the services. By using the Database utility to establish the connection to the database, you are provided with status information, such as verification that the server is in fact connected to the database, validation of the user credentials, the server and database name, version, and so on.

Simply by connecting to a database it becomes the active database. If you want to connect your server to a different database, you follow the same process of connecting to that database. Once you have authenticated to the database, tested the connection, and restarted the services, it becomes the active database that the Process Manager server interfaces with.

Note: Process Manager currently requires Microsoft SQL as the native database. However, you can use any ODBC-compliant database with your workflows and database listeners.

To connect to the database
  1. Start the Database utility and insert your user name and password.
  2. Specify the database server and the database name.
  3. Click Test connection. Check the results to verify you were successfully connected to the server.
  4. Click Configure and restart services.

If you have not already done so, you will also need to designate the SMTP e-mail server (see "Defining the SMTP e-mail server") and configure connections for local and/or domain users. See "Configuring users and groups".