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prim10840:How to connect Cost Manager / Cost Managment to a SQL Primavera database.

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Solution ID: prim10840
How to connect Cost Manager / Cost Managment to a SQL Primavera database.
Status: Reviewed
Version(s): 3.x, 4.1, 5.0

Problem: How to connect Cost Manager / Cost Management to a SQL Primavera database.
Fix: In Windows Explorer, go to the My Documents folder.  Right-click and select New, Microsoft Data Link. 

Note:  If the option ‘Microsoft Data Link’ is not available, see:


Solution ID: prim6765 ”How to create a Microsoft Data Link UDL file for Cost Manager/Cost Management.”


In the Provider tab, select ‘Microsoft OLE DB Provider for SQL Server’:



In the Connection tab, select the SQL Server name (where the PMDB database is located) from the drop-down list.  Select ‘Use a specific user name and password’ and enter the privuser’s username and password.  Make sure Allow saving password option is checked on.   Finally, select the database from the drop-down list (i.e. PMDB):



Select ‘Test Connection’ to make sure the UDL is setup correctly, and you should receive a ‘Test connection succeeded’ message.


 


Re-launch Cost Manager / Cost Management and you should see the new UDL in the Source Browser.


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