Creating and Configuring the Database

After completing the prerequisite install check and initiating the server installation process, the next series of steps are related to creating and configuring the database for a single-server configuration.

  1. Select Single-server installation for a typical server installation.

Note: See Setting up a Server Cluster and Configuring Disaster Recovery for more information.

  1. Select Create New Database and click Next. The Create New Database dialog box appears.
  2. Enter the SQL Server name.
    • If the setup detects Microsoft SQL Server Express 2008/2012, verify that the SQL Server field is populated with the name of the server running the Microsoft SQL server database application and that \SQLExpress is appended to the server name.
    • If the setup detects SQL Server 2008 SP2 or SQL Server 2012, verify that the Server field is populated with the name of the server running the Microsoft SQL server database application.

Note: The default value is the local server where the setup is running.

  • Choose one of the following authentication methods that Upland AccuRoute services will use to access the database.
    • Use Windows Integrated Authentication to use the service account. This is the default choice.
    • Use SQL Authentication Login to use SQL server authentication. If you select this option, enter the login credentials in the Username and Password boxes.
  • In the Database Name box, review the database name and modify it, if necessary.

The database name specified above is used as a prefix to create the following SQL databases. The database name AccuRoute is used in the example below.

  • AccuRoute is the core database that contains most of the configuration and job details.

  • AccuRouteArchive contains Archive, CostRecovery, Activity, Action Log, Dashboard, and JobsOut details and tables.

  • AccuRouteMetadatasets contains the Volume List entries for indexing. The actual document is stored in the Volume List backend configuration. The metadata for the Volume List indexing is stored in this database so that queries can be done to find documents when requested.

Note: Special instructions apply to a server cluster. For the first server being set up, enter the database server name. For the second server being set up, allow the setup to create a local database. (The second server is configured to use the database server, so the local database is not used.) See Setting up a Server Cluster for more information.

  1. Click Next. The File Share dialog box appears.

  2. Type the file share location in the File Share Location box. This is where message documents and details will be stored. details and click Next. The Ready to Configure dialog box appears.

  3. Click Next. The Configuring dialog box appears and shows the database configuration progress.
  4. Click Next when the database configuration is done.

See also

Configuring the Server