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Logging into EQuIS Professional requires the following:

•Name of the server where the EQuIS Professional Database is located.

•Valid user name and password. For password requirements, see the Change Password section.

 

To obtain this information, contact an EQuIS Database Administrator. You can log in to EQuIS Professional using one or more of the following methods, depending on the database configuration:

1.Enterprise login with an Application Level Security role assigned

2.Windows authentication

3.using an established (SQL Server) user name and password

4.Sign in with Microsoft (Azure Active Directory)

5.Sign in with OpenID

 

 

The EQuIS Professional Quickstart - Connect to a New Database, Facility or Facility Group video is available to view or download.

 

Launch EQuIS Professional

 

To open the EQuIS Professional window, execute the steps below.

1.Click Windows > Start.

2.Expand EarthSoft under the Programs list.

3.Select EQuIS Professional.  

4.EQuIS Professional will open to the backstage view.

 

EQuIS Professional Login Screen

 

These are the available login types:

 

 

Connect to a database by following the steps below.

1.EQuIS Professional will automatically open to the Connect tab.

2.Select Server Type: EQuIS Enterprise or SQL Server (select from drop-down next to Server Name). Alternately, EQuIS Professional can automatically detect and switch server types based on the input of the following step.

3.Enter a Server Name or EQuIS Enterprise Site URL: The name (or IP address) of the server that is being connected to. If the server name is unknown, contact the system administrator.
 

4.Select the User Authentication type from the drop-down.

5.If applicable, enter User Name and Password information.

6.Connection String Options: : This option will appear if a SQL Server was picked in Step 2. Click “Connection String” under the Server Name to enter user-specific connection string preferences for database level connections. SQL users may need to specify their database name here, e.g.:
Database=MyDatabase;
 
See Connection String Options below for details.

7.Click Sign In or, if a different authentication method, Sign in with Microsoft or Sign in with OpenID.

 

Connect to Facility or Facility Group

 

Once logged in, a user can expand the database(s) to view facility groups and individual facilities. The left pane under the login details, the Database Pane, shows facility groups under database names. The right pane under the login details, the Facility Pane, displays individual facilities.

 

Select a facility: Expand and select the appropriate database or facility group folder in the database pane.

 

Search for a facility: The the Search bar above the database list.

 

Open a facility: Double-click the facility row in the facility pane (such as Springfield below)

 

Open a facility group: Double-click a facility group folder in the database pane.

 

 

After logging into a facility, the remembered license level or lowest (Standard, if present) available license will automatically be checked out.

 

EQuIS Professional Connections

 

EQuIS Professional connection files can be saved, pinned and launched from your Desktop or a folder. See Professional Connections for additional information.

 

Change Password

 

Change a user password in EQuIS Professional by following the steps below.

1.From the Connect tab on the backstage, enter the database connection information.

2.Enter the Username and Password for the user whose password will be changed.

3.Click the Change Password button to right of the password field.  

4.Enter the current password.

5.Enter a new password.

6.Confirm the new password and click OK.

 

The new password must meet the default complexity requirements:

•Between 6 and 30 characters in length

•At least one lowercase character

•At least one uppercase character

•At least one numeric digit

 

 

 

Connection String Options

 

The Connection String Options field is available for advanced connection string settings for users with SQL logins. Click the "Connection String" text after inputting a server name to reveal this field:

 

For example, when connecting to a SQL Server Database with large datasets, it may be necessary to increase the Connection Timeout to avoid timeout errors. Timeout errors may occur anytime the database is accessed, commonly when first connecting to the database, but also when reference values are called when creating reports. Type Connection Timeout=xx in the Connection String Options field (where xx is the number of seconds) as shown below.

 

Connection Timeout = 300;

 

SQL accounts set up for specific databases may need to specify the database name in the connection string to be able to connect, e.g.:

 

Database=MyDatabase;

 

 

Additional Connection String Options

 

For SQL Accounts:

•If the database needs to be specified in EQuIS, it will also need to be specified in SQL Server Management Studio (SSMS) in the Options tab of the Connect window, as shown below.

 

 

•For additional options, refer to the Microsoft SqlConnection.ConnectionString Property page.