DBServer Setup Instructions

The instructions below will help you optimally set up Citavi for DBServer for use in your organization:

1. Do you already have an existing MS SQL Server?
   a   No
   Install the free Microsoft SQL Server Express on a central server PC. Make sure to install the correct version so that you can use the full-text search later on (details).
   b   Yes
   Check the TCP/IP settings (details) and Firewall rules (details).
   Assign log in permissions to the SQL Server to AD users (details).
2. Make sure that the SQL Server Service account is configured correctly (details).
3. Install Citavi (download). Citavi DBServer Manager will be automatically installed as well.
   Choose one of the following options, preferably a:
   a   Installation on the computer that the SQL Server is installed on
   This is the easiest way to later check that everything is set up correctly.
   Are you using Microsoft SQL Server Express? Then make sure to use this option so that you're able to later set up backups in step 11.
   b   Installation on a computer that can be reached from the SQL Server 
   Choose this option if you're not allowed to install additional programs on the SQL Server.
4. Set up the Citavi database
   Choose one of the following options, preferably a:
   a   Create the Citavi database with the Citavi DBServer Manager
   To make sure that all necessary settings are correctly set up, open Citavi DBServer Manager by double-clicking the Citavi DBServer Manager.exe file in the folder C:\Program Files (x86)\Citavi 6\bin. Then, follow the steps for setting up a database (details).
   b   Manually set up the Citavi database
   As an alternative to option a, use the SQL script for setting up the Citavi database, which can be downloaded from this chapter.
5. Add users to the database and assign database privileges (details).
6. Install license files and assign per-seat licenses to users (details).
7. Set the default path for project attachments (details).
8. Who is allowed to manage DBServer projects?
   a   Only administrators
   Create a new project in the database or import existing Citavi projects (details).
   b   All users with the database permission "Can create projects"
   Send users that were granted the permission "Can create projects" in step five this link.
9. Assign roles to the project’s users (details).
10. Install Citavi on the users’ computers. Use the MSI Setup and a software distribution system if desired (details).
    Select the scenario that best applies:
    a   Distribution of the DBServer connection information via MSI Setup
    Use the MSI Assistant to configure Citavi. Include the connection string for the DBServer. This connection string cannot be changed by users without administrator privileges (details).
    b   Use of connection files
    Create connection files for project leaders and users. Save the files on a central network drive if desired (details).
    Users can double-click the connection file to open the Citavi project. After that, the project name will appear on the Citavi Welcome Screen and can be opened from there.
     
    Alternative to a client installation: terminal server/Citrix (details).
     
11. Set up automatic backups for Microsoft SQL Server Express (details).