SaveToDB 8

SaveToDB 8

Getting Started

The SaveToDB add-in for Microsoft Excel has three major use cases:

  • Personal tool for working with databases
  • Application platform customized with SQL
  • Data layer library for VBA projects

You may use the add-in personally. Just connect to databases, edit data, and save changes.

Microsoft Excel as a client application has great benefits against Web, WinForms, and WPF applications.

The SaveToDB add-in allows creating complete feature-rich multi-user applications using database views and procedures.

VBA developers may use the SaveToDB add-in as a free data layer for multiple database platforms and web data sources.

In any case, you may use SaveToDB Express for free.

Below are the main ideas for you:

Main ideas for using SaveToDB add-in for Microsoft Excel

You may start learning about SaveToDB on the following topics:

Change History

Version 8.0, November 27, 2017

Upgrade Notes

  • Previous versions are converted to a new trial version with a 30-day period.
  • Customers, who bought SaveToDB Upgrade Warranty or SaveToDB Subscriptions, may register SaveToDB 8 for free, using the same product codes.
  • SaveToDB 8.0 supports all previous versions of server-side configurations.
    You do not need to change your databases before the upgrade.
    However, you may upgrade SaveToDB Framework 3.x-6.x to the latest SaveToDB Framework 7.2 to get the latest features.
  • SaveToDB 8.0 introduces SaveToDB Framework 8.0.
    You may use the improved SaveToDB Framework 8.0 for new applications.
    SaveToDB 3.x-7.x ignores translations and parameter configurations of the new framework.

Breaking changes:

  • Since SaveToDB 7.15, the add-in does not protect cells with more than 32767 characters.
    Now it generates the simple code like SELECT * FROM <table> for tables with column data types like varchar(max), string, text, or CLOB.
    You may exclude fields with longer values in Excel directly.
  • The SaveToDB tab is shown as Database by default.
    You may turn off the new name using the Options dialog box.
  • Changed .NET platform from .NET Framework 4.0 Client Profile to .NET Framework 4.5.2.
  • Changes in requirements for Windows 7, Windows Server 2008, and Windows Server 2008 R2.
  • Removed support for Windows XP.
  • Removed support for SQL Server 2000.
  • Removed support for MySQL 5.0, 5.1, 5.2.
  • Removed support for MariaDB 5.1, 5.2, 5.3.

New features:

  • The new release is targeted to working with databases with zero configuration.
    The add-in creates configurations for typical tasks itself.
    Developers may change the default settings using configuration tables as it was before.
  • Support of editing tables with foreign keys by default.
    The add-in creates required validation lists and ribbon parameter value lists itself.
  • Support of saving changes of data loaded from views and stored procedures that select data from single tables by default.
    Grant the VIEW DEFINITION permission for views and stored procedures to activate this feature.
    You may disable this feature for the desired objects adding the DoNotSave handler.
  • Support of database schemas in the query list.
    This feature allows reducing the number of required query list configuration views.
    The add-in loads configuration of saving changes from tables or views like xls.objects.
  • SaveToDB Framework 8.0.
    The new framework has a much simpler structure than previous versions due to complete reading of database metadata from a database by the add-in.
    Also, it has the same structure for all supported database platforms including SQL Server, Oracle Database, or MySQL.
    The framework includes four tables: xls.objects, xls.handlers, xls.translations, and xls.formats, the xls.queries view, and two roles: xls_users and xls_developers.
  • Application Installer.
    We have significantly improved SaveToDB Framework Installer and renamed it.
    The wizard allows installing, upgrading, and deleting frameworks and applications.
    Use this wizard to upgrade SaveToDB Framework 3.x-6.x to the latest compatible version 7.2 to get the latest SaveToDB 8 features.
    Use this wizard to install applications. Try, for example, Planning Application for Microsoft SQL Server.
  • Application Installer includes Planning Application.
    You may use the application for free (SaveToDB Enterprise is required).
    Commercial support is available. Please, contact us.
    Download the Planning Application with Microsoft Excel and SQL Server e-book also.
  • Application Installer includes Change Tracking Framework for Microsoft SQL Server.
    Download the Change Tracking Framework for SQL Server e-book also.
  • Application Installer includes the Cash Flow example.
    The example shows SaveToDB 8 features with zero configuration.
    You may test the example on all supported database platforms
  • Application Workbooks.
    We have significantly improved the Configuration Workbook Generator wizard and renamed it.
    You may use the wizard to create configuration workbooks for all versions of SaveToDB Frameworks and built-in applications.
    We plan to extend this wizard to allow creating workbooks using templates from databases.
    Please contact us if you are interested in this feature.
  • Application workbook wizard allows creating a workbook to manage SQL Server Permissions.
    This application is for business users who manage permissions. Try it.
  • New configuration format of saving features used in the xls.objects table of the SaveToDB Framework 8.
  • New configuration format of data translations used in the xls.translations table of the SaveToDB Framework 8.
  • New configuration format of select value queries as a part of the event handler configuration with the ParameterValues event type.
    This allows eliminating a separate table to configure select values queries in SaveToDB Framework 8.
  • The add-in deletes rows marked with 0 in the _State_ column (a new special column).
    This feature is useful for editing tables of many-to-many relations using pivot tables (use the SUM function in a pivot table).
  • The new AddStateColumn type of event handlers that adds and formats the _State_ column to tables.
    As described above, set 0 in the _State_ column to deleted rows.
  • Rewritten OData layer.
    Please test it before going into production.
  • Logging SQL queries.
    You may turn on logging using the Options dialog box.
    This feature is useful for debugging event handlers and profiling query times.

  • The add-in formats worksheets for newly connected tables.
    You may turn off this feature using the Options dialog box.
  • The add-in formats SQL Server bit fields as checkboxes.
    You may turn off this feature using the Options dialog box.
  • The Forms wizard allows formatting any range as checkboxes.
    Use 0 and 1 in range cells. You may double-click on such cells to rotate values.

Improvements:

  • Significantly improved performance of connecting to databases and loading configuration data.
    The add-in caches database metadata and uses it for the following requests.
  • Improved detecting of stored procedures to show in the query list.
  • Removed Table Views groups in the Data, View, and Design tabs.
  • Rewritten and improved documentation.

SaveToDB Edition Comparison

FeatureExpressPersonalEnterprise
Loading data
Saving dataDelayed
Saving data using VBA
Wizards
Interface features
Configured features except for cell change event handlers
Cell change event handlersx
Commercial usex

Install and Uninstall

Installing

To install the SaveToDB add-in:

  • Download and unzip SaveToDB setup package to a local folder.
  • Close Microsoft Excel.
  • Run setup.exe.

SaveToDB requires the following pre-installed Microsoft components:

  • Microsoft .NET Framework 4.5.2 or higher
  • Visual Studio 2010 Tools for Office Runtime

If these components are not installed, you will be asked to download and install them from the Microsoft website.
It may require downloading additionally about 100MB.

Updating

To update the SaveToDB add-in, just install a newer version.

Alternatively, you may uninstall SaveToDB first and then make a clean install.

Uninstalling

To uninstall the SaveToDB add-in:

  • Close Microsoft Excel.
  • Open Control Panel.
  • Open Programs and Features.
  • Select SaveToDB and click the Uninstall button.

Upgrading

It is recommended to uninstall SaveToDB 1-7 before installing SaveToDB 8.

Previous versions are converted to a new trial version with a 30-day period.

After that period, you may purchase and register a new major SaveToDB version, or uninstall it and install the previous version.

In the last case, if the previous major version was registered, you may continue to use it without additional actions.

Troubleshooting

If you do not see the SaveToDB tab, try to repair SaveToDB installation:

  1. Close Microsoft Excel.
  2. Open Control Panel.
  3. Open Programs and Features.
  4. Select SaveToDB and click the Repair button.
  5. Open Microsoft Excel.

If there is still no SaveToDB tab, please try the following:

  1. Close Microsoft Excel.
  2. Run the file C:\Program Files (x86)\Gartle\SaveToDB\RegisterSaveToDB_User.cmd.
  3. Open Microsoft Excel.

If there is still no SaveToDB tab, try to activate the add-in from the disabled items in Microsoft Excel:

  1. Open the File, Options dialog box.
  2. Click on the Add-ins tab.
  3. Select Disabled Items in the Manage list (in the bottom left corner) and click the Go... button.
  4. Select the SaveToDB add-in and click the Enable button.

If you still do not see the SaveToDB tab, please contact us.

Corporate Deployment

You may use the savetodb.msi package to deploy the SaveToDB add-in to users' computers.

SaveToDB requires the following pre-installed Microsoft components:

  • Microsoft .NET Framework 4.5.2 or higher
  • Visual Studio 2010 Tools for Office Runtime

Use the following link to download and install Visual Studio 2010 Tools for Office Runtime:

http://www.microsoft.com/en-us/download/details.aspx?id=48217

System Requirements

Supported Versions of Microsoft Excel:

  • Microsoft Excel 2007, 2010, 2013, 2016

Supported Architectures:

  • x86, x64

Supported Operating Systems:

  • Windows Vista SP2, 7 SP1, 8, 8.1, 10
  • Windows Server 2008 SP2, 2008 R2 SP1, 2012, 2012 R2, 2016

Supported Versions of Microsoft SQL Server:

  • Microsoft SQL Server 2005, 2008, 2008 R2, 2012, 2014, 2016 including Express LocalDB
  • Microsoft Azure SQL Database

Supported Versions of Microsoft SQL Server Compact:

  • Microsoft SQL Server Compact 3.5, 4.0

Supported Versions of Oracle Database:

  • Oracle Database 10g R1/R2, Oracle Database 11g R1/R2, Oracle Database 12c R1

Supported Versions of IBM DB2:

  • IBM DB2 9.5, 9.7, 9.8, 10.1, 10.5, 11.1

Supported Versions of MySQL:

  • MySQL 5.5, 5.6, 5.7

Supported Versions of SkySQL MariaDB:

  • MariaDB 5.5, 10.0, 10.1, 10.2

Supported Versions of NuoDB:

  • NuoDB 2.0.4, 2.1, 2.2, 2.3, 2.4, 2.5, 2.6

Supported Versions of PostgreSQL:

  • PostgreSQL 8.0, 8.1, 8.2, 8.3, 8.4, 9.0, 9.1, 9.2, 9.3, 9.4

Supported Versions of SQLite:

  • SQLite 2, 3

Supported Versions of SaveToDB Framework:

  • SaveToDB Framework 2.0, 3.0, 4.0, 4.7, 5.0, 6.x, 7.0, 7.2, 8.0

Trial Version Limitations

You can use SaveToDB during a 30-day trial period for free.

During this period, you can try all the features of the SaveToDB Enterprise edition.

When the trial period has expired, the SaveToDB add-in stops working, and you have the following options:

  1. To register the SaveToDB Express edition for free.
  2. To purchase a license and register the SaveToDB Personal or Enterprise edition.
  3. To purchase a subscription and register the SaveToDB Personal or Enterprise edition.
  4. To stop the use and remove SaveToDB from a computer.

See also

End-User License Agreement

This End-User License Agreement (EULA) is a legal agreement between you (either an individual or a single entity) and Gartle Technology Corporation for any SaveToDB software, use examples and documentation (Software) that accompany this EULA.

YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA BY INSTALLING, COPYING, OR OTHERWISE USING THE SOFTWARE.

IF YOU DO NOT AGREE, DO NOT INSTALL, COPY, OR USE THE SOFTWARE.

Your licensing of Software is in accordance with the terms of the EULA in effect at the time of such licensing. By licensing Software, you accept and agree to the EULA in effect at such time.

  1. GRANT OF LICENSE: Gartle Technology Corporation grants you the following rights provided that you comply with all terms and conditions of this EULA:
    1. Trial Period: You may install, use, access, display and run the Software for purposes of evaluation of the Software for a period of thirty (30) days from the date of installation of the Software to determine if the Software meets your needs. Upon completion of your evaluation or at the end of the 30-day trial period, whichever occurs first, you must do one of the following:
      1) acquire a free of charge license for the SaveToDB Express edition and register the Software in order to continue use of Software;
      2) purchase a license or subscription for the SaveToDB Enterprise or SaveToDB Personal edition and register the Software in order to continue use of Software;
      3) discontinue use of the Software, and uninstall the Software.
    2. Installation and Use: You may install, use, access, display and run one (1) copy of the Software per license, on a non-exclusive basis and without right of sublicense or concurrent use, on a single computer or machine, such as a workstation.
    3. Software Transfer: You may transfer the Software to a different internal workstation or user so long as you have purchased a License for each such workstation or user. You may not, however, transfer the Software to a Third Party.
    4. Use of Examples: You may install, access, modify and use Software examples, including Microsoft Excel workbooks, databases, SQL codes, and batch files, for your private or company-internal purposes.
  2. LIMITATIONS: You may not use, copy, modify, display, rent, lease, loan, transfer, distribute, download, merge, or make any translation or derivative work of the Software, except as expressly provided herein. You may not reverse engineer, decompile, or disassemble the Software, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation.
  3. INTELLECTUAL PROPERTY RIGHTS AND CONFIDENTIALITY: The Software, including methods, processes and/or techniques utilized therein, is owned by, proprietary to and valuable trade secrets of Gartle Technology Corporation and is protected by Russian Federation copyright law and international treaties. You agree to take no actions that impair or infringe Gartle Technology Corporation's intellectual property rights in the Software. You agree not to remove, efface or obscure any copyright notices, other proprietary markings or confidentiality legends placed upon or contained within the Software.
  4. DISCLAIMER OF WARRANTIES: Gartle Technology Corporation disclaims all warranties concerning the Software and Services (if any), express, implied, or statutory, including without limitation, any warranties, duties or conditions of merchantability or fitness for a particular purpose, warranties of reliability or availability, of accuracy or completeness of responses, of results, of workmanlike effort, of lack of viruses, and of lack of negligence, all with regard to the Software, and the provision of or failure to provide support or other services, information, software, and related content through the Software or otherwise arising out of the use of the Software. Gartle Technology Corporation does not warrant that the Software will operate in combination with other software products selected by you, or that the Software will operate uninterrupted or error-free. Additionally, Gartle Technology Corporation and its suppliers provide the Software and Services AS IS AND WITH ALL FAULTS. THERE IS NO WARRANTY OR CONDITION OF TITLE, QUIET ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO DESCRIPTION, OR NONINFRINGEMENT WITH REGARD TO THE SOFTWARE.
  5. NO LIABILITY: TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL GARTLE TECHNOLOGY CORPORATION OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL, INCIDENTAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS OR CONFIDENTIAL OR OTHER INFORMATION, FOR LOSS OF DATA, FOR BUSINESS INTERRUPTION, FOR PERSONAL INJURY, FOR LOSS OF PRIVACY, FOR FAILURE TO MEET ANY DUTY INCLUDING OF GOOD FAITH OR OF REASONABLE CARE, FOR NEGLIGENCE, AND FOR ANY OTHER PECUNIARY OR OTHER LOSS WHATSOEVER) ARISING OUT OF OR IN ANY WAY RELATED TO THE USE OF OR INABILITY TO USE THE SOFTWARE, THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT OR OTHER SERVICES, INFORMATION, SOFTWARE, AND RELATED CONTENT THROUGH THE SOFTWARE OR OTHERWISE ARISING OUT OF THE USE OF THE SOFTWARE, OR OTHERWISE UNDER OR IN CONNECTION WITH ANY PROVISION OF THIS EULA, EVEN IN THE EVENT OF THE FAULT, TORT (INCLUDING NEGLIGENCE), MISREPRESENTATION, STRICT LIABILITY, BREACH OF CONTRACT OF GARTLE TECHNOLOGY CORPORATION OR ANY SUPPLIER, AND EVEN IF GARTLE TECHNOLOGY CORPORATION OR ANY SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
  6. LIMITATION ON REMEDIES: Within the first thirty (30) days after your receipt of the Software, should you encounter and report to Gartle Technology Corporation within such time period a reproducible error that causes the Software not to perform in all material respects as set forth in the Software documentation, then Gartle Technology Corporation will, at its sole discretion, either: a) resolve the error or malfunction, and modify or replace the Software (if deemed necessary by Gartle Technology Corporation); or b) allow you to terminate this EULA with respect to the non-conforming Software and, upon your return of the Software to Gartle Technology Corporation, Gartle Technology Corporation shall provide you with the lesser of a) the actual damages incurred by you; or b) the amount you paid for the non-conforming Software. The remedies described in this section shall be your sole and exclusive remedies under this EULA.
  7. GENERAL PROVISIONS
    1. Reservation of Rights and Ownership: Gartle Technology Corporation reserves all rights not expressly granted to you in this EULA. The Software is licensed, not sold.
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    3. Links to Third Party Sites: We may link to third-party sites through the use of the Software. The third-party sites are not under the control of Gartle Technology Corporation, and Gartle Technology Corporation is not responsible for the contents of any third-party sites, any links contained in third-party sites, or any changes or updates to third-party sites. Gartle Technology Corporation is not responsible for webcasting or any other form of transmission received from any third-party sites. Gartle Technology Corporation is providing these links to third-party sites to you only as a convenience, and the inclusion of any link does not imply an endorsement by Gartle Technology Corporation of the third-party site.
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    8. Entire Agreement and Severability: This EULA (including any addendum or amendment to this EULA which is included with the Software) is the entire agreement between you and Gartle Technology Corporation relating to the Software and the support services (if any) and it supersedes all prior or contemporaneous oral or written communications, proposals and representations with respect to the Software or any other subject matter covered by this EULA. To the extent the terms of any Gartle Technology Corporation policies or programs for support services conflict with the terms of this EULA, the terms of this EULA shall control. If any provision of this EULA is held to be void, invalid, unenforceable or illegal, the other provisions shall continue in full force and effect.
    9. Termination: Without prejudice to any other rights, Gartle Technology Corporation may terminate this EULA if you fail to comply with the terms and conditions of this EULA. In such event, you must destroy all copies of the Software and all of its component parts and you will not be entitled to any refund of monies.

Frequently Asked Questions

Is it possible to use the localized names for table columns, output columns of views and stored procedures?
Yes. Database servers support the localized names.
However, if you want to save data changes back to a database, then the names should conform to rules for stored procedure parameter names.
For example, space and non-alphanumeric symbols are not supported in parameter names.
At the same time, we recommend to use English names and configure the data translation.
Can I use spaces in column names of tables and views?
Yes, you can. However, these fields cannot be used in procedures parameters for saving data and handling events as they do not conform to requirements for procedure parameter names.
We advise to use English names of fields without spaces and use the data translation within Microsoft Excel.
I cannot save Excel table changes to a database. What to do?
See Required conditions to save changes.
I receive a message of operation timeout when saving changes of a big data table. How can I increase the operation timeout?
Change the Command Timeout using the Options dialog box.
I receive a message of operation timeout when publishing data. How can I increase the operation timeout?
Change the Command Timeout using the Options dialog box.
Why does the Microsoft Excel Refresh menu not work for MySQL?
The SaveToDB add-in uses the .NET provider for working with MySQL by default.
It allows you to work with MySQL without installing additional components. You may load and save data using the SaveToDB add-in.
For the full support of MySQL in Microsoft Excel, you have to install the ODBC driver from MySQL website and use this driver when connecting to MySQL database.
Why does the Microsoft Excel Refresh menu not work for Microsoft SQL Server Compact?
Microsoft Excel does not support working with Microsoft SQL Server Compact.
The SaveToDB add-in uses the .NET provider for working with Microsoft SQL Server Compact without installing additional components.
You may load and save data using the SaveToDB add-in.
Why does the Microsoft Excel Refresh menu not work for web data?
The SaveToDB add-in uses an internal provider with advanced features for working with web data.
Why do web-requests sometimes display wrong data?
The SaveToDB add-in uses smart algorithms for parsing table data from web pages in HTML, XML, and JSON formats.
If there are several tables on the page, then the most suitable one is chosen. Sometimes it can be the table of contents, which contains more "useful" data than the real table with data.
Try to use pages for printing which contain fewer formatting tables.
If a web page is not parsed correctly, you may send us a request. We will try to change the algorithms.
Why are user passwords saved unencrypted?
SaveToDB uses standard Microsoft Excel features for working with databases. Microsoft Excel saves the passwords unencrypted.
You may encrypt the entire workbook or even the disk drive to prevent using your password by other people.
SaveToDB allows using workbook personally at all as other users can connect the data using their credentials.
SaveToDB uses an internal provider for working with web data.
For web data, user's sensitive information is encrypted using Windows encryption features.
Microsoft Excel cannot connect to Oracle. What is the problem?
If connection data is correct and the server is available, see Fixing Oracle Database 10g Connection Error.
Why do I have to reenter the password to have access to web data?
The possible reasons are:
the password is changed,
or the workbook is opened under another user account,
or the login credentials have expired.
Why does the query list show native, not translated, names for all database objects?
The translation must be configured in a database, and the appropriate data language should be selected in the Options dialog box.
Why does the query list show native, not translated, names for some database objects?
If several objects have the same name after translation, then the first name is displayed translated, and the others are displayed with the native database names.
All translated object names should be unique.
Why is the Publish Wizard disabled?
The wizard works with Excel tables early named "Lists". Any table cell must be selected.
See Publish Wizard for a complete description.
In short, select the desired table range and click Excel "Insert, Table" to insert an Excel table.
SaveToDB tab has disappeared. What should I do?
Select File, Options and activate the Add-ins tab.
If the SaveToDB add-in is in the Inactive Application Add-ins group, then select COM Add-ins in the Manage combo box and the Go... button.
Then select the SaveToDB and click OK.
If the SaveToDB add-in is in the Disabled Application Add-ins group, then select Disabled Items in the Manage combo box and the Go... button.
Then select the SaveToDB and click the Enable button.
I cannot install the SaveToDB add-in. What to do?
The most probable reason is that you try to install the add-in from the path containing some national specific characters.
Try to create a folder named in English and to install it from this folder.
Why are the Views group buttons disabled?
The add-in works with Excel tables early called as Lists.
A possible reason is that your sheet does not contain any table.
To insert an Excel table, select a table region and execute the Excel Insert, Table command.

Product Registration

You can use SaveToDB during a 30-day trial period for free.

During this period, you can try all the features of the SaveToDB Enterprise edition.

When the trial period has expired, the SaveToDB add-in stops working, and you have the following options:

  1. To register the SaveToDB Express edition for free.
  2. To purchase a license and register the SaveToDB Personal or Enterprise edition.
  3. To purchase a subscription and register the SaveToDB Personal or Enterprise edition.
  4. To stop the use and remove SaveToDB from a computer.

To start the registration process, use the Help, Register Product menu item.

The registration process contains the following steps:

  1. Choosing the SaveToDB edition;
  2. Filling Licensee data;
  3. Activating the product.

Selecting Edition

A product code is required to register the product.

This product code is sent by email after SaveToDB license purchase.

SaveToDB Registration - Select the edition

Licensee Data

Please fill in the registration form carefully.

SaveToDB Registration - Fill personal data

The Next button is enabled when all the required fields are filled.

Don't forget to check the required field about the personal data use.

Online Registration

This step allows you to check your email address and to pause before the final step.

If the licensee data is valid, click Next.

You may return to the previous step using the Back button.

SaveToDB Registration - Check the email

After clicking the Next button, the SaveToDB add-in connects to the registration server.

If the connection is successful, the final step screen is shown. Click Finish.

SaveToDB Registration - The final step

If any error occurred during connection, you might try to register the product later or try to register the product by email.

Registration by Email

If you choose the Register by email option on the Licensee Data step, the following screen is displayed:

SaveToDB Registration - Check and start the registration email

The Next button starts the default email program, creates a registration email, and activates the next step.
Don't forget to send the email.

If starting of the email program has failed, you may create the registration email manually using the shown registration data.
Please carefully copy the To, Subject, and the Message fields.

The registration server sends the reply in a couple of seconds; but you may close the dialog box and open it again, in the same step.

Please copy the activation code from the received registration email and paste it into the Activation code field.

SaveToDB Registration - Paste the activation code

The Next button is enabled when the activation code is valid.

Click Next to continue.

The SaveToDB add-in checks the registration data and confirms the registration.

SaveToDB Registration - The final step

That is all. Click Finish.