Install a New Client Workstation using ODBC
Q: How do I add a new client workstation for my database?
A: You will need to add the user to the SQL database, set up an ODBC connection, add the user in TRAIN TRACK®, and install the interface on the workstation.
Set permissions for the new user's Windows® login in SQL Server® Management Studio (SSMS)
The easiest way to grant permission for a new user is to add the user to your Windows® user group that already has permission for the database. If you did not use a Windows® user group, you may add the user individually by following these steps:
1. Open SQL Server® Management Studio (SSMS) and connect to the server.
2. In the navigation tree on the left, locate the "Security" folder. Right-click and select "New Login".
3. In the pop-up widow under "General", confirm that "Windows® Authentication" is checked, and click on the "Search" button.
4. Click on the "Advanced" tab.
5. Click "Find Now".
6. Select your TRAIN TRACK® user group (or individual user names) and click "OK" and "OK" again.
7. Back in the first pop-up window, select "User Mapping".
8. Highlight the "TRAINTRACK" database in the upper window and check "db_datareader" and "db_datawriter" in the lower window.
9. Click "OK".
Create the ODBC connection on the new workstation
1. Open the Windows® Control Panel and select "Administrative Tools > ODBC Data Sources (32-bit)". Be sure to select 32-bit and NOT 64-bit.
2. Select the "USER DSN" tab and click "Add".
3. In the "Create New Data Source" window, select the SQL Native Client (it is usually the one at the bottom). If you don't have the Native Client, select the SQL driver.
4. The "Create a New Data Source to SQL Server" window will open. Enter the following and click "Next".
Name: TTSERV
Description: (optional) Type in a description
Server: select (or type in) your SQL server
5. Select "with integrated Windows® authentication" or "with Windows® NT authentication" and click "Next".
6. Check the box that says "Change the default database to:" and select "TRAINTRACK". Click "Next".
7. Click "Finish".
8. Click "Test Data Source". You should see a message that the test was successful. Click "OK".
Install the Client interface
1. Run the TRAIN TRACK® installer (or unzip the files to a folder on your workstation).
2. Launch TRAIN TRACK®. If you used the default settings above, it should automatically connect to your server. You should see either the dashboard (if your user is already listed within TRAIN TRACK®) or a login screen. If you see the login screen, click "Edit Users" and add your Windows® login name as a user (OR have a current administrator add the new user).