Setup and configuration for Intelicode. SQL Server Express

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1 Setup and configuration for Intelicode SQL Server Express Due to overwhelming demand and the increased load on support, we are providing a complete SQL Server installation walkthrough document. SQL Server compatibility has been added to Intelicode as our shared database solution. We provide this document as a courtesy to our customers as who elect to implement Microsoft SQL Server. As SQL Server is a Microsoft product and not an Intelicode product, we will not be able to include SQL Server support for free as part of Intelicode technical support. If after consulting this document you are still having issues, you can: 1. Contact Intelicode support. SQL Server installations performed by Intelicode staff or walked through by an Intelicode staff member will be billable. Advanced SQL Server troubleshooting and connectivity issues will also be billable. Current rates are available by contacting Intelicode at Contact Microsoft at for assistance. Microsoft support is fee based. 3. Consult with your IT staff or an IT consultant for options. SQL Server installation directions are as follows: Obtain a copy of SQL Server Express with Tools from Microsoft s website r2, 2012, or 2014 required. Versions 2005 or older are not supported. Upon executing, if prompted for any prerequisites, follow the directions as prompted Page 1 of 21

2 Accept the License Terms and click Next The next setup dialog will show if you meet the requirements for installation. Page 2 of 21

3 Install Windows PowerShell if needed and configure Firewall exceptions as needed. The standard TCP port for SQL Server is Page 3 of 21

4 Page 4 of 21

5 Page 5 of 21

6 Page 6 of 21

7 Click Next and then Next again on the Error Reporting dialog. Click Close when the installation is completed. Open SQL Server Configuration Manager Page 7 of 21

8 Open SQL Server Management Studio Connect to the Database Engine. Your account with Windows Authentication should be sufficient. Page 8 of 21

9 Right Click Databases and create a new database named Office Page 9 of 21

10 Repeat the process to create a database named Provided. Expand the Security and then Logins folders. If the login you wish to use is not present, add it and choose the authentication type. Enter a password if using SQL Server Authentication. Choose your password and password policy wisely. Intelicode is not responsible for the security of your SQL Server. Page 10 of 21

11 Page 11 of 21

12 Right click your user and select properties Page 12 of 21

13 Select the User Mapping page on the Login properties and individually select the Office and Provided databases. In the role membership section below, assign roles for your Intelicode user(s). db_owner is recommended but db_datareader and db_datawriter will allow Intelicode to function. SQL scripts can be obtained from the Intelicode program. From the initial Login screen select Administrator Panel Page 13 of 21

14 On a new installation, you will be prompted to create an Admin password. As you have not made a connection to the SQL Server yet, this is stored in a local database. Page 14 of 21

15 Click on File and then Connection Settings Page 15 of 21

16 Change the connection from Local database to SQL Server. Enter the database names for Office and Provided. Click the Generate SQL Script button Page 16 of 21

17 You will be prompted with 2 file save dialog boxes. The first one is for the Office script and the second for the Provided script. Be sure to verify the filenames accordingly. Page 17 of 21

18 Click Cancel on the Connection Settings dialog at this time as there is not yet any database info to connect to. Copy the scripts to your SQL Server and double click on your Office.sql script... This will open the script with SQL Server Management Studio. If you get a message that there are extremely long lines of text, click Yes that you would still like to open the file. Click Connect to connect to the database engine if prompted. Page 18 of 21

19 After executing the Office script, repeat the process with the Provided script. Disregard any errors about not being able to drop tables as this is expected because they did not previously exist. Page 19 of 21

20 Go back to the Connection Settings in the Intelicode Administrator Panel and enter your connection settings. In this example, we are using SQL Server authentication on the same machine as the SQL Server. Server Address can be a hostname or IP Address. Page 20 of 21

21 Click OK after entering your settings, and if all steps were followed correctly, you should now be connected to SQL Server as your data source. If you fail to connect, please verify the following: 1. Make sure there are tables in the Office and Provided databases. Running the scripts should have populated them. 2. Make sure your SQL Server TCP listening port (1433 by default) is not being blocked by a firewall. 3. If you are using Windows authentication, make sure the user attempting to connect is logged into the same domain as the server. 4. Verify the permissions for the databases on the SQL Server. 5. Restart the SQL Server Service from the Configuration Manager or from the Windows Services control panel in case a change made has not yet taken affect. Once the server has been set up, all you will need to do with additional Intelicode client installations is to enter the connection settings in the Intelicode Administrator Panel, unless you are using Windows Authentication, in which case you may need to add their user accounts to the Logins section of SQL Server in the Management Studio. Intelicode is not responsible for the security policies or backups of any customer s SQL Server installations. Backups are recommended and should be conducted based on the customer s internal data retention policies. Data security is the responsibility of the customer, and if in doubt, a 3 rd party security consulting service should be contacted. It is estimated that you can store approximately 100,000 Intelicode audits per 1GB of disk space on the SQL Server instance. Actual usage may vary, and this figure is provided as a general guideline. Page 21 of 21

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