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Springlake BizFiles ProfessionalServer Installation Guide (1)
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• Server Installation Guide (1) shows how to install the pre-requisite before installing Springlake BizFiles Professional Server– Install a database (SQL Server) – Setup ODBC data source for SQL Server
It is assumed Springlake BizFiles Professional Edition is being installed for the first time on the server.
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Pre-Requisite
Prior to installing/upgrading to Springlake BizFiles Professional Edition, we need to install a database server and setup an ODBC data source.
• Database Server– For Professional Edition, only MS SQL Server 2008 Express is
supported. Can be downloaded from Microsoft’s website.– MS SQL Server 2008 requires Microsoft .NET Framework 3.5
which is already pre-installed on Windows 2008 but not for Windows 2003.
– Note that the MS SQL Server 2008 32-bit installer can only be installed on 32-bit Windows OS and vice versa for 64-bit installer.
• ODBC Data Source– Need to setup after database is installed.
For this training, will be using Windows 2008 64-bit VM and SQL Server 2008 Express 64-bit.
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Pre-Requisite
• MS SQL Server 2008 Express is needed to store the users, roles, permissions, content metadata, audit trails and some other system information
• A database user is also needed to access the database.
• In the following slides, we will show how to install and setup SQL Server 2008 Express– For the most part, default SQL Server 2008 settings
will be used during installation. The SQL Server Management Studio tool will also be installed.
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Installing SQL 2008 Express
• Start the SQL Server 2008 Express installer (SQLEXPRWT_x64_ENU.exe)
Choose “New
Installation”
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Installing SQL 2008 Express
Keep default setting
Rectify error, if any
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Installing SQL 2008 Express
Keep default setting
Keep default setting
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Installing SQL 2008 Express
Choose “Mixed Mode” authentication
Set password for “sa” user.
Do NOT forget password
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Installing SQL 2008 Express
Installation in
progress…
Installation completed.
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Database Setup
• Start the SQL Server Management Studio
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Database Setup
The server name is <computer name>\
SQLEXPRESS
Choose “SQL Server Authentication”
Login using the “sa” user
• Login to SQL Server 2008 Express
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Installation Paths
Next step:1. Create a new database for Springlake BizFiles 2. Create 1 database user and assign the database
user to the newly created database
If upgrading from Springlake BizFiles Express Edition, follow the steps in the slide
2.0 Springlake BizFiles Professional Server Installation Part 1 (Upgrade from Express Edition).pptx
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Database Setup (B)
1. To create a new database:
Right-click on the [Database] node and select [New Database]
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Database Setup (B)
Give the database a name e.g “Springlake”
1. To create a new database:
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Database Setup (B)
Change the path of the database files (e.g. D:\SQLDATA)
Click on [OK] button to create the database.
1. To create a new database:
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Database Setup (B)
The newly created database “Springlake”
1. To create a new database:
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Database Setup (B)
Right-click on the [Logins] node under [Security] node and select [New Login…]
2. To create a new database login user:
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Database Setup (B)
Set login name as “sl6” and password “springlake”
Set the default database to “Springlake”
Uncheck the [Enforce password policy] checkbox.
Set the new user to use “SQL Server Authentication”
2. To create a new database login user:
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Database Setup (B)
2. To create a new database login user:
Click on “Server Roles”.Set the minimum Server Roles as “public” and “dbcreator”
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Database Setup (B)
Select the Springlake database and set role membership as “db_owner” and “public”
Click on [OK] button to create the user.
Click on [User Mapping page.
2. To create a new database login user:
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Database Setup (B)
The newly created database user “sl6”
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ODBC Data Source
• Springlake server connects to the database via ODBC
• Therefore, the matching ODBC driver for the database needs to be installed. For SQL Server 2008, it is already pre-installed.
• The ODBC data source needs to be created.
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Configure ODBC Data SourceStart the
ODBC Data Source
Administrator
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Configure ODBC Data Source
Select the SQL Server driver
Create the ODBC Data Source
under the [System DSN] tab
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Configure ODBC Data Source
Specify the data source name e.g.
Springlake
Specify the SQL Server name e.g.
localhost\SQLEXPRESS
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Configure ODBC Data Source
Use SQL Server authentication
Specify the SQL Server login ID and password created
earlier
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Configure ODBC Data Source
Make sure the default database is selected
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Configure ODBC Data Source
Use the default settings
Click on [Finish] to create the data
source.
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Configure ODBC Data Source
The data source is created successfully. You can test it by
clicking on the [Test Data Source]
The data source tested successfully.
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Configure ODBC Data Source
The new data source created
under [System DSN].
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