Connecting Microsoft SQL Server Management Studio

PDXpert system database

The PDXpert system setup software installs SQL Server Express LocalDB or, in older releases, SQL Server Express Edition. You may have installed a more capable edition, such as SQL Server Enterprise Edition.

Using SSMS with SQL Server LocalDB

SQL Server LocalDB provides a robust set of database functions to a single application — in this case, the PDXpert system. SSMS has limited value until you install a SQL Server edition intended for shared operations.

  • SQL Server LocalDB does not support remote connections, and is visible only to SSMS on the same machine.
  • The PDXpert server loads its database into the default (localdb) instance, which runs under the LocalSystem account.
  • The instance shared name is PDXpertLocalShared. After the PDXpert system is installed, the computer may require restarting for SSMS to see this instance.
  • Windows users who are members of the [BUILTIN\Administrators] group can connect SSMS to the PDXpert server database. This group has permission to use the Run As Administrator command.

To connect to the PDXpert server's LocalDB system database:

  1. Open a new SQL Server Management Studio application instance using the Run As Administrator command. If you're not an administrator, enter the account credentials of an administrator.

  2. On the Connect to Server window, connect to the named instance:

    • Server type: Database Engine
    • Server name: (localdb)\.\PDXpertLocalShared

    • Authentication: Windows Authentication

After SSMS connects, in the Object Explorer, expand the Databases node to display the PDXpertDb database node.

SSMS server-side PDXpertDB database

Using SSMS with other SQL Server editions

For improved security, the PDXpert server assigns a random strong password to SQL Server's default sa account. You will not be able to log into the PDXPERT database instance under the sa account.

Instead, open SQL Server Management Studio using Windows Authentication. If you need remote access, create your own administrator and user accounts.

Connecting SSMS to the PDXpert client's LocalDB

SQL Server Express LocalDb may be installed as the client-side "local views" cache, principally for CAD applications.

To connect to the PDXpert client'local views database:

  1. Open the SQL Server Management Studio application.

  2. On the Connect to Server window, connect to the default instance:

    • Server type: Database Engine
    • Server name: (localdb)\MSSQLLocalDB
    • Authentication: Windows Authentication

After SSMS connects, in the Object Explorer, expand the Databases node to display the PDXpertLocalDb database node.

SSMS server-side PDXpertDB database
Learn More
Install Guide Contents