Managing Users

Every project on your SQL server can be opened and edited by as many users as you want, as long as they are assigned the corresponding permissions. With the Citavi DBServer Manager you can assign roles and permissions to users for Citavi projects. If your organization has per-seat licenses, Citavi DBServer Manager also helps you assign them to users.

The following features are typically only available to the system administrator (SysAdmin) or the database owner (dbo). Additional information can be found in the roles and permissions overview.

Start Citavi DBServer Manager

Double-click Citavi DBServer Manager.exe in the folder \Citavi 6\bin\ or double-click the DBServer Manager connection file.

Server Authentification for SQL Server (on premise)

As a default, SQL Server works with users and groups in the Active Directory (AD) in your domain. If you're not working with Active Directory or if you want to add external users, you'll need to change the authentication mode.

  1. Under Actions > Database, click Manage users.
  2. Click Server authentication in the bottom left.
  3. Select SQL Server and Windows Authentication mode.
  4. Close the Citavi DBServer Manager.
  5. Restart the SQL Server services. Connect to the computer SQL Server is installed on. Click the Windows Start button and search for SQL Server Configuration Manager. In the left-hand column click SQL Server Services. In the right-pane, right-click SQL Server. On the shortcut menu, select Restart.

Adding Users or Groups from the Active Directory

  1. Start the Citavi DBServer Manager.
  2. Under Actions > Database, click Manage users.
  3. Click Add.
  4. Click the Active Directory symbol. If only Windows Authentication mode is enabled, this dialog will not appear.
  5. Add users or groups from the Active Directory selection dialog.

Adding SQL Server Users

  1. Start the Citavi DBServer Manager.
  2. Under Actions > Database, click Manage users.
  3. Click Add.
  4. On the selection dialog for the access type, click SQL.
  5. If you want to add a new login, click Add. Enter the user name and password for the new login and click OK.
    Please note that the password needs to fulfill the SQL Server password requirements. If you're using SQL Azure the password needs to be at least eight characters and have at least one letter, one number, and one special character (~,!,#,%,^,&,*).
  6. In the list of available logins, select one or more users and click OK.

Assigning Per-Seat Licenses

Your organization may be using a combination of concurrent and per seat licenses. If you want to ensure that a particular user always has access to a project, assign a per-seat license to the user. Otherwise, if all concurrent licenses are in use, the user would not be able to access the project (see Overview of license types).

  1. Under Actions > Database, click Manage licenses.
  2. Select the checkbox next to the user in the Per-seat license column.

Assigning Database Permissions

  1. Start the Citavi DBServer Manager.
  2. Under Actions > Database, click Manage users.
  3. Select the checkboxes for permissions you want to assign to a particular user:
    Can create projects: The user can create new projects in the current database
    Can manage users: The user can add existing Active Directory users or SQL Server logins to the database users.
    Can manage settings: The user can manage organizational settings. The settings will be distributed to all users who are connected to the DBServer the next time Citavi is started.
    Database owner: The user has all permissions for the database.

Assigning Project Permissions

  1. Start the Citavi DBServer Manager.
  2. In the left-hand column, select the project you want to set permissions for.
  3. In the middle column click the pencil symbol next to a user name to assign permissions to the user: Project leader, Author, Reader or No access.