Switching the EPLAN

Project Management to SQL-Server

EPLAN Platform Version 2.9
Status: 05/2021

EPLAN GmbH & Co. KG

Technical Information
Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

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Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Table of Contents
Introduction ........................................................................................... 5
Notes for the Reader ......................................................................... 6
Requirements .................................................................................... 8
Switching the Project Management ..................................................... 9
Establishing the Connection to SQL-Server and Database............ 9
Reading Projects into the SQL Database ...................................... 12
Reading More Directories into Project Management .................... 13

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Introduction
Dear users,
The team at EPLAN GmbH & Co. KG is pleased to welcome you as a
new user.
This document describes how you can switch the EPLAN project man-
agement over to the Microsoft SQL-Server. We are carrying out this
switch for "EPLAN Electric P8" as an example. A corresponding transi-
tion is possible for the following program variants of the EPLAN platform:
 EPLAN CPM
 EPLAN Education
 EPLAN Electric P8
 EPLAN Fluid
 EPLAN Preplanning
 EPLAN ProPanel
 EPLAN Trial.

These instructions are intended for administrators who are already famil-
iar with EPLAN and who know how to configure an SQL-Server.
Note:
We used the fully licensed program variant "EPLAN Electric P8" and the
SQL-Server "Microsoft SQL-Server 2014 Express" when drawing up this
document. If you use a different variant or have not licensed all the mod-
ules for P8 or use a different Microsoft SQL-Server version, the figures in
this documentation may possibly go beyond the scope of functionality of
the software you have purchased, that is, functions are also described
which are not available to you.

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Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Notes for the Reader

Before you begin reading, please note the following symbols and styles
used in this document:
Warning:
Text preceded by this symbol contains a warning; you should be abso-
lutely sure to read this warning before proceeding!

Note:
Text preceded by this symbol contains extra notes.

Tip:
Useful tips to facilitate your interaction with the program are presented
after this image.

Example:
Examples are highlighted by this symbol.
 User interface elements are marked in bold so they can immediately
be located in the text.

 Italic text provides particularly important information that you should

definitely pay attention to.

 Code examples, directory names and direct entries (among other

things) are displayed in a non-proportional font.

 Function keys, keyboard keys, and buttons within the program are
shown in square brackets (e.g., [F1] for the "F1" function key).

 To improve the flow of the text, we often use "menu paths" in this doc-
ument (for example, Help > Contents). In order to find a particular
program function, the menus and options shown in a menu path must
be selected in the sequence shown. For example, the menu path
mentioned above calls up the EPLAN help system.

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

 The operating information provides step-by-step instructions for reach-

ing specific targets, and in many places, after the right-arrow symbol
 you'll also find the program's reaction to your action.

 In combination with settings or fields (e.g., check boxes) which can

only be switched on or off, in this document we often use the term "ac-
tivate" (after which the setting is active ) and "deactivate" (after
which the setting is inactive ).

 In combination with settings or fields (e.g., check boxes) which can

only be switched on or off, in this document we often use the term "ac-
tivate" (after which the setting is active ) and "deactivate" (after
which the setting is inactive ).

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Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Requirements
You require one of the following Microsoft SQL-Server programs in order
to switch the project management over to an SQL-Server:
Microsoft SQL-Server 2016 / 2017 Express / Standard or Enterprise Edi-
tion.
More information about the software requirements and approvals can be
found on the homepage:
https://www.eplan.help/en-
us/Infoportal/Content/htm/portal_software_approvals.htm

Notes:
 Please note that you must have installed a Microsoft SQL-Server
2016 / 2017 in your company in order to switch the project manage-
ment. If this is not the case, contact your SQL system administrator.
 If you use the "SQL-Server 2016 / 2017 Express" version, you must
have installed the Management Studio Express as well in order to
manage the databases and users.
 For further information about the individual versions of the Microsoft
SQL-Server operating system please refer to the Microsoft Internet
sites.

If you do not have administrator rights on the SQL-Server, please contact

your SQL system administrator. You furthermore need the name of the
server and have to be set up as a user (with the corresponding pass-
word) on the SQL-Server in order to establish a connection to the SQL-
Server.

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Switching the Project Management

Establishing the Connection to SQL-Server and

Database
Caution:
In order to create a database with the EPLAN table structure on the
SQL-Server you require administrator rights on the SQL-Server for the
following steps. Please contact your SQL system administrator to this
purpose.
Open the settings dialog for the project management in order to set up
the SQL-Server.

1. Select Options > Settings > User > Management > Project man-
agement database.
 The Settings: Project management database dialog is opened.

2. Select the SQL-Server option and click [New].

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Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

 The Generate SQL-Server database dialog is opened.

3. Enter the server name and the instance name of the SQL-Server in
the Server field.

4. Enter a new name for your project management database in the Da-
tabase field.

Caution:
Do not use hyphens in the name of the SQL database.
5. During Login, select the variant specified by your SQL administrator.

Note:
You have two possibilities for logging on to an SQL-Server:
"Windows authentication" uses the logon data of your Windows user
account.
If "SQL-Server" is selected, you use a separate user name and
password.
If a user has not been set up yet for accessing the SQL-Server,
please contact your SQL system administrator.

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

6. Confirm your settings in the Generate SQL-Server database dialog

by clicking [OK].
 The new database is created.

7. Click [OK] to confirm the settings.

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Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Reading Projects into the SQL Database

After you have successfully created a database on the SQL-Server, it
does not yet contain any projects. Carry out the following steps to read
your projects successfully into the database:
1. Select Project > Management.
 The Project management message is opened.

2. Click [Yes] to read in the projects that are located in the set EPLAN
project directory
 The Project management dialog opens.

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

Reading More Directories into Project Man-

agement
If you want to read projects from other directories into the project man-
agement, proceed as follows:

1. Select Project > Management.

 The Project management dialog opens.

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Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

2. Click [Extras] > Load directory.

 The Select initial directory dialog is opened.

3. Select the desired directory and click [OK].

 All the projects from the selected directory and its subdirectories
are read into project management.

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 Switching the EPLAN
Project Management to SQL-Server
EPLAN Platform Version 2.9
Status: 05/2021

EPLAN GmbH & Co. KG

An der alten Ziegelei 2
40789 Monheim am Rhein · Germany
Phone: +49 (0) 21 73 / 39 64-0
Fax: +49 (0) 21 73 / 39 64-25
[email protected] · www.eplan.de

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