How to set up a test environment for SQL Estimating

Create separate configurations for production and testing

by Renee Mullen, Sage Marketing Manager

With the new versions of Sage SQL Estimating we have been granted some amazing new functions within the software — did you know there is new functionality surrounding the Database platform itself? That’s right! SQL itself brings a great deal of new functionality and resources to its users one of which is the ability to setup a completely independent test environment within SQL that you can treat as completely separate from your production or live data. In this article, we will cover the steps to creating a test environment within Sage SQL Estimating.Using this configuration allows you to configure this type of environment with the following benefits:

  • The two environments can exist on the same logical and physical device.
  • Easier Domain management for test environments. This allows you to configure two separate roles for a single Domain user, as tasks (like modifying a database) are managed totally separately per SQL Instance, but can use the same Domain login for authentication.
  • Works with existing configuration; the only mandatory additional configuration is the second Instance and Role assignments. No need to worry about License Manager or network issues; if one Instance works, they should both work.
  • Configuration is flexible; users can switch between the test and production environment if they need to finish production work.
    • Note: This requires particular SQL configuration and management. It is highly advised that the following tasks are performed by a qualified IT Professional, a qualified Database Administrator, or preferably an individual that has a working knowledge of both the IT management and Database Administration components of this configuration.

Step 1: Install the second Instance

  1. You must have an existing set of installation files for your version.
  2. Run the SetMeUp.exe installation launcher in the folder that contains your installation files.
  3. Confirm that the checkbox that will install the client application is unchecked, and that the checkbox that will install a new SQL Instance is checked.
  4. Create a unique name for your SQL Instance.
  5. Finish the installer as you normally would with a fresh install of Sage Estimating.

Step 2: Select the new SQL Instance as SQL Administrative user

  1. Launch the Estimating Configuration Wizard while logged onto a computer as a set of user credentials which has the Administrator Role configured in Estimating Management Console.
  2. Select the Change button.
  3. In the Server text box type the name of your SQL server and test Instance with a backslash separating them, (example: SERVER\INSTANCENAME).
    • Note: If the SQL server and SQL Instance are not on the local computer you are configuring Estimating Configuration Wizard on, uncheck the Local Only checkbox.
  4. Select Verify.
  5. Select Finish.

Step 3: Configure Security for test users

  1. Launch Estimating Management Console as the SQL Administrative user.
  2. Select the Security tab.
    • Optional: Configure the desired Roles for your test users if a Role does not already exist that will fit their needs on this test environment
  3. Add the users that will be utilizing this test environment and select the Roles that are appropriate.
  4. When finished, close Estimating Management Console.

Step 4: Configure the Estimating Configuration Wizard to utilize test environment

  1. When logged into Windows as the test user, launch the Estimating Configuration Wizard on the computer or workstation that they will be using Estimating on.
  2. Select the Change button.
  3. In the Server text box type the name of your SQL server and test Instance with a backslash separating them (example: SERVER\INSTANCENAME).
    Note: If the SQL server and SQL Instance are not on the local computer you are configuring Estimating Configuration Wizard on, uncheck the Local Only checkbox.
  4. Select Verify.
  5. Select Finish.

This test user is now accessing the test environment. They will be able to perform the tasks that fall within the parameters of the Role that was assigned to them in Step 3. This user can use Estimating Configuration Wizard at any time to switch to the original SQL Instance that houses your production environment, and will only be able to perform the tasks that fall within the parameters of their assigned Role in that SQL Instance.

There you have it! If you followed these quick and easy steps to setting up a secondary SQL Instance, then you now have a completely separate test environment available to you in Sage SQL Estimating.

Questions? Chat with Sage Monday through Friday, from 9 a.m.–8 p.m. ET.

For more information on this topic visit Knowledgebase article 83371. You can find this information and more in the Sage Knowledgebase.

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