Microsoft SQL Server Express 2008 R2 Install for KeyLAB 2

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1 Microsoft SQL Server Express 2008 R2 Install for KeyLAB 2 The following guide covers setting up a SQL server Express 2008 R2 system and adding a new database and user for KeyLAB. If you already have the SQL Server installed then you can skip the first section and move straight to the Setting up the KeyLAB database and User section on Page 8. Installing SQL Server Express These instructions are a guide for users who are installing Microsoft SQL Server Express 2008 R2 on their local machine. When applying them to server installations you must consult with your IT department before installing the product to check you have the necessary rights and firewall configurations. These guidelines are to be read in addition to the official instructions that can be found at 1) The installer for SQL Express 2008 R2 can be downloaded from the following location; Note that you will need to install the version which corresponds to the Operating Systems Architecture of your server (32bit or 64bit). 2) Run the file downloaded above to display the SQL Server Installation Center Screen as shown below. Select the top option New installation or add features to an existing installation. 3) The installer will then check to ensure all of the necessary components are installed on the system. If any of the components are not available on the machine then the installer will fail and the components will need installing manually. All of the items that are required can be downloaded free of charge from the Microsoft Website. Version /11/2011 1

2 Some of the items on the list may be showing as warnings. Clicking on the corresponding warning message will give detailed information on the issue. A full list detailing all of the possible issues would be difficult to create. If you have any queries on any stage of the installation then contact a member of our support team. Once all items are installed on the host machine click Next> Note that if you are running Windows XP Service Pack 2 or earlier, you may need to install Windows XP Service Pack 3 together with Windows Powershell. Windows Powershell can be downloaded from the following location; 4) The Licence Conditions are displayed next. Ensure that you have confirmed your acceptance of the conditions by ticking the option before clicking Next> Version /11/2011 2

3 5) The next screen allows for the selection of which features of SQLServer are required to be installed. KeyLAB requires the Database Engine Services option so this must be selected. The Management Tools Basic must also be installed onto the machine as these tools will be used in a later step to connect to the server and to set up a user and database. If SQL Replication is to be set up then the components for SQL Server Replication will also need to be installed. If any doubts persist on whether this should be set up then we recommend that users do not select this option. Select the required options (an example is shown below for the majority of installs) and click Next> 6) The installer will now run another check to ensure that the installation can proceed. Any problems that appear will need to be resolved before the installation can continue. Note: if SQL Version /11/2011 3

4 Server 2005 Express Tools has been installed then these tools can be used to set up the database if preferred. To do this, return to the previous screen and deselect the Management Tools Basic option. Click Next> 7) In the next screen a name will need to be given to the new SQL Server Express Server. Unless a SQL Server naming policy has already been implemented, we recommend that a simple name be given, e.g. SQLEXPRESS2008. Make a note of the name you have chosen as it will be required in future steps of the installation process. Click Next> 8) The next screen requests account startup information for each SQL service. Ensure that both services are set to Startup Type Automatic and select account names for each service. The account names will be used to run the SQL Server processes, therefore you must ensure that Version /11/2011 4

5 these Services accounts have the necessary permissions required to avoid further problems. Click Next 9) The next screen allows you to set up how the Database Administrator will be able to login to the database server. We recommend Mixed mode is selected and a strong password is specified. Make a note of this password as it will be required in future steps of the installation process. Click Next> 10) The Error Reporting screen is displayed next. Select the option to send error reports to Microsoft (not recommended) if required and then click Next> to start the installation process. Version /11/2011 5

6 The installation process can be very resource intensive and may take a few minutes to complete. 11) Once the installation is complete you will see the screen below. Simply click Close to contine to the next step. 12) If you server has a firewall then you may need to configure the firewall to allow SQL server to communicated with applications on your desktop machines. More information on configuring Microsoft firewall for use with SQL Server Express can be found at Version /11/2011 6

7 firewall.aspx 13) To enable KeyLAB2 to connect to thesql Server database, the TCP/IP Port will need to be enabled on the server machine. Browse through to Start All Programs Microsoft SQL Server 2008 R2 Configuration Tools SQL Server Configuration Manager. 14) Browse through to SQL Server Configuration Manager SQL Server Network Configuration Protocols for MSSQLSERVER. Change the Status of TCP/IP to Enabled by right clicking on it. If you are running a 64bit server machine then you will also need to change the setting under SQL Server Network Configuration (32bit). Version /11/2011 7

8 15) Once the above has been completed the installation in complete and you are now ready to set up the KeyLAB database and user. Setting up the KeyLAB database and User 16) The SQL Server Management Studio will now need to be run to allow for the databases to be created that KeyLAB requires. Browse through to Start All Programs Microsoft SQL Server 2008 R2 SQL Server Management Studio. 17) Log into the SQL Server Management Studio with either the Windows Login credentials or the SQL Server Management Studio credentials created earlier. Ensure that the database name is consistent with the name given earlier. Select Connect. Version /11/2011 8

9 18) Once logged in, right click on the Databases folder and select the option for New Database. 19) This is where the KeyLAB database will be created and stored. Enter the name for the new KeyLAB database. It is recommended that the database is saved as KeyLAB to help avoid any future confusion. 20) Ensure that the database files are being saved to a directory that is backed up and then select the OK button. Version /11/2011 9

10 21) A new user now needs to be added to the system, and then to the KeyLAB database. This ensures that the KeyLAB program can access the KeyLAB database but no other parts of the SQL Server database structure. Expand the Security folder and right click on the Logins folder and then select New Login. Version /11/

11 22) Enter a Login name of KeyLABUser and enter a strong password. Take a note of this password as it will be required later on in the installation process. 23) The new KeyLABUser will now need to be added to the KeyLAB database. Browse through to Databases KeyLAB Security New User. Version /11/

12 24) Add KeyLABUser as the User name and then select the browse button next to Login Name ( ). Select the browse button on the next screen, select the KeyLABUser and select OK and then OK on the next screen. The user will then need to have the required access given to them. Ensure that all of the following role memberships are checked (All Schemas in the top box can be left unchanged); db_accessadmin db_backupoperator db_datareader db_datawriter db_ddladmin db_owner db_securityadmin Once all roles have been added, select OK to continue. Version /11/

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