Configuring Microsoft SQL Server

Database server

The following steps need to be completed by your SQL Server database administrator:

• Grant the appropriate users or roles rights to access the database.

• Grant the appropriate users or roles SELECT rights to the tables they are permitted to access.

AX Server or AX Engine Node

Create and ODBC System DSN connection to the SQL Server database using either SQL Server authentication or Windows Authentication.

ACL Analytics

• Ensure that a server profile is configured with the correct information to connect to AX Server. A server profile called “Analytics Exchange” (or “AuditExchange” for version 4.0.0) which has the setting configured to connect to the AX Server, is automatically created when AX Client is installed. If AX Client is not installed on the computer, you must create the server profile manually.

• Set up a new database profile using the following:

  • Server Profile – The server profile used to connect to AX Server. By default, the server profile for accessing AX Server is “Analytics Exchange” (or “AuditExchange” for version 4.0.0).

  • Type – Select SQLServer.

  • User ID – Specify the user account to use to connect to the SQL Server database. If SQL Server authentication is being used, you need to enter a valid SQL Server username that has rights to access the database. If Windows Authentication is being used to connect to the database, the value entered in this field is not used, but it cannot be blank.

  • Password – Specify the password to use to connect to the SQL Server database. If SQL Server authentication is being used, you need to enter a valid SQL Server password. If Windows Authentication is being used to connect to the database, the value entered in this field is not used, but it cannot be blank.

  • Service Name – The name of the ODBC data source name (DSN) on AX Server.