Simpleview Connection Strategy (Setup Step 2)

When integrating Simpleview with Informz, you need to determine a connection strategy. Informz supports two approaches for accessing objects via linked server technology:

  • Firewall-to-Firewall
  • VPN connection via IPSEC encryption (IPSEC Tunnel)

This article will discuss both options so that you can select the one that makes the most sense for your organization.

Firewall-to-Firewall

To create a firewall-to-firewall connection to Informz, you will need to add a TCP exception to your firewall. Make sure that you have an experienced network engineer set up the connection. Contact your Advisor for the Informz IP address and standard port numbers.

The TCP exception allows one IP address from Informz to access your database for the integration.

IPSEC Tunneling

An IPSEC Tunnel is a site-to-site VPN connection using IPSEC encryption. This configuration requires more lead time than a firewall-to-firewall exception. In addition, there are certain hardware devices from your organization that may preclude Informz from being able to successfully configure a stable IPSEC tunnel. Below is the information that Informz needs to set up an IPSEC tunnel:

  • External IP Address.
  • Internal IP Address of the SQL Server that hosts your database (this may be an internal LAN IP address or an external IP address that you are NATing to the SQL Server).
  • Secret Shared Key (not to be sent via email).
  • Name, email address, and phone number of your organization's network engineer who is configuring the tunnel.

Additionally, you will need to send Phase I Authentication and Phase II Encryption details to Informz. Contact your Advisor for the available options.

Once Informz receives this information, an Informz engineer will contact your network engineer to coordinate a time to configure the tunnel. This may take about one week to schedule.

IPSEC Support

Informz can only configure its side of an IPSEC tunnel. A network engineer from your organization must complete the configuration on your side. Informz includes up to one hour of troubleshooting assistance. Additional troubleshooting assistance is available at $200/hour for additional work.

After the tunnel is established, you must coordinate any changes with Informz. Informz requires a minimum of 72 hours notice to ensure that the bridge stays operational. Informz provides one hour of support per year for tunnel changes.

Please note that Informz staff is not permitted to access your organization's network, nor can Informz be held liable for changes suggested during the troubleshooting process.

Changing Security Settings in SQL Server

You need to create the necessary credentials so that the integration has a dedicated account to move data to Informz. To change the security settings for your SQL Server, use the following steps:

In SQL Server Management Studio, right-click on the server name and select Properties.

Click the Security tab.

Navigate to Security > Authentication. Set the authentication to SQL Server and Windows. If does not match this setting, change the authentication and restart the MSSQL Server service.

Note that Informz does not support Named Instance database connections. If you are using Named Instance, turn off Dynamic Port IP Addressing in the Configuration Manager and bind the instance to a specific port.

Remove any numbers in the TCP Dynamic Ports in the SQL Configuration Manager (at the bottom where it reads "IP All"). Enter a valid port number in the TCP port section. This port should correspond to your chosen port, and this is recommended for all IP entries.

Selection Guidance

If after reading these options you still have questions, please contact your Advisor to set up a meeting to discuss your specific situation. We want to make sure that you have the right configuration for your organization.