Creating and using a custom login ID

In cases where IT requirements or other restrictions dictate that you need to use an account other than the SQL Server system administrator (sa) account, you can create and use a custom login ID to use in RC-Reporter's installation process. The custom login ID needs both public and sysadmin authority to permit the RC-Reporter installation process to perform such actions as creating a database, backing up and restoring a database, and configuring the database and the server.

Complete the following steps to create and use a custom login ID:

1. Open SQL Server Management Studio and connect to the SQL Server using your SQL Server Authentication credentials.
2. Expand the Security folder in the left pane.

3. Right-click the Logins folder and click New Login in the menu.

   The Login - New dialog box opens.

4. Click General in the left pane and type an account name in the Login name input box in the right pane.
5. Select SQL Server Authentication and enter a password in the Password and Confirm password input boxes.
6. Clear the check box for User must change password at next logon if it is selected.
7. Click Server Roles in the left pane and select public and sysadmin under Server roles in the right pane.
8. Click OK to save your changes and to close the Login - New dialog box.

You can now use this custom login ID and password on the Database Server page of the RC-Reporter - InstallShield Wizard.

Revoking sysadmin authority

When RC-Reporter is installed, you no longer require the sysadmin authority for your custom login ID. You can use SQL Server Management Studio to revoke that server role and add the db_owner role for the RC-Reporter database.

Complete the following steps to revoke the sysadmin role and to add the db_owner role.

Note: When you revoke the sysadmin role, you need to add the db_owner role, otherwise RC-Reporter will not function.

1. Open SQL Server Management Studio and connect to the SQL Server using your SQL Server Authentication credentials.
2. Click Security > Logins in the left pane.
3. Right-click the custom ID you created and click Properties.
4. Click Server Roles in the right pane of the Login Properties dialog box and clear the check box for sysadmin under Server roles in the left pane.
5. Click User Mapping in the right pane and select RC-Reporter under Users mapped to this login in the left pane.
6. Under Database role membership for: RC-Reporter, select db_owner.
7. Ensure that public is also selected.
8. Click OK to apply the changes and to close the Login Properties dialog box.

Important: Whenever you perform a repair, modify, update, or uninstall of RC-Reporter, you must reinstate the sysadmin server role for your custom login ID.

© 2019 Reliable Controls Corporation. All rights reserved. Published October 29, 2019