Connecting Forms to a Database

In the Database tab of the Configuration page, you can specify the database Forms will use and how forms will connect to it.

Note : To connect to the Forms database, an account must have the following roles: db_datareader, db_datawriter, db_ddladmin. You must also grant the execute stored procedure permission. To grant the account this role for the Forms database, create a database role "db_executor" and grant the account the execute permission:

CREATE ROLE db_executor;
GRANT EXECUTE TO db_executor;
You can also do this with the following query:
GRANT Execute ON [dbo].FormsDatabase TO [domain\user]

Database settings

When configuring a Laserfiche Forms installation, the first step is to connect Laserfiche Forms to the database it will use to store information.

To connect Forms to a database

  1. Open the Laserfiche Forms Configuration page to the Database page.
  2. In the Server name field, enter the name of the machine where the database is located.
  3. Under Authentication, select whether to Use Windows Authentication or Use SQL Server Authentication.

    4. Note: If you select Use Windows Authentication, Laserfiche Forms will attempt to use the account specified during installation to connect to the database server. If you select Use SQL Server Authentication you will need to provide the username and password for the account to be used to access the database.

  4. In the Database name drop-down list, select the database that Forms will use, or enter the name of the new database you want to create.
  5. At the bottom of the page, click Save. If you specified a new database name, you will be prompted to create it. Clicking Save will restart the Laserfiche Forms Routing Service. If the service fails to restart automatically, restart it manually and then continue the configuration. Learn more

Note: You must specify a Microsoft SQL server. Other database management systems are not supported at this time.

Using Windows Authentication with the database server

You can set Forms to use Windows Authentication to connect to your database server. Use this setting if you want Forms to sign in to your database server with Windows credentials. When this option is selected, Forms will use the account specified during installation to authenticate to the database server.

Note: If the account specified during installation will not authenticate to your database server, you will need to manually change the account settings for the Laserfiche Forms Routing Service and Application Pool in order to use this feature.

To change the account settings for the Laserfiche Forms Application Pool in IIS

  1. Open Internet Information Services (IIS) Manager.
  2. In the IIS Manager, expand the node of the machine where Forms is installed. Then, click Application Pools.
  3. Right-click the FormsAppPool and click Advanced Settings....
  4. In the Process Model section, click the ... next to Identity.
  5. Select the built-in or custom account that the FormsAppPool should run as.
  6. When you are finished, click OK.