Giving Glide access to your MS SQL server for Digita integration

Where you are looking to integrate your Glide system with your Digita system you shall need to configure your MS SQL Server to allow remote connections and also create a user account through which the Glide system can access your server.

The user credentials you shall create will provide 'read only' access to the Digita Practice Management database. Digita do not provide APIs to allow Glide to safely write data to the database and so the connector is restricted to reading data only. The main implication here is that you need to ensure you create new clients and update client details in your Digita program and allow the connector to pass these to Glide, clients created/updated in Glide will not feed back to Digita.

Step 1 -> To create the user accounts on MS SQL Server 2012 follow these steps:

  1. Open SQL Server Management Studio.
  2. Connect to the Digita Practice Management SQL Server database.
  3. Open the Security folder.
  4. Right-click on the Logins folder and select New Login.
  5. Select SQL Server authentication.
  6. Provide the login name in the text box. You should determine this and advise the Glide team of the chosen username.
  7. Create a strong password for the user (advise Glide support of the password). Please be sure to create a very strong password, being a mixture of letters, numbers and characters of mixed case and avoiding words that are easy to guess.
  8. Untick Enforce password expiration.
  9. 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.

Step 3 -> Ensure your MS SQL Server instance is configured to allow remote access

  1. Open the SQL Server Management Studio (SSMS) and log on to your DB locally. Right click the appropriate server name in the left pane and select Properties
  2. Select the Connections page in the left pane and ensure that the Allow remote connections to this server checkbox is selected. Exit SSMS.
  3. Open the SQL Server Configuration Manager, expand the SQL Server Network Configuration area, select Protocols for [Server name] and ensure that TCP/IP is enabled.
  4. You will need a SQL Server restart for the changed to take effect.

In addition to the above you need to configure your firewall to allow incoming traffic from our integration server access the your SQL Server. Depending upon your setup this will likely need to be configured on both a main external firewall as well as the firewall on the MS SQL Server machine, this is covered in this article.

Once you have configured both the firewall exceptions and created the user account advise Glide support of your external IP address and SQL user credentials, Glide will be able to connect to your Digita database.

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