1) The installer for SQL Express 2008 R2 can be downloaded from the following location;

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1 Microsoft SQL Server Express 2008 R2 Install on Windows Server 2008 r2 for HoleBASE SI The following guide covers setting up a SQL server Express 2008 R2 system and adding a new database and user for HoleBASE SI. If you already have the SQL Server installed then you can skip the first section and move straight to the Setting up the HoleBASE SI database and User section on Page 8. Installing SQL Server Express These instructions are a guide for users who are installing Microsoft SQL Server Express 2008 R2 on their local machine. When applying them to server installations you must consult with your IT department before installing the product to check you have the necessary rights and firewall configurations. These guidelines are to be read in addition to the official instructions that can be found at 1) The installer for SQL Express 2008 R2 can be downloaded from the following location; Note that you will need to install the version which corresponds to the Operating Systems Architecture of your server (32bit or 64bit). 2) Run the file downloaded above to display the SQL Server Installation Center Screen as shown below. Select the top option New installation or add features to an existing installation. Version /11/2011 1

2 3) The installer will then check to ensure all of the necessary components are installed on the system. If any of the components are not available on the machine then the installer will fail and the components will need installing manually. All of the items that are required can be downloaded free of charge from the Microsoft Website. Some of the items on the list may be showing as warnings. Clicking on the corresponding warning message will give detailed information on the issue. A full list detailing all of the possible issues would be difficult to create. If you have any queries on any stage of the installation then contact a member of our support team. Once all items are installed on the host machine click Next> Note that if you are running Windows XP Service Pack 2 or earlier, you may need to install Windows XP Service Pack 3 together with Windows Powershell. Windows Powershell can be downloaded from the following location; 4) The Licence Conditions are displayed next. Ensure that you have confirmed your acceptance of the conditions by ticking the option before clicking Next> Version /11/2011 2

3 5) The next screen allows for the selection of which features of SQLServer are required to be installed. HoleBASE SI requires the Database Engine Services option so this must be selected. The Management Tools Basic must also be installed onto the machine as these tools will be used in a later step to connect to the server and to set up a user and database. If SQL Replication is to be set up then the components for SQL Server Replication will also need to be installed. If any doubts persist on whether this should be set up then we recommend that users do not select this option. Select the required options (an example is shown below for the majority of installs) and click Next> 6) The installer will now run another check to ensure that the installation can proceed. Any problems that appear will need to be resolved before the installation can continue. Note: if SQL Version /11/2011 3

4 Server 2005 Express Tools has been installed then these tools can be used to set up the database if preferred. To do this, return to the previous screen and deselect the Management Tools Basic option. Click Next> 7) In the next screen a name will need to be given to the new SQL Server Express Server. Unless a SQL Server naming policy has already been implemented, we recommend that a simple name be given, e.g. SQLEXPRESS2008. Make a note of the name you have chosen as it will be required in future steps of the installation process. Click Next> 8) The next screen requests account startup information for each SQL service. Ensure that both services are set to Startup Type Automatic and select account names for each service. The account names will be used to run the SQL Server processes, therefore you must ensure that Version /11/2011 4

5 these Services accounts have the necessary permissions required to avoid further problems. Click Next 9) The next screen allows you to set up how the Database Administrator will be able to login to the database server. We recommend Mixed mode is selected and a strong password is specified. Make a note of this password as it will be required in future steps of the installation process. Click Next> 10) The Error Reporting screen is displayed next. Select the option to send error reports to Microsoft (not recommended) if required and then click Next> to start the installation process. Version /11/2011 5

6 The installation process can be very resource intensive and may take a few minutes to complete. 11) Once the installation is complete you will see the screen below. Simply click Close to contine to the next step. 12) To enable HoleBASE SI to connect to thesql Server database, the TCP/IP Port will need to be enabled on the server machine. Browse through to Start All Programs Microsoft SQL Server 2008 R2 Configuration Tools SQL Server Configuration Manager. Version /11/2011 6

7 13) Browse through to SQL Server Configuration Manager SQL Server Network Configuration Protocols for SQLEXPRESS2008. Change the Status of TCP/IP to Enabled by right clicking on it. You may also need to change the setting under SQL Server Network Configuration (32bit) Client Protocols and SQL Native Client 10.0 Configuration Client Protocols Version /11/2011 7

8 14) The Windows Firewall settings will also need to be adjusted to allow for SQL Server traffic to pass through. Open the Start menu and type in Windows Firewall and select the option for Windows Firewall with Advanced Security. 15) Once loaded select the option for incoming rules on the left hand side of the screen. Then select the option for New Rule on the right hand side of the screen. Version /11/2011 8

9 16) Select the option for Port and select the Next Option. 17) Select the TCP option, followed by the Specific local ports option, then enter 1433, 1434 into the specific local port dialogue as shown in the screen shot below. Version /11/2011 9

10 18) Select the option for Allow the connection and select next. 19) Ensure that the options for Domain and Private are selected and then select next. We do not recommend that the Public option is selected. Version /11/

11 20) Give the new rule a name and description and then select the option for Finish. 21) Repeat step ) Select the option for Program and select the Next option. 23) Select the option for This Program Path and then enter the following C:\Program Files\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS2008\MSSQL\Binn\sqlservr.exe and select Next. Version /11/

12 24) Select the option for Allow the connection and select next. 25) Ensure that the options for Domain and Private are selected and then select next. We do not recommend that the Public option is selected. Version /11/

13 26) Give the new rule a name and description and then select the option for Finish. 27) Repeat steps 22-27, except this time enter the following into the Program Path option; C:\Program Files (x86)\microsoft SQL Server\90\Shared\sqlbrowser.exe. 28) The SQL Server Management Studio will now need to be run to allow for the database system to be initialised that HoleBASE SI requires as written above. Browse through to Start All Programs Microsoft SQL Server 2008 R2 SQL Server Management Studio. 29) Log into the SQL Server Management Studio with either the Windows Login credentials or the SQL Server Management Studio credentials created earlier. Ensure that the database name is consistent with the name given earlier. Select Connect. Version /11/

14 Once this has been done then the install and setup process for SQL Server should be complete. Version /11/

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