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Manually Update the config file to change Forcast 5 server or database

If you have a network license and you wish to store the Forecast 5 database on a server, you will need to update the config file to point to the correct server and database.

  1. On the server, go to this path: C:\ProgramData\Forecast 5 Ltd
  2. Edit the file Forecast5Config.xml in notepad.
  3. Find the line below and enter the correct database name by changing the coloured lines below to the server name and the database name:

Data Source=(LocalDB)\MSSQLLocalDB;Initial Catalog=Forecast5v3_2015;Persist Security Info=True;Integrated Security=SSPI;

Or you can add the sa username and password:

Data Source=(LocalDB)\MSSQLLocalDB;Initial Catalog=Forecast5v3_2015;User Id=myUsername;Password=myPassword;

4. Save the config and reopen Forecast 5.

Exporting and Importing Forecasts

You may use this function to save your forecast as an external file or to send the forecast to support or a client.

Export Forecast

1. Highlight the Forecast you wish to export. Click Export Forecast.

2. Select where to save forecast.

Import Forecast

1. Click the Import Forecast option.


2. Browse to where the forecast is stored and click Open.


How to back up your Forecasts


I would like to backup my forecasts.


The are currently two ways to make copies of your Forecasts in case something happens.

Option One:

The first way is within Forecast 5 from the “Open Forecast” screen.

Select the Forecast you wish to export and click on the “Export Forecast” button

You will then be able to save the individual Forecast in a desired location.


Option Two:

The second way is to take a backup of the entire Forecast 5 database.

This is done via the Microsoft SQL Management Studio. A full list of SQLMS downloads can be found here.

From within SQL Management Studio locate your Forecast 5 Database, by default this is called “Forecast5v3_2015”.

Once you have found your F5 database, right click on the database and select Tasks > Backup.

You will then need to select a location to save your backup:

Click Add to define your save location.

Next select the [. . .] to  browse to a location


Once you have a location and file name, Click Ok.

The backup will complete.

Forecast 5 System Requirements

Single Computer License

TARGET USER Single User. Up to 20 forecasts
RAM 8 GB or Greater
CPU 2.0 GHz Quad Core or Greater
HARD DISK SATA 1/2 HDD @ 10,000 RPM or Greater
OPERATING SYSTEMS Windows 10, Windows 8, Windows 8.1, Windows Server 2003, Windows Server 2008, Windows Server 2012.

Windows Home Editions are not supported.

SQL SERVER Microsoft SQL Server – Local DB.

Microsoft SQL 2008 or lower is no longer supported.


Network/Consolidations/Multi Users.

TARGET USER Multiple Users. Consolidations. 20 + forecasts.
RAM 16 GB or Greater
CPU 2.0 GHZ Quad Core or Greater
OPERATING SYSTEMS Windows 10, Windows 8, Windows 8.1, Windows Server 2003, Windows Server 2008, Windows Server 2012Windows Home Editions cannot be used in a network environment
PREREQUISITES . NET Framework 4.5.
SQL SERVER Microsoft SQL Server Express Edition or Greater.Microsoft SQL 2008 or lower is no longer supported.


Its important to understand that these are the recommended specifications. Below these, Forecast 5 will not operate efficiently.

Forecast 5 sits atop a SQL database, and this db, whilst very efficient – is also power-hungry.

So, as your forecast – and the underlying database – grows in size, please ensure you provide the right tools for the job; additional resources such as more ram, improved disc access speed, faster harddiscs (like ssd) and the higher specification SQL server editions all help to ensure Forecast 5 runs smoothly.

Provided the infrastructure is right, Forecast 5 flies!

Forecast 5 Installation Checklist

Before beginning your install of Forecast 5, we recommend you run through this check list and check the system requirements to ensure that you do not run into any issues.

1. Permissions SQL Server* permissions, as well as Windows Administration permissions on the computer
2. Passwords SA SQL Password*
3. Ant-virus Temporarily disabled for the duration of the installation
4. Prerequisite Software .NET Framework 4.0 and SQL Server 2008* or higher
5. SQL Server (New or Existing) SQL Server 2008 R2 SP2* or higher
6. Operating System Windows 8, Windows 8.1, Windows 10, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
7. Free Hard Drive Space 10 GB or higher
8. System Memory 8 GB or higher**

Please note that Forecast 5 cannot connect to an existing database and will need to create its own. (Unless it is a Forecast 5 Version 3 database).

* Only relevant in a multi-user environment or when using SQL Server Express and above (Not the default LocalDB)
** Please increase this requirement should the machine be hosting the SQL Server also (Not including LocalDB)