AptifySA User creation

To create AptifySA user, follow the steps below:

  1. Log in to Aptify using a user account that has system administrator privileges.
  2. Expand the Users Administration application in the Navigation Bar.
  3. Right-click the Users service and select New Users Record to open the Aptify User Administration wizard.
  4. Step 1: Select the SQL Server Security login method for the new user and click Next.
     
  5. Step 2: Specify username as AptifySA and password as the same given while creating AptifySA in SSMS. 
  6. Click Next to continue.
  7. 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.

  8. Click Next to continue.
  9. Step 4: Select the Module for which this user should be licensed by selecting the check box next to the appropriate License Access type.
  10. Step 5: In the Permit column, select the check box for each of the databases to which you want grant access to the user.
  11. 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.
  12. Confirm that the Active User option is selected and click Next to continue.
  13. Step 6: No entry required for AptifySA user at the screen "Select User Account Details", click Next to continue.
  14. 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.
  15. Select the Culture for the user from the drop-down list. This list includes all existing Cultures, as well as a <DEFAULT> option.
  16. Click Next to continue.
  17. Step 8: In the Include column, select the check box for each Group to which you want to add the new user. 
  18. If you selected one or more Groups, specify one of the groups as the Primary Group in the field provided. Click Next to continue.

  19. Step 9: Create Entity Relations records as necessary. Follow these steps to create a new User Entity Relations record:
    1. Select the New icon to open a new record. 
    2. 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.
    3. Specify the related record in the Entity Record ID field. For example, this would be a specific Employees record.
    4. Enter a Description for the relationship, if desired.
    5. Click OK to save the new record.
    6. 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.

  20. 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.
  21. 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.
  22. In the Object Explorer, expand the Security folder to view a list of available options and open APTIFYSA user.
  23. On the Server Roles Page, select public and sysadmin server roles.
  24. On the User Mapping Page, under Users mapped to the login section, select APTIFY.
  25. 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.