Documentation forSQL Sentry

Portal Security

Authentication Methods

SQL Sentry Portal Service

The following authentication methods are available for connecting the SQL Sentry Portal service to your SQL Sentry database:

  • Integrated Windows Authentication is available in versions 2020.8.31 or later. It is not available in version 2020.8.
  • SQL Server Authentication is available in all versions.
    • The SQL Server account must have read, write, and execute access to the SQL Sentry database.
  • Azure Active Directory is available in Versions 2023.1 and later.

SQL Sentry Portal User Access Requirements

Note:  The access requirements in this section are for users logging into SQL Sentry Portal. SQL Server Authentication is not supported for users logging in to use the portal through a browser.
Important:  Feature Based Security is enabled by default for SQL Sentry Portal Versions 2022.2 and greater. The Windows login(s) used to access your portal environment must be associated with a SQL Sentry User or Group to avoid connectivity issues.

You need to create a contact in SQL Sentry and apply a domain/username in the Login field to use that user in SQL Sentry Portal. Create a user by completing the following steps:

  1. Right-click the Users node (Contacts > Users) in the Navigator pane, and then select New.

  2. Enter the user's first and last name, email address, optional pager address (SMTP-based), and an optional description in their respective fields. Enter a login in the domain/user format that will be used for SQL Sentry Portal authentication.

  3. Click Save to save your user.

Additional Information: For more information about Users and Groups in SQL Sentry, see the Add Users and Groups article.

Users logging into SQL Sentry Portal through a browser must have access to the Windows Server hosting SQL Sentry Portal. For a user to access SQL Sentry Portal, the following sets of requirements must be met:

  • The Windows user identity is associated with a SQL Sentry contact (or is in an Active Directory group that is associated with a SQL Sentry contact) or it is associated with a SQL Sentry contact group (or is in an Active Directory group that is associated with a SQL Sentry contact group).

Rights Based Security

Starting with version 2021.1, SQL Sentry Portal supports Rights Based Security. See the Rights Based Security article for more information.

Feature Based Security

Important:  Feature Based Security is enabled by default for SQL Sentry Portal Versions 2022.2 and greater. The Windows login(s) used to access your portal environment must be associated with a SQL Sentry User or Group to avoid connectivity issues.
Additional Information: For more information about Users and Groups in SQL Sentry, see the Add Users and Groups article.

Starting with version 2021.8, SQL Sentry Portal offers Feature Based Security which layers on top of Rights Based Security

Feature Based Security is applied to contacts or contact groups in the SQL Sentry client, which are linked to an AD user or AD user group. Once the users are added through the client, they are available on the Users and Groups page in the SQL Sentry Portal. Feature Based Security uses roles to control access and is Default Deny. This means new users will only be able to access the Health view until they are assigned to roles that add more permissions.

Note:  New Installations vs. Upgrades

  • During a new installation, no roles are assigned to default users/groups.
  • When upgrading SQL Sentry from a version that predates Feature Based Security (earlier than 2021.8) to one that supports Feature Based Security (versions 2021.8 or later), existing users and groups receive Alerts, Performance, and Query Tuner roles to maintain their existing access.

Permissions Page

Important:  The Administrator role provides access to the Permissions page in SQL Sentry Portal. Administrators can only see targets for which they are an administrator for on the Permissions page. The targets are also filtered by Rights Based Security for the administrator and selected user/group. This means that an administrator cannot assign Feature Based Security permissions to a target that the selected user cannot already access.
Note:  The Permissions page can be accessed without the Administrator role if SQL Sentry Portal is accessed via the localhost domain. This gives the user admin-type rights at the Default Site for every tenant.

Select the Permissions button from the top right in the navigation menu to open the Permissions page.

SQL Sentry Portal Navigation bar Permissions button

The Permissions page has four main sections worth noting:

  1. SQL Sentry database environment drop-down
    • Note:  If you are using distributed SQL Sentry databases, roles must be configured per SQL Sentry database (if you have multiple SQL Sentry databases such as SQLSentryUS and SQLSentryUK).
  2. Users or Groups
    • With Versions 2022.4 and later, create new users and groups in SQL Sentry portal from the Users and Groups tabs.
  3. User or Group Details
  4. Feature Access grid

SQL Sentry Portal Users and Groups

Users

The Users section lists all users that exist as contacts in SQL Sentry.

If a user belongs to one or more groups, they will be listed under groups in the User Details section.

SQL Sentry Portal User Details

Note:  Inherited permissions from groups are not currently displayed in the Feature Access grid for the user in the roles.

The following information is displayed in User Details:

Details Description
First Name The user's first name.
Last Name The user's last name.
Email The user's registered email address.
Login The user's login information for SQL Sentry Portal.
Groups Any group(s) where the user is included.
Edit  Select Edit to open the Edit user window.
Delete Select Delete to open the Delete user window.

Creating New Users

Starting with Version 2023.1, you can create new SQL Sentry Users on the Permissions page in SQL Sentry Portal. Create a new user by completing the following steps:

  1. Select the Users tab and then select Create New User to open the New User window.
  2. Enter a First Name, Last Name, and Email for the new user.
  3. Select any groups you want the user to join from the drop-down menu.
  4.  Select Create to finalize your changes and create the new user.
    SQL Sentry Portal Create User

Editing Users

Starting with Version 2023.1, you edit existing SQL Sentry Users on the Permissions page in SQL Sentry Portal. Edit a user by completing the following steps:

  1. Select the Users tab and then select the user you want to edit. 
  2. Select the Edit button to open the Edit User window.
  3. Make any desired changes to the user profile and then select Save to apply your changes.
     SQL Sentry Portal Edit User

Deleting Users

Starting with Version 2023.1, you can delete SQL Sentry Users on the Permissions page in SQL Sentry Portal. Delete a user by completing the following steps:

  1. Select the Users tab and then select the user you want to delete.
  2. Select the Delete button to open the Delete User window.
  3. Select Delete to delete the user.
    SQL Sentry Portal Delete User

Groups

The Groups section lists all groups that exist in SQL Sentry. Roles applied at the group level are inherited by the users in that group. The groups display the number of members next to the group name. Select a group to display the list of users and Feature Access for that group.

SQL Sentry Portal Groups diagram example

Creating New Groups

Starting with Version 2023.1, you can create new SQL Sentry Groups on the Permissions page in SQL Sentry Portal. Create a new group by completing the following steps:

  1. Select the Groups tab and then select Create New Group to open the Create Group window.
  2. Enter a Group Name for the new Group.
  3. Select any user(s) you want to add to the group from the drop-down menu.
  4.  Select Create to finalize your changes and create the new Group.
    SQL Sentry Portal Create Group

Editing Groups

Starting with Version 2023.1, you edit existing SQL Sentry Groups on the Permissions page in SQL Sentry Portal. Edit a Group by completing the following steps:

  1. Select the Groups tab and then select the Group you want to edit. 
  2. Select the Edit button to open the Edit Group window.
  3. Make any desired changes to the Group and then select Save to apply your changes. 
    SQL Sentry Portal Edit Group

Deleting Groups

Starting with Version 2023.1, you can delete SQL Sentry Groups on the Permissions page in SQL Sentry Portal. Delete a Group by completing the following steps:

  1. Select the Groups tab and then select the Group you want to delete.
  2. Select the Delete button to open the Delete Group window.
  3. Select Delete to delete the Group.
    SQL Sentry Portal Delete Group

Feature Access Grid

The Feature Access grid is where you assign roles to users and groups.

Note:  There are no edit or save buttons on the Permissions page. Any changes that are made in the Feature Access grid are automatically saved and are immediately in effect.

SQL Sentry Portal Permissions Role assigned successfully message SQL Sentry Portal Permissions Role removed successfully message

Roles set at the site level will flow through to the targets in that site. In this example, all sites and targets belong to the Default Site.

SQL Sentry Portal Feature Access Default Site example

If a role is applied to a site within a site, then anything within that sub-site will inherit the role. In the following example, the Performance role is applied to site SquadD, (which is within the Default Site). The user (or group) will gain Performance role access to all targets within SquadD (SQUADD-PE.ENG.LOCAL, SQUADD-STABLE.ENG.LOCAL, and SQUADD-DEV.ENG.LOCAL) without gaining that additional access to other targets.

SQL Sentry Portal Feature Access inherited roles example

Note:  Use the Show Hierarchy toggle to show which targets are impacted by a setting at a higher level in the hierarchy.

SQL Sentry Portal Feature Access Show Hierarchy

Default Roles

The following default roles are available:

Administrator

The Administrator role provides access to the Permissions page in SQL Sentry Portal. Administrators can only see targets for which they are an administrator for on the Permissions page. The targets are also filtered by Rights Based Security for the administrator and selected user/group. This means that an administrator cannot assign Feature Based Security permissions to a target that the selected user cannot already access.

Note:  The Permissions page can be accessed without the Administrator role if SQL Sentry Portal is accessed via the localhost domain. This gives the user admin-type rights at the Default Site for every tenant.

Alerts

The Alerts role provides access to viewing the Alerts view in SQL Sentry Portal.

Note:  Global alerts are only shown when the user has the Alerts role permission for every target/group.

Performance

The Performance role provides access to all metrics & chart data, including the Performance Analysis Dashboard, Custom Charts, Custom Dashboards, and charts on other views such as Top SQL, Storage, and TempDB. Users with the Performance role may create, edit, and delete the custom charts and dashboards that they can access.

Note:  If a dashboard contains a custom chart for a target that is restricted from the user, the chart will display a "This data is restricted" message instead of the chart.

SQL Sentry Portal This data is restricted message

Query Tuner

The Query Tuner role provides access to the query and session information on the Top SQL, Blocking, Deadlocks, and TempDB views in SQL Sentry Portal.

Note:  The Top SQL and TempDB performance charts are hidden on these views unless the user has both Performance and Query Tuner roles applied.

Custom Roles

Unsupported: Custom roles may be created directly through the SQL Sentry database. There is no UI or support available at this time.

Once a custom role is inserted into the SQL Sentry database, the role appears in the Feature Access grid and may be assigned to users and groups the same way as default roles.

Step 1. Create a custom role

Run the following to create a role.

DECLARE @newRoleID UNIQUEIDENTIFIER;
SET @newRoleID = NEWID(); /*a GUID*/
INSERT INTO [Security].[FeatureRole] ([ID], [Name])
VALUES (@newRoleID, 'CustomRoleName');

Step 2. Apply permissions to your custom role

Use the following permissions and GUIDs to build your insert statement:

Permission GUID
Administrator
41BA7923-244B-4D44-A5A5-393EE3C2261C1
Alerts
A99A187E-925F-49C7-9037-F4EE9443874E
Blocking
869B8B31-AE09-4145-9B9D-964C7196DF42
Deadlocks
1CF9D61E-45EA-4851-B39C-0916FF1A5A24
Performance
01E6DA0E-EDF9-4A96-8336-63E225AF4CDA
TempDB
A8367D7C-FAB2-4979-A3BA-3887FDB6A52D
Top SQL
C5D894C2-B721-4ECB-A596-7C9002F31783
Storage
7AFF7534-912E-48C9-93CB-EB201648861D

Run the following insert statement to apply permissions to the role. This example adds Blocking permissions to the CustomRoleName.

INSERT INTO [Security].[FeatureRolePermission] ([RoleID], [FeatureID])
VALUES (@newRoleID, '1CF9D61E-45EA-4851-B39C-0916FF1A5A24');

On the Permissions page, a fifth role named CustomRoleName now exists and provides Deadlocks permissions to any user/group assigned this role.