Buyout Documentation

Buyout Database Manager allows you to perform the following tasks:

• Create, Update, and Delete Buyout databases
• Configure Buyout databases, including –
  • Selection of your estimating database
  • Selection of your operations/accounting system database
  • Assignment of users authorized to access the Buyout database

The Buyout Database Manager main window consists of the following parts:

SQL Server Instance

Use this box to specify the Microsoft SQL Server instance for your Buyout database(s). To view a list of the server instances on your local network, click the refresh button () to the right of this box and then click the drop-down. If you don’t see your server instance listed, you can try typing it in this box in the form of SERVER_NAME or SERVER_NAME\INSTANCE_NAME. Example: SageServer\SAGE_ESTIMATING. Buyout Database Manager connects to the server using Windows Authentication. This means the Windows user account you are logged in with is used to authenticate with the server. If your Windows user account has not been granted access to the selected Microsoft SQL Server instance, you will not be able to perform any Buyout database operations.

Buyout Databases

This displays a list of the Buyout databases that currently exist on the selected server instance. This includes the name assigned to the database, the current database version, and the status. If the Status column indicates Upgrade Required, you will need to upgrade the database as described below.

Delete Database

If a Buyout database is no longer needed, it can be deleted. To delete a database, select it from the list and then click Delete Database. All data contained in the database will be lost. This operation cannot be undone.

Create Database

Click this to create a new Buyout database. Generally, most companies only require one Buyout database for their organization. If however, you manage multiple company entities that are contained in separate operations/accounting systems, or you have multiple estimating databases, then you may need to create additional Buyout databases. When you click Create Database, you will be prompted to enter a unique name for the new database. Once you click OK, the new database will be created and added to the list.

Upgrade Database

When the value in the Status column is Upgrade Required, select the database in the list and then click Upgrade Database. This will carry out the necessary changes to the database in order for it to work with the currently installed version of Buyout. This may include the addition of new database tables, table columns, and database views.

Configure

Each Buyout database must be configured before use. This includes the identification of your estimating database(s), your accounting/operations database, and security options.