Learn how to create a SQL database for project management

Recommendations

• Make sure that your logged-in Windows user is stored in the SQL Manager. Alternatively, keep the username and password for the SQL-System Admin Account wide.
• Eplan parts management requires the "ODBC Driver 17/18" to connect to a SQL server. The latest downloadable version of this driver can be found on the Microsoft Download Center Web site.
  

Download Microsoft ODBC Driver for SQL Server

• To create a SQL database for item management, the following permissions are required:

- dbCreator = To create a new database
- dbOwner = For users who have permission to convert a database (e.B. for use in a newer / more recent Eplan version)
- dbDatareader = For read access to the database
- dbDatareader + dbDatawriter = To edit the database

• Make sure that your Eplan Client reaches the SQL server via the network.
• Make sure that the SQL Server service and the SQL TCP/IP connection are running.

Create a database

1. On the ribbon, select the File tab > Backstage Settings settings > User > administration > project management database.
2. In the "SQL Server" area, activate the checkbox and select the + button (New).
3. Now create your new SQL database.
4. Enter your SQL server name and instance.
5. Select the desired login to connect to your SQL server.
6. Now enter your desired database name, starting with your company ID (XYZ) e.B. "XYZ_Projects".
7. Confirm your entry with [Ok], the database is created in the SQL server.