sql server 2008 r2 express edition with advanced services installation guide

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    Microsoft SQL Server 2008 R2Express Editionwith Advanced Services

    Installation Guide

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    Notices 2010 XMPie Inc. All rights reserved. U.S. Patents 6948115, 7406194, 7548338, 7757169 and pending patents. JPPatent 4406364B and pending patents.

    Microsoft SQL Server 2008 Express Edition with Advanced Services Installation GuideDocument Revision: 1.1, October 2010

    For information, contact XMPie Inc., 767 Third Avenue (at 48th Street), 3rd Floor, New York, NY 10017, USA

    Tel: 212 479 5166, Fax: 212 888 2061, Technical Support: 212 888 2050

    More information can be found at www.xmpie.com

    XMPie provides this publication "as is" without warranty of any kind, either express or implied. This publication maycontain technical inaccuracies or typographical errors. While every precaution has been taken in the preparation of

    this document, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumedfor damages resulting from the use of the information contained herein. Changes are periodically made to theinformation herein; these changes will be incorporated in new editions of the publication. XMPie may makeimprovements and/or changes in the product(s) and/or the program(s) described in this publication at any time.

    ADOR, PersonalEffect, uChart, uCreate, uDirect, uEdit, uImage, uPlan, uProduce, uStore, X-DOT, XLIM, XMPie, theXMPie logo, and the slogan one to one in one are trademarks and/or registered trademarks of XMPie Inc. itssubsidiaries, and/or affiliates in the United States and/or other countries. All other company or product names arethe trademarks or registered trademarks of their respective holders. All rights not expressly granted are reserved.

    Adobe Acrobat, Adobe Dreamweaver, Adobe Illustrator, Adobe InDesign, and Adobe Photoshop are trademarks ofAdobe Systems Incorporated.

    SQL Server 2005, SQL Server 2008, Windows Server 2003, Windows Server 2008, Windows XP, Windows Vista andWindows 7 are trademarks or registered trademarks of Microsoft Corporation.

    Mac OS is a trademark of Apple Computer, Inc.

    ComponentArt is a trademark of ComponentArt Inc.

    Other trademarks and service marks are the property of their respective owners.

    http://www.xmpie.com/http://www.xmpie.com/http://www.xmpie.com/
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    Contents

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    Contents

    INSTALLINGSQLSERVER2008R2EXPRESSEDITIONWITHADVANCEDSERVICES.....................................................................................................7Audience ......................................................................................... 7Installation Prerequisites ................................................................... 8Installing SQL Server 2008 R2 Express Edition with Advanced Services11Post-Installation Setup and Configuration ......................................... 24

    Verifying the Allow remote connections to this Server checkbox ischecked .................................................................................... 24Enabling TCP/IP Protocol for SQL Server Network Configuration .... 26Assigning a Static TCP Port to the SQL Server Database Engine XMPIE instance.......................................................................... 28Configuring Surface Area (Tracking DB) ....................................... 30

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    List of Figures

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    List of FiguresFigure 1: Control Panel\Program and Features .................................... 8Figure 2: Add Features Wizard ................................................................ 9Figure 3: Add Features Wizard Installation succeeded ................... 10Figure 4: Extracting Files ......................................................................... 11Figure 5: Microsoft SQL Server 2008 R2 Setup ..................................... 11Figure 6: SQL Server Installation Center .............................................. 12Figure 7: SQL Server 2008 R2 Setup Setup Support Rules .............. 13Figure 8: SQL Server 2008 R2 Setup License Terms ......................... 14Figure 9: SQL Server 2008 R2 Setup Feature Selection ..................... 15Figure 10: SQL Server 2008 R2 Setup Instance Configuration ........ 16Figure 11: SQL Server 2008 R2 Setup Disk Space Requirements .... 17Figure 12: SQL Server 2008 R2 Setup Server Configuration ........... 18Figure 13: SQL Server 2008 R2 Setup Database EngineConfiguration ............................................................................................ 19Figure 14: SQL Server 2008 R2 Setup Reporting ServicesConfiguration ............................................................................................ 20Figure 15: SQL Server 2008 R2 Setup Error Reporting ..................... 21Figure 16: SQL Server 2008 R2 Setup Installation Progress ............. 22Figure 17: SQL Server 2008 R2 Setup Complete ............................... 23Figure 18: SQL Server 2008 R2 Connect to Server ............................ 24Figure 19: Server Properties/Connections Allow remoteconnections to this server checkbox ...................................................... 26Figure 20: SQL Server Configuration Manager Enable TCP/IP ..... 27Figure 21: SQL Server 2008 R2 Warning ............................................ 27Figure 22: SQL Server Configuration Manager Service Restart ...... 28Figure 23: TCP/IP Properties Set Static TCP Port ............................ 29Figure 24: SQL Server 2008 R2 Connect to Server ............................ 30

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    List of Figures

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    Figure 25: Microsoft SQL Server Management Studio Object

    Explorer ..................................................................................................... 31Figure 26: View Facets - Surface Are Configuration ........................... 32Figure 27: View Facets Facet properties ............................................. 33

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    7

    Installing SQL Server 2008 R2 Express Editionwith Advanced Services

    XMPie PE Server products and modules (uProduce, uStore & Marketing Console) requirean installation of Microsoft SQL Server 2008 R2 Express Edition with Advanced Services(or higher).

    This document explains how to install SQL Server 2008 R2 Express Edition with Advanced

    Services (64-bit), so that is works properly with uProduce, uStore and Marketing ConsoleExpress Edition.

    Note: To ensure a successful installation, it is highly recommended to install the SQL Server ona machine that is dedicated to production, and to refrain from installing XMPie products on thismachine.

    AudienceThis document is intended for support engineers who wish to install Microsoft SQL ServerExpress with Advanced Services, in order to install XMPie Products (such as uProduce, uStoreand uProduce Marketing Condole).

    These engineers are assumed to be familiar with installation procedures, general databaseconcepts and have basic knowledge of the SQL query language.

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    Installation Prerequisites

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    Installation PrerequisitesThis section guides you through verifying important prerequisite components that areessential for the proper installation process of the SQL Server 2008 R2.

    1. Make sure you are installing SQL Server 2008 R2 on top of Windows Server 2008 R2 (64-bit). Windows Server 2008 R2 must be installed with all hot fixes and critical updates fromMicrosoft.

    2. Verify that Microsoft .NET Framework 3.5 SP1 is installed:

    a. Open the Control Panel by clicking Start, pointing to Control Panel, and thenclicking Programsand Features.

    b. Verify that Microsoft .NET Framework 3.5 SP1 is installed as shown below:Figure 1: Control Panel\Program and Features

    c. If Microsoft .NET Framework 3.5 SP1 is missing, you can download it from thefollowing URL:

    http://download.microsoft.com/download/0/6/1/061F001C-8752-4600-A198-53214C69B51F/dotnetfx35setup.exe

    d. After downloading, simply run the installation package in order to install theMicrosoft .NET Framework 3.5 SP1.

    3. Add the Windows PowerShell component:

    a. Open the Server Manager by clicking Start, pointing toAdministrative Tools, and thenclicking Server Manager.

    http://download.microsoft.com/download/0/6/1/061F001C-8752-4600-A198-53214C69B51F/dotnetfx35setup.exehttp://download.microsoft.com/download/0/6/1/061F001C-8752-4600-A198-53214C69B51F/dotnetfx35setup.exehttp://download.microsoft.com/download/0/6/1/061F001C-8752-4600-A198-53214C69B51F/dotnetfx35setup.exehttp://download.microsoft.com/download/0/6/1/061F001C-8752-4600-A198-53214C69B51F/dotnetfx35setup.exe
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    Installation Prerequisites

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    b. Point to and click Features in the left pane.c. ClickAdd Features. TheAdd Feature Wizard appears.d. In the Select Features window, scroll down and check the Windows PowerShell

    checkbox.

    e. ClickAdd Features. TheAdd Feature Wizard appears.f. In the Select Features window, scroll down and check the Windows PowerShell

    checkbox.

    Figure 2: Add Features Wizard

    g. Click Next.h. In the Confirmation page click Install. The installation summary and status is

    displayed in the Installation Results page of theAdd Features Wizard.

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    Installation Prerequisites

    Figure 3: Add Features Wizard Installation succeeded

    i. Click Close to close theAdd Features Wizard window.j. Close the Server Manager.

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    Installing SQL Server 2008 R2 Express Edition with Advanced Services

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    Installing SQL Server 2008 R2 Express Edition withAdvanced ServicesThe following procedure explains how to install a new instance of Microsoft SQL Server 2008R2 Express Edition with Advanced Services (64-bit).

    Proceed as follows:

    1. Download the SQL Server 2008 R2 Express Edition with Advanced Services (64 bit) fromthe following URL: http://go.microsoft.com/?linkid=9729749.

    2. Double-click the SQLEXPRADV_x64_ENU.exe file. You will then see the contents extractedto a temporary location.

    Figure 4: Extracting Files

    3. The Microsoft SQL Server 2008 R2 Setup checks to determine that all the prerequisitecomponents are installed. If not, you will be prompted to install the missing components.

    Figure 5: Microsoft SQL Server 2008 R2 Setup

    If you get the message above, you must fix and install the prerequisite components beforecontinuing with the installation process.Windows Installer 4.5 is also required, and might be installed by the Installation Wizard. Ifyou are prompted to restart your computer, restart it, and then restart the SQLServer Setup.exe installation file.

    http://go.microsoft.com/?linkid=9729749http://go.microsoft.com/?linkid=9729749
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    4. The SQL Server Installation Center will then launch. Click on New installation or add feature to

    an existing installation to start the Installation Wizard.Figure 6: SQL Server Installation Center

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    5. In case that the Setup Support Rules identify problems that might occur when installing SQL

    Server Setup support files, the failures must be corrected before the SQL Server Setup cancontinue. Here is an example for a correct installation:

    Figure 7: SQL Server 2008 R2 Setup Setup Support Rules

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    6. In the License Terms page, accept the license terms and click Next to continue.

    Figure 8: SQL Server 2008 R2 Setup License Terms

    7. In the Feature Selection page, review the features to be installed and make sure thefollowing components are selected (Figure 9):

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    Figure 9: SQL Server 2008 R2 Setup Feature Selection

    You can also specify a custom directory for shared components by using the field at thebottom of the Feature Selection page. To change the installation path for sharedcomponents, either update the path in the field at the bottom of the dialog box, or clickBrowse to move to an installation directory. The default installation path is C:\ProgramFiles\Microsoft SQL Server.

    Click Next.

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    8. In the Instance Configuration page, enter XMPIE in the Named instance field and click Next to

    continue.Figure 10: SQL Server 2008 R2 Setup Instance Configuration

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    9. In the Disk Space Requirements windows appears, click Next to continue:

    Figure 11: SQL Server 2008 R2 Setup Disk Space Requirements

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    10. In theServer Configuration

    window, make sure that for each one of the listed Services thecorrespondingAccount Name and Startup Type are set as shown below.

    Figure 12: SQL Server 2008 R2 Setup Server Configuration

    Click Next to continue.

    11. In the Database Engine Configuration window, choose Mixed Mode,enter xmpi esa(in lowercase) in the Enter passwordfield, confirm it in the Confirm passwordfield, and click Next to

    continue.

    Note: If the default Windows password complexity policy is enabled, this password canbe considered as weak. You should provide a strong password in order to meet theWindows password complexity policy. In addition, make sure that the Current User(Administrator) is shown the list of Specify SQL Server administrators. If not, click the

    Add Current User button to add the current user.

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    Installing SQL Server 2008 R2 Express Edition with Advanced Services

    Figure 13: SQL Server 2008 R2 Setup Database Engine Configuration

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    12. In the Reporting Services Configuration window, make sure that the Install the native modedefault configuration option is selected and click Next to continue.

    Figure 14: SQL Server 2008 R2 Setup Reporting Services Configuration

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    13. In the Error Reporting window, click Next to continue.

    Figure 15: SQL Server 2008 R2 Setup Error Reporting

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    14. The Installation Progress window is displayed, listing the components being configured andindicating the installation progress.

    Figure 16: SQL Server 2008 R2 Setup Installation Progress

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    15. Once the installation is completed, the Complete page is displayed with the message:YourSQL Server 2008 R2 installation completed successfully. Click Close to close the Setup Wizard.

    Figure 17: SQL Server 2008 R2 Setup Complete

    16. Close the SQL Server Installation Center.

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    Post-Installation Setup and Configuration

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    Post-Installation Setup and ConfigurationThe following settings/parameters must be verified after the installation of Microsoft SQLServer 2008 R2:

    1. Verifying that remote connections are allowed to the SQL Server (see Allowing remoteconnections to the SQL Server on page 24)

    2. Enabling TCP/IP Protocol for SQL Server Network Configuration (see Enabling TCP/IP

    Protocol for SQL Server Network Configuration on page 26)3. Assigning a Static TCP Port to the SQL Server Database Engine XMPIE instance (see

    Assigning a Static TCP Port to the SQL Server Database Engine XMPIE instance on page28

    4. Configuring Surface Area (see Configuring Surface Area (Tracking DB) on page 30).

    Allowing remote connections to the SQL Server

    To access SQL Server Management Studio:

    1. On the taskbar, click Start, point toAll Programs, point to Microsoft SQL Server 2008 R2, andthen click SQL Server Management Studio:

    Figure 18: SQL Server 2008 R2 Connect to Server

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    Post-Installation Setup and Configuration

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    2. Enter sa (lowercase) in the Login field and the corresponding password. Click Connect tologin to the SQL Server Management Studio.

    3. In the Object Explorer in the left pane, right-click theXMPIE instance and select Properties inthe context menu.

    Figure 19: Server Properties/Connections Allow remote connections to this server checkbox

    4. In the Server Properties window, click Connections and verify that theAllow remoteconnections to this server checkbox in the Remote server connections section is checked. If not,please check it.

    P t I t ll ti S t d C fi ti

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    Post-Installation Setup and Configuration

    Figure 20: Server Properties/Connections Allow remote connections to this server checkbox

    5. Click OKto close the SQL Server Properties.

    Enabling TCP/IP Protocol for SQL Server NetworkConfiguration

    To enable TCP/IP protocol to the SQL Server Database Instance:

    1. On the taskbar, click StartAll ProgramsMicrosoft SQL Server 2008 R2ConfigurationTools and then click on the SQL Server Configuration Manager.

    26

    2. In the SQL Server Configuration Manager, in the left pane, expand SQL Server NetworkConfiguration and select Protocolsfor XMPIE.

    Post Installation Setup and Configuration

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    3. Right-click TCP/IP in the Protocol Name column and choose Enable.

    Figure 21: SQL Server Configuration Manager Enable TCP/IP

    A warning message is displayed. Click OKto continue.

    Figure 22: SQL Server 2008 R2 Warning

    4. Click the SQL Server Services on the left pane.

    5. Right-click the SQL Server (XMPIE) Service and click Restart in order to restart the SQLServer (XMPIE) service.

    Post-Installation Setup and Configuration

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    Post-Installation Setup and Configuration

    Figure 23: SQL Server Configuration Manager Service Restart

    Assigning a Static TCP Port to the SQL Server DatabaseEngine XMPIE instance

    This is a one-time procedure to be performed on the Server that hosts the XMPIE instance ofSQL Server to indicate which protocol to use when communicating with remote clients. Thisprocedure uses the TCP/IP protocol.

    The default instance of the Microsoft SQL Server Database engine listens on TCP port 1433.When connecting to a named instance (XMPIE) through a Firewall, configure the DatabaseEngine to listen on a specific TCP port, so that the appropriate port can be opened in the

    Firewall.To assign a TCP Static port number to the SQL Server Database Instance:

    1. On the taskbar, click StartAll ProgramsMicrosoft SQL Server 2008 R2ConfigurationTools and click on the SQL Server Configuration Manager.

    2. In SQL Server Configuration Manager, in the Console pane, expand SQL Server NetworkConfiguration, expand Protocols for XMPIE instance, and then double-click TCP/IP.

    3. In the TCP/IP Properties dialog box, in the IP Addresses tab, several IP addresses appear, inthe format IP1, IP2, up to IPAll. One of these IP addresses - 127.0.0.1- is used for the

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    loopback adapter. Additional IP addresses appear for each IP Address on the computer. Ifthe TCP Dynamic Ports dialog box contains 0, indicating the Database instance is listening ondynamic ports, delete the 0.

    4. In the IP Propertiesarea box, in the TCP Porttextbox, type the port number you wish this IPaddress to listen on, and then click OK.

    Figure 24: TCP/IP Properties Set Static TCP Port

    5. After setting the protocol you must restart the SQL Server service. In the Consolepane,

    click SQL Server Services. In the details pane, right-click SQL Server (XMPIE) and then clickRestart, to restart SQL Server service.

    The static TCP Port number 1433 is now defined.

    Post-Installation Setup and Configuration

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    ost sta at o Setup a d Co gu at o

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    Configuring Surface Area (Tracking DB)

    Note: The following step is necessary ONLY where the tracking database is installed. If thetracking DB is separated from the uProduce Server, there is no need to implement thisconfiguration in the uProduce DB.

    To access SQL Server Management Studio:

    1. On the taskbar, click Start, point toAll Programs, point to Microsoft SQL Server 2008 R2, and

    then click SQL Server Management Studio.

    Figure 25: SQL Server 2008 R2 Connect to Server

    2. Enter sa(lowercase) in the Login field and the corresponding password. Click Connect tologin into the SQL Server Management Studio.

    3. On the Object Explorer in the left pane, right-click on theXMPIE instance and click Facets.

    Post-Installation Setup and Configuration

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    p g

    Figure 26: Microsoft SQL Server Management Studio Object Explorer

    4. TheView Facets window is displayed. From the Facets dropdown menu, choose SurfaceArea Configuration.

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    Post-Installation Setup and Configuration

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    Figure 27: View Facets - Surface Are Configuration

    5. In the Facet Properties, change the value of the ClrIntegrationEnabled facet from False to True.

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    Post-Installation Setup and Configuration

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    Figure 28: View Facets Facet properties

    6. Click OK to close the Facets properties.

    7. Close the SQL Server Management Studio.

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