Using the Configuration Application

The Configuration Application allows the System Administrators to easily configure the RMS and Perception database connection strings for RMS. With the Configuration Application you can:

  1. Configure the database created during installation to be set as the RMS repository

  2. Configure which source repository in the Perception database will be set as the current source repository

  3. Add, remove, or edit connection strings for the RMS installation

  4. Add, remove, or edit connection strings for different Perception source repositories

  5. Test any connection string for validity and connectivity

This chapter describes how to use the Configuration Application to setup the appropriate connection strings for the RMS. A connection string is a set of parameters used by the application to find the appropriate repositories and database servers. For security purposes the connection strings are encrypted to ensure that the database user names and passwords remain secure.

This chapter covers:

Launching the Configuration Application

The configuration application is automatically installed and run during the install process. It is installed with all the components but only runs if the Web component or Import Service component is installed.

You can run the Configuration Application again after installation if you need to. If you have installed the RMS in the default location, it can be found in the following folder:

C:\Program Files\Questionmark\RMS\Configuration\

Click QM.RMS.Configuration.exe to run the application.

Using the Configuration Application

The Configuration Application provides an easy to use interface for creating the complicated connection strings required for the application. The Configuration Application provides users with the following view.

The details provided are described in the following table.

Section

Contains...

Application Configuration Files

Details of the RMS and Data Import Service configuration files including location of these. It also provides the account name of the current Configuration Application user

Results Management System

A drop down box displaying a list of configured RMS databases and the repository name of the current Perception database. The Perception database can be edited by clicking Edit...

All Connection Strings

A list of created connection strings, including the ability to Add..., Remove and Edit... them. The list contains the following information:

  • Connection Name: The name that was defined for this connection string

  • Data Source: The computer name of the database server

  • Database: The name of the database created

  • Version: The database server version

  • Status: Whether the information contained in the connection string is correct or it contains an error (i.e, invalid username or password)

Once you have created and tested the connections strings clicking Save will encrypt this data and insert it into the relevant configuration files.

Creating an RMS connection string

When using the installer this is the first window shown of the Configuration Application. Carry out the following steps to create an RMS connection string. It is possible to create more than one RMS database connection string so that the RMS can be setup to work from different databases and repositories. To create an RMS connection string:

  1. Click Add...

  1. Enter a name for the connection string in the text box Name

  2. Select the type of RMS database you have, SQL Server or Oracle

  3. Use the Data Source drop-down box to select the name of the database server, or if using Oracle type in the appropriate server name

  4. If using an SQL Server enter the name of the Database in the Database Name text box

  5. Enter into the appropriate text box the User ID and Password of the database user you created in Creating a database user for RMS

  6. Click Test Connection... to verify if a connection can be made

If a connection test has failed, you should ensure that:

  1. Click OK to close the Test Connection windows

  2. Click Save to save the connection information

Creating a Perception connection string

Click Edit... from the Result Management System container to view the status of the current Perception repositories configured for the system.

This opens the Source Repository Editor window.

This window displays the stored Perception repository information. It includes a drop-down box which allows users to select the current repository connected to the RMS and a table listing the Available Perception Repositories.

To add a Perception repository:

  1. Click Add...

  1. Enter a name for the connection string in the text box Name

  2. Select if the Perception repository is stored on a SQL Server or Oracle database server

  3. Use the Data Source drop-down box to select the name of the database server, or if using Oracle type in the appropriate server name

  4. If using an SQL Server enter the name of the Database containing the repository in the Database Name text box

  5. Enter into the appropriate text box the User ID and Password of the database user for this database

  6. Click Test Connection... to verify if a connection can be made

If a connection test has failed ensure that:

  1. Click OK to close the Test Connection windows

  2. Click Save to save the connection information

  3. It is now possible to select the newly created connection information from the Current Perception Repository drop-down box

  4. Click Save to commit the changes