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ChangeBASE 6.2.2 - Prerequisites and Getting Started Guide

Best Practice Setup using Active Directory

The following procedure is recommended if your site uses a client/server environment and is able to take advantage of the Active Directory (AD) service included in most Windows Server Operating Systems.

To set up using Active Directory

  1. Assuming that SQL Server has already been installed centrally, create an AD group related to ChangeBASE.
  2. Create a user account (for example SVC_ChangeBASE) that will be used to connect to the ChangeBASE service, and ensure that the password is set to never expire.

Note: This account will be prompted for when you select the ChangeBASE service during installation.

You will associate the account with the SQL Server dbcreator and sysadmin roles via the Login Properties of the AD group at the step starting Set up SQL Security as follows:

  1. Ensure that this SVC_ChangeBASE account has the Log on as a Service Right so that it can access the ChangeBASE service.
    1. To add the Log On as a Service Right to the account if it is on your local computer:
      1. Select Control Panel > Administrative Tools > Local Security Policy.
      2. In the console tree, double-click Local Policies, and then click User Rights Assignment.

      3. In the details pane, double-click Log On as a Service.

      4. Click Add User or Group, and then add the account to the list of accounts that possess the Log On as a Service Right.

    1. To add the Log On as a Service Right to the account if it is not on your local computer:
      1. Select Start > Run, type mmc, and then click OK.
      2. Select File > Add/Remove Snap-in.

      3. In Add/Remove Snap-in, click Add, and then, in Add Standalone Snap-in, double-click Group Policy Object Editor.

      4. In Group Policy Object, click Browse, move to the GPO (Group Policy Object) that you want to modify, click OK, and then click Finish.

      5. Click Close, and then click OK.
      6. In the console tree, click User Rights Assignment.
      7. In the details pane, double-click Log On as a Service.
      8. If the security setting has not yet been defined, select the Define these policy settings check box.
      9. Click Add User or Group, and then add the account to the list of accounts that possess the Log on as a Service Right.
  1. Add this service account to the ChangeBASE AD group.
  2. Add the machine account of the server hosting IIS (Internet Information Services) to the ChangeBASE AD group. This server will be used for ChangeBASE Web reporting.
  3. Set up a central reports directory that can be accessed by the IIS server, for example My Reports.

  1. To set up the virtual reports directory on the server hosting IIS:
    1. Open IIS.
    2. Right-click on Sites and then Add Web Site.
    1. Give your Site a name and set the Physical Path to the virtual directory that you created above. Leave all other settings as default.

    Note: If you receive a warning about port binding you should increment the Port until the warning ceases.

    1. Right-click on your Website and select Properties.
    2. Share the virtual directory to allow ChangeBASE to export your reports. To do this, go to Sharing and click Share.

    Note: If you have specific report authors, then you can explicitly share with them, but, as a minimum, you will need to add the account that will be used to connect to the ChangeBASE service. If this account is already in a ChangeBASE Active Directory group, simply add this group in place of Everyone in the above example.

    1. Click on your Website, followed by Directory Browsing.
    1. Click on Enable.

Note: The final step will be to link the Physical Path (D:\My Reports) to ChangeBASE. This will be done at the end of this Best Practice Setup, as the last part of the product setup.

  1. Open SQL Server Management Studio and connect to the SQL Server instance.

TIP: If you want to know the name of the SQL Server instance, open the Services window and select SQL Server. The instance name is given in brackets.

  1. Set up SQL Security as follows:
    1. Browse to Security > Logins.
    2. Right-click Logins and select New Login.
    3. Use Search to find the ChangeBASE group you created.
    4. Once you have located the group, click OK.
    5. Select Server Roles.
    6. Check dbcreator and sysadmin.
    7. Click OK.

  1. Install ChangeBASE on the central server that is to run the ChangeBASE service. Install both the service and client features.
  2. Apply permissions to C:\ProgramData\ChangeBASE, as follows:
    1. Open Windows Explorer.
    2. Type C:\ProgramData\ChangeBASE into the address bar and press Return.
    3. Select the Security Properties and click Edit.
    4. Click Add and add the ChangeBASE group.
    5. Check Allow next to Modify to give the group Modify permissions on the folder.
    1. Click OK.
  3. Set up shares and permissions to each of the Package Sources that you are going to set up in ChangeBASE, as follows:
    1. Locate the Package Source.
    2. Right-click on it and select Properties.
    3. Move to the Sharing tab and select Advanced Sharing.
    4. Check Share this folder.
    5. Click Permissions.
    6. Add the ChangeBASE group to the share permissions.
    7. Check Allow next to Change.
    8. Click OK to return to the Sharing tab.
    9. Note the Network path.
    10. Select the Security tab and click Edit.
    11. Click Add and add the ChangeBASE group.
    12. Check Allow next to Modify to give the group modify permissions on the folder.
    13. Click OK. This may take some time to apply.
    14. Repeat the process for the next package source or select to run ChangeBASE.
  4. Proceed from Starting ChangeBASE. When it comes to the Package Source Type, select File System, and when it comes to the Package Source, enter the first of the Package Source network paths that you noted above. You will be able to enter any other paths once ChangeBASE is running.
  5. Go to Reporting Settings and specify the Physical Path to the virtual reports directory (D:\My Reports in the earlier example).
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