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MS SQL Server - Connect sapio365 to your Microsoft SQL server

To collaborate in sapio365 using a database on your SQL server, you must configure how sapio365 connects.

Some important info for the Microsoft SQL database setup:

  • You must create the database. Note that sapio365 does not create the database. This usually requires some access level to the SQL server we should not have to handle. We let the customer do this, so he can set the proper security access on the database.

  • The user set in the database must have the ability to create and delete tables, in addition to a full access to the records. Usually, our customers create a dedicated user in the database for sapio365.

Configure connection to MS SQL Server

Go to the back from the main window → About sapio365 → Set Collaboration Connection Info → select SQL Server.

  1. Add connection parameters.

  2. Test the connection.

If there is an error, check your credentials and the information you entered.

If the error persists, you can check the connection directly instead of through sapio365. There may be an issue with how how your database is setup.

  1. Add the subscription code from your Ytria invoice, and Apply.

MS SQL server connection parameters

You will now see collaboration connection information: Server (port) - Instance - Database - Username

sapio365 connected to MS SQL server

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