To install the Visual KPI Server and ensure that it operates as expected, you’ll need SQL Server with admin or better permissions enabled.
Make sure you have access to SQL Server somewhere on the network or locally. You are not required to install it locally, but Visual KPI does require that SQL Management Studio client tools be stored locally so that changes can be made or permissions can be managed.
Before you start the Visual KPI installation, check your privileges on the SQL Server. The logged in user must have certain privileges on the SQL Server as the Visual KPI Server is being installed. Because the Visual KPI database needs read and write permissions to the SQL Server, you’ll need privileges of at least Security Admin or better.
Note: This is the SQL Server instance used in Visual KPI for all of its configuration information, which is necessary for Visual KPI to work properly. This is not connecting to SQL as a data source at runtime as an interface, which you will do later to access your data KPIs.
To confirm SQL Server permissions
- Open Microsoft SQL Server Management Studio client tools.
- Expand Security and then expand Logins and make sure your login has sufficient rights for installing Visual KPI Server.
- Click on your login and check Server Roles by clicking in the Login Properties panel that opens.
- Make sure security admin or higher is checked.
Note: These are permissions needed to install and/or upgrade the Visual KPI Server. These permissions are not needed to administer the Visual KPI Designer.
Test your SQL Server permissions
If you want to test your SQL Server permissions, you can create a new database and then delete it. If you can create a new database, you have the correct permissions.
- Right-click on Databases and select New Database.
- Name it “test” and click OK. It should appear as a new database folder under Databases.
- To delete the test, right-click on Databases and select delete.