How to Connect SQL Instance in Sage Estimating

Unable to Connect to SQL Instance

Sage Estimating SQL relies on SQL Server connections to facilitate communication between the server and the client. However, when a firewall exists between the client and the server, the firewall must allow incoming traffic to the server on UDP Port 1343 and the TCP listen port assigned to the SQL server instance.

The UDP traffic allows the SQL Server Browser service to listen for connection requests. It then returns the appropriate TCP port for the instance requested. The TCP port is used for query traffic. The TCP port is defined in the SQL Server Configuration Manager, under Network Configuration. By default, the port is dynamically assigned at the time the instance service starts; but this should be statically assigned when working with a firewall (the exception being Windows Defender Firewall having the ability to allow the application access rather than specifying a port) to ensure the rules are always valid.


To update, follow the steps below:

1. Open SQL Server Configuration Manager.

2. Expand the "SQL Server Network Configuration" tree.

3. Click on "Protocols for [INSTANCE NAME]" for the instance that matches the targeted Estimating instance.

4. Right click on "TCP/IP" and choose properties.

5. Open the "IP Addresses" tab and scroll to the bottom.

6. Update the "TCP Port" field to match the value in "TCP Dynamic Ports" (or assign another valid, open port).

7. Click Apply.

8. Update the firewall rules to allow incoming UDP traffic on port 1343 and incoming TCP traffic on the port (assigned in step 6) for the SQL Server.

    • Related Articles

    • Fixing 'Failed to Create Address Book Database' Error in SQL Database

      Background When utilizing Sage Estimating, users might occasionally encounter an error message that reads, "Failed to Create Address Book Database (SQL Database Pending Recovery)." This problem can manifest unexpectedly, even if the software was ...
    • QuickAim Manuals for Sage 300 CRE

      We have attached QuickAim Manuals to this article for your convenience. Here is a brief overview of what each manual covers: See the Attachments section to download the correlating manual QuickAim Core - (AB AP CM GL IA PR TX) Address Book Accounts ...
    • Resolving 'Open Estimate Failed - Server Offline' Error in Sage Estimating

      Issue: See the screenshot below of the 'Open Estimate Failed - Server Does Not Exist or is Offline' error message. Resolution 1. From the workstation/server where Sage Estimating is installed, open ODBC 64-bit by typing ODBC from the start menu and ...
    • Voiding a Direct Deposit or Payroll Check

      If you've created a direct deposit in Sage 300 CRE and need to make corrections, you must first void the original transaction. Afterward, re-initiate the "Generate Direct Deposits" process. See how to void a payroll check or direct deposit by ...
    • Next Steps: Enablement Launch

      Congratulations on participating in Bangert Enablement for Sage Intacct Construction. We are excited to get you started! Our Enablement Program is designed to get you familiar with Intacct's interface, its modules, and provide you with a deep ...