You can store Digita FileCabinet data in a database format rather than in the default format. You will find the Digita FileCabinet database especially helpful if you have many Digita FileCabinet users (approximately 15 or more). The Digita FileCabinet database enables your firm to take advantage of the performance, control, scalability, and reliability that the database format offers.

The Digita FileCabinet database requires an instance of Microsoft SQL Server (2014 or higher). You can use an existing instance of SQL Server, install the free SQL Server Express (2014 or higher) instance with the Digita FileCabinet database, or you can purchase SQL Server 2014 or higher from Microsoft or a retailer.

Complete the following steps to install and configure the Digita FileCabinet database.

You must be physically present at the database server to complete these steps. The installation process may require you to restart the computer. If you are installing the database on a network, ensure that all other users have logged off the server.

The computer on which the data is located - running SQL Server or SQL Server Express - must be turned on for others to access the data. In addition, if this computer has a firewall installed, you must create an exception within the firewall for the instance of SQL Server you are using (recommended) or disable the firewall (not recommended) to use the Digita FileCabinet database. If you need help creating an exception for the instance of SQL Server you are using, please refer your firewall's documentation.

1. Verify that you are logged in to your computer or server as an administrator.
2. Close all open applications, including background virus protection software.
3. Click Start on the Windows taskbar, choose Run, enter <h:\folder>\WINCSI\Cabinet\SQL\Setup.exe (where <h:\folder> represents the location where you installed Digita FileCabinet), and click OK.
4. Follow the prompts to verify that you are installing the database on the computer that you want to designate as the database server, to accept the license agreement, to restart the computer (if required), and to verify the location of the Digita FileCabinet program files.
5. When prompted to choose the appropriate instance of SQL Server (during Installation Step 2), click one of the following options.
   • Click the Use the SQLEXPRESS instance of Microsoft SQL Server 2014 or higher option if you have an instance named SQLEXPRESS, and then click Next. The installation wizard completes the configuration process.
   • Click the Use an existing instance of Microsoft SQL Server 2014 or higher option if you purchased and set up an instance of SQL Server. Click Next, select the instance, and configure it as required. (If you have an instance named CREATIVESOLUTION that was installed with another CS Professional Suite application, you can use this instance for the Digita FileCabinet database. However, if it is an instance of SQL Server Express, you are still limited to 40GB of data storage space for Digita FileCabinet data.)
   • Click the Install a new instance of Microsoft SQL Server 2014 Express Edition option if you do not have an existing instance of SQL Server and your data storage requirements are less than 40GB. Click Next, and enter an instance name. (We recommend that you use SQLExpress as the name.) Follow the prompts to use either the default location for the SQL Server data folder or to choose another location.
6. Follow the prompts to complete the installation process. The installation program places a green checkmark next to each step you complete. To repeat a step, click the Step 1, Step 2, or Step 3 link.

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