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Instructions on connecting a spreadsheet to your eAutomate database

Note:

When the spreadsheet is opened security for macros needs to be enabled.

 

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The utility needs to login to your EA server as a SQL Server user name and password which has database write permissions to e-automate's coexecutive SQL table,  Obtain this information from your network administrator, perhaps have them create a new SQL user not using windows auth. See here for how to create a new SQL user.

IF YOU HAVE PROBLEMS LOGGING IN TO EAUTO ENSURE YOU HAVE THE CURRENT VERSION OF THE SPREADSHEET INSTALLED.

Start with the first tab called settings, enter your database name (will start with co) and server name

 

Then go  to the Add Ins tab of the spreadsheet (1). 

Click on the CEOJuice option and pick the "Refresh..." option

You will be prompted for those login details, remember to add Co in front of the database name.

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You may just need the SQL server name as in the first example or  the full path in the SQL Server field  as in the second example.

For correct names check the path\name used in creating a new EA client setup:

 

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 Once complete to upload the information back in to eAutomate:

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You will be prompted to login again, same database as before

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