Create & Attach Remote Databases in SalesLogix
Posted By: anoshwadia on February 8th, 2011 in General
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Prerequisites:

To attach a remote database you need the following:

A) The sa password for the SQL server hosting Saleslogix.
B) The sysdba password (usually ‘masterkey’).
C) The SalesLogix “admin” password to log in to the Administrator.
D) Determine if the user needs a new site code (see explanation below).
E) Determine if the user needs the attachments re-sent to the new remote.
D) A way to transfer the database to the user’s laptop. (This can typically be accomplished by transferring the database file over the network or by burning the remote database to a CD/DVD).

Create Remote Database Instructions:

1) Login to the SalesLogix Administrator as admin
2) Click on Tools –> Create Remote User Databases

3) From the list of available users, select the user for whom the remote database needs to be created. Click on the > button to add the user to the list on the right.

4) Now click on the user added.

5) Click on the Properties button

6) Generate a New Site Code:

Select this box to create a new site code for the Remote user. Clear this box for new users, or when you are recreating a database for existing users due to corruption. Since each situation is different, you must decide whether a new site code is required.

The following are some recommendations/scenarios when you might require a new site code:

  • A new site code can help the SalesLogix Administrator know that the user received, and is using, the new database.
  • A new site code can add an extra layer of security after a user has left the company (or if a laptop was lost) because no information is sent to the old site code or accepted from the old site code by the Sync Server.
  • Site codes can be used to track the age of the remote database. For example, some companies may create a new database rather than re-index or run other maintenance routines.

Note: If you create a new Remote user database with a new site code, the Remote user must first run a synchronization cycle with the Host and send and apply all files.

7) Send Attachments:

Select this checkbox to send attachments to the Remote user during the next synchronization cycle. Clear this option if the Remote user does not want to receive attachments because of limited disk space, etc.

When this option is selected, the attachments sent will depend on the selections in the Remote user’s User Options / Sync tab configuration.

Please note that checking this checkbox usually involves a large sync for the first few sync cycles since the attachment files are sent down via sync.

8 ) Click on the Options button

9) Make sure the sysdba and sa passwords have been entered.

10) Choose the path where the remote database will be saved temporarily. Note: The path you specify here is a path on the Database Server which may or may not be the same machine you are using to cut the remote database. If you would like to save it in a particular folder on the database server, make sure the folder is already created prior to selecting it.

11) Make sure the Create DTS package and run it immediately (do not save it) is selected.

12) Click OK.

13) On the next screen click the NOW button

14) If all the above settings are correct, it should create a remote database for you in the location you selected on the database server.

15) The file names will be in the format: SLX_Username_dat.sxd. Copy this file to the user’s laptop and double click on it to attach the database according to the steps below.

Attach Remote Database Instructions:

SalesLogix v7 and higher creates SXD files that can be double clicked on to seamlessly attach the database. For versions prior to SalesLogix v7, follow the instructions below:

1) On the remote machine, browse to: C:\Program Files\SalesLogix and double click on AttachRemote.exe.


2) The Install Remote Database window should launch.


3) Browse to the location where you copied the two files and select the MDF file.

4) Enter the sa password for the remote machine, and then click OK.

5) If everything works, you should see a message saying Database installed successfully.


6) The remote machine will now be able to login to SalesLogix.


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