Installation / Backup \ Restore of a Coffalyser.Net server database using SQL management studio

Transcription

1 Installation / Backup \ Restore of a Coffalyser.Net server database using SQL management studio This document contains instructions how you can obtain a free copy of Microsoft SQL 2008 R2 and perform the installation. The document also contains a tutorial how you may backup and restore a Coffalyser.Net database bak-file using the management studio and how you can connect the Coffalyser.Net client to a restored database. Please note that this is not the method is not the default method for installation of a Coffalyser.Net server database and that this method should be performed with caution. We only recommend installing the SQL management studio and use it combination with Coffalyser.Net in case you want to perform regular database backups and/or have multiple SQL server databases. You may also choose to use the SQL management studio in case the default SQL server installation does not succeed with the original installation method. Coffalyser.Net components Coffalyser.Net uses 3 components to function. First we have the Coffalyser.Net end-user (or client) application, which runs on desktop machines and can connect to any Coffalyser.Net server application, local or remote. The second component is what we call the Coffalyser.Net server application, which communicates with the clients on one side and the database on the other. Lastly we have the database itself, which can run on any version of Microsoft SQL, on any computer in the network. When the Coffalyser.Net needs to run in a large scale environment we commend that you install the database on a high capacity/performance SQL server. Most enterprise environments have a dedicated server for this purpose. By restoring a Coffalyser.Net database in the SQL management studio, the database will be available on the IP address of the computer hosting the SQL server. A client installation may then connect to this server database and use it for data storage. Please note before installation In case you want to install the SQL Management Studio to be able to create backups of your Coffalyser.Net database then you will need to install Coffalyser.Net first! Follow all the instructions and the configuration as described in the installation manual. In case you to restore a database using the SQL Management Studio and then use the client software to connect to that database, then you will need to install Coffalyser.Net, but you do not need to perform the configuration. The instructions how you may configure such a setup are described in Step 3 of this document. There are two main procedures for backup or migration of your Coffalyser.Net database. One of these procedures does not require the SQL management studio software and is not explained in this document. This procedure can be found online at: The SQL management studio is free software from MS and can be found here:

2 Contents Installation / Backup \ Restore of a Coffalyser.Net server database using SQL management studio... 1 Coffalyser.Net components... 1 Please note before installation... 1 Microsoft SQL Server 2008 Download options... 4 Microsoft SQL Server 2008 R2 SP1 - Express Edition... 4 Step 1. Installing SQL Management studio Download installation files Start installation wizard Check setup support rules Windows Power Shell Installation type Feature selection Instance configuration Server Configuration Collation Database Engine Configuration Error Reporting Step 2. Restoring a database Start the SQL Server 2008 R2 management studio Restore Database Specify the source and location of backup sets to restore Add the source (*.*bak) file Check the added database file Set destination for restore Database restore options Step 3. Connection the client to the DB Add server Enter configuration mode Admin privileges Welcome Installing the Coffalyser.Net service Microsoft SQL Server choice Coffalyser.Net database name Creating a new database Set server description Saving configuration Step 4. Backup of a Coffalyser.Net database using SQL Management Studio... 36

3 4.1 Start the SQL Server 2008 R2 management studio Backup Database Set backup location and save file Removing a SQL server installation... 39

4 Microsoft SQL Server 2008 Download options Download links SQL management studio Please note that there are many options and SQL versions that the Coffalyser.Net may work with. However because you will need to restore a database in a later stage that may be created at MRC-Holland, it is advised to use the versions that have been tested at MRC-Holland. We are using the following SQL management studio version on a Windows XP SP3 system and on a Windows 7 system. Download link: Please note that there are three versions! You need to have a version with tools or the advanced version. Also note that you need to have the correct bit rate (32 bit or 64 bit)! Microsoft SQL Server 2008 R2 SP1 - Express Edition Date Version: Published: /12/2011 File name: SQLEXPR_x64_ENU.exe SQLEXPR_x86_ENU.exe SQLEXPR32_x86_ENU.exe SQLEXPRADV_x64_ENU.exe SQLEXPRADV_x86_ENU.exe SQLEXPRWT_x64_ENU.exe SQLEXPRWT_x86_ENU.exe File size: MB MB 93.1 MB MB MB MB MB Please note that you download the correct version for the bit rate of your computer!

5 Step 1. Installing SQL Management studio 1.1 Download installation files Download the files for installation of Microsoft SQL Server 2008 R2 RTM - Management Studio Express. Store the files on your computer, for instance on your desktop. 1.2 Start installation wizard Double click to open the installation file. You should see the "SQL Server Installation Center". Click on "New installation or add features to an existing installation".

6 1.3 Check setup support rules Before you can start with the actual installation, you need to make sure that your computer fulfils all the setup support rules (criteria). Make sure all rules are green. In case there is a warning or failure to one of the rules, check the detailed report and/or status to find out how to fix the problem. In case all rules were set to "Passed" then click on "Next" to continue.

7 1.4 Windows Power Shell Please note that Power shell is required as a rule. In newer Windows versions, Power Shell is integrated in the operating system. In Windows XP it may not yet be included. If it is not installed yet, it needs to be downloaded and installed before starting with the installation of the SQL management studio. Download link windows power shell (English language) Download link windows management framework Install Power shell and windows management framework according to the instructions on the screen. After this, restart the installation of the SQL management studio. All support rules should now be green and you can continue to select the installation type. In case the rules for Power shell did not change it is possible that you need to reboot first.

8 1.5 Installation type Do not change the current setup. Keep "New installation or add shared features" checked. Click on "Next" to continue. Please note: in the image below you see that there are already installed instances of the Coffalyser.Net found. These may be absent in your screen, depending if you have already installed Coffalyser.Net before on this computer.

9 1.6 Feature selection Do not make any changes, leave everything on default. Al options should be selected (replication is not really necessary). Click on "Next" to continue.

10 1.7 Instance configuration Keep the "Default / Name instance" checked. In this screen you may also see where your SQL server databases will be stored. Again, in the image below you may or may not find the installed instance of Coffalyser.Net. Click on "Next" to continue.

11 1.8 Server Configuration Keep all server account information on default. Your "SQL Server Database Engine" should be on startup type: Automatic. Your "SQL Server Browser" should have at the startup type: Disabled. Depending on your system you may need to adjust your "Account Name". This will usually be set to your user account name, but may be changed by clicking on the "..." in the cell underneath the header "Account Name". In most cases you do not need to adjust this. Click on "Next" to continue.

12 1.9 Collation The collation is the standard method how SQL will store data. It is very important that you adjust this for backwards compatibility. Click on the second tab called "Collation" and click on "Customize". Now adjust the collation to SQL_Latin1_General_CP1_CI_AS (case insensitive and accent sensitive)!!! Click on "Next" to continue. NOTE: the collation needs to be set at the second tab (Latin1_General_CP1_CI_AS). If you do not set the right collation the software will not work!

13 1.9 Database Engine Configuration On the "Account Provisioning" tab you can adjust the authentication mode. Coffalyser.Net can be installed with both methods but we recommend to set the "Authentication mode" to "Mixed Mode (SQL Server authentication and Windows authentication". Next you can specify the password for you SQL server system administrator. Note that your server administrator user name is sa. In the preconfigured Coffalyser the user name is sa and the password is 1234". Don t change any options on the "Data Directories" tab and the "FILESTREAM" tab. Click on "Next" to continue.

14 1.10 Error Reporting Do not make any changes and click on "Next" to continue. Next you can finish the wizard by clicking on "Close".

15 Step 2. Restoring a database Restoring databases is useful in case: you cannot create the pre-configured database using the configuration wizard, as described in the installation manual you are migrating a database from one computer to different computer and you want to keep all previously used data you want to restore a previously created backup Please note that we highly recommend to create your initial database using the configuration wizard as described in the installation manual. This (empty) database contains all tables, fields and information that Coffalyser.Net needs to function. Only if this completely fails we can provide you with a database file that you can restore using the Management Studio. 2.1 Start the SQL Server 2008 R2 management studio Start the SQL Management Studio under "SQL Server 2008 R2" in the start menu or from your desktop. Your "Server type" should be "Database Engine". Your "Server name" should be a combination of the computer name and instance ID, alternatively the "Server name" can also be a single dot (.) indicating a local host. If none is available use "localhost\sqlexpress". You can find all available servers by clicking on the arrow on the right side of the box. Here you will also find an option "Browse for more", that will allow you to explore your computer for all available server. The "Login" name should be "sa" and the password should be what you have filled in at step 1.9 (default username sa / pass: 1234). Next click on "Connect". In case your connection fails check all the details. Is the name correct? Did you fill in the correct user name and password? If the connection still fails you can also try to change the authentication method to "Windows Authentication".

16 2.2 Restore Database In the management studio (Localhost - Database - System databases). From the right mouse click context menu on "Databases", select "Restore Database..".

17 2.3 Specify the source and location of backup sets to restore Specify the source and location of the backup set to restore. Check the option box next to "From device" and then click on the button with the dots "...". This will open a new form allowing you to specify the file.

18 2.4 Add the source (*.*bak) file Please note that if you want to restore a database file and use that for Coffalyser.Net, that this database need to be pre-configured for Coffalyser.Net. We can provide you with this file by Coffalyser@mlpa.com or through an upload location. Click on "Add" and then use the file browser to select the database file. Click on "OK" to continue.

19 2.5 Check the added database file Check the option box in the grid where your selected file has appeared.

20 2.6 Set destination for restore Click on the arrow next to the text box with the label "To database". This will show a list with databases that are available. In case you do not have any other databases you will only see "model", "msdb" and the name of the database you have just added to the list, on default this will be "coffalyser". Select the name of the database that is present in the earlier selected file (coffalyser). Click on "Options" in the top left corner underneath "General".

21 2.7 Database restore options In case you are restoring a database and you want to overwrite and older database, then check the box next to "Overwrite the existing database (WITH REPLACE)". Click on "OK" to restore the database. In case the restore was successful you should see the following message. If the restore failed, please check all previous steps and make sure that you are not trying to replace an existing database that is currently in use. Make also sure that the file you selected is located on a location that you have complete access to. Click "OK", you can now close the SQL Server software.

22 Step 3. Connection the client to the DB These steps describe how you can connect with the Coffalyser.Net client software to a database that was restored in the SQL Management Studio. Note that these steps are not necessary if you already installed Coffalyser.Net using the traditional configuration as described in the installation manual. The configuration described in this chapter needs to be performed on the computer that is hosting the database. In case you did not install Coffalyser.Net yet, please go to: to download the latest version. Please note that you will only need to follow the installation instructions as described in the installation manual. Do not follow the configuration steps, if you want to use a restored database as described at step 2. You will need to do the configuration as described in this section. Activation of the license can be performed, as described in the installation manual. Adding additional clients Note that these instructions need to be performed for the computer hosting the database, additional clients that want to connect to this database can do that directly through the IP address. If you are using a client computer within your network and you have properly configured your server, the server database will be automatically detected. If you want to host the database on a central computer and share this database with several clients, please consult the online manual: coffalyser-net-creating-client-server-setup-with-multiple-clients, this manual explains how you may share the client application and how clients may connect to the database from another system.

23 3.0 Add server In case you do not see your earlier restored server then click on the button "Add Server". Please note: the white database you see in the image below provides the opportunity to add a standard server to your client, this is thus NOT the server you have restored earlier and should only be used if you want to add a Coffalyser.Net server database following the regular flow.

24 A form will appear that will allow you to add a new server by the URL or computer name. In case you are now configuring the client that is located on the same computer that also hosts the database, then you can add the database as: :1231 Localhost [computername] Please note that the configuration of your server database needs to be performed on the comupter hosting the database!

25 3.1 Enter configuration mode In the server selection screen you will see an overview of all Coffalyser server databases that are automatically detected. In case the color of the displayed server is white or red the server requires configuration. Right mouse click on the server that you have just added and select Configure. Click on the Yes button to enter the configuration mode.

26 Admin privileges In order to run the configuration you need to have administrative privileges. Click on Yes to start the configuration mode with administrative privileges. Please note that this screen may differ depending on the operating system that you are running. Tip: You can (re)configure your Coffalyser.Net by using the Configure option in the server selection screen.

27 3.2 Welcome Click the Next button to continue.

28 3.3 Installing the Coffalyser.Net service Click the Install button to register the Coffalyser.Net service application with Windows.

29 After a successful installation the state should change to Installed and Running. Click the Next button to continue.

30 3.4 Microsoft SQL Server choice For storing data the Coffalyser.Net depends on a Microsoft SQL database server, which may be created using an automated setup. Select the third option, you have an existing SQL server on your computer / network which you want to reuse. SQL server Choice: "I want to use a previously installed SQL database server on this or a remote computer (not preconfigured)" Note: Reusing an existing SQL database server installation requires specific information about that installation, such as the location, username and password. If you do not know these details you probably do not have an existing server, in which case it is recommended that you install the preconfigured database (first option).

31 We are configuring a restored database running on a server that was not pre-configured for Coffalyser.Net, and therefore we need to connect to this server by "SQL server name", "SQL authentication" method, "SQL username" and "SQL password". These SQL database server details are the same data that you used when starting the SQL Management Studio at step 2.1. Generally your SQL server name should be something like: ".\SQLEXPRESS" or "COMPUTERNAME\SQLEXPRESS", your SQL username will be "sa" and your password is what you have filled in during installation of the SQL server at the database engine configuration, step 1.9. Username sa / pass: 1234". Unless otherwise specified. Fill in the connection details and click on "Next".

32 3.5 Coffalyser.Net database name Now we need to fill in the name of the Coffalyser.Net database. This name should be the same as the name filled in at step 2.6. On default the name of the database is "Coffalyser". Please note: in a regular setup, if you change the database name, a new database will be created. Since we want to use a restored database, the names need to be the same!

33 3.6 Creating a new database If you are using an existing database you can continue to the next step. The Coffalyser.Net organizes its data on several levels, of which the topmost is organisation level. For now you can regard an Organisation as a collection of projects. Enter the name for the first organisation in the text box. The Coffalyser.Net uses a security model with users and user rights. Each Coffalyser.Net has at least one server administrator (username 'Admin'). Decide on a password and enter it in the two text boxes. Important: Please make a note of the password you entered, you will need it at a later step! You are required to enter a secret question and answer for the Admin account. If you ever lose your Admin password you could try to reset it using the Reset button on the login form. When you try the system will ask you the question you entered here. If you supply the answer you specified in this form you are allowed to set a new password. Examples of good secret questions: Name of first school Name of first friend License plate of first car Maiden name of mother Examples of unsecure secret questions: name of current pet birthday name of family member Click the Next button to continue.

34 3.7 Set server description Click the Finish button to continue.

35 3.8 Saving configuration The configuration collection is completed. Click the Close button to save and apply the configuration. Please note that your license may not have been activated yet of the Coffalyser.Net client. Please see section 4 in the installation manual how you may activate the license. In short: right mouse click on the server in the server selection screen and select License from the context menu. Then Copy the license key from your registration to your clipboard and Paste the license key into the top text box. Click the Download button to obtain or update the license details, and then click on install license to continue.

36 Step 4. Backup of a Coffalyser.Net database using SQL Management Studio 4.1 Start the SQL Server 2008 R2 management studio Start the SQL Management Studio under "SQL Server 2008 R2" in the start menu or from your desktop. Your "Server type" should be "Database Engine". Your "Server name" should be a combination of the computer name and instance ID, alternatively the "Server name" can also be a single dot (.) indicating a local host. If none is available use "localhost\sqlexpress". You can find all available servers by clicking on the arrow on the right side of the box. Here you will also find an option "Browse for more", that will allow you to explore your computer for all available server. The "Login" name should be "sa" and the password should be what you have filled in at step 1.9 (default username sa / pass: 1234). Next click on "Connect". In case your connection fails check all the details. Is the name correct? Did you fill in the correct user name and password? If the connection still fails you can also try to change the authentication method to "Windows Authentication".

37 4.2 Backup Database Click on the "+" button next to databases underneath the server you have just connected to. This should show you all available databases on the server. Then from the right mouse click context menu on your Coffalyser.Net database (usually called Coffalyser) select "Tasks" and then select "Back Up..".

38 4.3 Set backup location and save file The default backup location is in the program directory of "Microsoft SQL Server". In case you rather change the location (e.g. have a backup on an external device), then you can use the "Add" and "Button" in this form to change the location of your backup file. Click on "OK" to create the backup and then close the studio. Please note that your file needs to have a "*.*.bak" file extension. This file format is supported for direct re-importing when performing restore actions.

39 Removing a SQL server installation Removing an SQL Server may require some steps. In case you wish to install your SQL Management Studio please check the manuals for your specific version. The instruction below give a general description of the steps that may need to be performed. The order in which you remove elements may be crucial for continued proper functioning of software that used SQL. 1. Click Start Control Panel Add or Remove Programs. In the Add or Remove Programs windows select Microsoft SQL Server 2008 as shown in the snippet below and Click Change/Remove button. 2. Once you click on Change/Remove button it will popup SQL Server 2008 windows. There are three options basically available and they are Add, Repair and Remove. 3. Once you click on Remove option, you will see a popup screen informing you to wait for a while till SQL Server 2008 Setup is processing the current user request. 4. In SQL Server 2008 Setup Support Rules screen SQL Server setup program identifies problem which can occur when you uninstall SQL Server. If there are no issues encountered they you will see Passed message against each rule. Click OK to continue with the un-installation 5. In Select Instance screen select the SQL Server Instance from where you need to remove features. This can be done by selecting the instance name from the drop down list as shown in the snippet below. Click Next to continue with the un-installation process. 6. In the Select Features screen choose the feature which needs to be removed and click Next to continue with the un-installation process. 7. In the Removal Rules screen you could see that SQL Server setup program is checking internally whether the un-installation process will be successful or not. You will be able to see the status for Removal architecture mismatch as true if there are no issues in uninstalling SQL Server Click Next to continue with the un-installation process. 8. In the Ready to Remove screen SQL Server 2008 setup will ask you to verify the SQL Server 2008 features which will be removed. click Next to continue with the un-installation process. 9. Once the requested features are removed, the Removal Progress screen which will have the Success or Failure message for each and every single feature which it has removed. Click Next to complete the un-installation process. 10. In the Complete screen you will be able to see Your SQL Server 2008 removal completed successfully. Click Close to exit Remove SQL Server 2008 setup. Remove components 11. Remove SQL server 2008 Native Client 12. Remove SQL server browser 13. Remove SQL server 2008 R2 setup 14. Remove SQL 2008 Setup support files 15. Remove SQL server VSS writer Remove Coffalyser.Net (please see more details in the installation manual) 16. Remove Coffalyser.Net 17. Remove (if needed) Coffalyser - SQL server 2008 R2 (pre configured)