AptifySA User creation
To create AptifySA user, follow the steps below:
- Log in to Aptify using a user account that has system administrator privileges.
- Expand the Users Administration application in the Navigation Bar.
- Right-click the Users service and select New Users Record to open the Aptify User Administration wizard.
- Step 1: Select the SQL Server Security login method for the new user and click Next.
- Step 2: Specify username as AptifySA and password as the same given while creating AptifySA in SSMS.
- Click Next to continue.
- Step 3: Select the Client Access License for the user by selecting the check box next to the appropriate License Access type. See Licensing Aptify Products for more information.
- Click Next to continue.
- Step 4: Select the Module for which this user should be licensed by selecting the check box next to the appropriate License Access type.
- Step 5: In the Permit column, select the check box for each of the databases to which you want grant access to the user.
- Select the System Administrator option for accounts that require administrative access to the databases and the SQL server. When this check box is selected, Aptify automatically assigns the user a DB Owner role on the SQL server. If you want a system administrator account to able to create new users, select the Can Create Users option.
- Confirm that the Active User option is selected and click Next to continue.
- Step 6: No entry required for AptifySA user at the screen "Select User Account Details", click Next to continue.
- Step 7: Select the Object Repository Context for the user from the drop-down list. This list includes all existing Object Contexts, as well as a <DEFAULT> option.
- Select the Culture for the user from the drop-down list. This list includes all existing Cultures, as well as a <DEFAULT> option.
- Click Next to continue.
- Step 8: In the Include column, select the check box for each Group to which you want to add the new user.
- If you selected one or more Groups, specify one of the groups as the Primary Group in the field provided. Click Next to continue.
- Step 9: Create Entity Relations records as necessary. Follow these steps to create a new User Entity Relations record:
- Select the New icon to open a new record.
- Specify the entity for the related record in the EntityID field. For example, to link to an employee's record, you would specify the Employees entity in this field.
- Specify the related record in the Entity Record ID field. For example, this would be a specific Employees record.
- Enter a Description for the relationship, if desired.
- Click OK to save the new record.
- Repeat these steps to add relations to other records, as necessary. You can click OK and New to save the record and open a new record in one step.
- Click Finish to complete the creation of the user login. AptifySA user is assigned an available License Key automatically based on the license selections made in Steps 3 and 4 of the wizards. See Licensing Aptify Products for more information.
- Give required permissions to AptifySA user using Microsoft SQL Server Management Studio, launch SQL Server Management Studio (SSMS) and connect to the Aptify server as sa user.
- In the Object Explorer, expand the Security folder to view a list of available options and open APTIFYSA user.
- On the Server Roles Page, select public and sysadmin server roles.
- On the User Mapping Page, under Users mapped to the login section, select APTIFY.
- Under Database role membership for Aptify, select db_owner and public database roles and click OK.
Unlike sa user, adding/updating the server roles like sysadmin, public and database role membership like db_owner, public for AptifySA user is not allowed through the Aptify User Creation Wizard.