Keynetix
HoleBASE SI
Geotechnical Data Management
system
Network Installation Guide
HoleBASE SI Network installation Guide
The material contained within this guide is designed to help you install and licence
HoleBASE SI on a network. There is a separate guide to help you install the system on
a standalone machine.
If you have problems installing and licencing HoleBASE SI please let us know by
calling us or emailing us on support@keynetix.com and we will be pleased to help you
resolve any problems.
Numbered paragraphs are used to describe step by step instructions on a task or
series of related tasks. Bold Italic text denotes an item on the interface such as a
menu option, command button, or listed item. Within this, the pipe (|) symbol denotes
options on a cascading menu – as in Licence | Manage. Other Italic text is used to
refer to proper names or emphasise a phrase, word or sentence. Bold text is used to
indicate the actual contents of an editable field or box, or what the reader should type
into a box.
Certain icons are used to indicate that the adjacent text is an aside or additional
information. These are as follows:.
Conventions used in this Document
Numbered paragraphs are used to describe step by step instructions on a task or
series of related tasks. Bold Italic text denotes an item on the interface such as a
menu option, command button, or listed item. Within this, the pipe (|) symbol denotes
options on a cascading menu – as in Manage | Tests. Other Italic text is used to refer
to proper names or emphasise a phrase, word or sentence. Bold text is used to
indicate the actual contents of an editable field or box, or what the reader should type
into a box.
Certain icons are used to indicate that the adjacent text is an aside or additional
information. These are as follows: -
This symbol indicates a section of text that discusses some aspect of the
current command or function.
The light bulb symbol is a tip or hint associated with the command being
described.
This is the See Also symbol and refers the reader to another section or
chapter related to the function or command being described.
This is the Video Available symbol and refers the reader to the Keynetix
Knowledgebase where a video can be found related to the function or
command being described.
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Contents
Conventions used in this Document
1.
2
INTRODUCTION TO HOLEBASE SI
4
Downloading the software
2.
4
LOCATING AND INSTALLING THE LICENCE MANAGER
5
Licencing a network server
3.
5
LOCATING AND INSTALLING YOUR DATABASES
6
Determining where to install SQL Server
6
Determining what version of SQL Server to use.
7
Determining how many Databases to use
7
SQL Server Installation Guide
9
4.
INSTALLING HOLEBASE SI DESKTOP SOFTWARE
10
Supported Platforms and Recommended Requirements
10
Desktop Installation
10
5.
RUNNING HOLEBASE SI FOR THE FIRST TIME
12
Connecting to Licence Manager
12
Creating a new HoleBASE SI database
13
Connecting to an existing HoleBASE SI Database
14
Rolling out HoleBASE SI on large networks
16
Logging in
16
Next steps
16
6.
APPENDIX 1 – IT NOTES
17
Permissions
17
Firewall and Antivirus Exceptions
17
Prerequisites
17
Windows Installer 4.5
17
Microsoft .NET Framework 3.5 SP1 and .NET Framework 4.0
17
Microsoft SQL Server Express 2008 R2 SP2
18
Microsoft® SQL Server® 2008 R2 Native Client (For XP ONLY – without SQL Server)
18
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1. Introduction to HoleBASE SI
HoleBASE SI is a desktop application which connects to a database and licence manager to
enable it to run. There are therefore three components to consider when installing the
system.
1) Licence Manager
2) Database Server
3) Desktop Application
If you are looking to install the system for evaluation purposes or you only have one person
who needs to access this system then all three components can be installed on the same
machine and this installation is covered in the Standalone Installation Guide
However with a Network installation the database and Licence Manager must be installed on
network servers and there is a choice of installers for the desktop application depending on
whether you need the machine to be able to run HoleBASE SI away from the network
connection.
This guide covers all the steps to installing the system in the order we recommend you do
them.
Downloading the software
The Keynetix Knowledgebase is a website dedicated to giving you online training and
resources to help you get the most from your Keynetix software. You will need to login to the
system to read some articles and to download the software. Keynetix will have set up an
account for you with your email address, so if you are unable to login please request that a
new password is sent to you by entering your email address in the top form on
(http://www.keynetix.com/index.cfm?fuseaction=login.loginform) and clicking the Email me a
new account password option. If you are able to gain access please fill out the details
immediately below the Email me a new account password option and click Register.
All the instructions on how to download each component mentioned below are detailed on the
following article (http://kbs.keynetix.com/node/460) on The Keynetix Knowledgebase.
There are two installers for the database component and HoleBASE SI
desktop, one for 32bit and one for 64bit operating systems.
It is important to download the correct installer and if you are unsure whether
your machine is running a 64bit operating system then you can find out by
reading this article (http://kbs.keynetix.com/node/439) on the Keynetix
Knowledgebase.
It is important to note that you need to download the 64bit versions of the
Database installer if your Server is running a 64bit OS no matter what your
local machines are running.
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2. Locating and installing the Licence Manager
If you have purchased a concurrent user licence of HoleBASE SI you must use the network
licence manager to request and manage your licences.
The network machine that you installed the Licence Manager onto must be accessible by all
machines that are going to use HoleBASE SI. There is only a small amount of data traffic
between HoleBASE SI and the Licence Manager so connections through to the server do not
need to be as fast as they need to be for the database server.
If you wish to share your HoleBASE SI licences between different sites, you must install the
Licence Manager on a server that can be accessed from all the required sites. This server
does not have to be the same server as the database is running from.
The Licence Manager is a Sentinel SafeNet solution and will run on a Virtual or Physical
machine provided the socket 1947 is open on the firewall and on local machines.
Licencing a network server
1. Before you install the software ensure that the server selected to host The HoleBASE
SI Licence Manager is visible to all machines that will need to use HoleBASE SI
2. Install the HoleBASE SI Licence Manager on the server by downloading the installer
from the information given in the download section of this guide
3. When you run the HoleBASE SI licence program you will see a single screen like the
one shown below
4. Click the Generate Code button to generate a fingerprint file. This will create a C2V
file with a long name such as
HoleBASE_SI_832807067132086561_2013_01_03_1556.c2v Save this file to a
location without changing its name.
5. Email the file to licencing@keynetix.com email address with “Network HoleBASE SI
Licence” as the subject line.
6. You can then click the Close button to shut the Licence Manager down and proceed
with the installation of the other components while you wait for the licence file to be
returned to you.
7. On receipt of the licence file (which will be a .V2C file) you simply navigate back to
the screen above, click on the Apply Licence button and select the file that was
emailed to you. You can check that the licence file has been successfully installed by
selecting the Test Licence button
8. Finally the system will offer to create you a confirmation file. Save this file to a
location on your network or hard disk and email it to Keynetix if requested.
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3. Locating and installing your Databases
HoleBASE SI Passwords Explained.
When you install HoleBASE SI there are three important passwords to know about and this
can be a little confusing unless you fully understand the differences between them.
Once you have set up HoleBASE SI the only password you need to know about and
remember is your User password. However during the setup process you will also need to
know the Database User password and the SQL System Admin user password.
User Password
This password is assigned to each user that logins into HoleBASE SI and controls
which projects they can see and what rights they have in each project. HoleBASE SI
has an administrator user set up as default and the default password for this user is
Qwerty123
Database User Password
The Database User password is used internally by HoleBASE SI to login into your
company’s SQL server account. Many different applications may be running on this
SQL Server account and so it is important for IT Administrators that the login that
HoleBASE SI uses can only access the HoleBASE SI data.
This username and password is set up or set during the “Create new database
procedure”. All users who use HoleBASE SI will access the SQL Server account
using this username and password but they will never see it as it is stored internally
within HoleBASE once the database has been set up and connected to.
SQL System Admin (SA) Password
SQL Admin User is the username and password required to create a new database
on your SQL Server install and is only needed if you are not linking to an existing
database. This is where most of the confusion usually occurs as it is often confused
with the SQL Login Password.
Again this comes down to SQL Server security management, when HoleBASE
creates a database it needs high level admin access to create a new Database User
(see above) and databases. The rights to do this will not usually be assigned to the
SQL Login user and so the addition of the SQL Server admin user allows IT
administrators to temporarily create a user with these rights and allow HoleBASE SI
to set itself up.
Once the HoleBASE SI databases and SQL User has been created this username
and password are never used again and so the IT administrator can delete the
account from SQL server and know that the HoleBASE application does not have
access to create any more databases within their SQL Server account.
Determining where to install SQL Server
HoleBASE SI requires a connection through to a SQL Server database to function correctly
and store data. A SQL Server installation can become resource intensive and can slow
machines down and we would advise that any machine that SQL Server is being installed on
should meet the recommend requirements below
Minimum Requirements
•
Intel or compatible 1GHz processor
•
1GB of RAM
•
2.2GB of available hard drive space
•
Windows Server 2003
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Recommended Requirements (small number of licences)
•
Intel or compatible 2GHz processor
•
2GB of RAM
•
5GB of available hard drive space
•
Windows Server 2008 R2
Contact Keynetix to discuss hardware recommendations for large multi-office / international or
large project archive deployments
The server that has been selected to host the database must be visible to all machines that
will need to use HoleBASE SI. This may sound like an obvious point but there may be a
number of firewalls that exist between the server and the desktop application and it is
important to check that all firewalls between these two machines will allow SQL server data to
pass through them.
A simple test to check SQL visibility is to try to connect to a SQL server using the standard
data connection tools in Microsoft Excel. If these tools cannot see the SQL server and
connect then neither will HoleBASE SI.
Determining what version of SQL Server to use.
Currently HoleBASE SI only works on SQL Server 2008 R2 SP2 and SQL Server 2012. We
do not, and will not be supporting SQL Server 2005.
SQL Server is available in a free to use download called SQL Server 2008 Express. The
limitations of SQL Server Express are:
-
Maximum 10 GB per database.
-
Uses no more than 1 processor.
-
Uses no more than 1 GB of internal memory.
This makes SQL Server Express the ideal platform for companies that have up to 5 licences
of HoleBASE SI and are running a system with around 250 projects in it. These are purely
estimated figures and you may find that the system will work well using SQL Server Express if
you have more licences or more projects.
The three restrictions above act mainly as a throttle control for amount of data stored and the
number of requests that can be handled at any one time by the server. The full version of
SQL server allows multiple processors to be used and 64GB of memory to be allocated to the
software and 524 Petabytes in database size (effectively unlimited).
A petabyte (derived from the SI prefix peta- ) is a unit of information equal to
one quadrillion (short scale) bytes, or 1 billiard (long scale) bytes. The unit
symbol for the petabyte is PB. The prefix peta (P) indicates the fifth power to
1000:
1 PB = 1000000000000000B = 10005 B = 1015 B = 1 million gigabytes
You will be able to upgrade your system and data at a later date. So if you start with SQL
Server Express and then upgrade to the full SQL Server you will be able to migrate your data
across to the new system easily. The majority of users simply start with this version and
consider migrating once you they been able to check the performance.
Determining how many Databases to use
You do not need to store all your data in one place as HoleBASE SI can be set up to connect
to multiple databases. This can be useful for large international organisations who require
regional data centres or companies where the IT infrastructure does not support fast SQL
Server access between offices.
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However there are a few items you need to consider before you decide on the location and
number of databases to install.
1) The connection speed between the Desktop and the Database Server will determine
how fast HoleBASE SI is to use. If you have a slow connection speed then the user
experience and usability of the system will be greatly reduced.
2) Each database should be seen as a separate enclosed HoleBASE SI system. You
will not be able to access project data, user information or templates stored in a
separate system. This may work well for international companies where they wish to
operate independently but may not work well for companies with regional offices in
the same region who want to share project data.
Our advice is therefore to install as few databases as possible, preferably one per region, as
long as your IT infrastructure allows this to operate at a speed acceptable to the users.
There are so many different ways to set up IT infrastructure that it is impossible for us to
currently estimate how fast it will work on your systems. However we will be happy to supply
you with trial desktop licences so you can conduct tests within your network and will try to
work with you / your IT department to ensure HoleBASE SI is functioning to its optimum
performance for the required setup
.
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SQL Server Installation Guide
We have prepared a separate guide for the installation and setup of SQL Server Express and
this guide and installation files can be downloaded from the following article on The Keynetix
Knowledgebase
http://kbs.keynetix.com/node/577
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4. Installing HoleBASE SI desktop software
If you are installing to a laptop that may need HoleBASE SI to work without a connection to
the network at some point in the future we recommend that you install the standalone
installation instead of the Network PC installation as this will install the database locally.
Information on how to download this installer and installation guide are available in the
Downloading Software section of this document
Supported Platforms and Recommended Requirements
HoleBASE SI is currently only supported on the following Microsoft Windows operating
systems:
•
•
•
•
Windows XP (x86 SP3 and x64 SP2) – Requires Additional Prerequisite (see
prerequisites)
Windows Vista (x86 SP1 and x64 SP1)
Windows 7 (x86 SP1 and x64 SP1)
Windows 8 (x86 and x64)
Important Note: This release requires that the specific minimum service pack (see above) is
installed for the respective Operating System before starting the HoleBASE SI installation
process.
Minimum Requirements
-
Intel or compatible 1.4GHz processor
-
1GB of RAM
-
2.2GB of available hard drive space
-
800x600 resolution
-
Windows XP with Service Pack 3 (x86) or Windows XP with Service Pack 2 (x64)
-
Internet Connection (to enable streamed mapping data)
Recommended Requirements
-
Intel or compatible 2GHz processor
-
2GB of RAM
-
5GB of available hard drive space
-
1280x1024 resolution
-
Windows 7 with Service Pack 1 (x86 and x64)
-
Internet Connection (to enable streamed mapping data)
Desktop Installation
1. Before running the installer please ensure that you have one of the supported
operating systems (and required Service Pack installed on your machine)
2. Download the HoleBASE SI Installation for your required platform (x86 or x64) from
the Keynetix Knowledgebase and extract the contents of the zip file onto your local
machine
3. Run setup.exe to begin the installation process (do not run the HoleBASE-SI.msi)
4. Follow the onscreen prompts (depending on your current system configuration you
may be prompted to install one or more of the Microsoft prerequisites.)
5. After the installation is complete, run HoleBASE SI by clicking the icon on the desktop
or launch from the start menu
Important Notes:
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During the installation process you may be prompted to restart your machine following the
installation of each of the Microsoft prerequisites. Following a restart the installation process
should automatically resume.
Depending on your Windows User Account Control (UAC) settings you may also be prompted
to elevate to a System Administrator and may be prompted to enter an Administrator
username and password.
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5. Running HoleBASE SI for the first time
If you are following this guide in order you should now have your licence manager and
Database installed and ready to go.
The first time you run HoleBASE SI you will need to do the following operations manually:1) Connect to the Licence Manager
2) Create the Database
3) Connect to the Database
Each time you subsequently add a machine to the HoleBASE SI system you will need to only
do steps 1 and 3 above and these can be automated if you are rolling out HoleBASE to a
large network.
Connecting to Licence Manager
1. When you run HoleBASE SI for the first time you will see the login screen as shown
below.
2. Click the licence button to display the licence options. Select the Networked option
as shown below and then click Next
3. The Licence Type form will be displayed. You will need to type the host name of the
server that you installed the HoleBASE Licence program on. You only need to type
the host name and you do not need to enter any path or additional information.
4. Once you have specified a new network licence location HoleBASE SI will close so
that the changes can be registered. The next time you open HoleBASE SI it will look
at this new licence location
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Creating a new HoleBASE SI database
The first time you run HoleBASE with a network SQL server installation you need to create a
new database to store the data. HoleBASE SI will do this for you but you need to follow the
steps below to complete the task.
1. When you run HoleBASE SI for the first time you will see the login screen as shown
below.
2. Click on the Manage Connections Link to open the connections window. This will
display any connections you already have configured for HoleBASE SI. The first time
you open this form it will be blank. Click the Create Database button.
3. You will now see one of the largest forms in HoleBASE SI and you will need to
carefully complete each section. There are two sections for username and password.
The first section, labelled SA details is the username and password for the SQL
server user that has rights to create new databases. This is usually different from the
main users details.
a. Connection Name:- This is the name for the connection, it will be shown in
the HoleBASE user interface. You can use any name for this parameter.
b. SA Username and Password: These are the details for the user that has
permission to create a new database in the SQL server install and will have
been provided to you by your IT department or recorded when you setup SQL
Server.
c.
Server: This is the server name that the SQL server is running on. The
server name should be the same as the server name you use to login into the
SQL Server Management Studio. If you are unsure and your IT department
has the SQL browser installed on your server you can use the Browse button
to locate your server.
d. Database Name:- This is the exact name for the database that you wish to
setup in SQL server. It is recommended that you use HoleBASE SI as your
default name.
e. Database Username and Password: Select “Create New User” and then
add the user name and password, or select use an existing user by adding
their username and password. This will be the user who has permissions / is
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owner of the created database which by default will have no access
permissions to any other database on the server
4) Click the Test Connection button to ensure that a connection can be made to the
database and then click Save to create the database. The process of creating the
database and saving the information will also set up the connection to the server in
this copy of HoleBASE SI. If you wish to connect other installations of HoleBASE SI
to this database server you need to follow the “Connecting to an existing HoleBASE
SI database procedure below and you do not need to repeat this procedure.
Once you have created the database you will need to connect to it. This is covered in the
next section of this guide.
If the Test Connection was not successful this is likely to be due to a number
of options:•
The username and password are wrong for the System
Administrator. This can be checked by logging into the SQL Server
Management Studio on the server. If you are unable to do this then
there is a problem with the username or password you have entered
•
You have selected the option that forces the user to change their
password the first time they login to SQL Server. HoleBASE SI does
not support the changing of the password so SQL will not allow
access. Logging on to Management Studio on the server will
resolve this problem.
•
The desktop machine cannot see the SQL server. This may be due
to network security restrictions of firewall settings. To test if this is
the problem try to connect to the SQL Server using the username
and password using the Data Connections options in Excel. Consult
with your IT team if you are unable to connect with Excel or the
Keynetix Support team if you can.
Connecting to an existing HoleBASE SI Database
If you are connecting to a network SQL server then you must follow the steps below.
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1. When you run HoleBASE SI for the first time you will see the login screen as shown
below.
2. Click on the Manage Connections Link to open the connections window. This will
display any connections you already have configured for HoleBASE SI. The first time
you open this form it will be blank. Click New Connection to link to an existing
database that has been set up for HoleBASE SI. Note: If you have not yet created a
HoleBASE SI database then you need to click the Create Database button and follow
the steps in the section above in this guide.
3. The Connections form will be displayed as shown below and you need to enter the
following information that will have been supplied to you by your IT department.
a. Name:- This is the name of the connection and will be shown in the
HoleBASE user interface. You can use any name for this parameter.
b. Database Name:- This is the precise name for the database that has
already been set up within SQL server using the “Creating a new HoleBASE
SI database” procedure above
c.
Server: This is the server name that the SQL server is running on. The
server name should be the same as the server name you use to login into the
SQL Server Management Studio. If you are unsure and your IT department
has the SQL browser installed on your server you can use the Browse button
to locate your server.
d. Username and Password: This will have been provided to you by your IT
department or set up in the “create new database” procedure above.
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Rolling out HoleBASE SI on large networks
The config file can be copied onto multiple machines to speed up deployment on multiple
machines for more information on this option please contact our support team on
support@keynetix.com
Logging in
HoleBASE SI comes with a standard Administrator User Account. The username for this
account is Administrator. The default password is Qwerty123 with a capital Q.
The first time you login to HoleBASE SI you will be asked if you wish to load our sample data.
It is recommended that you do this as it will enable you to quickly get to grips with the
system’s capabilities. The demo project is easy to delete once you have finished learning the
system.
Next steps
Congratulations you have now reached the end of the network Installation of HoleBASE SI
and should now have your data and licences being served from the network.
This is the end of the installation process but the start of your tour of HoleBASE SI. We
recommend that you open up the user guide and print it for reference.
You may also like to follow us on Twitter @keynetix as we tweet about new content when it is
uploaded to The Keynetix Knowledgebase.
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6. Appendix 1 – IT notes
This section contains IT specific information that your IT team may need in order to assess
the best way to install the system. Most users do not need to know this level of detail to
install HoleBASE SI so we have included this information in an Appendix.
Permissions
You will require Administrator Privileges in order to install HoleBASE SI and its prerequisites.
All prerequisites are bundled into the HoleBASE SI Installer which auto detects if you have
the required versions and then installs them automatically if required. You do not need to
download the prerequisites manually.
Please note that depending on your Windows User Account Control (UAC) settings you may
also be prompted to elevate to a System Administrator and may be prompted to enter an
Administrator username and password.
Firewall and Antivirus Exceptions
HoleBASE SI contains a mapping component within the software which may need a specific
exception added to any network antivirus and firewall software running on the network. Any
proxy servers that may prevent the program from accessing the internet may also need to be
reviewed. Specifically the following executable may need adding to any firewall or proxy
server exception list;
Keynetix.HolebaseSI.WPF.exe
Also, the following list of web addresses may need adding to any proxy server exception lists;
BING:
dev.virtualearth.net
ecn.t0.tiles.virtualearth.net
ecn.t1.tiles.virtualearth.net
ecn.t2.tiles.virtualearth.net
ecn.t3.tiles.virtualearth.net
BGS:
mapapps2.bgs.ac.uk/ArcGIS/services/GeoIndexLite/boreholes/MapServer/WMSServer?
maps.bgs.ac.uk/ArcGIS/services/BGS_Detailed_Geology/MapServer/WMSServer?
HoleBASE SI also requires a connection through to Microsoft SQL Server database. If any
problems are encountered connecting through to the database then please consult the
HoleBASE database installation guide or consult the Keynetix support team.
Prerequisites
This section describes the prerequisites for installing the HoleBASE SI release on your
machine. All the application prerequisites are bundled into the HoleBASE SI Installer which
will detect and automatically install the required components.
Windows Installer 4.5
In order to install a number of the prerequisites version 4.5 of the Windows Installer is
required. Microsoft Windows Installer is a component of the Windows operating system.
Windows Installer provides a standard foundation for installing and uninstalling software.
Microsoft .NET Framework 3.5 SP1 and .NET Framework 4.0
HoleBASE SI requires the Microsoft .NET Framework 4.0 which requires version 3.5 SP1 as
a prerequisite.
Important Note: The .NET Framework 4 works side by side with older Framework versions.
Applications that are based on earlier versions of the Framework will continue to run on the
version targeted by default.
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Microsoft SQL Server Express 2008 R2 SP2
If you run the HoleBASE SI and SQL Server installer on your machine then the installation will
create a specific SQL Server instance called “HOLEBASE” and so will not affect any existing
default or named instances of SQL Server Express on the machine.
Important Note: To date we have only tested the installation of SQL Server 2008 R2 SP2
Express alongside an existing SQL Server 2008 Express and SQL Server 2005 Express
installation. Please contact support (support@keynetix.com) prior to installation if you have
any other SQL Server database versions already installed on your machine and are
concerned about installing SQL Server 2008 R2 SP2 Express.
Microsoft® SQL Server® 2008 R2 Native Client (For XP ONLY – without
SQL Server)
(This is not required if SQL server has been installed locally using the with SQL Server
installer)
Microsoft SQL Server 2008 R2 Native Client (SQL Server Native Client) is a single dynamiclink library (DLL) containing both the SQL OLE DB provider and SQL ODBC driver. It contains
run-time support for applications using native-code APIs (ODBC, OLE DB and ADO) to
connect to Microsoft SQL Server 2000, 2005, or 2008.
SQL Server Native Client should be used to create new applications or enhance existing
applications that need to take advantage of new SQL Server 2008 R2 features
This redistributable installer for SQL Server Native Client installs the client components
needed during run time to take advantage of new SQL Server 2008 R2 features, and
optionally installs the header files needed to develop an application that uses the SQL Server
Native Client API.
Note the additional prerequisite that is only required for XP when SQL Server Express is not
installed locally.
This installer is available from the download page at
http://www.keynetix.com/holebase/downloads.
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