Installing Sage POS and SQL

Transcription

1 Installing Sage POS and SQL

2 Table of Content Hover over the heading and select the topic you are interested in, you will be directed to the topic. Download Procedures Server Installation Workstation Installation Opening a Company on SQL POS

3 Download Procedures Version 14 To download Sage POS with SQL without SQL Server 2014 Management Studio select HERE (651MB) Version 17 Please install Version 17 first before proceeding with the POS and SQL installation. Installation links below: Sage Pastel Accounting Partner V17 Build Sage Pastel Accounting Xpress V17 Build When Version 17 is installed you will be able to get the POS and SQL installation from the Download Manager Select Start > Computer > C Drive > Pastel17/ Xpress17 > Custom > Download Manager double click on CrossSellDM.exe, the Download Manager will open. The following options will be available for installation:

4 Server Installation Select option 2 to download Sage Pastel POS with SQL including the SQL Server 2014 Management Studio. Open the location where the installation files downloaded to select the PastelPOS_SQLBasic.zip folder. Right click on folder and select 7-ZIP > Extract files, this option will create a new folder where the installation file are saved to. Select ISSetupPrerepuisites > select Microsoft SQL Server 2014 Express Double click on either SQLEXPR_x64_ENU.exe (for 64 bit installation) or SQLEXPR_x86_ENU.exe (for 32 bit installation) Select OK on the Choose a Directory for Extracted Files, no changes will be made on this screen Once the files are extracted the SQL Server Installation Centre screen will display, select New SQL Server stand-alone installation Select the terms and conditions on the SQL Server 2014 Setup screen, select Next The Global Rules is a feature that identifies problems that might occur when installing SQL, all the rules must pass in order to proceed with the installation. Once all the rules have passed select Next

5 The Microsoft Update ensures all security features are up to date on Windows, select Next No changes are made to the Feature Selection screen, select Next The Instances Configuration screen will display, select Named instance, type in POS The Server Configuration screen will display ensure the Startup Type for both services below should be on Automatic, select Next

6 The Database Configuration screen will display, select Mixed Mode (SQL Server authentication and Windows authentication) Enter password and Confirm password enter (Please note that the password is case sensitive), select Next

7 The Installation Progress screen will display, wait for the progress bar to complete and select Next The following screen will display once all the checks have succeeded, select Close Once the SQL installation is complete you will need to run the POS Setup.exe. Double click on the.exe for the installation to start.

8 The Sage Pastel Point of Sale (SQL) InstallShield Wizard screen will display, select Next, accept the terms and conditions on the License Administrator then select Next Select Server/ Standalone this option will install Point of Sale and Microsoft SQL, select Next The Database Server screen will display, here you would need to select the Database Server you are installing to, in other words the instance that was created during the installation process, select Browse to see the server s that are available, select the correct one and select OK Select the instance you created when installing SQL i.e. POS

9 Select OK and then Next Once you selected your server you need to choose the authentication method Select Server authentication using the Login ID and password At Login ID enter sa and the Password must be select OK Ensure the destination for the installation points to C:\Pastel14 or C:\Pastel17, select Next Select Install and then Finish

10 Workstation Installation Do not run the SQL installation on the workstation Run the Setup.exe ONLY Double click the setup.exe Select the Workstation as the Setup Type Select Next accept the terms and condition on the License Agreement he terms and conditions and select Next Do not change the Destination Folder for the installation ensure that it installs to the C: Drive, select Next and then Install.

11 Opening a Company on SQL POS Double click the POS Icon to launch POS Select File > Open Select NO The following screen will display that will assist you in converting the POS Access database (Company) to SQL. This process should be followed on the server before opening the company on the workstation. Network drive where company resides Company Folder Pastel User Password Server Instance SA Pointofsale@123

12 Browse the network drive and search for company on the server, double click on the company folder Enter the user s password for the company Select the option Show SQL Login' Server: Browse for the computer where SQL Server has been installed Username: sa Password: Pointofsale@123 Select Open, the following message will display, select Yes to start the conversion, once this is complete, select OK Kindly note the old database will not be accessible anymore once converted to SQL