Overview

This article describes common power management database configurations for Surveyor and suggestions for when to use each.

Information

Using a local database

To start, you need to decide where to host the database. If your overall deployment is relatively compact, you might place it on the same computer as the server. More commonly, though, the database resides on a separate server maintained by a database administrator (DBA).

If the server will host both the database and the Surveyor server, the most straightforward option is to log in as a local administrator and have the Surveyor installer create the database during installation.

However, if you decide to create a user for Surveyor, make sure that the user has the appropriate database permissions.

Using a remote database

You can host the power management database on a separate computer, either on the same domain or across domains. If you use a remote database, you can create and configure the database independently before or after you install Surveyor, or the installer can create the database during installation.

• Creating the database during installation
  
  The DBA grants permissions on the SQL server to allow the user running the Surveyor installation program to create a new database. After installation, the DBA can reduce permissions for that user for ongoing administration.
  
  Required permissions: The user must be a member of the dbcreator role during the installation. After the installation, the minimum permissions required are db_datareader and db_datawriter.
  
  
• Creating the database independently of installation
  
  If a DBA creates the database separately, use either of these options to configure it:
  
  
  • Create it before installation, and the user installing Surveyor points to it during installation. The setup program then creates and configures the database tables for Surveyor.
    
    Required permissions: The user running the installer and service must have db_datareader and db_datawriter permission on the database.
    
    
  • The DBA creates and configures the database before or after the installation so that the installer does not touch the database server. During the installation, database credentials are entered so that the installation program can write the proper settings to the configuration files.
    
    The required SQL script for creating the tables for Surveyor is included in the distribution package.
    
    Important: If you choose to have your DBA pre-create the database prior to installing Surveyor, the DBA will need to run the EnterprisePowerManagementDB.sql against the new database. This script is located in the distribution package in the Surveyor6xx\Surveyor Server\Resources\Database folder. You will see three SQL scripts in this folder, however, only the EnterprisePowerManagementDB.sql needs to be run.

To begin setting up the remote database environment, follow the below guideline:

1. Enable SQL remote connections.
2. Configure the database and permissions according to which process you want to follow:
   
   
   • Set database permissions for the Surveyor installation if you want the installer to configure the database tables.
   • Create and configure the Surveyor database manually if your organization has specific database processes and you do not want the Surveyor installer to access the database server.
     
     
3. Set database permissions for the Surveyor 6x installation