Created by James Hurrell on Apr 16, 2021

MS SQL Server database server editor

Note

  • Note that MS SQL Server database servers support Analysis or Dashboard Services for use with the CAST Management Studio.

  • Measurement Services are not supported on host Microsoft SQL Servers.

  • During the process of connecting to the Management Service when launching the CAST Management Studio, the "server" listed in the Connection Profile automatically created by CAST Server Manager for the Management Service, will be added by default to the Services view. The same login credentials will be used. Please see CAST Management Studio - Rights for more information about how server access rights and permissions are handled in the CAST Management Studio

The MS SQL Server database server editor contains various tabs and sections. Each is explained below.

Name Displays the name of your database server:
  • In the case of newly created database servers, this will be displayed as My <database_type> Server and all other fields will be empty
  • Database servers that have been automatically defined during the installation process using CAST Server Manager - see the CAST Installation Guide for more information - will be displayed with an auto-generated name (that can be modified).

You can edit the field by selecting it and then modifying or replacing as appropriate. Please see Naming constraints for more information.

Note that this name does not need to correspond to the host name of your server. However, for ease of recognition, CAST recommends using a naming convention which can be easily understood.
Connection tab
Host Displays the host name of your database server. You can also enter an IP address if required.

You can edit the field by selecting it and then modifying or replacing as appropriate.
Access Displays the database server access mode type (Port or Instance)

You can edit the field by selecting a more appropriate access mode.
Port Displays the port number for accessing your database. This field will only be displayed if you selected Port from the above Access option.

You can edit the field by selecting it and then modifying or replacing as appropriate.

Default RDBMS port settings are as follows:

  • Microsoft SQL-Server > 1433
Instance Displays the instance name for accessing your database server. This field will only be displayed if you selected Instance from the above Access Mode option.

You can edit the field by selecting it and then modifying or replacing as appropriate.
Version Displays the SQL Server version you are connected to.

You can edit the field by selecting a more appropriate version from the drop down list.
Trusted If selected, this flags the connection as trusted - there is then no need to enter a user or password (these fields will be disabled).
User Displays the user login that has sufficient privileges to access the required CAST and/or other databases on the selected database server.

You can edit the field by selecting it and then modifying or replacing as appropriate.

Please see CAST Management Studio - Rights for more information about how server access rights and permissions are handled in the CAST Management Studio.
Password Displays the password (in encrypted format) that corresponds to your User login.

You can edit the field by selecting it and then modifying or replacing as appropriate.
Test Connection See Test connection for more information.
Services tab

This section displays all Services currently available on the target database server (these are non-editable fields):

Type Indicates whether the service is a Dashboard or Analysis Service.
Name This field displays the corresponding server database/schema name for the service.
Version Displays the version of your service as installed in CAST Server Manager.
Corporate Name Displays the name of the "Corporate" item, as defined in the Dashboard Service editor.
Assessment Model Displays the name of the Assessment Model assigned to the selected service, as defined in the Dashboard Service editor.
Background Facts file

Displays the name of the Background Facts file assigned to the selected service, as defined in the Dashboard Service editor. For more information about this, please see: Configuring the Background Facts upload file.
Active for the current Management Service No information will be displayed here - Measurement Services cannot be installed on host Microsoft SQL Servers.
Discover See Discover for more information.

Notes

  • Double clicking an item in the list will open the corresponding editor
  • Right clicking an item in the list and then selecting Edit will open the corresponding editor
  • Selecting an item in the list and then clicking the button will open the corresponding editor
Notes tab

The Notes tab is simply an area that you can use to make notes or remarks about the selected item.

Editor buttons

The following buttons are available in the view:

Minimize > Minimize the entire window
Maximize > Maximize the entire window

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