Creating a new repository with Dataedo Portal

After installing Dataedo Portal, you need to create a repository to store metadata in. If you already have created a repository, skip to this guide.

Open Dataedo Portal. Choose Create a new repository [a] if you have server-level permissions to create new databases. Otherwise, ask an admin to create an empty database where you have edit permissions and select the Use an existing empty database [b] option.

No matter the option you choose, in the next step you will have to provide your repository details. This process can be broken down into three stages

First, specify the host and port for your SQL Server instance. If you use an Azure SQL database, check this guide instead.

Next, specify the login method used for the connection [a]. The account you use requires the CREATE ANY DATABASE permission. If you select Windows Authentication, make sure to grant the user running Dataedo Portal (IIS APPPOOL) required permissions, or change the IIS app pool user. Learn how to do that here.

If you use any other authentication method (SQL SERVER AUTHENTICATION, MICROSOFT ENTRA ID - PASSWORD or ACTIVE DIRECTORY SERVICE PRINCIPAL), you will have to provide a Login [b] and a Password [c].

Then choose a name for your repository, and decide whether you want it to contain sample data.

If you want to create a new login to be created for these connections, leave the Create dedicated user box checked.

If you want to use the same login as specified above, make sure the Create dedicated user box is unchecked.

Note that creating a new login requires either securityadmin role or ALTER ANY LOGIN permission. If you don't have either of them, make sure the box is unchecked.

Now you need to create a login for the first user. You can use an existing SQL Server login by typing its name in and clicking the Use existing login button. The login can also be Active Directory or Local Windows authentication based - in these cases, make sure the relevant checkbox is marked.

If the new login doesn't exist on the SQL Server, and the user provided in the previous step has either securityadmin role or ALTER ANY LOGIN permission Dataedo Portal will create the login. If you don't have the required permissions, you will need to create a user manually. Please contact us in this case.

The configuration is now complete and you can log in to the application. Note that the same login data is used by Dataedo Portal and Desktop.

You can now access Dataedo Portal.