SQL 2014 Configuration Guide

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1 SQL 2014 Configuration Guide 2015 ImproMed, LLC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in any form or by any means without the prior written permission of ImproMed, LLC. Revised March 06, 2015

2 Contents Introduction 3 SQL 2014 Server Requirements 3 Installing Internet Information Services (IIS) 4 Installing Microsoft SQL Server Remove Existing SQL Server 2005 or Higher 5 Install SQL Server Set Services to Run Local 13 Create Server 14 Install SQL Users 15 Appendix A: SQL 2000 to SQL Requirements 16 Existing Server 16 Replacement Server 16 Procedure 17 New Server Preparation 17 Original Server Backup 18 New Server Restoration 19 Post Data Migration Tasks 20 Appendix B: Setting SQL Ports Manually 21 2

3 Introduction 3 Introduction ImproMed, LLC has created this instruction manual to assist you with loading Microsoft SQL Server In this document, we detail the steps necessary for Microsoft SQL Server 2014 to be implemented in your business. You may also need your Windows install CD. ImproMed Advises You to Proceed With Caution! Before loading this version of SQL Server, you must verify that your ImproMed Infinity Program is version 4.8 or higher and ImproMed Triple Crown is v3.0 or higher (hereinafter referred to as Software ). Earlier versions of your Software may have compatibility issues with the changes Microsoft has made to their SQL Server product. You can verify that you are on the correct version from the Software desktop by clicking Help About ImproMed Software. The version number will be displayed. It must be clearly understood that this is a Microsoft product installation and not an ImproMed product installation. As a Microsoft Partner, ImproMed has the rights to distribute certain Microsoft products at a reduced cost to its customers. This distribution of SQL Server falls into this category. Microsoft SQL Server 2014, once installed, becomes an integrated component of the Microsoft operating system. Because of this close integration there exists the possibility of conflicts and the need to troubleshoot and repair certain aspects of the operating system. These potential issues are noted here in an effort to inform you, the consumer, of possible problems that could extend the time required to implement this version of Microsoft SQL Server Fortunately, most SQL Server 2014 installations will be clean installs on newly configured servers, which are unlikely to experience any of these potential difficulties. However, for servers with SQL 2000, there isn t a direct installation to SQL It will be necessary to install SQL 2008 then upgrade to SQL Server With that in mind, please proceed through the following installation instructions to load Microsoft s SQL Server 2014 product. If, after having read this entire set of instructions, you have any questions about the risks associated with this installation, please contact ImproMed at (800) We would be happy to answer any questions you may have. Please be aware, however, this is NOT an ImproMed product. If your install does not complete correctly, or if your server fails to function correctly once the product is installed, you will need to contact Microsoft for assistance. SQL 2014 Server Requirements For a successful installation of SQL Server 2014, refer to the Hardware and Software Requirements presented by Microsoft: https://msdn.microsoft.com/en-us/library/ms aspx. Windows 8.1 or Windows Server 2012 R2 Windows 8 or Windows Server 2012 Windows 7 SP1 or Windows Server 2008 R2 SP1.NET 3.5 SP1.NET 4.0 Hardware requirements - see ImproMed s Hardware Specs for current recommendations.

4 Installing Internet Information Services (IIS) Installing Internet Information Services (IIS) 1. Log in to the database server as Administrator. 2. Click Start Control Panel. 3. Double-click Programs and Features. 4. Click Turn Windows features on or off. 5. Enter the administrator Username and Password. 6. If Internet Information Services (IIS) is checked, click Cancel, then click and proceed to Installing Microsoft SQL Server 2014 on page 5 of this guide Place a check next to Internet Information Services (IIS). 8. Click OK. 9. Click Finish. 10. Click to close the screen. 11. Reboot the server. 12. Proceed to the Installing Microsoft SQL Server 2014 on page 5 portion of this guide.

5 Installing Microsoft SQL Server 2014 The following instructions assume that you currently have Microsoft SQL Server 2005 or higher installed on the server. If this is not the case, refer to Appendix A: SQL 2000 to SQL 2014 on page 16. Remove Existing SQL Server 2005 or Higher 1. Log into the database server as Administrator. 2. Click Start Control Panel. 3. Click Programs and Features. 4. Highlight Microsoft SQL Server 20xx. 5. Click Uninstall. The Microsoft SQL Server 20xx Uninstall dialog box opens Select the instance that will be displayed. 7. Select the option to remove Workstation Components. 8. Click Next. 9. Reboot your server.

6 Install SQL Server Insert the SQL 2014 disc. If the following message appears, not all prerequisites are loaded. Refer to SQL 2014 Server Requirements on page 3. 6 If all Windows updates are loaded and prerequisites are met, the following screen appears: 2. Click on Installation.

7 7 3. Click on New SQL Server stand-alone installation or add features to an existing installation. The Product Key window displays. 4. Enter the Product Key then click Next. 5. On License Terms, select the option I accept the License Terms then click Next.

8 6. Once everything is Passed, click Next On Setup Role, verify SQL Server Feature Installation is selected then click Next.

9 8. Select the following Features as shown in the image below: 9 9. Click Next. 10. On Instance Configuration, type INFINITY in the Named Instance. 11. Click Next.

10 12. Set the Server Configuration to the following: a. SQL Server Agent, SQL Server Database Engine, SQL Server Reporting Services and SQL Server Browser to Automatic. b. Leave the SQL Full-text Filter Daemon Launcher as Manual Click on the Collation tab. 14. Verify the Database Engine is: SQL_Latin1_General_CP1_CI_AS. 15. From Server Configuration, click Next.

11 16. On Database Engine Configuration, verify Windows authentication mode is selected Click on the Add Current User button. 18. Click the Add... button. The Selected Users, Computers, Service Accounts, or Groups dialog box opens. 19. Type Administrators. 20. Click OK. 21. Click Next from the Database Engine Configuration screen.

12 22. On Reporting Services Configuration, verify Install and configure is selected Click Next. 24. From the Ready to Install screen, click Install. SQL Server 2014 will now install.

13 25. Upon completion of the SQL 2014 installation, click the Close button in the Complete window. 13 Set Services to Run Local For businesses running Infinity 4.8 and lower, set the SQL Server and SQL Server Agent Log On property to Local. For a business running Infinity v5.x or Triple Crown v3.x, proceed directly to Create Server on page Click Start. 2. Right-click on Computer and choose Manage. 3. Expand Services and Applications. 4. Click on Services. 5. Double-click on SQL Server (IMPROMED). The SQL Server (IMPROMED) Properties dialog box opens. 6. Click on the Log On tab. 7. Under Log on as: select Local System account. 8. Click OK. 9. From the Services list, double-click on SQL Server Agent (IMPROMED). 10. Click on the Log On tab.

14 Under Log on as: select Local System account. 12. Click OK. Create Server 1. Double-click on My Computer or click Start [My] Computer. 2. Double-click on Local Disk (C:). 3. Double-click on Program Files [(x86)]. 4. Double-click the Software folder. 5. Double-click on. 6. Type the name of your Server. Use the format Server Name\Software. Note: PDC1 is the standard ImproMed naming convention for the server. 7. Click OK. When finished a completed message appears. 8. Click OK to the completed message. 9. Click Cancel when finished.

15 Install SQL Users 15 For Infinity v4.8[srx], it is necessary to run the InstallSQLUsers.exe. If the version of Infinity is v5.x or Triple Crown v3.x, continue to Appendix B: Setting SQL Ports Manually on page If necessary, navigate to the program folder (Start [My] Computer\Local Disk (C:)\Program Files [(x86)]\software then double-click on. 2. Enter the SQL Server Name (i.e. servername\software). Note: PDC1 is the standard ImproMed naming convention for the server. 3. Click OK. When finished a message appears indicating this is complete. 4. Click OK on the message. 5. Click to close everything.

16 Appendix A: SQL 2000 to SQL 2014 Appendix A: SQL 2000 to SQL 2014 Microsoft SQL Server 2000 to SQL 2014 does not have a supported direct upgrade path. This means that in the case where a Microsoft SQL Server 2000 database backup must be restored to a server running Microsoft SQL 2014, it must first be updated using SQL 2005 or newer as a stepping stone. As Microsoft SQL Server 2014 does not support any operating system that would be capable of running SQL 2000 (those being any operating system older than Windows Vista) it will be required to have separate SQL installations on the new server to complete this process. Requirements Existing Server Operational installation of SQL Operational installation of the Software. Access to a valid USB backup destination or the ability to copy a local backup from the old server to the new server via a network connection. Replacement Server Runs a supported Windows operating system (Windows Vista/Windows Server 2008 or newer). Infinity v4.8 or higher or Triple Crown v3.x installed. Installation of SQL 2014 in accordance with the steps in this guide. Installation of SQL 2008 Database Services only. This installation does not require any additional features. ONLY Database Services. Instance Name for installation will be ImpUpgrade. iinstaller.exe for this instance does have to be run for the Infinity/Triple Crown version installed on the replacement server. 8 8 Access to a valid USB backup destination or the ability to receive a copy of a local backup from the old server. 16

17 Appendix A: SQL 2000 to SQL Procedure New Server Preparation 1. Verify the physical server installation: If by third party, verify hook up, power up, and operating system installation works. If by ImproMed, verify boot up and remote access. 2. Verify or establish network connectivity on new server. 3. Create the following folders on the data drive of the server: a. Program DVD (shared as Program DVD). b. SQL Media (shared as SQL) c. If required, create the following folders in the SQL Media folder: SQL 2008 SQL Copy the installation media to the server s hard drive in the newly created folders. 5. Install SQL 2014 in accordance with Installing Microsoft SQL Server 2014 on page 5 of this guide. 6. Install SQL 2008 with the following settings: a. Instance Name: ImpUpgrade. b. Feature Selection: Select only Database Services. All other features are not required. c. Feature Selection: If necessary, deselect Replication and Indexing Services. d. All other steps are the same as the SQL_2008_and_SQL_2008_R2_Config_Guide.pdf that can be found on 7. Install the Software using the setup.exe from the Program DVD installation directory. 8. Go to C:\Program Files [(x86)]\[software] and double-click on for both instances: a. In the Server Selection box, enter NewServer\[Software] where NewServer is replaced by the computer name of the new server for this business and [Software] is the name of the software being used, Infinity or Triple Crown. b. Click OK. When complete, a message with Done will display. The SQL 2014 Instance is now ready for the Software. c. Change the Server Selection box to read NewServer\ImpUpgrade where NewServer is replaced by the computer name of the new server for this business. d. Click OK. When complete, a message with Done will display. 9. Click Start [All] Programs [Software] Utilities Support Tools. The Support Tools window opens. 10. Click the drop-down list below Server: to verify you are able to open and view information for both instances of the Software.

18 Appendix A: SQL 2000 to SQL 2014 Original Server Backup Have the business perform their End of Day procedures before proceeding. 2. Verify all active Software connections have been closed and that the program is not used until the upgrade process is complete. Any information entered after this point will not be transferred. 3. Open Support Tools (Start [All] Programs [Software] Utilities Support Tools). 4. Click Check. The Check Database screen opens. 5. When Done pops-up, click OK. 6. In Support Tools, perform a Database Backup: a. Verify the Server: selection drop-down list has the SQL 2000 database server selected. b. Select the current Software database from the list on the left. c. Click on the Backup button. d. When prompted, save the backup to the data drive of the server. The backup naming convention will be: ClientID_date_Transfer.ibu. For example, 77777_ _Transfer.ibu. e. When the backup is complete, click Verify a Backup. Click... to locate the backup file. Click on the file to select it. Click OK. Click Contents. Click the button Verify Item 1. Click OK when Done. Click to close. 7. Copy additional shares or requested information to the USB drive for data transfer to the new server once the database update is complete.

19 Appendix A: SQL 2000 to SQL 2014 New Server Restoration Locate the backup files created on the old server and save it to the data drive on the new server. 2. Open Support Tools (Start [All] Programs [Software] Utilities Support Tools). 3. Below Server:, select the SQL 2008 Instance from the drop-down list ( NewServer\ImpUpgrade ). 4. Click on the Restore a Backup button. 5. Restore the previously located backup file: Database name for restore will be [Software]UPG. Restore the file to the data folder that will be used for the final database ([Software]Data). 6. Once the Restore is complete, perform database maintenance from Support Tools: a. Click on Space Used. Verify if unused space update is required. b. Click on Maintain. c. Select Rebuild Listed ( to rebuild all Indexes). When the Rebuild is finished, click OK to close Done. Click to close. d. Click on Defrag Listed. When the results are finished, click to close. e. Close the Maintain window. f. Click on Check. Click OK when Done. g. Click on Shrink. Click Close to exit. 7. In Support Tools, perform a Database Backup: a. Select [Software]UPG database from the available databases listed on the left. b. Click on Backup. c. When prompted, save the backup to the data drive of the server. Backup naming convention will be: ClientID_date_pre2012.ibu. For example, 77777_ _pre2014.ibu. d. Upon completion of the backup, click Verify to verify the backup is good. 8. Select the SQL 2014 instance from the server selection drop-down list ( NewServer\[Software] ). 9. Click on the Restore Database button. 10. Restore the pre-2014 backup file as the new Software database per ImproMed standards. In Support Tools, refer to Help Support Tools Help Double-click on Buttons Click on Restore a Backup for step-by-step instructions. 11. Close Support Tools. 12. Click Start and type services.msc then press Enter. 13. Locate the SQL Server (ImpUpgrade) service. 14. Stop and disable the service. 15. Close the Services window. 16. Test the Software login. 17. Activate a workstation, if required. 18. Close out of the Software on all workstations then reboot the server.

20 Appendix B: Setting SQL Ports Manually 20 Post Data Migration Tasks 1. Restore remaining data backed up from the original server. 2. Install and configure backups. 3. Verify integration servers are setup and working: IULR, DICOM, XCharge, Pulse, etc. 4. Verify installation of the latest Software license file. 5. Proceed with additional Server Migration tasks and application installations, as required.

21 Appendix B: Setting SQL Ports Manually 21 Appendix B: Setting SQL Ports Manually When SQL has multiple instances installed, it may be necessary to set SQL to recognize the Software by manually configuring the port used by the Software instance. IMPORTANT! If any upgrades are done to Microsoft SQL 2014, before using the Software, the ports may need to be configured again. 1. Click Start Programs Microsoft SQL Server 2014 Configuration Tools SQL Sever Configuration Manager. 2. Click the + next to SQL Server Network Configuration. 3. Click and highlight Protocols for [Software]. 4. Double-click the TCP/IP protocol (located on the right hand side). 5. Click the IP Adresses tab. 6. Click the + next to IP All. 7. The TCP Dynamic Ports and TCP Port should both be set to Click Apply and OK to save the settings. 9. Click to close until everything is closed. 10. Restart the server.

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