Appendix A. Planning Application Installation

Appendix A. Planning Application Installation

Download

You may download the planning app at https://www.savetodb.com/download.htm.

The application also requires SaveToDB Enterprise 7.13 or higher. You may download the add-in here too.

Download Package

Unzip the downloaded package to a local drive.

Open the PlanningApp folder. It has the following content:

PlanningApp folder of the downloaded package

The folder contains application workbooks, this e-book, and folders with SQL scripts.

Installation

You may find the installation scripts in the install-scripts folder:

Planning application installation scripts

To install the application:

  1. Create a database like PlanningApp.
  2. Open and execute (F5) the savetodb-framework-install-en.sql script.
  3. Open and execute (F5) the application-install.sql script.

You may do these steps using SQL Server Management Studio (SSMS).

If you do not have SSMS installed, you may use gsqlcmd scripts discussed below.

Installing Examples

You may install the Cash Flow and Cost Centers examples using the Actions menu in the MEMBER worksheet in the planning-app-analyst.xlsx workbook.

Installation using gsqlcmd

You may visit https://www.gsqlcmd.com, download and install the gsqlcmd utility.

This free utility allows executing SQL scripts using connections configured in a visual mode.

Open the gsqlcmd-scripts folder:

Planning application installation scripts for gsqlcmd

And execute the following batch files one-by-one:

  1. 1-edit-config.cmd
  2. 2-edit-grants.cmd
  3. 3-install-savetodb-framework.cmd
  4. 4-install-application.cmd
  5. 5-clear-credentials.cmd

The 1-edit-config.cmd open a visual connection string editor, gConnectionManager:

Editing the connection string using gConnectionManager

Click on the ... button and edit connection strings. Then click the Save button and close the editor.

You may use gsqlcmd scripts to uninstall the application also.

Just use application-remove.cmd instead of 4-install-application.cmd and savetodb-framework-remove.cmd instead of 3-install-savetodb-framework.cmd.

Test Users

If you install the application for test purposes, you may create test users used in the application workbooks.

Open the test-users folder:

Installation scripts for test users

You have to open and execute master-logins-install.sql first against the master database.

Then open and execute database-users-install.sql against the planning application database.

The gsqlcmd scripts discussed above include these operations.

You may use database-users-remove.sql and master-logins-remove.sql files to remove test users.

Uninstalling

You may use the following files from the remove-scripts folder to uninstall the application:

Uninstalling scripts

Open and execute application-remove.sql first. Then open and execute savetodb-framework-remove-en.sql.

If you do not have SQL Server Management Studio (SSMS) installed, you may use gsqlcmd scripts discussed above.

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