How to Connect to a Remote SQL Server While Installing SourceAnywhere Server with Windows Authentication mode

Most of our customers prefer to run SQL Server and SourceAnywhere Server on different machines, due to security purposes, performance aspects, etc. But when doing this, there may be some issues, like SourceAnywhere Server is unable to detect database name, or failed to start service after installation. In this article, we will go through the key points of installing SourceAnywhere Server and SQL Server on different machines, and make sure our product works for you. Please note that Windows authentication (see step #IV) is used in this example.

    Definitions:

  • SourceAnywhere Server machine: The host machine that has SourceAnywhere Server installed
  • SQL Server machine: Server machine that has SQL Server installed

Please click the image below to view the full workflow chart of SourceAnywhere Server installation.



Here are the steps to install SourceAnywhere Server and connect to a remote SQL Server with Windows Authentication mode.

  1. Create a New Windows User on the SQL Server Machine

    On the SQL Server machine, please create a regular Windows user. This user should have the same username and password
    as the Administrator on the SourceAnywhere Server machine, who will be installing SourceAnywhere Server.

    NOTE: On the SourceAnywhere Server machine, you will need the Administrator to do the installation. On the SQL Server machine, you
    need this regular user (who has the same credentials) to communicate with SQL Server.

  2. Set-up User Rights and Roles in SQL

    On the SQL Server machine, add the Windows user into sysadmin in SQL Server -> Server Roles. Like this:



    NOTE: This user needs sysadmin right to create the database for SourceAnywhere. You can remove the user
    from the sysadmin list in step #VII as long as the installation is done.

  3. Run the SourceAnywhere Server Installer

    On the SourceAnywhere Server machine, run the EXE installer as an administrator,
    and select Connect to my own SQL Server at the Database Settings step .

  4. Select or Add Your SQL Server Machine

    If you are using the Standard Edition of SQL Server, please enter the server name only. If you are using the Express Edition, please enter
    {server name}\SQLEXPRESS.

    Then, make sure Use Windows authentication is selected.

  5. Create a Password for the Built-in Admin User

    There is a built-in user Admin in SourceAnyhwere. You will need this user to
    create other regular users, admin users and groups.

  6. Set-up Log On User

    On the SourceAnywhere Server machine, add the Administrator into Log On User of SourceAnywhere Server after the installation.

    This setting is in Control Panel -> Admin Tools -> Services -> Dynamsoft {Product} -> Properties -> Log On Tab, as seen in the following figure:

  7. [Optional] Change User Role in SQL Server

    On the SQL Server machine, open SQL Server and change the Windows user role from sysadmin to public.
    Then, make sure this user is the db_owner of the new database SourceAnywhere.

Once these steps have been competed, SourceAnywhere Server should be running successfully.




If you need any extra assistance or have any problems, please feel free to contact us.