This document details how to setup and create a SQL database for use with our Quick Bid software. The steps are basic and easy to follow, however On Center Software, Inc. insists that only IT professionals with knowledge of the server environment and with appropriate expertise in server configuration and administration perform these actions. In some cases, a server may have been configured in a way that would require additional steps not detailed in this process. On Center Software, Inc. provides these instructions as a resource for our customers but the processes detailed in this FAQ are to be run at your own risk. On Center Software, Inc. does not provide support for SQL server setups or assist in the administration, maintenance, configuration or troubleshooting of an SQL server or network.
This document assumes that Microsoft SQL Server™ (v. 8.0) is already installed on a server running Microsoft™ Server 2003™, and the server meets the minimum system requirements for SQL Server™. If SQL is not currently installed, we recommend that a certified IT professional assist you with the SQL setup and configuration.
The SQL database is created from within Quick Bid.
Any existing database(s) that you want to synchronize (optional) with the new SQL database must be visible at your Bids tab.
Windows Authentication should be used if possible.
Additional information can be found in the FAQ on our web site: Recommendations for implementing SQL Server
Do not install Quick Bid on the server. You must have the Quick Bid application installed at the workstation on which you will complete the following process.
If you have an existing Access (*.mdb) database that you want to synchronize with the SQL database to be created, please ensure this database is open in Quick Bid.
Start Quick Bid.
Once application opens, click File > New > Database.
Select Microsoft SQL Server, then click .
The Database Properties (SQL Server) dialog opens.
Type the name of your SQL Server in the SQL Server field.
Select appropriate server authentication under Connect using.
Type in the Login Name and Password if necessary.
Database, enter a name for your Database.
Database names cannot contain \ / : * ? ’r; < > | ; symbols. The name you give your database will appear in the database list and on your main bids screen.
Requires login box will not be active until after you create the database. If you want to make the database password protected, proceed with the steps to create it then come back to Database Properties and check the box for this feature.
Measure Mode, in the Measure mode field, select either Imperial or Metric as the system of measurement to use. See Units of Measurement for more information. All UOM boxes in the database will be based on the system of measurement you choose.
Click . Your database will now be available and listed on the Bid Navigator.
If you had an existing Microsoft Access (*.mdb) database, it should be visible also.
If you have an existing database that you want to synchronize with the SQL Database you created during Step 3, please follow these steps in Synchronizing Databases.
If you need to transfer bids from Access database to the SQL database, you must be able to see both databases in the Bid Navigator.
Expand the existing Access database (Source) to see bids it contains.
Drag and drop the bid(s) from the Access database to the SQL database and release the mouse button. The bid begins to be copied.
Move the Access (*.mdb) database to a folder or CD that is not shared and not visible to Quick Bid.
If you leave the Access (*.mdb) database visible, your estimators may accidentally work and create bids in the ’r;old’ Access database as opposed to creating them in the newly created SQL database.
Now that you have a database created, you can:
Synchronize your new database with an existing database
Set your database to require logins
Set Database Options and Defaults