These notes are for upgrading the Linko Version 9.3 MS Access database to a SQL Express 2008 R2, 64 bit installations:

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1 These notes are for upgrading the Linko Version 9.3 MS Access database to a SQL Express 2008 R2, 64 bit installations: This document substitutes for STEPS TWO and THREE of the upgrade Game Plan Webpage Items discussed: Installation of the SQL Express 2008 R2 64 bit with Tools Package The Linko Software Workstation installation Installation of the Linko Software Shared Files folder (Root Location of Shared Files) Installation of the Linko Database If you are installing on a Server 2008 OS, Powershell needs to be installed manually. 1. For the duration of the Linko Installation, disable User Account Control in your Operating System. UAC forces members of the BUILTIN \Administrators group to use a standard user access token. Therefore, on systems where UAC is enabled, the SQL Server 2008 setup program does not recognize the user as a part of local administrators group. For local installations, SQL Server 2008 setup must be run under a local Administrator account or a Domain account with local Administrator privileges. On Windows Vista or Windows Server 2008 systems, if UAC is enabled, you must allow SQL server 2008 setup program to run as elevated. Typically we recommend disabling UAC or turning it to the lowest setting. 2. Use Server Manager from Administrative Tools, Go to Features, Add Features, select Windows Powershell and install it. 3. Download the 64 bit version of the MS SQL Express 2008 with Tools R2 version: You will need to scroll down to the Files in this Download Section. For 64 bit you need to download SQLEXPRWT_x64_ENU.exe Note: If you are installing on to the Windows Server 2008 R2 Operating System, you must download this SQL Server Express 2008 R2 With Tools package. 4. When running the Installation, once you reach the DATABASE ENGINE CONFIGURATION Screen:

2 Choose Mixed Mode (SQL Server authentication and Windows Authentication.) You MUST ENTER a password for the SA (SQL Server administrator account). ENSURE THAT THIS PASSWORD is known to the IT Suport staff who will be working with the Linko Software. Linko typically recommends: as the SA password Then specify other SQL Server Administrators according to your Security Protocols. NOTE: In previous versions of SQL Server, the Windows BUILTIN\Administrators local group was placed into the SQL Server sysadmin server role, effectively granting Windows administrators access to the instance of SQL Server. In SQL Server 2008, the BUILTIN\Administrators group is not provisioned in the sysadmin server role. NOTE: This means you can not assume that the all Domain Admins will have Administrators privileges on the SQL Express 2008 installation. The only accounts that will have these privileges are the ones you provision during the setup and installation. Be sure to click on the ADD CURRENT USER button when provisioning accounts. 5. Check the SQL Instance name. We typically call the instance Linko but you can call it whatever you wish, just document what it is called. Express 2008 defaults to a named instance called SqlExpress. 6. Notes: SQL Server 2008 Express with Tools is available for x86 and x64 systems. SQL Server 2008 Express with Tools is not supported on IA64 systems. This with Tools includes the Server Management Studio for database administration.

3 This installation may want to install MSI 4.5 and.net 3.5 as prerequisites for the SQL Express. Please Restart the computer after the installation completes if you are not prompted. After installation is complete you should be able to run the SQL Server Management Studio and connect to the database service on the computer. NOW THIS SECTION TALKS ABOUT ADDING THE LINKO DATABASE TO THE SERVER. And the workstation. 7. Go back to the Linko Upgrade page and scroll down to the bottom, there is a section DOCUMENTS AND FILES SUMMARY. Go to the Step 9, and do the LinkoTools Self Extractor This will create a folder called: C:\Linko_Software_SQL\Installs This folder will contain: In that folder find this and run it: LinkoShared_Setup.exe This will create a folder called C:\LinkoCTS This Share will need to be set up and permissions added for Linko users This can be done on any File and Print server, it does not have to be done on the computer running the SQL Express This sets up the folder that is referred to as the Root Location of Shared Files. Run the CTSData_Setup.exe This will create the Database files and connect them to the Database server. These are the files that you will be migrating into. service. This does have to be done on the computer running the SQL Express 2008 This step typically fails on a computer running Windows Server R2. Using Server Management Studio, manually attach the database created. It will be found in this folder: C:\LinkoCTS\SQLData

4 So a login will have to be created and then fixed. This will have to be done manually by running this script in the Server Management Studio for the database. EXEC sp_addlogin 'lexlinko','lexlinko','cts_data' EXEC sp_defaultdb 'sa', 'master' USE CTS_Data EXEC sp_change_users_login 'Auto_Fix', 'lexlinko' And then: This download includes the WORKSTATION INSTALLER that you will use in STEP FOUR from the GAME PLAN Webpage. On the workstations that will be used to access the Linko software, run the LinkoWork_setup.exe from this download Follow along in Step Four back on the web page to complete the workstations installations using this LinkoWork_setup.exe file from this download. SOME CONFIGURATIONS INFO FOR THE SERVER 8. A port might need to be added to the server in the firewall for the SQL service. Depends on your firewall policies. From exceptions, do add Program: Browse out to the C:\Program Files x64\microsoft SQL Server\MSSQL10.SQL8\MSSQL\Binn\sqlservr.exe 9. Changes to make in SQL Server Configuration manager, SQL Express Properties and Firewall. Check the SQL Express Properties Security Selection and make sure that SQL Server and Windows Authentication mode is selected. Run the SQL Server Configuration Manager Enable TCPIP for the Protocols for SQL Express Instance Turn on the SQL Browser (properties, automatic, then START) o This step is only necessary if you did not enabler the SQL Browser during the installation of the SQL Server Express 2008 When you first enable the Browser Service, you will have to restart the SQL Server service. Linko recommends restarting the SQL Service under the SQL Server Configuration Manager. Add the SQL Browser to the Firewall also as necessary (the browser will be in the C:\Program Files Folder as it is not a 64 bit application) The File for the SQL Browser will probably be at C:\Program Files (x86)\microsoft SQL Server \ 90\ Shared\sqlbrowser.exe

5 10. Test the SQL Database connectivity from one of the User workstations using an ODBC connection. This step can be skipped but I wanted to make it available. 1. Go to Administrative Tools from the Control Panel. 2. Select Data Sources (ODBC) 3. Choose the "System DSN" tab 4. Click on "Add." 5. Scroll down to the bottom of the "Create New Data Source" window to find the "SQL Server" selection for the driver for the data source. 6. Select the SQL Server and then click on Finish. 7. Type in the Name of the Connection you want to call it. a. For the Server information, type in the Name of the SQL server, followed by the instance Linko i. example: Batman\Linko 8. Click Next. 9. Choose SQL Server authentication. a. The SQL Server login screens will become available. b. Login ID: lexlinko c. Password: lexlinko 10. Click Next. 11. Check the default database to connect: a. It should say CTS_DATA. 12. Click Next. 13. Then Finish. 14. And test the Data Source. 15. You should get a message that the data source tested okay. 11. Adding additional Administrative accounts to the SQL Express Installation once it has been installed (this will not be necessary if done during setup): 1. Open SQL Server Management Studio, and then connect to the instance of SQL Server 2008 Express Edition. 2. Add the account that you want to use to the SysAdmin fixed server role. To do this, follow these steps: a. Click Security. b. Right-click Logins, and then click New Login. c. In the Login-New dialog box, type the user name of the Windows user account in the Login name box. d. Click Server Roles. e. Click to select the sysadmin check box, and then click OK. Note You must follow these steps for each Windows user or group that you want to use as a member of the SysAdmin fixed server role. Once that is all done and you have successfully migrated from your old version and tested it, you can update to the most recent version of the Linko Software. There is a patch which you must download from the Linko Customer Care Page Contact Linko if you do not know your Tech Support login credentials.

6 Download the patch to the local computer running Linko into this folder: C:\Linko_Software_SQL\LinkoCTS The patch must be run from this folder. Doubleclick the file to run the patch on one computer Run the patch on the other workstations by simply running the Linko software at each workstation, it will ask if you want to run the patch, you say YES.

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