Managing Databases
- Administrator
- Scott Pearce
The Database Wizard allows for the creation, upgrading, and export of Jiwa databases.
From the main Login Dialog, click on the "Databases..." button to start the Database Wizard.
Creating a Demonstration Database
After launching the Database Wizard by clicking on the "Databases..." button on the Jiwa login screen, click the "Next>" button on the "Welcome" screen to move on to the "Select a Task" screen.
To create a new Jiwa demonstration database, select the "Create a new Jiwa demonstration database" radio button, and click the "Next>" button.
On the "Logon to a Server" screen, the server that will house the new Jiwa database must be selected. The server may be a Microsoft SQL Server, or a Microsoft LocalDB instance. Jiwa installs a Microsoft LocalDB instance if one does not already exist on the local machine.
If the "Connection to a SQL Server" option is selected, then the server name, SQL Login, and SQL Password must be entered before clicking "Next>". The SQL Login used must have permissions to create a database on the chosen SQL Server - normally the sa SQL Login would be used here.
If the "Connect to LocalDB" option is selected, then no further authentication is required - click "Next>" to move to the "Enter Demonstration Database Details" screen.
The "Enter Demonstration Database Details" screen is where a number details are entered relating to the new demonstration database we wish to create. First and foremost, the new demonstration database must be given a name - this name must be unique on the server upon which it is to be created. Upon clicking "Next>", Jiwa will check that the database name is not already in use on the chosen server, and will give an error message if a database of that name already exists. A unique database name must be provided before continuing.
By clicking the "Please automatically add the database to my connection list" checkbox, a connection entry will by automatically created for you after successful creation of the new demonstration database. This connection name must be unique, and an error will be shown upon clicking "Next>" if this is not the case.
Click on the "plus" sign next to "Advanced" to reveal some advanced options for demonstration database creation. Ticking the "Reset all staff SQL logins and password" check box allows the SQL Login, SQL Password, Reports SQL Login, and Reports SQL Password values to be entered, overriding the defaults (which are JiwaUser, jiwaapplication123, JiwaReports, jiwaapplication123) - this only needs to be done if you have changed the JiwaUser and JiwaReports SQL login passwords from the default.
Clicking on the "Next>" button takes us to the "Summary" screen.
Expand the nodes to reveal the details of the operation about to be performed. If satisfied that all information supplied is correct, click on the "Finish" button to begin the creation of the new demonstration database.
A "Stop" button is available to cancel the operation - note that the current action may have to complete before the overall operation can be aborted.
When the operation is complete this screen will indicate whether the operation succeeded or failed - if a failure occurs and error message will be included. The "Report" button can be used to save a record of the operation in the form of a PDF file. The contents of the PDF file will include the status of each action, and any accompanying messages.
Click "Close" to return to the main Jiwa login dialog screen.
Creating a New Database
After launching the Database Wizard by clicking on the "Databases..." button on the Jiwa login screen, click the "Next>" button on the "Welcome" screen to move on to the "Select a Task" screen.
To create a new empty Jiwa database, select the "Create a new Jiwa database" radio button, and click "Next>".
On the "Logon to a Server" screen, the server that will house the new Jiwa database must be selected. The server may be a Microsoft SQL Server, or a Microsoft LocalDB instance. Jiwa installs a Microsoft LocalDB instance if one does not already exist on the local machine.
If the "Connection to a SQL Server" option is selected, then the server name, SQL Login, and SQL Password must be entered before clicking "Next>". The SQL Login used must have permissions to create a database on the chosen SQL Server - normally the sa SQL Login would be used here.
If the "Connect to LocalDB" option is selected, then no further authentication is required - click "Next>" to move to the "Enter New Database Details" screen.
The "Enter New Database Details" screen is where a number details are entered relating to the new database we wish to create. First and foremost, the new database must be given a name - this name must be unique on the server upon which it is to be created. Upon clicking "Next>", Jiwa will check that the database name is not already in use on the chosen server, and will give an error message if a database of that name already exists. A unique database name must be provided before continuing.
By clicking the "Please automatically add the database to my connection list" checkbox, a connection entry will by automatically created for you after successful creation of the new database. This connection name must be unique, and an error will be shown upon clicking "Next>" if this is not the case.
The "Data File" is a SQL Server BacPac file from which the new database will be constructed. This file is supplied by Jiwa and is a model empty database. In advanced scenarios a different BacPac file could be chosen by using the "Browse..." button. BacPac files can be obtained by exporting a Jiwa database.
A password for the 'Admin' user must be defined at this point. Please choose a password that meets your organization's password policy requirements!
Click on the "plus" sign next to "Advanced" to reveal some advanced options for database creation. Ticking the "Reset all staff SQL logins and password" check box allows the SQL Login, SQL Password, Reports SQL Login, and Reports SQL Password values to be entered, overriding the defaults (which are JiwaUser, jiwaapplication123, JiwaReports, jiwaapplication123) - this only needs to be done if you have changed the JiwaUser and JiwaReports SQL login passwords from the default.
Clicking on the "Next>" button takes us to the "Enter Company Information" screen.
On this screen, some information pertinent to the company for which the Jiwa database is being created for should be entered:
Company Name - This should be the name of your organization. Licences obtained from Jiwa Financials for use in your Jiwa database must match this name.
Local Currency - A currency must be selected as the "home" or "local" currency.
Financial Year Start - Define the start date of your current fiscal year. This defaults to the most recently past 1st of July, which is the standard financial year start in Australia.
Click "Next>" to go to the "Summary" screen.
Expand the nodes to reveal the details of the operation about to be performed. If satisfied that all information supplied is correct, click on the "Finish" button to begin the creation of the new database. The information provided such as admin user password, company name, local currency, and financial year start date will all be pre-configured in your new database by the database wizard.
A "Stop" button is available to cancel the operation - note that the current action may have to complete before the overall operation can be aborted.
When the operation is complete this screen will indicate whether the operation succeeded or failed - if a failure occurs and error message will be included. The "Report" button can be used to save a record of the operation in the form of a PDF file. The contents of the PDF file will include the status of each action, and any accompanying messages. NOTE: SQL Server 2017 is not supported and will give a failure at the "Restore database from BACPAC file." step. Please use SQL Server 2016 or earlier.
Click "Close" to return to the main Jiwa login dialog screen. To login to the new Jiwa database, choose it's connection entry, use Admin as the username, and enter the password you provided to the database wizard earlier. If you didn't have the database wizard create a connection entry for you automatically, you can create one manually using the connection wizard.