Regardless of the Database Integration Method, the creation of a read-only SQL authentication based user is required. This SQL user will be used by Aiwyn's translation engine to pull in your data to our systems.
Outlined in this article below are the steps needed to complete this setup:
- Create the SQL User
- Assign the SQL User to the db_datareader role
- Verify Port Number
- Provide the information to Aiwyn
SQL User
The following credentials are needed (based on integration method):
Whitelist Aiwyn’s Static IP Address + SQL Server Encryption
- Host Name (IP or URL)
- Port Number
- Database Name
- User Name
- Password
SSH Tunnel
- SSH Host Name (ext available IP or URL)
- SSH Port Number
- SSH Username
- SSH Password (if not using key)
- SSH Passphrase (if using key)
- Key file attachment
Assign SQL User to db_datareader Role
SQL Server provides several roles that dictate permissions. Once the SQL user is created, assign this user to the 'db_datareader' role, which is a predefined fixed database role.
Specifically, members of the 'db_datareader' fixed database role can read all data from all user tables and views - a necessity for ensuring Aiwyn will work correctly.
For the detailed steps to add and remove users to a database role, and for more information about this role, please visit this Microsoft article: Database-Level SQL User Roles
Verify Port Number
Verify your port number in the SQL Server Configuration Manager and confirm if your SQL Server is using a static TCP/IP protocol or if it is dynamic.
Click here for more information from Microsoft
Providing SQL User Credentials to Aiwyn
The SQL user credentials can be securely remitted by accessing your firm's IT Checklist, a document shared with your firm IT during Implementation Kickoff.