Requirements for a SQL Server Windows standalone source environment

To allow Delphix-initiated backups, the service account running each SQL Server instance (the Instance Owner) should be one of:

• A domain user (e.g. MYDOMAIN\accountname) (RECOMMENDED)
  

• A Managed Service Account or Group Managed Service Account ( MYDOMAIN\accountnameundefined)
  (requires Windows 2012 and later, and SQL Server 2008R2 or later)
  

• The LOCAL SYSTEM account (NT AUTHORITY\SYSTEM)

•  The NETWORK SERVICE account (NT AUTHORITY\NETWORK SERVICE)

Backups initiated by the Delphix Engine (Delphix Managed Backups or manual snapshots which request a backup) will fail if the service account cannot access backups created by the Source database instance

The source host, proxy and staging environments must have appropriate cross-domain trust relationships

For more information on these requirements, see the document Delphix in Multi-domain Windows Environments.

Have the "Log on as batch" privilege on the source host

This permission is required for remote PowerShell execution. This privilege can be assigned through the Local Security Policy (Local Policies → User Rights Assignment → Log on

Have read permission for "Computer\HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Control\SecurePipeServers\winreg"on the source host

This permission is required to have access to the remote registry. Delphix uses this privilege to discover SQL Server instances and gather system details, using Windows remote registry access.

Be a member of the Users group on the Staging Host

In order to discover and query SQL Server instances as the Source Windows User, scripts are run on that user at the Staging Host.

Have the "Log on as batch" privilege on the Staging host

This permission is required for remote PowerShell execution. This privilege can be assigned through the Local Security Policy (Local Policies → User Rights Assignment → Log on as batch job).

Be able to log in to each SQL Server instance that the Delphix Engine will communicate with

These requirements are described in the Source Database Login Requirements section below.

Be a member of the Backup Operators group on the Source Host

Delphix uses this privilege to discover SQL Server instances and gather system details, using Windows remote registry access.

Be a member of the Users group on the Staging Host

In order to discover and query SQL Server instances as the Source Windows User, scripts are run on that user at the Staging Host.

Be able to log in to each SQL Server instance that the Delphix Engine will communicate with

These requirements are described in the Source Database Login Requirements section below.

Server

CONNECT SQL

Y

Y

Access to the SQL Server instance

Database: master

db_datareader

Y

Y

Access to information about attached databases

Database: msdb

db_datareader

Y

Access to the backup history

Each user database to be linked

PUBLIC

Y

Delphix will periodically run queries to check the current size of the database

Each user database to be linked

db_backupoperator

Y

Optional: Required for backups to be initiated by Delphix (using Delphix Managed Backups, or when Delphix initiates a backup during a manual Snapshot)

Server

VIEW ANY DEFINITION

Y

Y

Optional: Required for the discovery of databases in Availability Groups

Server

VIEW SERVER STATE

Y

Y

Optional: Required for the SnapSync and discovery of Availability Groups

Object: master.dbo.sqbutility

EXECUTE

Y

Optional: Required when using backups created by Red Gate SQL Backup

Object: master.dbo.xp_sqllightspeed_version

EXECUTE

Y

Optional: Required when using backups created by Quest LiteSpeed for SQL Server

master.sys.databases

Used to determine the name and recovery model of databases within discover SQL Server instances

master.sys.availability_groups (Only for source cluster)

Used for discovering all the availability groups within an Availability Group source environment.

master.sys.availability_group_listeners

(Only for source cluster)

Used for discovering all the availability group listeners within an Availability Group source environment. 

• A requirement for dSource linking of SQL Server clustered databases (replicas) is to provide an AG (Availability Group) listener for AG cluster source discovery. This is implemented on AG cluster source discovery as a failsafe if AG cluster source database authentication configuration change down the line, ensuring the Delphix engine has a way to reach the cluster and continue certain operations.

master.sys.availability_databases_cluster

(Only for source cluster)

Used for discovering all the availability group clusters within an Availability Group source environment.

master.sys.availability_replicas

(Only for source cluster)

Used for discovering all the availability group replicas within an Availability Group source environment.

master.sys.database_files

Used to determine the size of databases and whether filestream is enabled for a database

master.sys.dm_exec_requests

Used to enable Delphix to report backup operation progress

master.sys.master_files

Used to determine the primary file of a database

master.sys.filegroups

Used to determine the filegroups of a database so that Delphix can configure VDBs with the same filegroups

msdb.dbo.backupset

Used to determine new backups that have been taken. This table is regularly queried to find out if a new backup image has been taken and needs to be synchronized with Delphix.

msdb.dbo.backupmediafamily

Used to determine the physical device names of the backup files comprising a backup.