How to give the connector access to SQL Server (Digita)

Where you are looking to setup the connection between your Glide system and your Digita system you shall need to do the following on the SQL Server that hosts Digita.

This tutorial assumes that you will host the connector on the SQL Server machine. If you decide to host the connector on a different machine then further configuration may be necessary.

Step 1 -> To create the user accounts on SQL Server follow these steps:

  1. Open SQL Server Management Studio.
  2. Connect to the Digita Practice Management SQL Server database instance.
  3. Open the Security folder.
  4. Right-click on the Logins folder and select New Login.
  5. Select SQL Server authentication.
  6. Enter a login name and password. You will later need to enter these into the connector's configuration file.
  7. Untick Enforce password expiration (this would periodically break the integration).
  8. Click OK to create the account.

Step 2 -> Once you have created the user account you need to assign permissions following these steps:

  1. Open SQL Server Management Studio.
  2. Open the Security folder.
  3. Drill into the new user created for Glide.
  4. Select the User mapping page.
  5. Tick the PracticeManagement database.
  6. Under database role membership tick db_datareader.
  7. Click OK to save the changes.

Once you have completed these steps return to continue the connector setup process.

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