Installing SQL Express. For CribMaster 9.2 and Later

Transcription

1 Installing SQL Express For CribMaster 9.2 and Later

2 CRIBMASTER USER GUIDE Installing SQL Express Document ID: CM Copyright CribMaster. 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012 All rights reserved. Windows is a registered trademark of Microsoft Corporation CribMaster 1955 West Oak Circle Marietta, GA Phone (888) (770) Fax (770)

3 Table of Contents CHAPTER 1: INTRODUCTION... 5 CHAPTER 2: DOWNLOADING THE SOFTWARE... 7 CHAPTER 3: INSTALLING SQL... 9 CHAPTER 4: INSTALLING SQL SERVER MANAGEMENT STUDIO...13 CHAPTER 5: SETTING UP SQL AND RESTORING A DATABASE...15 RESTORING THE DATABASE...17 CHAPTER 6: CONFIGURING SQL EXPRESS TO ALLOW OUTSIDE CONNECTIONS...23 CHAPTER 7: CONNECTING CRIBMASTER AND ATR TO THE DATABASE...25 CONNECTING ATR AND CRIBMASTER CLASSIC (VERSION 7.9 OR LOWER)...25 CREATING AN ODBC CONNECTION...25 SELECTING THE DATA SOURCE IN CRIBMASTER CLASSIC...28 SELECTING THE DATA SOURCE IN ATR CLASSIC...28 CONNECTING CRIBMASTER 9 AND ATR 9 TO A NEW SQL DATABASE...29 CONNECTING CRIBMASTER CONNECTING ATR Page 3 of 30

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5 Introduction Chapter 1: Introduction This document outlines the procedures necessary to install SQL Express. SQL Express is a lighter version of the full SQL Server package. This document will outline: Downloading the needed software Installing SQL and the SQL Management Studio Restoring a database Configuring the Database Connecting ATR and CribMaster Classic Connection ATR 9 and CribMaster 9 Page 5 of 30

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7 Downloading the Software Chapter 2: Downloading the Software This chapter illustrates the software you will need: 1. ATR The machine should have a version of ATR 9.2 already on it. If you would like to change to a newer version or roll back to an older version, download the appropriate version from the FTP site here: ftp://ecribmaster.com/pub/software/atr9/ 2. SQL Server This is the actual database engine which you will need to run the CribMaster database. This can be found on the FTP site here: ftp://ecribmaster.com/pub/software/utilities/sqlexpress2005/ 3. SQL Server Management Studio A tool used for viewing and editing the database directly. This can be found on the FTP site here: ftp://ecribmaster.com/pub/software/utilities/sqlexpress2005/ Page 7 of 30

8 Downloading the Software 4. Database backup file This is a backup file of a blank CribMaster database. This will need to be restored in SQL and will give you a blank CribMaster database to work with. You can find this on the FTP site at: ftp://ecribmaster.com/pub/databases/cm9.x%20databases/sql/ The file is called CM9_Blank.zip Page 8 of 30

9 Installing SQL Chapter 3: Installing SQL In this chapter, we will install SQL Server 2005 Express Edition. 1. Double-click the SQLEXPR.exe file downloaded from the FTP site 2. Accept the Terms and Conditions 3. Once the installer is done installing the prerequisites, click Next. 4. Once the actual SQL installer begins, click Next. 5. After the installer has checked the system configuration, click Next. 6. Enter your name and company name. 7. Click Next. 8. Under the Feature Selection screen, select Client Components and Connectivity Components. You can leave the Software Development Kit set to not install. Page 9 of 30

10 Installing SQL 9. Click Next. 10. Under Authentication Mode, select Mixed Mode. 11. Enter your password 12. Click Next. Page 10 of 30

11 Installing SQL 13. On the Error and Usage Report Settings page, you do not need to select either option. Click Next. 14. On the Ready to Install page, click Install. 15. Once the install is complete, click Next. Page 11 of 30

12 Installing SQL 16. Click Finish. Page 12 of 30

13 Installing SQL Server Management Studio Chapter 4: Installing SQL Server Management Studio This chapter outlines how to install the SQL Server Management Studio which is used to manage and configure the SQL database. 1. Double click the SQLServer2005_SSMSEE.msi file you downloaded from the FTP site. 2. From the install wizard Setup Screen, click Next. 3. Accept the terms and conditions and click Next. 4. Enter your Name and Company Name and click Next. 5. Under the Feature Selection Screen, make sure that the grey disk drive is populated next to the Management Studio Express feature. 6. Click Next. Page 13 of 30

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15 Setting up SQL and Restoring a Database Chapter 5: Setting up SQL and Restoring a Database This chapter illustrates how to configure the SQL database and restore data. 1. Click Start > All Programs > Microsoft SQL Server 2005 > SQL Server Management Studio. A box displays stating that it is configuring your SQL environment for the first time. Then another box displays for you to enter your connection information to connect to an instance of SQL Server. 2. In this box, enter SA as the login and the password you created during the installation of SQL Server. 3. Click Connect. If all of your login information is correct, you should then be taken to the Management Studio Home page. Page 15 of 30

16 Setting up SQL and Restoring a Database On the left side, you will see the name of your SQL Server and all of the subdirectories underneath. 4. Expand the Databases folder to see all of your available databases (You should only see System Databases being that this is a new install). 5. Right-click the Databases folder 6. Select New Database This will open the new database screen. Page 16 of 30

17 Setting up SQL and Restoring a Database 7. On this screen, create a Database Name. 8. Click OK. A blank database is created. Restoring the Database The next step is to restore a blank CribMaster database to your new database so that the new database will have the correct tables. To do this, you will need the backup of a blank CribMaster database. You can find this on the FTP site at: ftp://ecribmaster.com/pub/databases/cm9.x%20databases/sql/ The file you will need is called CM9_blank.zip 1. Once you have the zip file downloaded on the machine, extract the.bak file to your C: drive. The new database is created and listed under the Database folder. NOTE: You may notice that while performing the restore, SQL server will only look for.bak files under certain folders. The C: Page 17 of 30

18 Setting up SQL and Restoring a Database drive is one of the folders it will look in which is why we suggested saving the.bak file to the C: drive. 2. Right-click the new database 3. Select Tasks > Restore > Database The Restore Database window displays. 1. Confirm that your new database is the database referenced in the To database: field. 2. Under the section Source for Restore, select From Device. 3. Click the ellipsis button to the right of the field (highlighted below). Page 18 of 30

19 Setting up SQL and Restoring a Database The Specify Backup screen displays. 4. Click Add. The Locate Backup File window displays. 5. Navigate to the.bak file that you saved on the C: drive. 6. Click OK. The Restore Database screen displays. Page 19 of 30

20 Setting up SQL and Restoring a Database 7. Check the box next to your newly selected backup set. 8. Click the Options button in the top left hand corner. 9. In the options screen, check the first box for the option - Overwrite the existing database. 10. Click OK. Page 20 of 30

21 Setting up SQL and Restoring a Database 11. A message displays stating The restore of database (database name) completed successfully. Page 21 of 30

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23 Configuring SQL Express to Allow Outside Connections Chapter 6: Configuring SQL Express to Allow Outside Connections Now that you have a new database, you must configure SQL to allow other machines to connect to it. 1. Click Start > All Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Configuration Manager. The SQL Server Configuration Manager screen displays. 2. Expand the SQL Server 2005 Network Configuration selection. 3. Select Protocols for SQLEXPRESS. There should be four protocols on the right hand side of the screen. 4. Right-click and enable Name Pipes. 5. Right-click and enable the TCP/IP protocols. 6. Right-click the TCP/IP protocols. 7. Select Properties. 8. Click the IP Addresses tab Page 23 of 30

24 Configuring SQL Express to Allow Outside Connections 9. Under each of the IP s (IP1, IP2, ect.) enter 1433 for the TCP Port. 10. Click Apply. The SQL Server Configuration Manager screen displays. 11. On the left side of this screen, click SQL Server 2005 Services. The services display on the right side of the screen. 12. Right-click the SQL Server (SQLEXPRESS) service and select Restart. 13. Confirm that the SQL Server Browser is running. If it is not, right-click it and select Start. Page 24 of 30

25 Connecting CribMaster and ATR to the Database Chapter 7: Connecting CribMaster and ATR to the Database Now that the database has been created and configured, it is time to connect CribMaster and ATR. Connecting ATR and CribMaster Classic (version 7.9 or lower) Creating an ODBC Connection To connect the classic version of ATR or CribMaster to a SQL database, you will need to create an ODBC connection. 1. Navigate to Control Panel > Administrative Tools. 2. Select Datasources (ODBC). 3. Select the System DSN tab. 4. Click Add. 5. Scroll to the bottom of the list of possible drivers. 6. Select the SQL Server driver as the ODBC driver. Page 25 of 30

26 Connecting CribMaster and ATR to the Database 7. Click Finish. 8. Name your ODBC connection. 9. Select the Server to which you want to connect. NOTE: This would typically be the computer name that you installed SQL on plus \SQLExpress. You can also find your server name in SQL Management Studio above the databases. 10. Click Next. Page 26 of 30

27 Connecting CribMaster and ATR to the Database 11. Select With SQL Server Authentication using a login ID and password entered by user. 12. Enter your Login ID. NOTE: This should be SA and the password that you created when installing SQL. 13. Click Next. 14. Check Change the default database to: 15. Use the drop-down to select your database. 16. Click Next. Page 27 of 30

28 Connecting CribMaster and ATR to the Database 17. On the next screen, do not change any settings. Click Finish. You now have an ODBC connection to your database. Selecting the Data Source in CribMaster Classic 1. Open CribMaster. 2. Click File > Data Source 3. Select the database you created earlier as the Primary Data Source. NOTE: You may need to enter your SQL information the first time you connect to the database. To avoid having to enter this in the future, click the yellow lock next to your selected data source and fill out the SQL login information. This will save the SQL login info so the user will not have to enter it every time. Selecting the Data Source in ATR Classic 1. Open the CETUP.exe (ATR Setup Program). 2. Select your data source in the box on the top left corner: Page 28 of 30

29 Connecting CribMaster and ATR to the Database Connecting CribMaster 9 and ATR 9 to a new SQL Database Connecting CribMaster 9 1. Open CribMaster 9. NOTE: If a previous data source has not already been selected you will receive an error. Click OK and the data source box will display. If it already has been connected to a database, you will most likely go directly to the login screen. If that is the case, click Cancel. Then click the 9 icon at the top left corner and select Data Source. 2. Once the data source screen displays, select SQL Server as your Database Provider Type. 3. Fill out the SQL Server information: 4. Click OK. The system should prompt you to restart the application. Page 29 of 30

30 Connecting CribMaster and ATR to the Database Connecting ATR 9 1. Open and log in to ATR Select Admin > Options. 3. Select the Data Source button in the upper right of the screen. The Data Source screen displays: 4. Enter a Server Name. 5. Enter a Database Name. 6. Enter any additional information. 7. Select OK. 8. Select Save. A prompt displays for a restart of ATR. 9. Select Yes. ATR restarts connected to the database. Page 30 of 30