Work with servers
System administrators use the Servers page to manage the following servers:
Database servers: Host the SQL Server database for cases.
Analysis servers: The SQL Server analysis servers used for data analysis. Adding an analysis server is optional, but required if you use analysis features, such as mines and cubes.
Before creating a case, the system administrator must configure at least one database server. You can also add one or more analysis servers.
View existing servers
To view existing servers:
On the Portal Home page, under Portal Management, click Cases and Servers.
In the navigation pane, click Servers. The icon to next to the server name indicates the status of the server. Hover over the icon to view information about the status.
Important: When upgrading the application, the database server might be invalid if it is missing the SQL Server System Administrator credentials. The credentials must be entered before adding, editing, or cloning a case. Once entered, the database server becomes valid and no longer editable.
Add a server
When adding a server, the application requires that a system administrator enter all configuration information so that portal administrators can select the name of the server when creating a case.
Only one server of each type can be a default server. The first server added of a particular type becomes the default. You can change the default server if needed.
To add a server:
On the Portal Home page, under Portal Management, click Cases and Servers.
In the navigation pane, click Servers.
Click Add.
In the Type list, select the server type.
Type a Name for the server. The server name can only be used once for each type of server. Different types of servers can use the same name.
Note: Do not start a server name with a number.
The following table describes the fields in the Add server dialog box. An asterisk indicates a mandatory field.
|
Server |
Options |
|
Database |
SQL Server name (location): IP address or the alias for the server. SQL port: The default port number is 1433, and is used if the field is empty. SQL Server System Administrator user name and Password: Type the system administrator credentials here and you no longer need to re-enter them when creating the case. SQL Server database user name and Password: The credentials used for the web user account, and which provide users access to the case database. Show Password: Select to display the password instead of asterisks in this dialog box only. Set as default server: Select to make this the default database server. |
|
Analysis |
Server name (location): The IP address or the alias for the server. Analytics System Administrator user name and Password: User credentials to connect to the analysis server. The user name is in the format (domain\username). Show Password: Select to display the password instead of asterisks in this dialog box only. Set as default server: Select to make this the default analysis server. |
Click Save.
A message appears indicating whether the server was successfully added.
Edit a server
Only a system administrator can edit a server.
To edit a server:
On the Portal Home page, under Portal Management, click Cases and Servers.
In the navigation pane, click Servers.
Click the name of the server to edit.
On the Properties page for the server, you can change the server Name and the Default status. You can make this server the default server if it is not already the default. The existing default sever will no longer be the default.
Note: On the Properties page for an analysis server, you can click the Test button to ensure that the application can connect to the server and other required components.
To save the changes, click Save. To revert to the last saved server properties, click Reset.
Delete a server
Only a system administrator can delete a server.
To delete a server:
On the Portal Home page, under Portal Management, click Cases and Servers.
In the navigation pane, click Servers.
Select the check box next to the server to delete.
Click Delete, and then click OK in the confirmation message.
Note: You cannot delete the default server or a server that is linked to a case.