Data Storage - Credentials

Use these instructions if you have an Existing Enterprise Modelling Portfolio you want to connect to. Proceed to read the Credential Steps below.

If you are wanting to create your first Portfolio then navigate to Portfolio Management.

Still unsure, read our Data Storage Options

To proceed with these steps then you need to know what your Data Storage settings are, if you are utilising Local Storage, the Server Name is typically '(localhost)\MSSQLLocalDb'. If you are not utilising Local Storage then speak to your Administrator to discover your SQL Server credentials.

  1. Enter your Server Name.
  2. Select the Portfolio or check 'Attach Existing' and enter your existing Enterprise Modelling Database Name.
  3. Choose your Authentication type (Windows Auth or Username and Password)
Click the 'Set' button.