Microsoft SQL 2008 / R2 Configuration Guide

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1 TM Triple Crown Microsoft SQL 2008 / R2 Configuration Guide Revised June 11, 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.

2 2 Contents Introduction 3 Installing Internet Information Services (IIS) 4 Installing Microsoft SQL Server Setting SQL Ports Manually 16 Appendix A: Installing Microsoft SQL 2008 R2 17

3 Introduction Introduction ImproMed, LLC has created this instruction manual to assist you with loading the Microsoft SQL Server 2008 product. In this document, we detail the steps necessary for Microsoft SQL Server 2008 to be implemented in your business. You may also need your Windows install CD. ImproMed, LLC Advises You to Proceed With Caution! Before loading this version of SQL Server, you must verify that your ImproMed Infinity Programs are version sr3 or higher and Triple Crown is 3.0 or higher (hereinafter referred to as Software ). Note: Earlier versions of the 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 s desktop by clicking Help About ImproMed [Software]. The Software version number will be listed. It must be clearly understood that this is a Microsoft product installation and not an ImproMed product installation. As a Microsoft Certified 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 2008, 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 2008 installations will be clean installs on newly configured servers, which are unlikely to experience any of these potential difficulties, and it is not anticipated that many Software users will be making the transition from SQL 2000 to SQL With that in mind, please proceed through the following installation instructions to load Microsoft s SQL Server 2008 or SQL 2008 R2 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 We would be happy to answer any questions you may have. Please be aware, however, that this is NOT an ImproMed, LLC 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. 3

4 Installing Internet Information Services (IIS) Installing Internet Information Services (IIS) 1. Log into 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 If Internet Information Services (IIS) is checked, click Cancel, then click and proceed to the Installing Microsoft SQL Server 2008 portion of this guide. 7. Place a check next to Internet Information Services (IIS). 8. Click OK. 9. If you are running Windows XP or Server 2003 you will be asked for your Windows CD-Rom. If this occurs, place the CD in your CD-Rom drive and click OK. If the computer cannot locate the necessary files, you may have to type Z:\i386 (Note: Z is the default letter for the CD-Rom drive, your system settings may be different.) or C:\i386 if the XP CD has already been copied your hard drive (Note: C is the default letter for your hard drive.) then click OK. 10. Click Finish. 11. Click to close the screen. 12. Reboot the server. 13. Proceed to the Installing Microsoft SQL Server 2008 portion of this guide.

5 Installing Microsoft SQL Server 2008 Installing Microsoft SQL Server 2008 The following instructions assume that you currently have Microsoft SQL Server 2000, 2005, or any SQL Express editions installed on the server. If this is not the case, skip to SQL - Step Log into the database server as Administrator. 2. Click Start Settings or click Control Panel. 3. Double-click Add/Remove Programs or Programs and Features. 4. Highlight Microsoft SQL Server. 5. Then click Change/Remove. 6. When you are asked if you are sure, click Yes. 7. If you are asked to remove unused files, choose No to All. 8. Once the uninstall process is complete, click OK. 9. Reboot your server. NOTE: Refer to Appendix A: Installing Microsoft SQL 2008 R Insert the SQL 2008 disc and the following menu displays automatically: Click on Installation.

6 Installing Microsoft SQL Server Click on New SQL Server stand-alone installation or add features to an existing installation. 13. Click Show Details. 14. Once everything is Passed, click OK.

7 Installing Microsoft SQL Server Click Install. 16. Click Show Details. 17. Click Next.

8 Installing Microsoft SQL Server Enter the Product Key found on the Microsoft Certificate of Authenticity. 19. Click Next. 20. Select I accept the license terms. 21. Click Next. 22. Select Database Engine Services, SQL Server Replication, Full-Text Search, Reporting Services, Client Tools Connectivity, Client Tools Backwards Compatibility, Client Tools SDK, Management Tools - Basic, Management Tools - Complete, SQL Client Connectivity SDK. Note: ImproMed recommends installing SQL Server on a data drive that has more than enough space for the tempdb and SQL database as both will grow with usage. 23. Click Next.

9 Installing Microsoft SQL Server Choose Named instance and type Infinity or Triple Crown depending upon your Software. Note: ImproMed recommends installing SQL Server on a data drive that has more than enough space for the tempdb and SQL database as both will grow with usage. 25. Click Next. 26. Confirm the computer has enough disk space. 27. Click Next.

10 Installing Microsoft SQL Server Set the Server Configuration to the following: 88 Set the SQL Agent, Database Engine, and Reporting Services to Automatic. 88 Leave the SQL Full-text Filter Daemon Launch and SQL Server Browser as the default settings. 29. Click Use the same account for all SQL Server services. 30. Select NT Authority\System as the user. 31. Click OK. 32. Click Next.

11 Installing Microsoft SQL Server Select Windows Authentication mode for the Database Engine Configuration. 34. Click Add Current User. 35. Click Add. 36. Type in Administrators. 37. Click OK. 38. Click Next.

12 Installing Microsoft SQL Server Select Install the native mode default configuration. 40. Click Next. 41. The Error and Usage Reporting options are simply optional. 42. Click Next to continue.

13 Installing Microsoft SQL Server Click Show Details. 44. Click Next once all rules have Passed. 45. Click Install. The Installation Progress will begin:

14 Installing Microsoft SQL Server When the Installation Progress is finished, click Next.

15 Setting SQL Ports Manually Click Close when finished. 48. Double-click on My Computer or click Start My Computer. 49. Double-click on Local Disk (C:). 50. Double-click on Program Files. 51. Double-click on the Software folder. 52. Double-click on. 53. Type the name of your Server. Use the format Server Name\Software. 54. Click OK. When finished a completed message will appear. Two examples are given below. 55. Click OK to the completed message. 56. Click Cancel when finished. Install SQL Users For Infinity v4.8sr4 or lower, it is necessary to run the InstallSQLUsers.exe. For Infinity 5.x or Triple Crown 3.x continue on to Setting SQL Ports Manually on page Double-click on. 2. Enter the SQL Server Name (i.e. pdc1\infinity). 3. Click OK. When finished a completed message will appear. 4. Click OK to the completed message. 5. Click to close everything.

16 Setting SQL Ports Manually 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 2008, before using the Software, the ports may need to be configured again. 1. Click Start [All] Programs Microsoft SQL Server 2008 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) 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.

17 Appendix A: Installing Microsoft SQL 2008 R2 Appendix A: Installing Microsoft SQL 2008 R2 Basic installation of SQL 2008 R2 is virtually identical to that of the SQL 2008 installation. However, because of the slight differences, the steps to install SQL 2008 R2 are here in this appendix. 1. Insert the SQL 2008 R2 disk and the menu displays automatically. 2. Click on Installation. 3. Click on New installation or add features to an existing installation. 4. On the Setup Support Rules screen, click Show Details Once everything is Passed, click OK. 6. On the Setup Support Files screen, click Install. 7. On the Setup Support Rules screen, click Show Details.

18 Appendix A: Installing Microsoft SQL 2008 R Once everything is Passed, click Next. 9. Enter the Product Key found on the Microsoft Certificate of Authority. 10. Click Next. 11. Check I accept the license terms. 12. Click Next. 13. Select SQL Server Feature Installation. 14. Click Next. 15. Check Database Engine Services, SQL Server Replication, Full-Text Search, Reporting Services, Client Tools Connectivity, Client Tools Backwards Compatibility, Client Tools SDK, Management Tools - Basic, Management Tools - Complete. 16. Verify the Shared feature directory. Change the drive if not enough space. Note: ImproMed, LLC recommends installing SQL Server on a data drive that has more than enough space for the tempdb and SQL database as both will grow with usage. 17. Click Next. 18. On the Installation Rules screen, click Show Details.

19 Appendix A: Installing Microsoft SQL 2008 R Once the applicable rules have Passed, click Next. 20. On the Instance Configuration screen, click Named instance and type INFINITY or type TRIPLECROWN. 21. Verify there is enough space where the Instance root directory will be created. If not, change the drive. Note: ImproMed, LLC recommends installing SQL Server on a data drive that has more than enough space for the tempdb and SQL database as both will grow with usage. 22. Click Next. 23. Confirm the computer has enough disk space. 24. Click Next. 25. Click Use the same account for all SQL Server service. 26. Select NT Authority\System as the Account Name. 27. Click OK.

20 Appendix A: Installing Microsoft SQL 2008 R Set the Service Accounts to be the same as the image below: 29. Click on the Collation tab. 30. Verify the SQL_Latin1_General_CP1_CI_AS is displayed as shown in the screen capture below. If it is not, click Customize and select it. If it is not an option to select, contact ImproMed Customer Support. 31. Click Next.

21 Appendix A: Installing Microsoft SQL 2008 R On the Database Engine Configuration screen, select Windows authentication mode. 33. Click Add Current User. 34. Click Add. 35. In Enter the object names to select, type in Administrators. 36. Click OK. 37. Click Next. 38. Select Install the native mode default configuration. 39. Click Next. 40. The Send Windows and SQL Server Error Reports is optional. 41. Click Next. 42. Click Show Details. 43. Once all applicable configuration rules have Passed, click Next. 44. Click Install. The Installation Progress will begin. 45. When the Installation Progress is complete, click Next. 46. Click Close at Complete. 47. Refer to SQL - Step 48 of this guide to continue with the SQL 2008 R2 installation.

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