Creating Databases for AgilePoint

AgilePoint requires one or more databases, depending upon the AgilePoint components you install. You must create these databases on your database server.

Prerequisites

These instructions do not apply to the following installation scenarios:
- AgilePoint BPMS for Azure
You have set up the user account for the workflow database.
For information about authentication for the database, see Setting Up the AgilePoint Service Account.
If you are using Oracle, download and install Oracle Database 11g Client (Release 1 or Release 2) that is appropriate for the system for which you are installing on (i.e. 32 bit or 64 bit).
AgileForms does not support Oracle database.

Good to Know

AgilePoint recommends that you create the databases before installing your AgilePoint components. If you have not created the database before installation, you may be able to create the database during the installation process, but only under the following conditions:
- You are installing an AgilePoint version that provides an installation wizard with the create database option for your component. This option is available for all components for AgilePoint BPMS V5.0 SP4 for .NET 4.0 and later.
- You are installing the component on the same physical machine as your database server.
- The user account that you are using during installation has db_owner privileges on the database server.
Regardless of whether you create the AgilePoint database before or during AgilePoinit Server installation, you need only create the database. The database tables are created automatically during installation.
The instructions assume you are using Microsoft SQL Server . However, the concepts are similar if you are using Oracle.

Navigation

Ensure your SQL Server is up and running.
Open the SQL Server Management Studio via Start > Programs > Microsoft SQL Server [Version] > SQL Server Management Studio.

Instructions

Repeat the following instructions to create the databases listed in the AgilePoint Databases section, depending upon the AgilePoint components you want to install.

In SQL Server Management Studio, Right-click on Databases and select New Database.
On the New Database window, enter a database name.

AgilePoint Databases

Component	Database Name (Suggested but Optional)	Database Optional for Component?	Function
AgielePoint Server	AP_Workflow_DB	No	Stores process data for AgilePoint. This is the main AgilePoint database.
Data Services	AP_Data_Svcs_DB	Yes	Stores data you want to track, populate, and reuse in AgilePoint processes. It is possible to use the AgilePoint database for Data Services, but optionally you can create a separate database. After your installation is complete, if you want to use advanced mode, create a table that is named based on the application, and create the table columns based on the fields from the form. The Primary Key should be the process instance ID (type varchar 50).
Clustering Server Manager (CSM)	AP_CSMLOCK	Yes	In a network load balanced (NLB) environment, prevents attempts to shrink the database log from failing. Creating this database is an advanced configuration option.
AgileReports	AgileReportsMetaDb	No	The database for AgileReports data.
AgileForms	Site_Master	No	The main database for AgileForms data.
AgileForms	Site_Template	No	The database to store AgileForms template data.
AgileForms	Auth_Template	No	The database for AgileForms user data.