Stage 3: Configuring the server

What you need to do

In this stage, you must configure Opera 3 SQL SE using Server Administration & Monitoring.

The following tasks are completed during the initial configuration of the Opera 3 SQL SE server software:

Prerequisites

All actions for stage 1 (checking the server prerequisites) and stage 2 (installing the server software) must be completed.

Actions

Follow these instructions.

  1. To open Server Administration & Monitoring, use the 'Opera 3 SQL SE SAM' shortcut in the Pegasus Opera 3 Server SQL SE folder on the server's desktop.

  2. On the Initial configuration view, select the name of the SQL Server from the list or enter it manually. The recommendation is to leave the Data folder as 'C:\ProgramData\Pegasus\O3 Server SE'.

  3. If the SQL Server you want to use is not displayed, open SQL Server Management Studio and copy the name from the Connect to Server dialog. Then paste it into the SQL Server box on the Initial configuration view.

  4. Click the Configure button and then wait for the initial configuration to finish.

  5. Log in to Server Administration & Monitoring as 'admin'. You must set a password before you log in for the first time.

  6. In the Mail Server Settings view, enter the email server details. These details are used when emails are sent from the Opera 3 SQL SE client software.

  7. In the Activation view, enter your company's details, licence number, serial number and activation key. This view is displayed automatically after logging in.

  8. After entering the activation and licence details, leave Server Administration & Monitoring open and do the following:

    1. In Windows, create a network share location for the Common folder on the server that was created during the configuration; for example, '\\<ServerName>\Common').

      This share will be used when saving data backup files, BACS files, Payroll, VAT Return & EC VAT related files and other miscellaneous files, such as exported NL Matrix Reports files.

    2. In Windows, set the following network permissions for the Common shared folder:

      1. Full Control permissions for the MSSQLSERVER service.

      2. For installations including Payroll, read/write permissions to the Payroll\RTI subfolder for Pegasus Online Filing Manager users who submit Full Payment Submission, Employer Payment Summary and NINO Verification Request files to HMRC.

      3. Read permissions for the users who will need to view or retrieve files that have been saved here.

    3. In Server Administration & Monitoring, open the Company default folders view and enter the network share in the Common shared folder box (for example, '\\<ServerName>\Common'). Save the Company default folders view.

  9. In the Printers view, select the printers that can be used when Server Data Intensive Processes are run.

  10. In the Activation view, enter your company's details, licence number, serial number and activation key.

  11. In the General Settings view:

    1. Enter the number of days that inactive desktop messages should be retained for. These are the messages that are sent to the clients after Server Data Intensive Processes are run.

    2. If Pegasus XRL will be used with Opera 3 SQL SE, record the Windows domain name and domain group that has been set up for Pegasus XRL reporting. These details are required for the data security model that is used with Pegasus XRL. For setup details, please refer to the installation guide for Pegasus XRL for Opera 3 SQL SE at docs.pegasus.co.uk.

  12. Close Server Administration & Monitoring.

Changing the location of the Common folder? If you change the location of the common folder you must make sure that all the sub folders are created in the new location. The best method is to move the existing folder - which will include all sub folders - to the new location.

See Also

Windows Services

Next Stage

After completing this stage, follow stage 4 to install the Opera 3 SQL SE client on each workstation.