SQL Estate Manager

Create Server Environment Documentation

This section describes how you can generate server environment documentation using SQL Estate Manager.

  1. Use the Take Snapshot button to load your server environment settings, or choose to Open an existing server environment snapshot. You can view all of your snapshots if you navigate to the Backstage Actions Screen and click the View Snapshots button or if you go directly to the Snapshots tab.
  2. Click Generate from the left-side navigation bar and select the format in which you would like to create your farm documentation. You can generate server environment documentation in .docx and .xlsx format.
  3. The server environment settings you want to export can be selected from the drop-down options. The selection you make can be saved and used as a template for generating future documentation. SQL Estate Manager is supplied with predefined documentation templates, with commonly used options already pre-selected. The following documentation templates are available:  All, Full Documentation (Without Database Objects), Regular Documentation or Simple Documentation. Use the Up and Down arrows to rearrange the order of your documentation.
  4. With the Options tab you can choose to add extra spacing after each heading.
  5. Click the Generate button, then wait a few seconds, and your server environment documentation will be generated!

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