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EventPro Software Installation Guide

In most cases, an existing database will be prepared for you, containing information that has been converted from a previous database or added under the guidance of your EventPro Training & Implementation Specialist. That database will be sent to you so that you can restore it.

Before restoring the database, however, this process requires that you first create a new database with the EventPro Database Utility. The new database you are creating here is essentially a placeholder. Later, you will restore your existing database over this new "placeholder" database.

1.Run the EventPro Database Utility Wizard by selecting EventPro Data Updater from your Start Menu, or double-clicking the EventPro Data Updater application file in the folder to which you installed it.

2.On the first page of the wizard, select Create a New Client Database, and click Next.

_43_EPDBUpdate-New

3.Target Database:

Enter the target database information.

_44_EPDBUpdate-Target

a.Database Type: Choose MS-SQL.

b.Server: Enter the SQL Server Named Instance, identifying the network name of the computer plus the instance name you specified earlier when installing SQL Server (i.e. "SQLEXPRESS").

It will look something like this: MYDBSERVER\SQLEXPRESS

c.Authentication: Because Users will be connecting to the SQL Server Instance using Windows Authentication, leave this checkbox unselected.

d.Database: Type in (don't select from the drop-down) the name of the new database you are creating, e.g. EventProData.

The Data Updater will create 2 databases:

i.This named database (i.e. EventProData), over which you will later restore the existing, prepared database from your Training or Support Specialist.

ii.An EventProMaster database to control licensing.

e.Client I.D.:  Typically, you would use your six-digit License ID for the Client I.D.

f.Cloud Data: Leave this unselected, as you are performing a Network Install of EventPro.

g.Database Data Type: From the drop-down list, choose Blank or Standard.

i.Standard means the database will be populated with some basic default data, namely Statuses, Titles, Communication References, Booth Types, Budget Types, Payment Types, Location Features, and Location Setup Types.

Clients typically choose Standard, as they find it easier than starting from a completely blank database that has no frame of reference. The pre-entered status, titles, etc. can easily be edited to suit your organization's terminology.

ii.Blank means a completely blank database, with no pre-entered data.

If you are planning to restore an existing database over this new database, it doesn't really matter which data type you select.

h.License File: Click the ellipsis (...) and browse to your license file (Licence.ini). This is the license file you downloaded earlier.

i.When you have entered all of the target database information, click Next.

4.In the last page of the wizard, click Finish.

5.Now, if you have an existing database that needs to be restored, proceed to Restore Existing Database over New.

If you are starting from a new database - i.e. you do not have an existing database that was sent from your EventPro Trainer, you can skip to Give Database Rights to Users.

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