Salesforce

Pre-Installation Requirements

« Go Back
Information
Pre-Installation Requirements
UUID-9c353058-cd23-3ca1-ad9d-29de6b77301c
Article Content

On-Premises Installation Guide PDF

Important

As of January 25, 2023, customers can no longer perform new deployments of on-premises instances. Deployments before this date are still supported and will be upgraded as necessary until this solution reaches end of life.

For more information on available stacks and hosting options, see Supported Stacks for On-Premises and About OneTrust Hosting Options, Locations, and Backup.

General Requirements

SQL Server Instance Features

On the Feature Selection screen during SQL server setup, enable Database Engine Services and Full-Text Semantic Extractions for Search.

Database Server Settings

Authentication Mode

  1. In SQL Server Management Studio Object Explorer, right click the server and then click Properties.

  2. On the Security page, under Server Authentication, select the server authentication mode, then click OK.

  3. In the SQL Server Management Studio dialog box, click OK to acknowledge the requirement to restart the SQL server.

TCP/IP

  1. Open SQL Server 2019 Configuration Manager.

  2. Expand SQL Server Network Configuration > Protocols for MSSQLSERVER.

  3. Set TCP/IP to Enabled.

DB Admin Users

  1. Create an admin user called otadmin (it can be any name of the customer's choice) with a secure password and provide the dbcreator server role.

  2. Restart the SQL server.

    Note

    The dbcreator role can be removed after the account creation step.

General Requirements

  • Create a Database ZenDB; it's the master database for the Admin Portal.

  • Create a Database DsPortal; it's the master database for the Privacy Portal.

Database Connectivity from Application Server

Ensure the database can connect to the application server by setting up the required firewall safelist. The application supports SQL server authentication. To use this feature, ensure a username is created with this authentication setting. Make sure your database security settings allow both Windows authentication and SQL server authentication.

 
Article Visibility
2,154
Translation
English
Checked

Powered by