Installing SQL Connect

Installing Portfolio SQL Connect is quick and easy. Simply launch the installer and allow it to guide you.

SQL Connect has no interface itself; access to Portfolio Server is handled through standard Portfolio 5.0 application software

To access a Portfolio SQL Server: Open the Portfolio 5.0 application. From the File menu choose “Administer Servers...” From the Server Administration dialog you can add and administer one or more SQL Servers.

Tip: Before you can perform any Portfolio SQL Administration operations, the SQL database must be set up, Portfolio SQL Connect and Portfolio Server must running on the server machine, and the Portfolio 5.0 application must be running on the machine from which you wish to access the Server.