Note -To use windows authentication requires that each user is added to the Active Directory group that contains all the users that will have access to the application.
Costing Database Profiles
The names of databases that you find under the Connect to Database (Estimator) or Costing Menu>Connect to Database (Profiler), are the database connection profiles for the databases that exist on your machine or on a centralized server that you are connected to.
These are similar to desktop shortcuts in concept, in that they are not the actual databases, but a shortcut to connect to a specific database.
Creating a Profile using Windows Authentication
In order to create a new database connection profile, you'll need to utilize the database connection wizard found as the second option from the bottom of that list in Estimator.
- Open DEstimator
- Click the Connect to Database button then click the Database Connection Wizard.
- This opens the Database Connection Wizard – click Next
- Click Create a New Database Profile – click Next
- In Profile Name, clear what’s there and put in your database name (eg: Becktech Cost Database) – click Next
- In the new window enter the Server name – if sent in an email, copy/paste it into the Server line - ( eg: COMPUTERNAME\INSTANCENAME)
- Click the upper Refresh button
- Adds Database to lower window
- Click on the added database in the lower window
- Click Next, then Finish
This will complete the setup of the Cost Database Profile.
Note: Local Database Connection - If you are creating a local profile and get the screenshot below, try the drop-down to see if the SQL Server name is there, if not you can use ".\becktechnology" then the bottom Refresh to populate the database (you may have to enter the SQL login credentials below).
Centralized Server - If you are connecting to a Centralized server you may not see the server name from the drop-down so enter the name of the server provided by your IT department.
Creating a Profile using SQL Credentials
Here are the steps to use these credentials to create a profile:
1. Follow the connection wizard
2. Click Create a New Connection Profile
3. Enter the name of your Cost Database Profile (ex: Becktech Cost database)
4. Click the User Name and Password button and copy and paste these credentials:
User Name - SA and Password - B3ckt3ch!B3ckt3ch!
OR User Name - DPUser and Password - becktech
5. Click the drop-down in the Available SQL Server and select your computer name - normally the first one if there are multiple if nothing populates enter .\becktechnology and then click the Refresh button.
6. Click on the name of your database > Next > Finish
If you are still having issues, please contact support@beck-technology.com for assistance)
Note: Any changes made to the centralized server will be pushed to the database profile, however sometimes you may have to manually refresh the connection by clicking on that database Profile in either Estimator or Profiler.
Here is the link on how to create an "Estimates" Database profile - Estimates database profile creation
Modifying a Database Profile
Here are the steps:
1. Click the Database Connection Wizard and click Next
2. Click Modify and Existing Database connection Profiler and Next
3. Click the Database Profile Dropdown and select the name of the Profile you are modifying - Pay close attention to the information below especially the SQL Server name
4. Click Next, until you get to the screen below, enter the server name and then click the top REFRESH.
5. Select the name of your database from the Available Database section, then Next, and then Finish.
6. In the Home tab > Connect to Database, click the drop-down and select your database.
