Error: "You are not currently set up as a user of the selected Estimating server" (Local user account needs to be added at server) (SQL)
Description

Cause
  • The directory where local user account's profile resides may be hidden from the search feature in the Add User in the Estimating management Console/ Security window.
  • Clicking the Search button in the Add User screen locates the server machine name/user name but the error still occurs at the workstation.
  • The computer with the SQL instance is a workgroup server. The users need to be on the workstation and the workgroup server, with the same username, password, and hint


Resolution
  1. In Estimating Management Console, Security, manually type in the (computer or domain name\username) in the Add User window. DO NOT CLICK SEARCH
  2. Select the desired Roles from the drop-down list and click OK.
  3. The User profile will be added the User's list.
  4. Open the Sage Estimating Configuration Wizard at the workstation.
  5. If a message "Unable to login to the SQL Server instance. See log for further detail", click the TEST button
  6. You should receive a confirmation message stating, "The selected server is configured correctly and is up to date and you are enrolled as a user. The server is ready to use."
  7. Verify you are able to launch the Estimating application from the workstation.
Note: The users need to be on the workstation and the workgroup server, with the same username, password, and hint



[BCB:164:Chat Estimating US:ECB]

Steps to duplicate
Related Solutions

Error: "You are not currently set up as a user of the selected Estimating server." (Master Page) (SQL)