INSTALLING SQL SERVER 2012 EXPRESS WITH ADVANCED SERVICES FOR REDHORSE CRM

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1 Page 1 INSTALLING SQL SERVER 2012 EXPRESS WITH ADVANCED SERVICES FOR REDHORSE CRM This article will walk you through the installation of Microsoft SQL Server 2012 Express Step 1: Download Microsoft SQL Server 2012 Express Microsoft SQL Server 2012 Express is a powerful and reliable free data management system that delivers a rich and reliable data store for lightweight Web Sites and desktop applications. Please choose to Save to Disk when downloading so that this file may be used more than once. It is not recommended to choose to Run from the download site. Express with Advanced Services (contains the database engine, Express Tools, Reporting Services, and Full Text Search). This package contains all the components of SQL Express. This is a larger download than with Tools, as it also includes both Full Text Search and Reporting Services. Depending on your computer s operating system, please download either the 32-bit OR the 64-bit file. ENU\x86\SQLEXPRADV_x86_ENU.exe 1.3 GB -OR- ENU\x64\SQLEXPRADV_x64_ENU.exe 1.3 GB The Microsoft SQL Server 2012 Express has two different methods to complete the installation process. For this document, we will be covering the Attended Installation an interactive user interface will guide you through the set-up process and obtain all of the information and consent required to complete the installation. This includes the displaying, acknowledgement, and archiving of the applicable SQL Server license terms. Version Database Engine Express Tools Full-text Search Reporting Services Management Studio FEATURES Express with Advanced Services X X X X X For this document, we will be downloading and installing the 64-bit version of SQL and the required setup files. Copyright 2014 All rights reserved.

2 Page 2 Step 2: Identify System Requirements Component Memory Requirement Minimum: Express Editions: 512 MB All other editions: 1 GB Recommended: Express Editions: 1 GB All other editions: At least 4 GB and should be increased as database size increases to ensure optimal performance. Copyright 2014 All rights reserved.

3 Page 3 Processor Speed Processor Type Minimum: x86 Processor: 1.0 GHz x64 Processor: 1.4 GHz Recommended: 2.0 GHz or faster x64 Processor: AMD Opteron, AMD Athlon 64, Intel Xeon with Intel EM64T support, Intel Pentium IV with EM64T support x86 Processor: Pentium III-compatible processor or faster Step 3: Install database software prerequisites 3a) Enable Microsoft.Net Framework 3.5 SP1 Microsoft.NET Framework 3.5 Service Pack 1 is a full cumulative update that contains many new features building incrementally upon.net Framework 2.0, 3.0, 3.5, and includes cumulative servicing updates to the.net Framework 2.0 and.net Framework 3.0 subcomponents. At the same time you can chose to download and install the Microsoft Windows Malicious Software Removal Tool (KB890830) x64. Copyright 2014 All rights reserved.

4 Page 4 After downloading, execute dotnetfx35setup.exe and follow the instructions to complete the installation. If you are running Windows 7, all you need to do is to enable the.net Framework 3.5. To do this please follow these steps: For Windows Click on Start Control Panel Programs 2. Under Programs and Features, select the Turn Windows features on or off 3. In the Folders Listing in the Windows Features, place a check mark by the Microsoft.NET Framework to install/enable 4..Net framework 3.5 SP1 will now be installed For Windows 8... If you are installing on Windows 8, you would follow these steps to install the.net Framework 3.5 on Demand: 1. In Control Panel, choose Programs and Features Copyright 2014 All rights reserved.

5 Page 5 2. Choose Turn Windows features on or off 3. Then select the.net Framework 3.5 (includes.net 2.0 and 3.0) check box 4. This option requires an Internet connection. You do not need to select the child items for Windows Communication Foundation (WCF) HTTP activation unless you are a developer who requires WCF script and handler mapping functionality. 3b) Enable Microsoft.NET Framework 4 (Web Installer) Copyright 2014 All rights reserved.

6 Page 6 After downloading, execute the downloaded file, dotnetfx40_full_setup.exe and follow the instructions to complete the installation. Your machine may already have.net installed and enabled. If so, you will see a dialog box such as this which means you already have.net 4 installed on your computer: Copyright 2014 All rights reserved.

7 Page 7 3c) Download and install: 1. Windows Management Framework Core (WinRM 2.0 and Windows PowerShell 2.0) 2. Windows Management Framework BITS (BITS 4.0)... for your operating system. You can read about and download the installers from this web site: Step 4: Turn Off Windows User Account Control (UAC) Ideally you would turn off User Account Control for the SQL Server installation and the RedHorse installation. Once you have those components installed and you have properly configured SQL Reporting Services and RedHorse Reports, you can turn User Account Control back on. You can learn about how to do that from this web site: You may be prompted to restart your computer before proceeding. It would be a good idea to restart your machine after you have installed the.net Framework and required software (listed above). Copyright 2014 All rights reserved.

8 Page 8 Step 5: Install SQL Server 2012 Express Edition Double-click the file SQLEXPRADV_x64_ENU to start the product installation. The contents of the file are extracted and the installation begins. The installation will begin on Installation Page. We would strongly suggest checking your machine to see if all the components are installed BEFORE installing SQL Server You can do this by clicking on the Tools System Configuration Checker Copyright 2014 All rights reserved.

9 Page 9 If your System passes the Configuration Check, the check will run and then close. This means your system is ready for the installation. If not, you will see a screen to show you the Details of the steps you need to take prior to installing SQL Server Return to the Installation Tab on the left to continue the installation: Click on the New SQL Server stand-alone installation or add features to an existing installation option (highlighted in the above screen shot) to being the installation. Copyright 2014 All rights reserved.

10 Page 10 The installer will check and download any needed updates for the setup files. The installer should proceed to the Feature Selection screen... accept the defaulted selections. By default, SQL will install on your computer s C: drive. You can redirect this to another drive if you would like, but the installer will still install some files on your C: drive. It is recommended to accept the default settings. Copyright 2014 All rights reserved.

11 Page 11 The installer will now give you the option to name your instance of SQL Server. It is recommended to accept the default name of SQLExpress, but if you want you can rename the instance to CRM or another name if you choose. Copyright 2014 All rights reserved.

12 Page 12 On the Server Configuration page, you just need to make one change... change the Startup Type of the SQL Server Browser to Automatic and then click Next. On the Database Engine Configuration page, change the Server Configuration Authentication Mode to Mixed Mode (SQL Server authentication and Windows authentication). The default System Administrator for SQL is the sa user. Enter a password for your SQL Server and make note of the password you entered. You will need this password to manage your SQL Server and connect RedHorse to your SQL Server. Copyright 2014 All rights reserved.

13 Page 13 If you want, you can specify a different Data Directory on the Data Directories page. If your computer has more than two hard drives installed... like a C: Drive and a D: Drive, then you can put the SQL Database file (*.mdf) on one hard drive array and put the SQL Transaction log (*.ldf) on a separate hard drive array. This gives you the best performance. Do NOT do this if your machine has only one hard drive but is partioned into a C: drive and a D: drive. If you are unclear as to your computer s hard drive configuration, then just accept the default settings on this page. Just change the drive letter C: to a D: (or the appropriate letter) if you want. Do not install SQL Server on a thumb drive or an external USB drive. Copyright 2014 All rights reserved.

14 Page 14 In the Reporting Services Native Mode, just accept the default of Install and configure. On the next screen, Error Reporting, select whether or not you want to send Error Reports to Microsoft. Copyright 2014 All rights reserved.

15 Page 15 The SQL Installer will now run to install on your computer. This will take some time. It is recommended you do NOT use your computer during this installation process as to not to interrupt the installer. Once completed you should see the following screen. Green check marks are good. You have successfully installed Micrsoft SQL Server 2012 Express. Copyright 2014 All rights reserved.

16 Page 16 Optional: Step 6 If you are installing SQL on your server and will be sharing RedHorse out to other users, you will need to follow a couple of additional steps. Turning on the TCP/IP and Named Pipe Alias using the SQL Server Configuration Manager Just right click on Named Pipes and TCP/IP and Enable both of these Copyright 2014 All rights reserved.

17 Page 17 You will be prompted to Restart the SQL Server Service (which we will do on the next screen) Just go up to the SQL Server Services listing and right click on your SQL Server to Restart the Service Copyright 2014 All rights reserved.

18 Page 18 Optional: Step 7 Configuring SQL Server 2012 and the Microsoft Firewall to Allow Connections to SQL Server: When you install SQL on a Windows 7 or 8 server or Windows 2008 or 2012 server and you are running Windows Firewall on the server, you may run into problems trying to connect the workstations to the RedHorse SQL Database. If so, these instructions will solve this problem. In SQL 2012 Management Studio, ensure that Enable remote connections to the SQL Server Right click on your SQL Server name at the top of the tree in the left hand pane. Select Properties. Make sure there is a check box to Allow remote connections to this server / Copyright 2014 All rights reserved.

19 Page 19 Modify the settings of the Windows Firewall On the machine you just installed SQL Server and in the Windows Firewall Advanced Configuration Copyright 2014 All rights reserved.

20 Page 20 1) Set up Inbound and Outbound rules for TCP port ) Set up Inbound and Outbound rules for UDP port ) Set up inbound and outbound exceptions for sqlservr.exe. I am running a 64 bit machine so this file was located here: C:\Program Files\Microsoft SQL Server\MSSQL10.SQLEXPRESS\MSSQL\Binn\sqlservr.exe 4) Set up inbound and outbound exceptions for sqlbrowser.exe. Again, I am running a 64 bit machine so the file was located here: C:\Program Files (x86)\microsoft SQL Server\90\Shared\sqlbrowser.exe The following screen shots will show the example of setting up an Inbound Rule for TCP Port You can repeat similar steps to configure the remaining inbound and outbound rules. Copyright 2014 All rights reserved.

21 Page 21 Copyright 2014 All rights reserved.

22 Page 22 Copyright 2014 All rights reserved.

23 Page you can name your Rule anything you would like, but it is a good idea to be descriptive should you need to troubleshoot or easily find the rule in the future. Congratulations... you have completed a fully configured Microsoft SQL Server 2012 Express installation. Your server is now ready for the installation of the RedHorse CRM software. Please follow the installation instructions which can be found here: Copyright 2014 All rights reserved.

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