Migrating MSDE to Microsoft SQL 2005 Express SP4

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1 How To Updated: 10/28/ Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders.

2 If you are still on MSDE 2000 and need to move to SQL Server 2005, click this link: Migrating MSDE to Microsoft SQL 2005 Express SP4 This document will explain how to install Microsoft SQL Server 2005 Express SP4 for use with Shelby v.5. NOTE: Be sure to make a backup of your SQL Data folder and a full Shelby v.5 database backup if performing these steps on your existing Shelby v.5 database server. Click this link for instructions on performing a full database backup. Page 2

3 Before you attempt to install SQL Server Express 2005, be certain that.net Framework 2.0 (or higher) is already installed. You can check by going to Add/Remove Programs in Control Panel. Once you have verified this, the first step is to download Microsoft SQL Server 2005 Express. Click the following link: You will then be presented with the choices for download: Page 3

4 The SQLEXPR_ADV.EXE is the correct install for both 32-bit and 64-bit servers. This will also allow you to install the Management Studio at the same time. It is very important that you start with the correct version of SQL Server Express. Shelby v.5 requires SQL Server 2005 Express SP3 or newer. If you download from the link on the previous page, you will have the latest version: SQL Server 2005 Express SP4. To verify, right-click the file you downloaded and select Properties. Click the Version tab and the File Version should be at least what is shown below ( ). Page 4

5 Make sure you are logged into your server as an administrator and double-click the installer that you downloaded from the Microsoft web site. You will see the screen below and must accept the licensing agreement before you can continue. The installer is interactive, so you will need to click Next on each informational screen to proceed to the next step. Page 5

6 Page 6

7 The following screen is very important. The installer runs a system configuration check on your server, and then gives a list of each tested item and the status (results) of that test. Errors will cause the install to abort; warnings should be investigated and resolved but usually will not abort the install. Note: If you are getting warning messages at this point, click the word Messages to see what the warning is, see how to correct the issue or determine whether you can ignore the warning altogether. Page 7

8 WARNING: On the next screen it is critical that you remove the check from Hide advanced configuration options. If you do not do this, your SQL installation will not be correctly configured for use with Shelby v.5. On the next screen, choose which features to install. Database Services and Connectivity Components (under Client Components) are the minimum requirements, but Shelby v.5 needs the full Connectivity Components and Management Studio Express. For both of these, select the option for Entire feature will be installed on local hard drive. Page 8

9 NOTE: If you click on Database Services the installer will let you change the install path at the bottom of the screen. On the Instance Name screen we recommend that you choose Named instance and that you name it Shelby. The Service Account used for SQL affects the security of your system. Change the Use the built-in System account selection in the pull-down menu to Local System. You should also select both SQL Server and SQL Browser as services to start at the end of setup. Page 9

10 For Authentication Mode, Shelby v.5 requires Mixed Mode. The SQL Administrator (sa) password should be chosen with care, as anyone with this password has full access to all of your Shelby v.5 data. Shelby uses ShelbySystems-2007 as the default password, but you can use any password you desire. Page 10

11 Do not alter any settings on the Collation Settings screen, just click Next. On the Configuration Options screen, remove the check from the top box and place the check in the bottom box. Page 11

12 The settings on the Error and Usage Report Settings screen are optional. When you click Install on the next screen, the installation process will begin. Page 12

13 After the install has completed you will be presented with this screen. Click Finish. Page 13

14 After the installation of SQL Server 2005 Express has been completed, there are a few configuration settings to adjust. Follow these steps to enable OLE Automation and xp_cmdshell in SQL Server 2005 Express: 1. Click on Start, then All Programs. 2. Select Microsoft SQL Server Select Configuration Tools and then SQL Server Surface Area Configuration. 4. Select Surface Area Configuration for Features. 5. Select OLE Automation on the left and then place a check next to Enable OLE Automation on the right. 6. Select xp_cmdshell on the left and then place a check next to Enable xp_cmdshell on the right. 7. Click OK. 8. Click the X in the upper right to close the Surface Area Configuration for Features window. 9. Restart the Shelby SQL Server instance (for instructions, skip to the last section of this document). Page 14

15 To properly configure network protocols for use with Shelby v.5, follow these steps: 1. Click on Start and then All Programs. 2. Select Microsoft SQL Server Select Configuration Tools and then SQL Server Configuration Manager. 4. Expand SQL Server 2005 Network Configuration and click on Protocols for SHELBY. 5. Right-click Named Pipes and select Enabled and then do the same thing for TCP/IP. After doing this for each one, you will see the following message: 6. Restart the SQL Server service (for instructions, see the next section). Page 15

16 To restart the SQL Server Service, follow these steps: 1. Click on Start and then All Programs. 2. Select Microsoft SQL Server Select Configuration Tools and then SQL Server Configuration Manager. 4. Click on SQL Server 2005 Services. 5. Right-click SQL Server (SHELBY) and then Restart. 6. Verify that the SQL Server Browser is started and the Start Mode is Automatic. If it is not set to Automatic already, follow these steps: a. Right-click SQL Server Browser and click Properties. b. Click on the Service tab. c. Select Automatic for Start Mode. d. Click Apply. e. If the service is not started, right-click SQL Server Browser and click Start. Page 16

17 This completes the installation of SQL Server Express SP4. If you have not installed the latest Shelby v.5 programs please go to Shelby v.5 Program Updates and do so. For reference, the Installation/Operation Guide can be located at this link. If you have upgraded to a new version of SQL on your server, the final two steps are: 1. Create a blank Shelby v.5 database using the DBinstall.exe program located at \Shelby\ssv5.prg\DBinstall\DBinstall.exe. For reference, see Moving Shelby Programs and Data to a New Server. 2. Restore the latest backup of your Shelby v.5 database using the Shelby SQL Backup/Restore Utility. For reference, see Restoring Shelby v.5 Data. Finally, launch Shelby v.5 on the server and log in to verify that everything is working properly, and then launch Shelby v.5 on a workstation. If you need further assistance, our Shelby Support professionals are here to help! Support is available Monday-Friday 7:00 AM to 6:00 PM CST. You can also obtain support via at Page 17

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