SQL Server Express Installation Guide

Transcription

1 SQL Server Express Installation Guide For SQL Server Express 2014 Last Updated 12/22/2016 All user guides are available for download on our support site at This publication is the property of 1-Step Software / Crow River Tech, LLC, CSAH 34, Litchfield, MN 55355, USA and may not be copied or reproduced without express written permission. Microsoft Windows 7, Windows 8, Windows 10, SQL Server and Microsoft Outlook, Word, PowerPoint, Excel & Access are trademarks of Microsoft Corporation. Any other product names are trademarks of their respective companies. 1-Step Software / Crow River Tech, LLC. Copyright All Rights Reserved. 1 P a g e

2 Table of Contents Overview... 3 Getting Started... 4 Downloading SQL Server 2014 Express... 4 Installing SQL Server Express... 5 Installation Type... 6 License Terms... 7 Feature Selection... 8 Instance Configuration... 9 Server Configuration Database Engine Configuration User Role Setup Using SQL Management Studio Opening SQL Server Management Studio Adding the Default Security Login Using SQL Express Creating a New SQL Database for Your Application P a g e

3 Overview This document explains how to install Microsoft SQL Server 2014 Express Edition for use with all supported 1-Step Software products. Please allow 30 minutes to an hour for the download over a fast broadband connection and up to an hour to install the program. Before starting you must determine whether you have a 32-bit or 64-bit Windows operating system. If you do not know, follow these steps to find that information: Windows 7 or 7.1 Open Control Panel, click on System & Security then click on the System link to display the information (see below): Windows 8 or 10 Click on the Windows button on the taskbar, then on Windows Settings. Click on the System icon to open the next dialog. On the bottom left, click on About to display the window below and look at the System Type information (below, in red). NOTE: Be sure to make a backup of your SQL Data folder and a full database backup if performing these steps on your existing SQL server. 3 P a g e

4 Getting Started The first step is to check for hardware and operating system compatibility for SQL Server Click the following link to see Microsoft s recommendations for SQL Server 2014: Hardware and Software Requirements for Installing SQL Server 2014 If you do not have the minimum requirements for SQL Server 2014 when you try to install you are prompted with a message similar to this: The operating system on this computer does not meet the minimum requirements for SQL Server Downloading SQL Server 2014 Express Click the following link to access the download page for Microsoft SQL Server 2014 Express: We recommend that you install the SQL Database Engine with Tools on a local computer. If your Windows system is 64-bit, select the x64 download. If your Windows system is 32-bit, select the x86 download. Click the Download button on the page and follow the prompts to save the download in a location that you can easily find. 4 P a g e

5 Installing SQL Server Express Right-click on the installation file (downloaded in the previous step), and choose Run As Administrator to start the setup process. You may get a Security prompt asking permission to make changes to this system answer Yes to continue. The SQL Server Installation Center dialog appears next and runs through the Planning steps to verify that your system will support SQL Server. If it does, the next step will bring it to the Installation stage (below). Click on the New SQL Server stand-alone installation link at the top of the right side. 5 P a g e

6 Installation Type On the next screen, accept the default option to Perform a new installation of SQL Server 2014 (below): Click Next at the bottom of the dialog to continue. 6 P a g e

7 License Terms Check the I accept the license terms option on the next dialog, and click Next to continue. 7 P a g e

8 Feature Selection On the Feature Selection dialog, click the Select All button in the middle of the window to choose all of the options. Use the default location as well. Click Next at the bottom to continue. 8 P a g e

9 Instance Configuration On the Instance Configuration dialog, check the Default Instance option and then click the Next button to continue: 9 P a g e

10 Server Configuration On the Server Configuration dialog, accept the defaults and click Next to continue: 10 P a g e

11 Database Engine Configuration On the Database Engine Configuration dialog, check the Mixed Mode (SQL Server authentication and Windows authentication) option. In the Enter password textbox, enter sqlpassword (no quotes) and enter it again in the Confirm Password field. PLEASE NOTE: If the Specify SQL Server Administrators textbox (above) is EMPTY, click the Add Current User button to add yourself as an Admin. NOTE: This is a very important step! Please make sure you ve checked Mixed Mode, entered a password and included yourself as an Administrator before continuing! Click Next to continue. The Installation Progress dialog will display information as the setup is completed. When it s done, and no errors have been noted, close the Complete dialog, then close the original setup window. SQL Server Express 2014 is installed. 11 P a g e

12 User Role Setup All 1-Step Software products which use SQL Express for data storage requires a default Security User Login setup in SQL Express. Using SQL Management Studio When SQL Express 2014 was installed, it also installed an application called SQL Server 2014 Management Studio that allows you to setup permissions for creating, reading and writing databases. Click on your Windows button, then from the Programs choose the folder called Microsoft SQL Server 2014, then click on the SQL Server 2014 Management Studio menu item to run it. The Connect to Server dialog will be displayed with the Server Type (should be Database Engine, if not select it from the list), the Server Name, which is the default name for your computer, and the Authentication Type (should be Windows Authentication ; if not select it from the drop-down list). Click the Connect button to open the Management Studio (see next page). Take note of your Server Name as you ll need it when creating a new SQL Database in your application. 12 P a g e

13 Opening SQL Server Management Studio The SQL Server Management Studio will look something like this: Adding the Default Security Login Expand the folder called Security by click on the + sign, then rightclick on the Logins folder to open the popup menu (left). Click on New Login to open the New Login dialog (next page). 13 P a g e

14 Click on the General page (on the left, should be displayed by default): Enter the following information exactly as described below: Login name: SQLUserLogin Check the SQL Server authentication option, then enter the password (lower case): sqlpassword Enter the password again to confirm it UNCHECK the Enforce password policy option NOTE: The login name and password above are the defaults used by your software application and are sufficiently secure for a local installation of SQL Express. However, if you are installing SQL Server on a network or installing SQL Server Express to be used by multiple users, you may want to change the Login Name and password to something unique to your company. Please note that you will need to use those values when creating or opening a database. 14 P a g e

15 Click on the Server Roles page on the left: The public option should already be selected. You should also check the sysadmin option. 15 P a g e

16 Click the User Mapping page on the left: Check the master Map checkbox in the upper list. The Database Role Membership setting for public option should already be checked. Check the db_owner option. Click OK to save all of the settings and create the new login. 16 P a g e

17 Using SQL Express Once SQL Server Express is installed and setup on your computer you can easily create a new database by following the steps below. Creating a New SQL Database for Your Application There are a number of ways you can create a new SQL Express database from within the application. Click the Data Utilities button on the Main Menu (toolbar) to view the drop-down list: 1. The New Database option creates a new database with only the default data (Reports, Report Profiles, Security & System settings); all other tables are empty. 2. Replication opens the replication dialog where you can create a new database that s an exact copy of the current only, but lets you change from the current type (MS Access is the default Sample database) to a SQL database. 3. Convert Database works just like creating a Local Replica (#2), but with a new replication ID (see the Replication Guide for details). If you do not replicate data across multiple computers (or use Remote Replication), this is the preferred method for copying a database from one format to another. We ll use the New Database utility to demonstrate how to create a SQL Express database using the User Login you created in SQL Server Management Studio. Click on the New Database menu option to begin. The Choose Database Type dialog prompts you to pick the database type. Choose SQL Express from the drop-down list and click OK. 17 P a g e

18 The Select SQL Server/Database dialog is displayed; if your local SQL Server Name is not displayed, enter it just as it appeared in the SQL Server Management Studio login (see Page 12). Enter a new Database Name... use a name that will be meaningful with how it ll be used. Click on each of the buttons next to the Login Name and Password fields to verify that the User Login information is the same as what you entered in SQL Server Management Studio. If you changed from the default values (displayed in the screen print at left), you will need to enter THOSE values instead. Click OK to close the dialog and create the database. If the database is successfully created, you ll see the progress bar flash a few times as the system data is copied from your current database, and then the new database path will be displayed at the top of the Main Menu: This database will automatically be opened each time your application opens; you do not have to manually connect to it on startup. 18 P a g e