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Springlake BizFiles Professional Server Installation Guide (1)

Springlake BizFiles Professional Server Installation Guide (1). Server Installation Guide (1) shows how to install the pre-requisite before installing Springlake BizFiles Professional Server Install a database (SQL Server) Setup ODBC data source for SQL Server

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Springlake BizFiles Professional Server Installation Guide (1)

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  1. Springlake BizFiles ProfessionalServer Installation Guide (1)

  2. Server Installation Guide (1) shows how to install the pre-requisite before installing Springlake BizFiles Professional Server • Install a database (SQL Server) • Setup ODBC data source for SQL Server It is assumed Springlake BizFiles Professional Edition is being installed for the first time on the server.

  3. Pre-Requisite Prior to installing/upgrading to Springlake BizFiles Professional Edition, we need to install a database server and setup an ODBC data source. • Database Server • For Professional Edition, only MS SQL Server 2008 Express is supported. Can be downloaded from Microsoft’s website. • MS SQL Server 2008 requires Microsoft .NET Framework 3.5 which is already pre-installed on Windows 2008 but not for Windows 2003. • Note that the MS SQL Server 2008 32-bit installer can only be installed on 32-bit Windows OS and vice versa for 64-bit installer. • ODBC Data Source • Need to setup after database is installed. For this training, will be using Windows 2008 64-bit VM and SQL Server 2008 Express 64-bit.

  4. Pre-Requisite • MS SQL Server 2008 Express is needed to store the users, roles, permissions, content metadata, audit trails and some other system information • A database user is also needed to access the database. • In the following slides, we will show how to install and setup SQL Server 2008 Express • For the most part, default SQL Server 2008 settings will be used during installation. The SQL Server Management Studio tool will also be installed.

  5. Installing SQL 2008 Express • Start the SQL Server 2008 Express installer (SQLEXPRWT_x64_ENU.exe) Choose “New Installation”

  6. Installing SQL 2008 Express Keep default setting Rectify error, if any

  7. Installing SQL 2008 Express Keep default setting Keep default setting

  8. Installing SQL 2008 Express Choose “Mixed Mode” authentication Set password for “sa” user. Do NOT forget password

  9. Installing SQL 2008 Express Installation in progress… Installation completed.

  10. Database Setup • Start the SQL Server Management Studio

  11. Database Setup • Login to SQL Server 2008 Express The server name is <computer name>\SQLEXPRESS Choose “SQL Server Authentication” Login using the “sa” user

  12. Installation Paths Next step: • Create a new database for Springlake BizFiles • Create 1 database user and assign the database user to the newly created database If upgrading from Springlake BizFiles Express Edition, follow the steps in the slide 2.0 Springlake BizFiles Professional Server Installation Part 1 (Upgrade from Express Edition).pptx

  13. Database Setup (B) 1. To create a new database: Right-click on the [Database] node and select [New Database]

  14. Database Setup (B) 1. To create a new database: Give the database a name e.g “Springlake”

  15. Database Setup (B) 1. To create a new database: Change the path of the database files (e.g. D:\SQLDATA) Click on [OK] button to create the database.

  16. Database Setup (B) 1. To create a new database: The newly created database “Springlake”

  17. Database Setup (B) 2. To create a new database login user: Right-click on the [Logins] node under [Security] node and select [New Login…]

  18. Database Setup (B) 2. To create a new database login user: Set login name as “sl6” and password “springlake” Set the new user to use “SQL Server Authentication” Uncheck the [Enforce password policy] checkbox. Set the default database to “Springlake”

  19. Database Setup (B) 2. To create a new database login user: Click on “Server Roles”. Set the minimum Server Roles as “public” and “dbcreator”

  20. Database Setup (B) 2. To create a new database login user: Click on [User Mapping page. Select the Springlake database and set role membership as “db_owner” and “public” Click on [OK] button to create the user.

  21. Database Setup (B) The newly created database user “sl6”

  22. ODBC Data Source • Springlake server connects to the database via ODBC • Therefore, the matching ODBC driver for the database needs to be installed. For SQL Server 2008, it is already pre-installed. • The ODBC data source needs to be created.

  23. Configure ODBC Data Source Start the ODBC Data Source Administrator

  24. Configure ODBC Data Source Create the ODBC Data Source under the [System DSN] tab Select the SQL Server driver

  25. Configure ODBC Data Source Specify the data source name e.g. Springlake Specify the SQL Server name e.g. localhost\SQLEXPRESS

  26. Configure ODBC Data Source Use SQL Server authentication Specify the SQL Server login ID and password created earlier

  27. Configure ODBC Data Source Make sure the default database is selected

  28. Configure ODBC Data Source Use the default settings Click on [Finish] to create the data source.

  29. Configure ODBC Data Source The data source is created successfully. You can test it by clicking on the [Test Data Source] The data source tested successfully.

  30. Configure ODBC Data Source The new data source created under [System DSN].

  31. Thank You

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