SQL Server Troubleshooting (also covers Citrix)

While SQL Server is a very secure platform, it requires additional steps to properly configure security.

Below are common steps to help check an installation (or re-installation) of a workstation.

Troubleshooting

At an IT computer with SQL Server Management Studio

1. Enter into SQL Server Management Studio and select Security (at the server level - same level as 'Databases').

   Select 'Logins'.

   
   

   Confirm the user's login information

   Confirm that the user's default database is set to 'Master'.

   
   
   

   Then,

   --Select the User Mapping's page

   --Check the databases they need access to. Note: Always grant access to the 'Sample' database.

   --Make sure that the role 'BankRecPosPayUsers' is checked

   
   

   Click OK when finished.

   
   

At the User's Workstation

2. If the new workstation is also a new user, log in as a known valid user.

   A. If using SQL Security login:

   Follow this link to Reset your connection type back from SQL to Desktop

   Re-start the software after migrating back to Desktop and enter into the Sample account

   
   

   From the main menu select the 'Settings' tab > 'Migrate to SQL Express, SQL Server' and enter the known user's SQL ID and password in the Wizard. If it works, there is a permissions error in the setup in SQL Server Management Studio (see the screen shot at the top of this page).

   
   

   B. If using Windows Authentication:

   --Confirm that there is a Login ID in the SQL Server for that user.

   Just because you are using Windows Authentication, it does not mean that all users have logins in the server.

   
   

   --Click the computer's 'Start' button, and 'Log Off' the current Windows Operating system session.

   Then log back in using a known valid user's Microsoft Windows login ID for your network/domain. Once the computer's desktop is available, re-start Treasury Software and attempt to enter an account.

   
   

   If it works, there is a permissions error in the setup in SQL Server Management Studio (see the screen shot at the top of this page).

   
   

   Tip: When re-migrating to SQL make sure that you added an 'instance' if needed.

   
   
   

   Still having issues connecting to the database?

   See advanced topics at:

   Can't connect to the SQL Server? Try opening up the firewall by clicking here.

   Also verify SQL Browser is running and that TCP/IP is enabled by clicking here.