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Background
If you are unfamiliar with how computer connections work, the following link gives a brief description of the basics.
How Computer Connections Work
Network Equipment and Firewalls
INCORRECT FIREWALL SETTINGS WILL PREVENT CONNECTION TO THE DATABASE! The way to determine if your firewall is incorrectly set is to disable the firewall and try to connect, using the correct password.
Where is your data stored?
The data files where your information is stored is called a database. The database is really just a couple of files, which are maintained and controlled by special software that handles requests from users and maintains the files. The Management by Statistics uses Microsoft's SQL Server database software for this purpose. SQL Server is the one of the most popular database software packages available. The installation of the SQL Server is handled automatically when you install the Mastertech Database Manager. The Mastertech Database Manager works with Microsoft SQL Server to handle your data files. This includes creating the files, backing them up for protection, restoring backups, changing the password for access to the database and performing a number of other tasks.
Microsoft SQL Server has a large number of options and generally requires a trained person to operate. To remove this burden, the Mastertech Database Manager was created to provide a simple means of performing the most commonly needed tasks, including maintaining the settings for connecting to SQL Server from other computers.
The version of Microsoft SQL Server installed with the Management by Statistics allows for 4GB of data, excluding documents, which are stored separately. This is more than enough for most businesses. Upgrading to a larger SQL Server is allowed should you need the extra space. For customer who want to use their own, larger version of Microsoft SQL Server, you are welcome to do. Provisions exist in the Mastertech Database Manager to allow this.
Checklist
This checklist is designed to locate and correct most connection problems that may come up when attempting to connect the Management by Statistics Client Software with the Database located on the server.
The image below show what the connections window looks like on the Management by Statistics Client Software.

The Database Server Name is the server computer's name followed by \MBSDATAEXPRESS. If you are using a different SQL Server for some reason, then enter the instance name of the SQL Server you are using. The instance name for SQL Server is a specific name given to that installation. Instance name are needed to separate multiple SQL Servers installed on the same computer. The instance name given to the SQL Server installed for the Management by Statistics is MBSDATAEXPRESS.
The Port Number is normally left blank and should not be used unless the Connections tab in the Mastertech Database Manager specifies a specific port. (See connections tab in the Mastertech Database Manager)
The User Authentication should normally be set to Database Authentication, where you enter the Database Password you specified in the Mastertech Database Manager.
Database Name is MBSData.
Part A: Connections Issues on a Single Computer Installation
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You can install Management by Statistics on a single computer. Install the client and server software on the same computer. The server software should be installed first, then the Management by Statistics software.
- Use the following settings in the Management by Statistics Software:
Server: ComputerName\MBSDATAEXPRESS
Port: <Blank>
Authentication: Windows Authentication
Database: MBSData
- If the above doesn't resolve the connection problem, check that the database software is running (SQL Server).
To check if it is currently running do:
- Open the Windows Services Utility.
Windows XP/Windows Server 2003: Click Start > Administrator Tools > Services.
Windows Vista: Click Start > Administrator Tools > Services or it can be found in the Control Panel.
Windows 7/Windows Server 2008: Click Start > Administrator Tools > Services or it can be found in the Control Panel.
- Scroll down and find SQL Server (MBSDATAEXPRESS). It should say Started. If not do the following:
i. Right click on SQL Server (MBSDATAEXPRESS) and select Properties. Set the Startup type: to Automatic. This instructs the computer to run this service automatically every time the computer is started.
ii. Right click on SQL Server (MBSDATAEXPRESS) and select Start.
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Part B: Installations With a Server and Client Computers
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Because of the number of security measures existing in computers, any of which can prevent connections from correctly occurring, there are significantly more trouble shooting options to check.
Connection Settings
- Use the connection settings as they are displayed in the Database Manager. These will look like the settings below:
Server: ServerComputerName\MBSDATAEXPRESS
Port: <Blank> (NOTE: This can be a number specified on the server)
Authentication: Database Authentication
Database Password: <Password you entered into the Mastertech Database Manager>
Database: MBSData
If you have forgotten the Database Password, you can reset it in the Mastertech Database Manager under the Connections tab.
If you still cannot connect from the client to the server, there is a list of error messages below with common causes of each.
Error Messages - Symptoms
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