Creating and managing security databases

To create a Security database, you need the 'Create security database' permission

Security databases must only be created and registered from the System Management module. Do not attempt to create a Security database outside of MACRO (from within SQL Server) as invalid references are likely to be created, leading to data corruption.

Each installation of MACRO can only have one Security database, which contains all user details, passwords and roles, along with a list of associated Data databases.

Creating a new Security database

Select Database > Security Database... The Security Database window is displayed.
Click Create.
Select SQL Server.
If you are using remote data entry, choose to create either a server or site database. More info

Select a Server database if you are setting up a central Security database. Select a Site database if you are setting up a Security database at a remote site. You will also need to enter the site name.

For more information on setting up remote data entry, please contact Customer Support.
Enter the user and database details. If creating a SQL Server database, you must ensure that the Server and Database fields are filled in, otherwise the new MACRO tables will be created in the default SQL Server Master table.
To test whether the connection works, click Test.
If the connection is successful, click OK to create all the tables in the new Security database.
If you want to use this new Security database for your MACRO installation, follow the steps below.

To set the Security database for the next session

To set the Security database for the next session, you need the 'Set security database' permission

Select Database > Security Database... The Security Database window is displayed.
Click Next Session.
Follow steps 3 - 6 above, specifying a valid Security database that has already been created.
Click OK to make this your current Security database.
Log out of System Management. When you log back in to any module, you will be connected to the Security database you just specified.