Create the MSSQL data source for portal email

If you plan to use rich-HTML portal email, you must create an MSSQL data source to use as the IPF email and task repository. One repository data source should be enough for multiple portals, but you can create more if needed.

  1. In Microsoft SQL Server, create a database for email and task information. For example, you could create the IPFRepository database.
  2. Back in the Farm Manager, on the Data Sources tab, click New.
  3. Specify this information:
    Name
    Specify a data source name; for example, IPFRepository.
    Type
    Specify MSSQL.
  4. Click OK. The data source record is added in the tree.
  5. Click Edit.
  6. Specify this information:
    Description
    Optionally, you can provide a description for this data source.
    Server Instance
    Specify the name of the Microsoft SQL Server instance to use when connecting to the database server. For a single-server test or development environment, this can be the machine name.
    Integrated Security
    This option is available for only installations with a Windows or Windows domain user as the database access user account.

    To allow IPF to access SQL Server without specifying a user ID and password, select this option. This allows IPF to use Windows authentication.

    If you are using the SQL Server FILESTREAM feature to facilitate large BLOBs, then you must select this option. Also, the IIS web application must have permissions to access the location of the BLOB. See http://technet.microsoft.com/en-us/library/bb933993(v=sql.105).aspx. Also see “BLOB Handling for MSSQL” in the portal customization guide.

    User ID
    For installations with a Windows or Windows domain user for the database access user account, if integrated security is not being used, you must specify a SQL Server authentication user ID for connecting to the SQL Server database. This must be a user with dbo permissions in the database.

    Also for installations with a control DB user for the database access user account, you must specify a SQL Server authentication user ID for connecting to the SQL Server database.

    Password
    Specify the password for the user ID above.
    Database
    1. Select the database created in step 1.
    2. Click Save.
    3. Click Manage Application Schema.
    4. Click Enable schema management.
    5. Click Enable email repository and Enable task repository.
    6. Click Save.
To use portal email, additional configuration is required, as explained in Configuring the email repository. Also, setup requirements for portal email are described in your portal administration guide.