SQL Server Setup for Assistant/Pro applications Compliance Information Systems

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1 SQL Server Setup for Assistant/Pro applications Compliance Information Systems The following document covers the process of setting up the SQL Server databases for the Assistant/PRO software products form Compliance Information Systems. **** WARNING **** These procedures should be performed by a competent Database Administrator of the SQL Server product. Failure to follow these procedures may result in a loss of data and productivity. Compliance Information Systems is not responsible for any such losses. Step 1: Load the template file Copy the file template (not the template.mdb) from the ASSISTANT install directory (default is c:\program files\assistant or c:\program files\assistant pro ) on the client machine, to c:\ on your SQL Server machine. Step 2: Start SQL Server Enterprise Manager Software and login to the SQL Server where the Assistant/PRO data is to be stored. Step 3: From the console Root window select Action New Database. In the name text box type Template press Ok. This creates a template database. Now restore the template database from the template file located in c:\ on your SQL Server machine.

2 Step 4: Under the tools menu select restore database. Enter Template as the Restore as database. Select the From Device radio button. Press the select devices button and enter c:\template. On the options tab select Force Restore over existing database. Once this is complete, the Template database will exist on the SQL server and will contain the tables templates for the databases used by the Assistant/PRO product. Next we will create the working databases for the system.

3 Step 5: Create the Work Database from the template. From the console Root window select Action New Database. In the name text box type Work press Ok. This will create the work database for the system. Select the work database in the Tree window of the SQL server console. Select the tools menu Data Transformation Services Import data menu option. Select your Server from the Server drop down and enter the username and password for that server. In the Database drop down select Template and press next. On the Choose Destination form select the Work Database from the Database drop down and press Next. Select Copy Objects and data between SQL Server databases and choose Next. Use the default settings listed above and choose Next. You may receive a message stating the USER Does not Exist or already Exists. If you receive this message, you can uncheck the Copy All Objects check box, click on the Select Objects button, uncheck the top three boxes, click ok, and try again.

4 The Save, schedule, and replicate package form is presented. Choose Run Immediately if your server is able to perform this function now. Otherwise schedule this operation for later execution. The Work database has now been populated and is ready for use in Assistant/PRO. Step 6: Create the Archive Database from the template. Follow all of the steps that were provided in steps 4-5 except in all of the places were the Work database was specified now specify Archive. Step 7: Create the Demo Database from the template. Follow all of the steps that were provided in steps 4-5 except in all of the places were the Work database was specified now specify Demo. Step 8: User rights ASSISTANT/Pro uses SQL authentication. The user must have the following rights for the work, demo and archive databases: Database Owner Database Creator (role) Database Read Database Write The SQL Server is now configured to run the Assistant/PRO software application.

5 WORKSTATION SETUP FOR USING SQL SERVER WITH ASSISTANT/ASSISTANT PRO. Step 1: Microsoft requires tools to be installed on the client machines in order for them to access a SQL database. Insert the SQL Server CD and do the following steps: Choose SQL Server 2000 Components Choose Install Database Server You may receive the following setup item: This is not a problem because the client components are all you will need. Click Ok.

6 Choose Next. Use the default computer name, make sure the LOCAL COMPUTER is the only one marked and choose NEXT. Choose Create a new instance of SQL Server, or install Client Tools.

7 Enter the user name and click NEXT. Agree to the End User agreement by choosing Yes. Choose CLIENT TOOLS ONLY and choose Next.

8 You will get to the screen that allows you to choose what components and sub-components that you wish to install. Unless your company has policy s set up that will not allow certain tools to be loaded, install the defaults in both areas. The only component that must be installed is Profiler, under Management Tools. Click Next. Click NEXT here to begin the installation of the SQL client tools. Choose YES I want to restart my computer now and click Finish. This completes the installation of the client tools on the workstation. Assistant / Assistant Pro may now be configured to access the SQL Database.

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