This guide walks you through connecting your PubWorks account through Makini Link.
Set aside about 15 minutes. PubWorks keeps its data in a Microsoft SQL Server database, so Makini connects to that database directly. You'll need the database server's address, the database name, a SQL Server login for Makini, and the time zone your PubWorks server runs in. Whoever looks after that SQL Server at your company can give you all of these.
You'll need help from your database administrator. Creating the login in Step 1 takes admin rights on the SQL Server. If that isn't you, send them this guide.Least privilege by design. Read access to the PubWorks database is all Makini needs, so the login can be read-only and your data stays exactly as it is.Use a login made just for this connection. Don't reuse a person's login or an admin account. A dedicated login keeps working when people change jobs, and your administrator can see exactly what it's used for.Makini connects to the SQL Server directly over the internet. The server must accept connections from Makini. If it only accepts connections from inside your network, contact us before you start, so we can agree how to reach it.
The host name or IP address of the SQL Server that holds the PubWorks database
The port, if it isn't the SQL Server default of 1433
The name of the PubWorks database on that server
The time zone the PubWorks server runs in
The time zone matters. PubWorks records dates and times in local time without saying which zone they're in, so Makini needs to be told. If it's wrong, every time you see in Makini will be off by the difference.
SQL Server host: the server's host name or IP address, for example pubworks-db.example.org
Port: already filled in with 1433. Change it only if your server uses a different port.
Database: the name of the PubWorks database, for example PubWorks
Username: the login from Step 1
Password: that login's password
Time zone of the PubWorks server: the time zone name for where your PubWorks server keeps its clock, for example America/Chicago. Use the name, not an abbreviation like CST, so daylight saving time is handled for you.
2.
Under Advanced settings there are two optional fields. Most connections leave them as they are:
Schema: set to dbo by default. Change it only if your PubWorks tables live in a different schema.
Trust the server certificate: leave it on No, verify it. Choose Yes (self-signed certificate) only if your administrator confirms the SQL Server uses a self-signed certificate.
