Sharing ManagePro Databases in a Small Workgroup from your local PC without a server

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1 Sharing ManagePro Databases in a Small Workgroup from your local PC without a server This document describes how to setup a pc to function like a server and enable sharing of your ManagePro 11 database with other members of a small workgroup. The instructions assume you are using Windows Firewall, if you have a third-party firewall please refer to the documentation for that product. Overview Steps; 1. Install ManagePro on the local pc in Desktop mode, this will also install a specific instance (.\MANAGEPRO) of SqlExpress. 2. Setup the database, if you have an existing db this means create a new db then restore a backup into it via ManagePro utilities menu 3. Setup firewall exceptions to allow clients to communicate with SqlExpress 4. Each additional member of the team then installs ManagePro in Workgroup or Standard edition mode and enters connection parameters pointing to SqlExpress on the server. ManagePro 11 uses SQL Server Express 2005 as its database engine, making it possible to share your databases with other ManagePro users on your LAN. NOTE: SQL Server Express 2005 is designed as a personal database system and has built-in limits that make it unsuitable for use as a large-scale server. Larger workgroups (eg more than 5-10 users) may need to use one of the full retail SQL Server product editions. NOTE: Although it is possible to access SQL Server via a VPN the performance is unlikely to be acceptable, in order to share data with users in remote locations we would recommend either our ManagePro Plus product which uses a hosted synchronization service or the ManagePro Smart product which is a special version of ManagePro which acts as a SmartClient using a hosted web service. Prerequisites: You must have ManagePro 11 installed on your PC, the following instructions will NOT work with an installation migrated from ManagePro 7.x. To determine if you have the right environment, open SQL Server Configuration manager and check that you have a SQL Server instance called MANAGEPRO

2 1. Ensure SQL Server Browser is active From the SQL Server Configuration Manager, make sure the SQL Server Browser services is set to Automatic and is currently running. If it is not, then right-click it and select Properties then switch to the Service page and set Start Mode to Automatic. Now switch back to the Logon page and click Start. 2. Create Firewall exceptions The next step is to create firewall exceptions to allow SQL Server to communicate with other members of your workgroup. a. Find the SQL Instance Id In SQL Server Configuration Manager, right- click the MANAGEPRO instance and select Properties then switch to the Advanced page:

3 Note the value (in this case MSSQL.2). b. Open the Windows Firewall applet from the Windows Control Panel c. Ensure Exceptions are enabled Remove the tick from Don t allow exceptions if necessary.

4 d. Allow File and Printer Sharing This will open port 445 to allow connections using the NETBIOS machine name. Switch to the exceptions page and ensure File and Printer sharing is enabled NOTE: you can skip this step if you have a fixed IP address and intend to use that rather than your machine name. e. Create an exception for SQL Server Click Add Program then Browse and browse to sqlservr.exe, the path will be C:\Program Files\Microsoft SQL Server\MSSQL.2\MSSQL\Binn\sqlsevr.exe where the red text is the instance id discovered in step a.

5 f. Create an exception for SQL Server Browser Click Add Program again and create an exception for C:\Program Files\Microsoft SQL Server\90\Shared\sqlbrowser.exe g. Done! You should now be ready to share, it might be a good idea to reboot your PC at this stage. Accessing your databases from the workgroup Now that you have enabled sharing on your PC you should be able to open your database(s) from any PC in your workgroup. There are two scenarios for setting up other users: 1. Workgroup mode ManagePro can be installed in Workgroup mode on other s pcs. This type of installation assumes the user will be working from a remote SQL Server (the pc you just configured) and does not install SQL Server Express When you first start ManagePro after installing in Workgroup mode you will see the Connection Properties dialog. Fill in as shown, the highlighted name will be your computer name, the password is managepro (lowercase, no quotes). 2. Desktop mode A second option is to install ManagePro in the Standard Edition on the user s desktop and then add the option to connect to the database on the shared pc you set up in the first half of this document. If ManagePro is installed in a Standard edition mode the user has a local instance of SQL Server Express

6 and can work with local database as well as shared databases. To access a shared database in this mode click the Open Database function then click the Advanced button: Fill in the connection parameters and click the Load button to load the list of shared databases. Select the desired database and click Import The database is now available on the open dialog along with any local databases.

7 This completes this document. Created by Performance Solutions Tech Support Group Phone: (707)

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