SQL Express is often used when:

• There are multiple users and the account history needs to be shared.

• There is a volume or security requirement that cannot be addressed with the Desktop edition.

• SQL is needed, but a full SQL Server is not available (i.e., Bank Rec).

Overview

There are two components to Treasury Software's SQL Express:

• Treasury Software client (also referred to as 'software')

• Data (database engine).

For instance, using Excel as an analogy, there is Excel the software program, and your worksheets.

Our goal is to install the software (client) on each computer that needs to run Treasury Software. In addition, the data (database engine) will be placed on a dedicated computer that each user can access. (This can be a workstation or a server.)  You may need to contact your IT Department for assistance.

Determine where you want the SQL Express database engine.

Very Small --or just testing:  If you are the only user, or the primary user in a small office setting, you will most likely want to install both the software and the database engine on your computer. Quickest and easiest: follow the 'Bundled installation - Easy' steps.

Very Large:  If you are in a corporate-controlled environment, you will need to consult with your IT department. They may want to install the database engine on a server. If so, follow the 'Installing the software and database on separate computers' steps.

Otherwise, if it is to be installed on your computer, follow the 'Bundled installation - Easy' steps.

Everyone else:  When in doubt, install the database on your local computer.  You can always migrate the database to another location later. Follow the 'Bundled installation - Easy' steps.

Bundled installation - Easy   (Installs software and database on the same computer)

Download and install (note the Multi-User shared database installation section):

www.treasurysoftware.com/setup/TreasurySoftware_setup_with_SQL_Express.exe

If another user needs to use the software as well, follow 'Adding an additional workstation'

-or-

Installing the software and database on separate computers

Download the SQL Express database engine

Download Microsoft SQL Express 2019 (341 MB)  on the computer that will be hosting the database engine -- or

If you are unable to install SQL Express 2019 due to an older Windows Operating system: Download Microsoft SQL Express 2017

NOTE: If you already have a SQL Express installed on the computer or server, use the one that is already installed -- don't install another one.

Then, copy the downloaded installation file onto the hosting computer and run the installation. Remember: You need to be at the hosting computer or remoting into it. (You cannot simply copy the installation file to another computer's drive and install it from your computer.)

Download and install the software (client) to a user's workstation

Download and install the software.

(You can skip this step if you have already installed the software.)

Start Treasury Software (client) and, from the Welcome New Users screen, select the application you are using (ACH Universal, Bank Positive Pay, or Bank Rec).

From the 'Settings' tab, select 'Migrate to SQL Express, SQL Server'.

If you are prompted to install SQL Client tools, please do so, and then restart the Wizard by selecting the 'Settings' tab, then selecting 'Migrate to SQL Express, SQL Server'.

From the dropdown list, select the computer hosting the SQL Express database in step #1 above.

Need troubleshooting assistance? Can't connect to the SQL Express database?

At the end of the Wizard, the system will prompt you to exit and re-enter the software. Please do so.

Create databases/accounts

Upon restarting, the system will prompt you to create a new database.

Afterwards, the system will confirm creation of the Sample database. Allow it to do so.

Tip: If you need to create additional databases or add existing ones, please reference here.

If another user needs to use the software as well, follow 'Adding Additional Workstations'.

Note:  If you are upgrading from a Desktop platform to a Workgroup platform, you will want to copy your current .brd database files onto the computer holding the new SQL Express.  You can usually find these Desktop databases under C:\users\public\treasury software\Data  --and they are the named accounts that were set up ending in a .brd extension.  [You do not need the Sample.brd]  You will copy the data from the .brd databases into new SQL databases that are created.