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Form Name: EQuIS SQL Form

File Name: EarthSoft.Forms.Library.42804.dll

Software: EQuIS Professional

Source: Available for the EarthSoft Primary Point of Contact (POC) on the EarthSoft Community Center downloads dashboard > Products > Additional Resources > v7.0

 

Description: The EQuIS SQL Form allows users to query the database using T-SQL. The form allows select statements, but cannot be used to delete, create or update records.

 

Installation Instructions: Download the EQuIS SQL Form from the EarthSoft Community Center, unblock the *.zip file and extract the DLL to the EQuIS Professional installation folder. For default installations this directory is C:\Program Files\EarthSoft\EQuIS or (for per-user installation) %localappdata%\Programs\EarthSoft\EQuIS\. The form will be available for selection once Professional has been relaunched.

 

Overview:

•Limitations

•Setup Instructions for Non-Admin User

 

The form allows you to write database queries for viewing data. If you do not have direct access to the database or to Microsoft SQL Server Management Studio, the form allows you to quickly find certain records in the database or to combine records from multiple tables using a join statement. For example, the form supports UNION and EXCEPT operators, along with TOP, ORDER BY and COUNT commands. Note that certain functions, such as deleting or updating, are disabled in the form.

 

 

Build 7.22.2 added support for the following:

 

•Comments anywhere in the SQL query, for example:

 

-- comment prior to SQL
SELECT dt, year, /* in-line comment that...
       ...spans multiple lines */ day_name
FROM dbo.st_calendar  -- comment at end of line
WHERE dt ='2020-01-01'; -- instead of CAST(GETDATE() AS DATE) use hard coded value\\

 

•Common Table Expressions, for example:

 

WITH date_cte AS
     ( SELECT dt AS c_date, [year] AS c_year, day_name
       FROM dbo.st_calendar
  )
SELECT c_date, c_year, day_name
FROM date_cte
WHERE c_date ='2020-01-01';

 

If the Open in New Tab option (via the gear button) on the initial screen is checked, the SQL Form query output window also contains all the standard report functions, such as crosstab reports, XY charts, and export options:

 

 

Additionally, the SQL Form query can be published to the database and utilized in EQuIS just as any other EQuIS grid report, such as a crosstab in the Enterprise Data Grid or EZView Widget.

 

Limitations

 

•This form is not available for non-administrator Application Level Security logins, unless set up specifically.

•Certain functions, such as deleting, inserting, or updating records, are disabled in the form. The Errors Tab of the form will return an "Unsupported SQL Found" message for these functions.

•Only one instance of the EQuIS SQL Form at a time should be used. To perform and display results from multiple queries, return to the original EQuIS SQL Form tab and run each query individually.

•Only run one query at a time in the EQuIS SQL Form, as only the first will process successfully. Use the standard SQL UNION operator to combine queries into a single result set.

•Prior to EQuIS 7.22.2, comment functionality was limited. See the Comments in Code historical documentation for more information.

•The EQuIS SQL Form reads anything that contains the @ symbol as a parameter, even if it should be read as a string. The only impact of this current behavior is that the form then displays the parameter selector screen. Continuing past that screen by clicking the Go button will still show correct results from the form. Another possible workaround is to replace the @ with CHAR(64), the number that represents the ASCII character. As an example, the SQL would look like this:

 

select user_id from st_user where email_address = 'username' + CHAR(64) + 'domain.com';

 

Setup Instructions for Non-Admin User

 

 

The following instructions must be followed so that a non-admin ALS user can use the EQuIS SQL Form:

 

1.Publish the EQuIS SQL Form DLL to the database (i.e., EarthSoft.Forms.Library.42804.dll. (Once published, the DLL does not need to be installed on the computer running Professional).

2.Using SQL Server Management Studio (or other similiar tool), execute the script.
 

 

Right-click the image above and select Save link as. Once downloaded, unblock the file and change the file extension from .txt to .sql. When executed, this script does the following:

a.Creates a special role named "EQuIS SQL Form" (used for assigning permissions).

b.Grants the appropriate permissions to "EQuIS SQL Form" role.

3.Using EQuIS Enterprise, associate the users (ALS non-admin) that will use the form to the "EQuIS SQL Form" role.

 

For example, assign roles to a non-admin ALS as shown below.

 

 

If after following the steps above (in order), a user is not able to use the EQuIS SQL Form, it is likely that they do not have "VIEWER" permission to EVERY facility in the database. To find facilities that a user does not have "VIEWER" permission to, execute the script.

 

 

Right-click the image above and select Save link as. Once downloaded, unblock the file and change the file extension from .txt to .sql.

 

4.Make all facilities visible to this non-admin ALS as shown below.