Allow Database Owner to be assigned to Opportunity/Account/Contact

[David]

Hi

We are using Outlook 2007 BCM and I set up a remote server to run the
database. I look after the customisations and picklists, but when I tried it
from my computer, it said that I either needed to be the "database owner or
an administrator on the PC which the database is located". So I got setup as
the database owner. However, once this was done, my name no longer appears
in the picklists for the "assigned to" fields on Opportunities, Accounts and
Contacts. In the BCM database tool, I notice that when I share the database,
my name appears at the top of the list with a tick, but it is greyed out
meaning I can't unselect it. Maybe this is a clue?

I'm guessing that I need to be the administrator rather than the database
owner. But I did try originally to set it up so I was the administrator, but
it didn't seem to let me make customisations and update picklists. So that's
why I went to the next step of becoming the database owner.

So I probbably needed advice on what I need to do to become the
administrator rather than database owner. Is it just become an administrator
on the server that the database is located, or do I need to go into SQL
Server and change my role in there (I did see a couple of roles with the word
"admin" in them).

Thanks
David

 

[Luther]

Hi

We are using Outlook 2007 BCM and I set up a remote server to run the
database. I look after the customisations and picklists, but when I tried it
from my computer, it said that I either needed to be the "database owner or
an administrator on the PC which the database is located". So I got setup as
the database owner. However, once this was done, my name no longer appears
in the picklists for the "assigned to" fields on Opportunities, Accounts and
Contacts. In the BCM database tool, I notice that when I share the database,
my name appears at the top of the list with a tick, but it is greyed out
meaning I can't unselect it. Maybe this is a clue?

I'm guessing that I need to be the administrator rather than the database
owner. But I did try originally to set it up so I was the administrator, but
it didn't seem to let me make customisations and update picklists. So that's
why I went to the next step of becoming the database owner.

So I probbably needed advice on what I need to do to become the
administrator rather than database owner. Is it just become an administrator
on the server that the database is located, or do I need to go into SQL
Server and change my role in there (I did see a couple of roles with the word
"admin" in them).

Thanks
David

In general, being a machine administrator superceeds the application's
permissions. It must be documented, so that application users know
that anyone with administration permissions can read and modify their
data, but applications shouldn't require that users be administrators.
On Vista, to improve security, Outlook explicitly tells Vista it does
not want to run as administrator.

I'm the dbo and opportunities' Assigned To is set to me by default,
and I'm in the picklist when I open it. What's the default Assigned To
when you create an opportunity?

 

[David]

Hi Luther

Thanks for your reply. Wouldn't you know it - it works now!! Between now
and when I put the note into this discussion group, I did a reinstall of BCM
2007 because Outlook kept crashing. As a result of doing the reinstall, it
must have fixed it. I guess the lesson learned - don't underestimate the
benefits of doing a reinstall.

Cheers
David