Install a New or Identify an Existing Database

SmartBatch stores configuration information about your objects (Operations, Steps, Jobs, dependencies, etc.) in a database.  By default, the database is a Microsoft Access database file.  An existing SQL Server can also be used.

Using a SQL Server

You can use any of the supported SQL Server edition products to host the SmartBatch database.  To do so requires installing one of these editions or you can use an existing instance of SQL Server already in your environment.  The general steps in using a database server are:

Install the SQL Server (2005, 2008 or higher -- any edition including the free Express edition)
 Create a database (typically called SmartBatch) or use the dialog below to create the database
 Use the Database Manger to setup the connection to the database instance
 Start the SmartBatch Executive Server Service (if it is already running stop and restart it).

Configure the Connection String

The following picture shows the Configure Database Server Connection window. You can click on "hot spot" areas in the picture below to get detailed information about buttons, controls and fields.

Database Type

Select one of the supported database types.

SQL Instance Name

The value for the SQL Server instance (e.g., mycomputer\SQLExpress or .\SQLExpress).

Database Name

Provide the value for the connection of the database name the Executive Server or Remote Agent will use to connect to the SmartBatch database (e.g., SmartBatch).

Use Integrated Security

Check this box if the Connection string indicates that you are using integrated (trusted) security. You must provide a connect string in the Connect with field that has the correct value to use for integrated security. An example for SQL Server is:

Data Source=<instanceName>;Catalog=SmartBatch;Integrated Security=SSPI;

User ID

Database Server User ID

Enter the user id that has access to the database server such as "sa".

Password

Database Password

Provide the password for the database server used to host the SmartBatch configuration.

Test Connection Button

Test Connection

Uses the connection information provided to connect to the Database Type selected. If the connection is successfully established, a message box will be displayed indicating success. Otherwise, an error message will be displayed.

Save Setting Button

Save Settings

Save the information entered.

Actions

Install SQL Server Express

Select this option to install a SQL Server Express instance. A database (SQL Server Express or other SQL Server edition) can be used in conjunction with SmartBatch. By selecting this option, the SQL Server Express installer will start and do the necessary configuration on your computer to provide an instance to use with SmartBatch. You must wait for the installer to complete before proceeding. Once the installer has completed, the database and database objects will be created if Create Database and Create database objects options are selected. These options are selected by default. The database and database objects must be created before the database instance can be used with SmartBatch.

Note: SmartBatch Free and Lite Editions do not support SQL Server Express. The Microsoft Access database file is the only database supported for the Free and Lite Edition.

Create Database

Select this option to have the database created. The default name is SmartBatch. This is taken from the Name field as part of the instance name.

Create database objects

Check this option to create the database objects (e.g., tables).

Register Database

Registering the database saves the connection information to a configuration file and also updates the database schema to include any changes that might have occurred. The connection settings are stored in the esservice.xml file in the bin directory where SmartBatch is installed. The information is used by the Executive Server to determine how it connects to the database.

Using Integrated/Trusted Security

Select the Integrated security option in the dialog shown above to setup integrated security.