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Creating a Data Store

The Data Store Creation Wizard allows you to create an xBase or SQL Data Store.

Before creating a Data Store, ensure that each person who will be attached to the Data Store has read, write, and delete permissions for the directory and server.


Welcome to the Data Store Creation Wizard

From the welcome page, select the type of Data Store you want to create.

  • xBase stores are recommended for smaller offices whose users will be connecting to the Data Store over a reliable fixed wire network.
  • SQL stores are recommended for large offices (more than 50 users) or for any office that has an existing Microsoft SQL Server.

Proceed to creating an xBase StoreProceed to creating a SQL Data Store

Choose Folder (xBase)

Choose Folder

In the Folder field, type or click Browse to specify a location where you want the store to be created. Either a drive mapped location (i.e., m:\CompanyData) or a UNC (i.e., \\sharedserver\store) may be used. It is important that all users who need to attach to the store have full rights (read/write/delete) to the network location.

  • If a store already exists at the specified location or if the directory you specified cannot be created, an error message will appear.
  • Record the location of the newly created store. This location will be required later for other computers connecting to this Data Store.

Go back to previous stepProceed to next step

SQL Server Data (SQL)

SQL Server Data

Enter the following to connect to a SQL Server.

Click on an area in the screen shot below to view its description

Select the SQL product being used to create the tables. The choices are:

  • Microsoft SQL Server 2000
  • Microsoft SQL Server 2005
  • Microsoft SQL Server 2005 Express
  • Microsoft SQL Server 2008
  • Microsoft SQL Server 2008 Express
  • Microsoft SQL Server 2012
  • Microsoft SQL Server 2012 Express
  • Microsoft SQL Server 2014
  • Microsoft SQL Server 2014 Express

Select or enter a server name. The drop-down list contains all available servers on the company network. Select the one on which the SQL databases to be used are located.

Data Store will try to connect to the default SQL Server instance running on the server. If there are multiple SQL Server instances running on the same server and you want to connect to the non-default instance you must quality the server name with either:

  • An instance name separated from the server name by a backslash.

    Example: "GARY1\SQL2014"

    Where SQL2014 is the name of the non-default SQL Server instance running on server GARY1.

  • A port number separated from the server name by a comma.

    Example: "GARY1, 49795"

    Where 49795 is the port number used by the SQL Server instance running on server GARY1.

Note: To use IP addresses or port numbers, TCP/IP protocol must be enabled for the specified SQL Server.

Enter a unique database name. This database name should indicate that this is a Working Papers database if possible and should follow your organization’s standards for database names.

Note: If you are using a SQL database, you must ensure that the Auto Close property for the database is set to False. See Turning off Auto Close in the SQL Server for more information.

Enter the information that you will use to log on to the server.

Select one of the following options:

  • Use Network SQL Server Authentication
  • Use Windows Authentication
  • If Windows Authentication is selected, the sup login may not be recognized as administrator. You will need to add a login in SQL Server Management Studio.
  • Users who will be performing administration on the SQL store with the Data Store Administration Tool must have db_owner rights. All other users must be granted db_datareader and db_datawriter rights.

Go back to previous stepProceed to next step

Server Location (SQL)

Server Location

Click an option to specify the location where the database files will be stored.

Go back to previous stepProceed to first step

Data Store Creation Options

Data Store Creation Options

Select the type of Data Store you want to create.

To create a new and empty Data Store, select Create a blank Data Store.

To import data from an existing Data Store, select Import from existing Data Store. If you select the Import Users and Groups option, you must also provide the import location, the administrator user name, and password.

Note: You can also import users from the EM database (Employee database) where all of your employee information can be safely stored.

Select Import Users and Groups if applicable. See more...

Provide the import location. Click Browse to navigate to a location.

Provide the Administrator User Name and Password.

Note: If you choose not to import Global Groups, references to those groups will be removed from the client files when opened. It is strongly recommended that you import Global Groups if they had previously been set up.

Go back to previous stepProceed to first step

Choose Database ID

Choose Database ID

Type a Database ID. A Database ID is mandatory.

Note: Record the Database ID. The same Database ID will be needed if the Data Store needs to be re-created for any reason.

Go back to previous stepProceed to next step

Choose Security ID

Choose Security ID

The Choose Security ID screen opens. Creating a Security ID is optional.

Note: If specified, record the Security ID. The same Security ID will be needed if the Data Store needs to be re-created for any reason.

Go back to previous step Proceed to next step

Choose Connection File

Choose Connection File

The Choose Connection File screen opens. Type in the location or click Browse and navigate to a location to save the connection (.cwc) file.

For more information on connection files, please refer to Creating Connection Files.

Go back to previous stepProceed to next step


Data Store Creation Wizard Complete

The completion page displays all of the information regarding the newly created SQL or xBase Data Store. Connection file, Database ID, and Security ID will be displayed.

  • If you created an xBase Data Store, a .cws file will be created in the location you specified, .cws files point to the location of the Data Store.
  • If you created a SQL Data Store, a .cwc file will be created in the location you specified, .cwc files are connection files used to connect/disconnect other users to your Data Store.

Go back to previous stepProceed to first step

  • Users can use the connection files created by administrators to connect or disconnect from Data Stores by double-clicking the connection or disconnection file.
  • Ensure your SQL Server is configured to accept remote connections before connecting to a Data Store or else users may experience difficulty connecting to the store. To enable remote connections you need to run the SQL Server Configuration Manager tool (bundled with the SQL Server installation package) and in the section of SQL Server Network Configuration | Protocols for 'Your SQL Instance Name', make sure TCP/IP is enabled.


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