Microsoft® SQL Server® 2005
Express Edition
with Advanced Services
Installation Guide
Notices
© 2009 XMPie® Inc. All rights reserved. U.S. Patents 6,948,115, 7,406,194 and pending patents.
Microsoft® SQL Server® 2005 Express Edition with Advanced Services Installation Guide
Document Revision: 1.21, March 2009
For information, contact XMPie Ltd., 12 Hamelacha Street, POB 8687, Poleg Technology Park, Netanya 42504, Israel
Tel: +972 9 885 6750 Fax: +972 9 885 6747
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0
Contents
Contents
Installing or Upgrading to SQL Server 2005 Express Edition
with Advanced Services ...................................................... 7 Audience ................................................................................. 7 Installation/Upgrade Prerequisites.............................................. 8 Windows Server 2003 ............................................................... 8 Windows Server 2008 ............................................................. 10 Installing or Upgrading to SQL Server 2005 Express Edition with
Advanced Services .................................................................. 17 Verifying the Success of your Installation.................................. 30 Assigning a Static TCP/IP Port Number to the SQL Server Database
Engine ................................................................................... 30 Connecting Remotely to an SQL Server DB Through Firewall ...... 31 Uninstalling SQL Server 2005................................................... 32 Troubleshooting Configuration Problems................................... 32 Appendix A: Specific Preparations for Windows XP /
Windows Vista ................................................................... 33 Setting up the Cryptographic Service and MSDTC Security ......... 33 Giving your ASPNET Account a Read Permission for the
rsreportserver.config File ........................................................ 35 iii
List of Figures
List of Figures
Figure 1: SQL Server Management Studio Express ............................... 9 Figure 2: Add Roles Wizard: Select Web Server (IIS) Role ................. 11 Figure 3: Add Roles Wizard: Add Role Services Required for
ASP.NET.................................................................................................... 12 Figure 4: Add Roles Wizard: Select Web Server (IIS) Services .......... 13 Figure 5: Add Roles Wizard: Select Web Server (IIS) Services (cont.)
.................................................................................................................... 14 Figure 6: Add Roles Wizard: Web Server (IIS) Installation Results .. 15 Figure 7: SQL Server Management Studio Express ............................. 16 Figure 8: Command Prompt—Including the SKUUPGRADE=1
Parameter in the SQL Server Setup ....................................................... 17 Figure 9: Microsoft SQL Server 2005 Setup—Registration Information
window ...................................................................................................... 18 Figure 10: Microsoft SQL Server 2005 Setup—Feature Selection
window ...................................................................................................... 19 Figure 11: Microsoft SQL Server 2005 Setup—Instance Name
window ...................................................................................................... 20 Figure 12: Microsoft SQL Server 2005 Setup—Instance Name
window ...................................................................................................... 20 Figure 13: Microsoft SQL Server 2005 Setup—Existing Components
window ...................................................................................................... 21 Figure 14: Microsoft SQL Server 2005 Setup—Authentication Mode
window ...................................................................................................... 21 Figure 15: Microsoft SQL Server 2005 Setup—Authentication Mode
window ...................................................................................................... 22 Figure 16: Microsoft SQL Server 2005 Setup—Service Account
window ...................................................................................................... 22 Figure 17: Microsoft SQL Server 2005 Setup—Collation Settings
window ...................................................................................................... 23 iv
List of Figures
Figure 18: Microsoft SQL Server 2005 Setup—Report Server
Installation Options window .................................................................. 24 Figure 19: Microsoft SQL Server 2005 Setup—Error and Usage
Report Settings window .......................................................................... 25 Figure 20: Microsoft SQL Server 2005 Setup—Setup Progress
window ...................................................................................................... 26 Figure 21: Microsoft SQL Server 2005 Setup—Completing Microsoft
SQL Server 2005 Setup window ............................................................. 26 Figure 22: SQL Server 2005 Surface Area Configuration tool—
Configure Surface Area for localhost section ....................................... 27 Figure 23: Surface Area Configuration for Services and Connections
window—Remote Connections.............................................................. 28 Figure 24: Surface Area Configuration for Services and Connections
window—Service ..................................................................................... 28 Figure 25: Surface Area Configuration for Features window—Ad
Hoc Remote Queries ................................................................................ 29 Figure 26: Surface Area Configuration for Features window—CLR
integration ................................................................................................. 29 Figure 27: RURL Wizard—Select Database Server .............................. 32 Figure 28: Component Services—Cryptographic Services Window. 33 Figure 29: Component Services—My Computer Properties: Security
Configuration ............................................................................................ 34 Figure 30: rsreportserver.config Properties window........................... 35 Figure 31: rsreportserver.config—Select Users or Groups window.. 36 Figure 32: rsreportserver.config Properties window—updated ........ 36 v
Installing or Upgrading to SQL Server 2005
Express Edition with Advanced Services
XMPie® uProduce™ Marketing Console Express Edition requires an installation of Microsoft®
SQL Server® 2005 Express Edition with Advanced Services (or higher).
uProduce version 4.0.3 and uStore® version 3.0 are both compatible with this SQL Server
Edition, but they do not require it.
This document explains how to install or upgrade your SQL Server 2005 Express Edition to the
Express Edition with Advanced Services, so that is works properly with uProduce Marketing
Console Express Edition, uStore and uProduce in general.
Audience
This document is intended for support engineers who wish to install or upgrade Microsoft
SQL Express with Advanced Services, in order to install XMPie Products (such as uProduce
and uProduce Marketing Condole).
These engineers are assumed to be familiar with installation procedures, general database
concepts and have basic knowledge of the SQL query language.
Note: To ensure a successful installation, it is highly recommended to install the SQL Server
on a machine that is dedicated to production, and to refrain from installing XMPie products on
this machine.
Attention: This installation needs to be followed through very accurately to insure a
successful operation of uProduce Marketing Console Express Edition, uStore and uProduce.
In case the installation fails, please refer to section Uninstalling SQL Server 2005, on page 32
7
Installation/Upgrade Prerequisites
Installation/Upgrade Prerequisites
Windows Server 2003
Before beginning the installation, take the following steps:
1.
Backup your XMPie databases and XMPie file system.
2.
Verify that Microsoft Windows Server 2003 (any edition) is installed with Service Pack 2.
3.
The machine is NOT the Domain Controller.
4.
The machine does NOT have Visual Studio installed, or any other development
environment.
5.
Verify that the IIS is installed.
6.
In the case of an upgrade, verify that you have SQL Server 2005 Express with SP2
installed.
7.
To determine your SQL Server Version, connect to SQL Server 2005 by using SQL Server
Management Studio, highlight the instance from the Object Explorer window (on left
side), then right click and choose View Query from the options menu (Figure 1).
8
Installation/Upgrade Prerequisites
Figure 1: SQL Server Management Studio Express
8.
Copy the following statement on the right pane, then click
the bottom section :
to view the result at
SELECT
ltrim(rtrim(convert(varchar ,SERVERPROPERTY('edition')))) Edition,
ltrim(rtrim(convert(varchar , SERVERPROPERTY('ProductLevel')))) ServicePack,
ltrim(rtrim(convert(varchar , SERVERPROPERTY('productversion')))) Version
9.
Verify that the latest version of Windows Installer is installed on your machine. To
determine the version, refer to: http://msdn.microsoft.com/enus/library/aa371185(VS.85).aspx
10. To install the latest version, refer to:
http://www.microsoft.com/downloads/details.aspx?FamilyID=5a58b56f-60b6-441295b9-54d056d6f9f4&DisplayLang=en
11. Make sure that the following Microsoft .NET Framework Service Packs are NOT installed
on your machine:
ƒ
Microsoft .NET Framework Version 2.0 SP1
9
Installation/Upgrade Prerequisites
ƒ
Microsoft .NET Framework Version 2.0 SP2
ƒ
Microsoft .NET Framework Version 3.0 SP1
12. To determine what .NET framework Service Packs are installed on your machine, refer to:
http://support.microsoft.com/kb/318785
Note: If any of the above versions are installed, make a note of your current Service Pack,
uninstall it, and then install Microsoft .NET Framework Version 2.0 or 3.0 without any Service
Packs. After successfully completing the installation of the SQL Server and the XMPie products
for which it is required, reinstall the .NET Framework Version with the Service Pack you have
removed.
13. Make sure the Application Verifier application is NOT running.
14. The installer cannot be accessed remotely. You must copy the files to your local drive.
Note for XMPie Support/Sales: If you are installing the SQL Server 2005 on Windows XP
/Vista, please refer to Appendix A: Specific Preparations for Windows XP / Windows Vista on page
33.
Windows Server 2008
Before beginning the installation, take the following steps:
1.
Backup your XMPie databases and XMPie file system.
2.
The machine is NOT the Domain Controller.
3.
The machine does NOT have Visual Studio installed, or any other development
environment.
4.
Configure the Web Server (IIS) Role for your server:
a.
Open the Server Manager by clicking Start, pointing to Administrative Tools, and then
clicking Server Manager.
b. Point to and click Roles in the left pane.
c.
Click Add Roles. The Add Roles Wizard appears.
d. Click Next. The Select Server Roles page appears.
e.
10
Click the Web Server (IIS) checkbox and click Next.
Installation/Upgrade Prerequisites
Figure 2: Add Roles Wizard: Select Web Server (IIS) Role
f.
Click Next until you reach Select Role Services page.
g. Scroll down the list, and make sure the following components are checked:
°
Under
°
Under Application Development (Figure 4)
•
Common HTTP features
select all components (Figure 4).
ASP.NET.
A window may be displayed asking you to add role services required
for ASP.NET. Click Add Required Role Services (Figure 3):
11
Installation/Upgrade Prerequisites
Figure 3: Add Roles Wizard: Add Role Services Required for ASP.NET
°
12
•
.NET Extensibility
•
ASP
•
ISAPI Extensions
•
ISAPI Filters
(checked automatically, once ASP.NET service is selected)
(checked automatically, once ASP.NET service is selected)
(checked automatically, once ASP.NET service is selected)
Under Security (Figure 4):
•
Basic Authentication
•
Windows Authentication
•
Client Certificate Mapping Authentication
•
IIS Client Certificate Mapping Authentication
•
Request Filtering
Installation/Upgrade Prerequisites
Figure 4: Add Roles Wizard: Select Web Server (IIS) Services
°
Under Perfomance, select Static Content Compression (Figure 5).
°
Under Management Tools select all options (Figure 5).
13
Installation/Upgrade Prerequisites
Figure 5: Add Roles Wizard: Select Web Server (IIS) Services (cont.)
h. Click Next until you reach the Confirmation page and then click Install. The installation
summary and status is displayed in the Installation Results page of the Add Roles
Wizard.
14
Installation/Upgrade Prerequisites
Figure 6: Add Roles Wizard: Web Server (IIS) Installation Results
9.
Install SQL Server 2005 Express Edition with Advanced Services SP 2 or higher.
10. To determine your SQL Server Version, connect to SQL Server 2005 by using SQL Server
Management Studio, highlight the instance from the Object Explorer window (on left
side), then right click and choose View Query from the options menu (Figure 1).
15
Installation/Upgrade Prerequisites
Figure 7: SQL Server Management Studio Express
11. Copy the following statement on the right pane, then click
the bottom section :
to view the result at
SELECT
ltrim(rtrim(convert(varchar ,SERVERPROPERTY('edition')))) Edition,
ltrim(rtrim(convert(varchar , SERVERPROPERTY('ProductLevel')))) ServicePack,
ltrim(rtrim(convert(varchar , SERVERPROPERTY('productversion')))) Version
12. Verify that the latest version of Windows Installer is installed on your machine. To
determine the version, refer to: http://msdn.microsoft.com/enus/library/aa371185(VS.85).aspx
13. To install the latest version, refer to:
http://www.microsoft.com/downloads/details.aspx?FamilyID=5a58b56f-60b6-441295b9-54d056d6f9f4&DisplayLang=en
14. Make sure the Application Verifier application is NOT running.
15. The installer cannot be accessed remotely. You must copy the files to your local drive.
16
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Installing or Upgrading to SQL Server 2005 Express
Edition with Advanced Services
The following procedure explains how to install a new instance of Microsoft SQL Server 2005
Express Edition with Advanced Services (Service Pack 2), or upgrade your existing Express
Edition to the Express Edition with Advanced Services (Service Pack 2).
Proceed as follows:
1.
Choose one of the following options:
ƒ
To perform a clean installation of SQL Server 2005 Express Edition with Advanced
Services Service Pack 2, run the sqlexpr_adv.exe application.
ƒ
To upgrade your existing SQL Server 2005 Express Edition to the Express Edition
with Advanced Services Service Pack 2, run the SQL Server 2005 Setup from the
command prompt, and type the following command, as shown in (Figure 8):
Sqlexpr_adv.exe SKUUPGRADE=1
Figure 8: Command Prompt—Including the SKUUPGRADE=1 Parameter in the SQL Server Setup
2.
In the Registration Information window, enter your Name and Company, make sure Hide
advanced configuration options is unchecked and click Next (Figure 9)
17
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 9: Microsoft SQL Server 2005 Setup—Registration Information window
3.
In the Feature Selection window, install the following features and click Next (Figure 10):
ƒ
Database Services—including Data Files, Replication, Full-Text Search
ƒ
Reporting Services—
ƒ
Client Components
including Report Manager and Shared Tools.
— including Connectivity Components, Software Development Kit and
Management Studio Express.
18
and Shared Tools.
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 10: Microsoft SQL Server 2005 Setup—Feature Selection window
4.
In the Instance Name window, choose one of the following options:
If you are performing a clean installation— select Named instance and enter XMPIE (all caps)
and click Next (Figure 11).
19
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 11: Microsoft SQL Server 2005 Setup—Instance Name window
If you are performing an upgrade—click Installed instances (Figure 12); in the Installed
window that is launched, choose the relevant instance from the list; and back in
the Instance Name window, click Next.
Instances
Figure 12: Microsoft SQL Server 2005 Setup—Instance Name window
20
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
5.
In the Existing Components window, check the SQL Server Database Services checkbox and
click Next (Figure 13).
Figure 13: Microsoft SQL Server 2005 Setup—Existing Components window
6.
Choose one of the following, depending on whether you are performing a clean
installation or an upgrade:
If you are performing a clean installation—the Authentication Mode window is displayed
(Figure 14). Choose Mixed Mode, enter xmpiesa (in lower case) in the Enter password field,
confirm it in the Confirm password field, and click Next.
Figure 14: Microsoft SQL Server 2005 Setup—Authentication Mode window
21
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
If you are performing an upgrade—the Upgrade Logon Information window is displayed
(Figure 15). Select Windows Authentication Mode and click Next.
Figure 15: Microsoft SQL Server 2005 Setup—Authentication Mode window
7.
In the Service Account window, select Use the built-in System account and set the drop-down
list to Network Service, make sure Reporting Services and SQL Browser are checked, and click
Next (Figure 16).
Figure 16: Microsoft SQL Server 2005 Setup—Service Account window
22
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
8.
In the Collation Settings window, choose the following settings and click Next (Figure 17).
Choose Collation designator and sort order. Set the drop-down list to Latin1_General. Check
the Accent – sensitive check box.
Figure 17: Microsoft SQL Server 2005 Setup—Collation Settings window
9.
In the Report Server Installation Options window, choose Install the default configuration and
click Next (Figure 18):
23
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 18: Microsoft SQL Server 2005 Setup—Report Server Installation Options window
Note: If the “Install the default configuration” option is grayed out, proceed as follows:
10. In the installation wizard, click “Back” twice to return to the “Service Account” window.
Reset the IIS (and verify that the service has started).
Back In the installation wizard, continue to the “Report Server Installation Options”
window. The “Install the default configuration” option should now be available for
selection.
11. In the Error and Usage Report Settings window, click Next without checking any option
(Figure 19):
24
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 19: Microsoft SQL Server 2005 Setup—Error and Usage Report Settings window
12. Start the installation.
The Setup Progress window is displayed, listing the components being configured and
indicating the installation progress (Figure 20).
25
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 20: Microsoft SQL Server 2005 Setup—Setup Progress window
13. In the Completing Microsoft SQL Server 2005 Setup window, click Surface Area Configuration
tool (Figure 21).
Figure 21: Microsoft SQL Server 2005 Setup—Completing Microsoft SQL Server 2005 Setup window
26
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
14. In the SQL Server 2005 Surface Area Configuration tool, go to the Configure Surface Area for
localhost section, and click Surface Area Configuration for Services and Connections (Figure 22).
Figure 22: SQL Server 2005 Surface Area Configuration tool—Configure Surface Area for localhost section
15. In the Surface Area Configuration for Services and Connections window, go to Database Engine,
choose Remote Connections and then check Local and remote connections and Using both
TCP/IP and named pipes (Figure 23).
27
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
Figure 23: Surface Area Configuration for Services and Connections window—Remote Connections
16. Click Apply.
17. The Connection Settings Change Alert message is displayed, notifying you that your changes
will to take effect once you restart the Database Engine service. Click OK.
18. In the Surface Area Configuration for Services and Connections window, go to Database Engine,
choose Service, and restart it by clicking Stop and then Start (Figure 24). Click OK.
Figure 24: Surface Area Configuration for Services and Connections window—Service
19. Back in the SQL Server 2005 Surface Area Configuration window, click Surface Area
Configuration for Features (Figure 22).
28
Installing or Upgrading to SQL Server 2005 Express Edition with Advanced Services
20. In the Surface Area Configuration for Features window, go to Database Engine and choose Ad
Hoc Remote Queries and check Enable OPENROWSET and OPENDATASOURCE support (Figure
25).
Figure 25: Surface Area Configuration for Features window—Ad Hoc Remote Queries
21. Back in Database Engine, choose CLR Integration and check Enable CLR integration (Figure 26).
Figure 26: Surface Area Configuration for Features window—CLR integration
22. Save your settings and close the window by clicking OK.
23. Back in the SQL Server 2005 Surface Area Configuration window; click the X icon to close the
window.
29
Verifying the Success of your Installation
Verifying the Success of your Installation
To make sure you have successfully completed the SQL Server installation, take the following
steps:
1.
Make sure you can successfully connect to the Reporting Services via the Reporting
Services configuration of Microsoft SQL Server.
2.
Make sure you can access the following website:
http://localhost/Reports$XMPIE/Pages/Folder.aspx
Note: Connecting to this website may take a few minutes, while the Reporting Server is being
loaded for the first time.
3.
Reinstall the .NET Framework Version with the Service Pack you have removed.
Assigning a Static TCP/IP Port Number to the SQL
Server Database Engine
If enabled, 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
Database Engine to listen on a specific port, so that the appropriate port can be opened in the
Firewall.
To assign a TCP/IP Static port number to the SQL Server Database Instance:
1.
Go to Start Æ Programs Æ Microsoft SQL Server 2005 Æ Configuration Tools and click on the
SQL Server Configuration Manager.
2.
In SQL Server Configuration Manager, in the Console pane, expand SQL Server 2005 Network
Configuration, expand Protocols for <instance name>, and then double-click TCP/IP.
3.
In the TCP/IP Properties dialog box, in the IP Addresses tab, several IP addresses appear, in
the format IP1, IP2, up to IPAll. One of these is for the IP address of the loopback adapter,
127.0.0.1. Additional IP addresses appear for each IP Address on the computer. If the TCP
Dynamic Ports dialog box contains 0, indicating the Database instance is listening on
dynamic ports, delete the 0.
4.
In the IP Properties area box, in the TCP Port box, type the port number you wish this IP
address to listen on, and then click OK.
5.
In the Console pane, click SQL Server 2005 Services.
30
Connecting Remotely to an SQL Server DB Through Firewall
6.
In the details pane, right-click SQL Server (<instance name>) and then click Restart, to
restart SQL Server service.
The static TCP/IP port number is now defined.
Connecting Remotely to an SQL Server DB Through
Firewall
When connecting remotely to an SQL Server from a web server that resides in the DMZ, it is
necessary to configure the Firewall to allow the TCP port 1433 between the web server and the
SQL server to be accessible.
The connection to the SQL Server is established from the RURL Wizard that is installed on a
web server residing in the DMZ. RURL Wizard is a web based wizard type tool, specifically
designed to simplify the process of creating personalized websites.
When installing the RURL Wizard, make sure to specify the TCP port number in the Select
page in the Database Server field, as follows:
Database Server
<SQL Server IP address>\<instance name>,<port number>.
For example: 10.1.1.146\XMPie,1433
Note: If Windows Firewall is enabled, make sure to add the port number for accessing the SQL
Server to the Windows Firewall exception rules.
For additional information on configuring SQL Server 2005 to allow remote connection, see
http://support.microsoft.com/default.aspx?scid=kb;EN-US;914277.
31
Uninstalling SQL Server 2005
Figure 27: RURL Wizard—Select Database Server
Uninstalling SQL Server 2005
If you need to uninstall an instance of SQL Server 2005, please refer to the following link:
http://support.microsoft.com/kb/909967.
Troubleshooting Configuration Problems
For troubleshooting configuration problems on Windows Server 2008, please refer to the
following link: http://support.microsoft.com/kb/938245/.
32
Setting up the Cryptographic Service and MSDTC Security
Appendix A: Specific Preparations for
Windows XP / Windows Vista
FOR INTERNAL USE ONLY!
Setting up the Cryptographic Service and MSDTC
Security
Before beginning an upgrade, you are required to perform additional preparations listed
below:
a.
Connect to the database as the ‘sa’ user and confirm that the connection is working.
b. Go to Start > Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server
Configuration Manager, and stop the SQL Server service.
c.
Go to Start > Control Panel > Administrative Tools > Component Services > Services (Local) >
Cryptographic Services, and verify that the Cryptographic Services are started (Figure 28).
Figure 28: Component Services—Cryptographic Services Window
d. In the Component Services window, set your computer’s security configuration as
follows (Figure 29):
i.
Go to Component Services >Computers.
33
Setting up the Cryptographic Service and MSDTC Security
ii.
Right click My Computer and choose Properties from the menu.
iii.
In the My Computer Properties
Configuration…
iv.
In the Security Configuration window, check all checkboxes, select No Authentication
Required and verify that this is the same user account that the Reporting Services
are using.
window, go to the MSDTC tab and click Security
Figure 29: Component Services—My Computer Properties: Security Configuration
34
Giving your ASPNET Account a Read Permission for the rsreportserver.config File
Giving your ASPNET Account a Read Permission for
the rsreportserver.config File
After completing the installation, you are required to give your ASPNET account permission
to read the rsreportserver.config file.
Proceed as follows:
1.
Go to the following directory:
C:\Program Files\Microsoft SQL Server\MSSQL.2\Reporting
Services\reportserver
2.
Right click the rsreportserver.config file to display its properties.
3.
In the rsreportserver.config Properties window, go to the Security tab and click Add…
(Figure 30):
Figure 30: rsreportserver.config Properties window
35
Giving your ASPNET Account a Read Permission for the rsreportserver.config File
4.
In the Select Users or Groups window, enter the string aspnet and click OK (Figure 31).
Figure 31: rsreportserver.config—Select Users or Groups window
Your machine now has the required Read permission (Figure 32).
Figure 32: rsreportserver.config Properties window—updated
36