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Changing Database Connection Settings

In Connection Settings, you can perform the following tasks:

Set Up or Change Connection Settings

Important:

  • If your PolicyTech site is hosted by NAVEX Global, you should never change any database connection settings unless instructed to do so by a Client Support technician.
  • If your PolicyTech site is installed on your organization's premises and you need to create an entirely new database or move the database to a different server, see Creating a New, Empty Database.
  1. Click PREFERENCES.
  2. Click System /IT Settings, and then click Database Manager.
  1. For Driver, click the type of database being used.
  2. Provide the following database information: server name, port, login ID, password.
  3. (Conditional) Select Integrated Security only if an Active Directory® domain entity is being used as the PolicyTech application pool identity instead of the built-in NetworkService account. When Integrated Security is selected, PolicyTech ignores whatever is entered in the Login ID and Password boxes.
  4. Click Save.
  5. If the settings are correct, a Connection Made Successfully message is displayed. Click the link to go to the login screen.

Enable or Rebuild Full-Text Search Indexes

Full-text search indexes must be enabled in the PolicyTech database before users can access the Advanced Search feature (see Advanced Search).

To enable or re-enable the Advanced Search feature after installing PolicyTech or after restoring the PolicyTech database, click Rebuild/Enable Full-Text Indexes, and then click OK after the index has been built.

Notes:

  • If users attempt to access Advanced Search before full-text indexes have been enabled, they will see a message instructing them to contact their document control administrator.
  • The Advanced Search feature is not available and the Rebuild/Enable Full-Text Indexes option does not apply if a MySQL database is being used.