Stage 2: Creating a Windows domain group and allocating users and reporting roles

Before installing and configuring Pegasus XRL, pre-installation tasks need to be completed in Windows, SQL Server and Opera 3 SQL SE. The actual steps will depend on the Windows operating system and SQL Server edition being used.

If the installation of Pegasus XRL will be used for demonstrations on a single PC, you only need to complete steps D and E before moving onto the next stage.

Step A: Create a Windows domain group and add users to the group

Create a new Windows domain group for Pegasus XRL reporting and add the relevant Windows users to the group.

This is the method by which the permissions to the Opera 3 SQL SE system and company databases in Microsoft SQL Server is controlled. The domain group restricts the list of users to only those who will need to use Pegasus XRL.

#	To create a Windows domain group	✔
1.	Create a new Windows domain group called 'XRLReporting'.
2.	Add the Windows users for Pegasus XRL to the new group.

Step B: Add the Windows domain group to SQL Server as a login

Add the Windows domain group as a SQL Server login so that the users in the new domain group can connect to SQL Server from Pegasus XRL.

#	To add the Windows domain group to SQL Server as a login	✔
1.	Using SQL Server Management Studio, add the 'XRLReporting' domain group to SQL Server under Security - Logins.
2.	Leave the server role as 'public' for this group. Do not assign other server roles.

After adding the new Windows domain group to SQL Server as a login the users in the new group will be able to connect to SQL Server but at this point they will not have access to any Opera 3 SQL SE databases or tables.

Step C: Record email server details and the Windows domain and group in the Server Administration & Monitoring application

In the Server Administration & Monitoring application, record the email server details and Windows domain and domain group name.

#	To record the email server and domain group	✔
1.	Log in to the Opera 3 SQL SE Server Administration & Monitoring application as 'admin'. You need to set up your password when you log in for the first time.
2.	On the Email settings view, enter your mail server settings.
4.	Open the General settings view and record the Windows domain name and domain group name.
4.	Stay in the Server Administration & Monitoring application.

Step D: Allocate reporting roles to Pegasus XRL users in the Server Administration & Monitoring application

In the Server Administration & Monitoring application, allocate reporting roles to the Pegasus XRL users.

This is the method by which access to Opera 3 SQL SE databases and tables in Pegasus XRL is managed for the roles selected. They are based around data processing in the Opera 3 SQL SE applications, for example a 'Cashbook Processor', a 'Purchase Ledger Processor' and so on.

This will add each user to the relevant company and system databases in SQL Server and assign database roles.

#	To allocate reporting roles	✔
1.	Assign reporting roles using either the Roles view or the Users view. Both views create membership of roles. Use the Roles view to apply one reporting role to multiple users. Use the Users view to apply multiple reporting roles to a selected user. The 'System Admin' role has access to all the tables.
2.	Close the Server Administration & Monitoring application.

To allocate reporting roles

✔

Assign reporting roles using either the Roles view or the Users view. Both views create membership of roles.

Use the Roles view to apply one reporting role to multiple users.
Use the Users view to apply multiple reporting roles to a selected user.

The 'System Admin' role has access to all the tables.

Close the Server Administration & Monitoring application.

Step E: Record Windows user names in Opera 3 SQL SE

Windows user names must be recorded for each Pegasus XRL user on their User Profile record in Opera 3 SQL SE. Only users with their Windows user name recorded will be able to extract data into Pegasus XRL.

#	To record Windows user names	✔
1.	Log in to Opera 3 SQL SE as 'ADMIN'.
2.	Open the User Profiles form on the System - Maintenance menu.
3.	For each user who will use Pegasus XRL, record their Windows user name on the General tab.
4.	Close Opera 3 SQL SE.

Next stage

After completing this stage, if Pegasus XRL is being installed for the first time follow stage 4 next. For upgrades from earlier versions of Pegasus XRL, follow stage 3 to remove the existing installation before installing the latest version.