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Coordinate the Client Connection to the Database with CA GovernanceMinder Server

When your implementation includes a CA GovernanceMinder server, configure the Client Tools to coordinate database interactions with the CA GovernanceMinder server. This coordination ensures data synchronization between the client and server interfaces.

Follow these steps:

  1. Verify that the database server and CA GovernanceMinder server are running.
  2. Run the client tools.

    The Enter Server Credentials dialog appears.

  3. Click Cancel. Then click File, General Settings from the main menu.

    The Settings dialog appears.

  4. Click the SQL Connectivity tab.
  5. Select the Request SQL Credentials from a Server option.
  6. Complete the address of the CA GovernanceMinder server URL, and click Apply.

    The Enter Server Credentials dialog appears.

  7. In the SQL Server area, specify the user name and password that is defined for the CA GovernanceMinder database on the database server.
  8. In the Web Server area, specify the user name and password of an administrator account on the CA GovernanceMinder portal.
  9. Click OK.

    A message confirming SQL connectivity appears after a while. Changes that you make to databases using the client tools are synchronized with the CA GovernanceMinder portal.

  10. Close the dialog.

    You have configured the Client Tools to coordinate database interactions with the CA GovernanceMinder server.