Quest Capacity Manager for SQL Server Installation Guide Version 2.0 ® Copyright © 2007 Quest Software, Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Quest Software, Inc. If you have any questions regarding your potential use of this material, please contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA 92656 Web site: www.quest.com Email: legal@quest.com Please refer to our web site for regional and international office information. 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Quest Capacity Manager for SQL Server Installation Guide July 2007 Software Version - 2.0 Table of Contents Preface ..................................................................................................................................................................v About This Guide..............................................................................................................................................................vi Additional Information ......................................................................................................................................................vi Online Help..............................................................................................................................................................vi Release Notes .........................................................................................................................................................vi About Quest Software, Inc. ............................................................................................................................................ vii Accessibility ............................................................................................................................................................ vii Contact Quest Software ................................................................................................................................................. vii Contact Quest Support .......................................................................................................................................... viii Installation ............................................................................................................................................................1 Installation Requirements................................................................................................................................................. 2 Privileges Required for Installation .......................................................................................................................... 2 Hardware Requirements.......................................................................................................................................... 3 Software Requirements ........................................................................................................................................... 4 License Requirements............................................................................................................................................. 4 Install Quest Capacity Manager for SQL Server ............................................................................................................. 5 Upgrade Quest Capacity Manager for SQL Server ......................................................................................................... 6 Uninstall Quest Capacity Manager for SQL Server ......................................................................................................... 6 Configuration........................................................................................................................................................7 Access Quest Capacity Manager for SQL Server ............................................................................................................ 8 Configure Quest Capacity Manager for SQL Server ....................................................................................................... 8 Configure Authentication ......................................................................................................................................... 9 Authentication for Registering Instances ............................................................................................................... 10 Authentication for Data Collection ......................................................................................................................... 11 Authentication for Retrieving Data for Reports ...................................................................................................... 11 iv Quest Capacity Manager for SQL Server Installation Guide Configure Quest Capacity Manager for SQL Server Options ................................................................................ 12 Configure Report Schedules.................................................................................................................................. 12 Configure a Repository .................................................................................................................................................. 13 Authentication for Repository................................................................................................................................. 13 Authentication for Storing Data in the Repository .................................................................................................. 14 Configure SMTP Server ................................................................................................................................................. 14 Troubleshoot Quest Capacity Manager for SQL Server ................................................................................................ 16 Jobs Fail to Start .................................................................................................................................................... 16 SQL Server Fails to Start ....................................................................................................................................... 16 Index ................................................................................................................................................................... 19 Preface Contents About This Guide Additional Information About Quest Software, Inc. Contact Quest Software vi Quest Capacity Manager for SQL Server Installation Guide About This Guide This guide describes how to install Quest Capacity Manager for SQL Server. It is intended for Microsoft SQL Server DBAs. Information in the guide includes: hardware and software requirements, and installation instructions. Additional Information In addition to this guide, there are a number of options available for quickly finding the information you need. Online Help There are several ways to access online help topics. To... Do This... Display the table of contents for help topics Select Help | Contents. If required, in the Help window, select the Contents tab. Search for a specific help topic Select the Search tab in an open Help window. Display the index for help topics Select Help | Index. If required, in the Help window, select the Index tab. Display help for a specific window or dialog In the window or dialog, do one of the following: • • Click Help Press F1 Note Not all windows and dialogs are linked to specific help topics. Release Notes For late-breaking information about Quest Capacity Manager for SQL Server, refer to the Release Notes included with your installation media. Preface vii About Quest Software, Inc. Quest Software, Inc. delivers innovative products that help organizations get more performance and productivity from their applications, databases and infrastructure. Through a deep expertise in IT operations and a continued focus on what works best, Quest helps more than 18,000 customers worldwide meet higher expectations for enterprise IT. Quest Software lets organizations deliver, manage and control complex database environments through award-winning products for Oracle, SQL Server, IBM DB2, Sybase, and MySQL. Quest Software can be found in offices around the globe and at www.quest.com. Accessibility Quest Software is committed to providing products and solutions that are accessible to all people regardless of their capabilities. Section 508 compliance details are available by product in the Voluntary Product Accessibility Templates (VPATs) published on our web site at: http://www.quest.com/public-sector/vpat.aspx. Contact Quest Software Email info@quest.com Mail Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA Web site www.quest.com Please refer to our web site for regional and international office information. viii Quest Capacity Manager for SQL Server Installation Guide Contact Quest Support Quest Support is available to customers who have purchased a commercial or trial version of Quest software and have a valid maintenance contract. Quest Support provides around the clock coverage with SupportLink, our web self-service. Visit SupportLink at: http://support.quest.com. With SupportLink, you can do the following: • Quickly find thousands of solutions (Knowledgebase articles/documents). • Download patches and upgrades. • Seek help from a Support engineer. • Log and update your case, and check its status. View the Global Support Guide for a detailed explanation of support programs, online services, contact information, and policy and procedures. The guide is available at: http://support.quest.com/pdfs/Global Support Guide.pdf. 1 Installation Contents Installation Requirements Install Quest Capacity Manager for SQL Server Upgrade Quest Capacity Manager for SQL Server Uninstall Quest Capacity Manager for SQL Server 2 Quest Capacity Manager for SQL Server Installation Guide Installation Requirements Before beginning installation, review this section to ensure required privileges are set and system requirements are met. Privileges Required for Installation To install Quest Capacity Manager for SQL Server, you must have these privileges: • Proper permission to create and run SQL Server Agent jobs • Database Administrator privileges to run DBCC commands Chapter 1 Installation Hardware Requirements Component Requirement Processor Computer with Pentium III (Pentium IV recommended) or compatible processor. Disk Space Minimum 70 MB of disk space for a full installation, which includes up to 20MB of temporary setup files that are removed automatically at completion of install. Memory Minimum 256 MB of RAM Note The memory required may vary based on the following: • • • • Applications that are running on your system. Size and complexity of the database. Amount of database activity. Number of concurrent users accessing the database. Monitor SVGA monitor, 1024 x 768 resolution, small fonts CD ROM CD-ROM drive or Internet connection (required for installation only) Printer Printer (optional) for printing graphs and reports Mouse Mouse (required to access all features) 3 4 Quest Capacity Manager for SQL Server Installation Guide Software Requirements Component Requirement Operating System One of the following: Web Services .Net Framework 2.0 must be installed on the console before installing Quest Capacity Manager for SQL Server. Browser Microsoft Internet Explorer 6.0 or later PDF Viewer Adobe® Acrobat® Reader 5.0 or later (for viewing the Guides) Monitored Server and Repository Microsoft SQL Server 2005 • Windows XP Professional SP1 or 2. • Windows XP Professional - 64 bit Edition • Windows 2000 Professional SP4 or later • Windows Server 2003 • Windows Server 2003 - 64 bit Edition • Windows Vista Microsoft SQL Server 2000 client software is required to connect to Microsoft SQL Server 2000 servers Microsoft SQL Server 2000 with Service Pack 3 or higher License Requirements Quest Capacity Manager for SQL Server includes a 30-day trial license key. You need this key to complete the installation and to run Quest Capacity Manager for SQL Server. When you purchase the product, you receive a commercial serial key and you must enter this key and message. To change the license key 1 Select Help | Registration. 2 Enter values for License key and Site message. 3 Click OK. Chapter 1 Installation 5 Install Quest Capacity Manager for SQL Server Note Quest Capacity Manager for SQL Server does not install on a Windows NT client. To install Quest Capacity Manager for SQL Server 1 Download the software from the Quest web site. or Insert the CD. 2 Double-click setup.exe to open the Quest Capacity Manager for SQL Server Installation wizard. 3 On the Quest Capacity Manager for SQL Server Welcome page, click Next. Note At any time during the installation, you can click Back to return to the previous selection and change it, or click Cancel to exit the installation program. 4 On the Start Installation panel, read the Quest Capacity Manager for SQL Server License Agreement, then click I accept the license agreement. 5 On the Destination Folder panel, select the folder where you want to install Quest Capacity Manager for SQL Server. The default is C:\Program Files\Quest Software\Quest Capacity Manager for SQL Server. You can: • Accept the default. • Click Browse to select a folder. After you make your selection, click Next. 6 On the Select Program Management Group panel, select the location for shortcuts. The default is Quest Software\Quest Capacity Manager. 7 On the Ready to Install the Application panel, click Next to start the installation. The display shows the status of the installation. 8 After the installation has completed, click Run Quest Capacity Manager for SQL Server now if you want to start the application. Otherwise, click Finish to exit the Installer. Note Before you use Quest Capacity Manager for SQL Server, it is recommended that you reboot your machine. 9 This completes the client installation. 6 Quest Capacity Manager for SQL Server Installation Guide Upgrade Quest Capacity Manager for SQL Server If you have a previous version of Quest Capacity Manager for SQL Server on your system, you must uninstall it. When you uninstall version 1.6, 1.5 or 1.0, data for the registered instances and repository are saved in your profile for use by Quest Capacity Manager for SQL Server 2.0. When upgrading from version 1.6 to 2.0, you do not need to create a new repository and migrate the data from the old repository to the new one. Use the Migrate Data from Legacy Repository wizard to migrate existing data to a new Quest Capacity Manager for SQL Server 2.0 repository. See “Install Quest Capacity Manager for SQL Server” on page 5 for installation instructions. Uninstall Quest Capacity Manager for SQL Server To uninstall Quest Capacity Manager for SQL Server 1 Select Start | Programs | Quest Software | Quest Capacity Manager for SQL Server | Uninstall. This opens the Quest Capacity Manager for SQL Server Uninstall wizard. 2 Select an Uninstall method: • Automatic - Use default uninstall options. • Custom - Choose which modifications to make (select Quest Capacity Manager for SQL Server files to delete from a list). • Repair - Reinstall changed files or registry keys (requires installation media). 3 Click Next to start the uninstall or repair process. 4 Click Finish. 2 Configuration Contents Access Quest Capacity Manager for SQL Server Configure Quest Capacity Manager for SQL Server Configure a Repository Configure SMTP Server Troubleshoot Quest Capacity Manager for SQL Server 8 Quest Capacity Manager for SQL Server Installation Guide Access Quest Capacity Manager for SQL Server You can launch Quest Capacity Manager for SQL Server from Microsoft Windows or from the Quest Database Management Solutions window. To launch from Microsoft Windows • Select Start | Programs | Quest Software | Quest Capacity Manager for SQL Server | Quest Capacity Manager for SQL Server. To launch from the Quest Database Management Solutions window 1 Select Start | Programs | Quest Software | Quest Central | Quest Central Explorer. 2 Select one of Quest Capacity Manager for SQL Server's features from the Tasks section of the window. or Select Quest Capacity Manager for SQL Server of the window. from the Tools section Note • If the Quest Capacity Manager for SQL Server tasks or icon does not appear, use the View menu to set preferences. Make sure the Show only installed products option is NOT selected • If the Quest Capacity Manager for SQL Server tasks or icon appear shaded and you select it, you are prompted to respond whether you want to download Quest Capacity Manager for SQL Server. Configure Quest Capacity Manager for SQL Server Quest Capacity Manager for SQL Server is a standalone product that does not require the installation of agents and it does not create any server-side objects. A job is created in the SQL Server agent to perform data collection. You must have Database Administrator privileges to run DBCC commands and satisfy authentication criteria to use various features of Quest Capacity Manager for SQL Server. The Quest Capacity Manager for SQL Server system consists of three major components: console, repository, and monitored servers. The console is the core of the Quest Capacity Manager for SQL Server product. It connects to the monitored servers and to the repository. When there is a repository, the console can retrieve data directly from the SQL Servers and from data stored in the repository by Collect Data jobs. If a Chapter 2 Configuration 9 repository is not created, then the console can only retrieve data directly from the SQL Servers and cannot produce capacity, fragmentation, and database map reports. Quest Capacity Manager for SQL Server can perform all reorganization and partitioning management tasks with or without a repository. Configure Authentication Authentication is the process that determines whether to grant a request for a resource and determines whether the identity of the person making the request is valid. At a minimum, authentication requires a user name and a password, but can require information to meet additional criteria. Authentication methods safeguard sensitive information and make that information available only to authorized persons with the proper roles and permissions. You can choose which authentication method to use. User credentials are encrypted and stored in the configuration file at: C:\Documents and Settings\<Profile Name>\Local Settings\Application Data\Quest Software\Quest Capacity Manager Quest Capacity Manager for SQL Server uses the following authentication methods to protect its data and to limit access: • NT Auth – the same type of authentication as Windows Integrated Auth. It uses your current user login and password for authentication. • SQL Auth - the SQL Server built-in authentication mechanism. It is usually considered less secure then Windows Integrated Authentication. SQL Auth requires you to provide a valid username and password. • Windows Integrated Auth - Quest Capacity Manager for SQL Server uses your current user login and password for authentication. Note It is recommended that you use the same SysAdmin role used to run the Quest Capacity Management console for each of the monitored instances and for the instance used for the repository database. Although it is sufficient for you to have DBA privileges on the database to get access to reports, you need the SysAdmin role to run collection jobs. You must satisfy the following authentication criteria to use the specific Quest Capacity Manager for SQL Server feature: • Authentication for Registering Instances • Authentication for Data Collection 10 Quest Capacity Manager for SQL Server Installation Guide • Authentication for Retrieving Data for Reports Authentication for Registering Instances An instance is a named SQL Server containing databases that you can monitor with Quest Capacity Manager for SQL Server. Click an Instance in the Browser (left-panel of the Quest Capacity Manager for SQL Server window) to display Detail Information in the right panel. Select a tab to view specific information about the selected instance. Note Quest Capacity Manager for SQL Server cannot provide information about the instance unless it is known and registered. If you get a message that the server does not exist or access is denied, make sure the instance is registered and connected. To register monitored instances, do one of the following: • Register instances manually by selecting Microsoft SQL Servers from the Browser panel and then choosing New SQL Server Registration from the rightclick menu. • Run the Import Registered Servers wizard to import servers which are registered in other applications installed on the same machine as the Quest Capacity Manager for SQL Server console. • Select File | Import | Configuration from the Quest Capacity Manager for SQL Server console to import a configuration that was previously exported from the console. Note In this case, the repository data are also imported from the configuration file. • Select File | Import | Registered Servers from Text File from the console menu to import a list of servers from a csv-text file. Organize the input file as follows: Instance name <separator> User name <separator> Password. Note If you plan to use NT Auth, omit the User name and Password parameters. You can use tabs or the following symbols as separators: comma, colon, semicolon, or hash/pound (, : ; #). When one of these separators appears at the beginning of a line, or when a line is blank, Quest Capacity Manager for SQL Server ignores the line. Example: server1\i1, sa, 12345 To specify the type of authentication 1 Open the SQL Server Properties dialog. Chapter 2 Configuration 11 2 Select the Security tab. 3 Under Authentication, select SQL Server and Windows. 4 Set the Audit level to None. 5 Select System account to start and run SQL Server in the System account. Authentication for Data Collection SysAdmin rights are required to create data collection jobs at the monitored instances. If you have a db_owner role, you can view reports for a database. However, Quest Capacity Manager for SQL Server requires you to have a SysAdmin role to view reports on an instance level and to schedule Collect Data jobs. To create trending and forecasting reports for Quest Capacity Manager for SQL Server tools, run the Collect Data wizard and define the instances, databases, tables and indexes or SharePoint configuration and content databases on which you want to collect data. Authentication for Retrieving Data for Reports Quest Capacity Manager for SQL Server uses SQL Server Auth or Windows Integrated Auth (also referred to as NT authentication) to access historical data and reports. Access to online reports such as overview reports requires a connection to the monitored instance. Quest Capacity Manager for SQL Server uses the authentication information you specified while registering an instance or a SharePoint configuration database (refer to Authentication for Registering an Instance). Access to historical data for reports such as capacity, fragmentation, performance and database map requires connection to the repository. Quest Capacity Manager for SQL Server uses the authentication information you specified when creating the repository (refer to Authentication for Creating or Selecting a Repository). If you did not create a repository, only online reports are available. You can perform all reorganization and partitioning management tasks without a repository. 12 Quest Capacity Manager for SQL Server Installation Guide Configure Quest Capacity Manager for SQL Server Options To set options 1 Use one of these methods to access Options: • Select Tools | Options. • On the toolbar, click Options . 2 Select one of the following tabs: • Forecast • Thresholds • Statuses & Alerting • Charts • ROI (Return on Investment) Calculator • Job Management Configure Report Schedules You can set report schedules to email reports to specified persons, set report schedules, and specify report configuration settings. To set report options 1 Use one of these methods to access the Report Schedule dialog: • Select Tools | Report Schedule. • Right-click an instance or specific database, table, view, or index, and select Report Schedule. 2 On the Report Schedule dialog, select one of the following tabs: • Recipients • Schedule • Settings After setting options on the tabs, click OK to set the options or Cancel to exit without making any changes. Chapter 2 Configuration 13 Configure a Repository You can create a new repository, use an existing Quest Capacity Manager for SQL Server repository, or migrate data from a SQL Server Database Analysis repository used in Quest Central for SQL Server. The following wizards can guide you through the process to set up a repository: • Use the Create/Select Repository wizard to guide you through the create or select repository process. • Use the Migrate Data from Legacy Repository wizard to migrate existing data to a Quest Capacity Manager for SQL Server repository. When you create a repository, you must specify the type of authentication required for a user or job to read data from the repository and write data to the repository. Occasionally, there is a need, for example for security reasons, to change the authentication. Quest Capacity Manager for SQL Server provides the following wizard to accomplish this task: • Use the Change Repository Password wizard to change the authentication for an existing repository and to recreate all the related data collection jobs to use the new password. The following dialog can help you control the size of the repository: • Use the Setting Snapshot Retention Time dialog to control the length of time the repository keeps data. Authentication for Repository SysAdmin rights are required to create a repository database. When your repository was created, Quest Capacity Manager for SQL Server created a repository access login in the server where the repository is located for qcm_agentloginReader and qcm_agentlogin. The Data collection jobs running on the monitored servers use qcm_agentlogin to read and write data from or to the repository. The password may be either system generated or user-defined. The Create Repository wizard prompts you to specify the authentication type (Windows (also referred to as NT) or SQL Server authentication). If you choose SQL Server authentication, you must specify the login and password. For Windows authentication, your current user login and password are used. 14 Quest Capacity Manager for SQL Server Installation Guide The following wizards guide you through the process of setting up a repository: • Use the Create/Select Repository wizard to guide you through the create or select repository process. • Use the Migrate Data from Legacy Repository wizard to migrate existing data from Quest Capacity Manager for SQL Server v1.5-1.6 to a Quest Capacity Manager for SQL Server v2.0 repository. Note Once you create a repository, you can reduce the user right to db_owner role for the repository database. You can do this using a tool for administering SQL Server such as SQL Server 2005 Management Studio. If at a future time you decide to change the repository password, it involves changing the password for all data collection jobs on the monitored servers and can be a tedious job. The data collection jobs must be recreated for all the affected monitored instances. The Change Repository Password wizard changes the repository password, recreates the data collection jobs with the new password, deletes the old data collection jobs, and provides a summary of its actions. Authentication for Storing Data in the Repository To ensure that data in the repository is secure, connection to the instance that hosts the repository database should be authenticated. You can use either SQL Auth or Windows Integrated Auth. Note Version 1.0 supported only SQL Auth. Therefore, for that version SQL Auth must be enabled. Data collection jobs use the OPENDATASOURCE command to open a connection from the monitored instance to the repository database. If the OPENDATASOURCE command is disabled, the Collect Data wizard warns you and offers to enable it. By default, on SQL Server 2005, this command is disabled. Configure SMTP Server The Settings tab helps you to set up the protocol (or standard) for your SMTP email server, specify or view a log file, and set advanced options to manage reports. Chapter 2 Configuration 15 To configure your SMTP server 1 On the Report Schedule dialog, select the Settings tab. 2 In the SMTP Server Settings section of the tab, enter information in the following fields: Tip SMTP Server Enter the SMTP Server (email server) name. Login Select one of the following options: Anonymous login Select this option to allow anyone to login. Log on using Select this option to require a specific user name and password and enter the required user name and password. Log on using NTLM authentication Select this option to require NTLM authentication. NTLM is an authentication protocol that uses a single sign-on mechanism and is used by Microsoft systems (not supported by Linux/UNIX SMTP servers). Server port Enter the port for the SMTP mail server to use to listen for messages. The default is port 25. From Enter your email address or the email address you want the recipients to see when they receive a report. Enclose the email address in small brackets <> if you want to include both name and email information (for example: Your name <email address>). You can also access the SMTP Settings dialog by clicking STMP Settings on Statuses&Alerting tab of Options dialog. 16 Quest Capacity Manager for SQL Server Installation Guide Troubleshoot Quest Capacity Manager for SQL Server Jobs Fail to Start SQL Server Agent jobs have an owner field. If the owner account does not have rights to log on to SQL Server all its jobs fails to start. Possible use case: • The system administrator with account DOMAIN1\User1 was created to run collect data jobs at several monitored SQL Server instances. After some period of time, that administrator left the company and the new system administrator disabled the DOMAIN1\User1 account. • After the first restart of SQL Server instances, all jobs created by the old administrator fail to start. In this case the job’s owner account should be changed to another account with access to the SQL Server. SQL Server Fails to Start When you rename your computer, you have to rename the instance too. If you are running SQL Server 7.0, after renaming the SQL Server machine, the SQL Server service fails to start with the following error message: "Your installation was corrupted or had been tampered with”. To get around this problem: 1 Re-run the SQL Server setup. Setup prompts you to upgrade. After upgrading, the necessary SQL Server registry entries are reset with the new computer name and then you can start the SQL Server. 2 Restart the SQL Server. 3 Use Toad or Query Analyzer to run the following commands: EXEC sp_dropserver 'Your_OLD_Computer_Name' GO EXEC sp_addserver 'Your_NEW_Computer_Name', 'local' GO Chapter 2 Configuration 17 4 Restart your SQL Server service. Connect using Toad or Query Analyzer and run the following command (it should output the new server name): SELECT @@SERVERNAME GO If you are running SQL Server 2000, the new name is recognized the next time SQL Server service starts. You do not have to rerun the setup. However, you have to run the stored procedures as in Step 3: sp_dropserver and sp_addserver 18 Quest Capacity Manager for SQL Server Installation Guide Index A I accessibility vii accessing Quest Capacity Manager 8 authentication 11 configure 9 data collection 11 instances 10 repository 13 retrieve data for reports 11 store data in repository 14 installation requirements 2 installing Quest Capacity Manager 5 installlation roles and privileges required 2 C configure authentication 9 options 12 Quest Capacity Manager 8 report schedules 12 repository 13 repository authentication 13 SMTP server 14 console 8 copyright ii D data collection 11 data for reports 11 L license requirements 4 M monitored servers 8 O options configure 12 P privileges for installlation 2 Q Quest Capacity Manager access 8 configure 8 license 4 system components 8 20 Quest Capacity Manager for SQL Server Installation Guide troubleshoot 16 R registering instances 10 report schedules configure 12 repository 8, 13 authenication for storing data 14 authentication 13 requirements hardware 3 installation 2 license 4 privileges 2 software 4 roles for installation 2 S SMTP server 14 snapshot retention time 13 software requirements 4 T troubleshoot 16 U uninstalling Quest Capacity Manager 6 upgrading Quest Capacity Manager 6