How-to: Installing SQL Server Standard Edition for Exact software

Introduction

This document describes the installation of SQL Server Standard Edition. The installation procedure for the Enterprise Edition is similar, but some screens may differ. The steps in this document are applicable to SQL Server 2017, 2019 and 2022.

Before installing SQL Server, you should check whether you meet the minimum requirements for your corresponding Exact software. For more information, see:

• Hardware and Software Requirements for Exact Globe+
• Hardware and software requirements for Exact Synergy Enterprise

In the following steps, it is assumed that you are installing the SQL server as a new installation or as a new instance:

• For a new installation, there is no MS SQL Server software present in your system. After the installation, you will have one MS SQL Server.
• When installing a new instance, install MS SQL Server next to your current MS SQL Server version. After the installation, you will have multiple MS SQL Servers; the one you have just installed, and the existing one(s) present in your system.

The steps for installing a new instance are almost the same as the steps for installing the SQL server in a system where no other versions of SQL server are present. Where applicable, the difference(s) will be highlighted in this document.

Installing SQL Server

The next step is installing SQL Server. In a standalone environment, you have to perform the following steps on the workstation where you work with the Exact software. In all other cases, you have to perform the following steps on the server.

When working in a standalone environment, you will have one computer on which you are working with the Exact software. On this computer, both the Exact software and the SQL server are installed. This is seen as a standalone even when your computer is part of a network, as all systems needed to work with the Exact software are installed on this computer.

Before installing the SQL server, check the system requirements for the specific SQL server edition. For SQL server 2022, see https://learn.microsoft.com/en-us/sql/sql-server/install/hardware-and-software-requirements-for-installing-sql-server-2022?view=sql-server-ver16.

When these requirements are met, you can start installing SQL Server.

To install SQL Server:

1. Log in as an administrator on the server (of a workstation for the standalone installation).
2. Download the appropriate SQL Server installation file and execute it. Alternatively, insert the SQL server installation DVD into your DVD drive. When the autorun is not performed, open the DVD drive in Windows Explorer and start the installation by clicking Setup.exe.
3. The SQL Server Installation Center screen will be displayed. In this screen, you can view and execute several installation tasks.



4. Click Installation on the left panel. Next, click New SQL Server Stand-alone installation or add features to an existing installation.



5. In the Product Key screen, type the product key at Enter the product key if the product key is not filled automatically. Click Next to continue. The screen with the license terms will be displayed.



6. To continue, select I accept the license terms and click Next.



7. Checks will be performed to identify possible problems when installing the SQL Server Setup support files. The SQL Server Setup support files are needed for the installation of MS SQL Server, and are automatically installed via this installation wizard. Click Show details >> to view the details of these checks. If all the checks have passed, the results will be displayed in this screen. However, if a check has failed, a red icon will be displayed. You can click the link in the Status column for more information about the check and error(s). After solving the issue, click Re-run to perform the checks again.

Note: It is possible that some warnings are displayed regarding the firewall. In spite of the warnings, it is still possible to continue with the installation. Depending on the situation, it is not necessary to close the installation wizard and restart. If all checks have passed, this screen will close automatically, and the next screen will be displayed.



8. The Microsoft Update screen allows you to check for new update files online. If you select this option and click Next, the Product Updates screen will be displayed whereby you can download the files. However, if you did not select this option, the Install Setup Files screen will be displayed.



9. The installation wizard will check for the updates, and install the available update files. Once completed, the screen will close automatically, and the next screen will be displayed:



10. Checks will be performed to identify the potential problems that might occur during the installation. Click Show details >> to view the details of the checks. If a check has failed, a red icon will be displayed. You can click the link in the Status column for more information about the check and error(s). Once the issue is solved, click Re-run to perform the checks again.

Note: Depending on the situation, it is not necessary to close the installation wizard and restart.

11. Click Next to continue. The Next button is enabled only if no checks have failed.



12. From Microsoft SQL Server version 2022 onwards, there is an option to enable an Azure extension. You can choose the option that is relevant to you. This feature does not impact the daily use of Exact software. Click Next to continue.



13. Select the features that you want to install. When you select a feature, the corresponding information about the feature will be displayed on the right. Select the following features:
    • Database Engine Services
    • Client Tools Connectivity
    • Integration Services
    • Full-Text and semantic extractions for Search: If you want to use the SQL full text search to search for feeds in the timeline of Exact Synergy Enterprise, this component should be selected. If you have not selected this component during the installation of the SQL server, you can install it at a later time. For more information, see Defining social collaboration settings.

Besides selecting the features, you do not have to change anything else. Click Next to continue.



14. Checks will be performed to identify the issues that might block the installation. Click Show details >> to view the details of the checks. If a check has failed, a red icon will be displayed. You can click the link in the Status column for more information about the check and error(s). After solving the issue, click Re-run to perform the check again.

Note: Depending on the situation, it is not necessary to close the installation wizard and restart.

15. Click Next to continue. However, the Next button is enabled only if no checks have failed.



16. When the actions in the previous screen are completed, the screen will close automatically, and the next screen will be displayed. In the Instance Configuration screen, define a name for the instance. This is the name for your SQL server. Click Next to continue.

Note:

• New installation — When it is a new installation, there is no SQL Server present in your system. In this case, select Default instance. You do not have to change anything else in the screen. At the bottom of the screen, you can see if there are other SQL server instances present. If this is a new installation in the system whereby there is no SQL Server, this section will be blank.
• Installing a new instance — When there are existing SQL server installations present, you have to select Named instance, and define a name for the instance, for example “SQL2022”. The name must be unique, and cannot be the same as the name of the other instances that are already present in your system. The Instance ID field will be filled automatically, and you do not have to change this manually. At the bottom of the screen, you can see if any other instances are present.



17. In the Server Configuration screen, under the Service Accounts tab, you can define which account you want to use to start the MS SQL Server services. For standard installation, accept the data as displayed in the screen. However, when you select a user for which the password regularly changes, you will also have to change the password in the services each time the password changes. If you forget to change the password in the services, the services cannot be started, and you will not be able to use the SQL Server until you have updated the password in the services, and have started the services. Depending on the account selected at Account Name, you have to define the password at Password.
18. In the Startup Type column, you can define to start the service automatically when the system starts. The SQL Server Database Engine is the SQL Server. This service should always be started to be able to use the SQL Server.
    The SQL Server Browser service is a service that is used to identify the ports that the installation of the SQL Server listens to. This service must be started to enable the network access. The Startup Type option for this service should be Automatic. The account name of this service cannot be changed.



19. Under the Collation tab, you can define the collation (character set) settings. For Western European countries, you can accept the collation as displayed in the screen. Click Next to continue. The following screen will be displayed:



20. Under the Server Configuration tab, define how you want to log in to the SQL server. If you are working with Exact Synergy Enterprise, Exact Globe+ and/or Exact Compact+ with extended functionality, select Mixed Mode (SQL Server authentication and Windows authentication). Type your password at Enter password and Confirm password. This password will be the password that will be used for the SA user; this default user is the System Administrator within the SQL server. If you select Windows authentication mode, you do not have to type the password.

Note: Regardless of which Exact product you are using, you will always have to define one or more users at the bottom of the screen. These users will be the administrators for the SQL server. You have to select at least one user. This user will be the administrator for the SQL server, and can also add other users later on.

21. Click Add Current User to add the users that are currently performing the installation as an administrator. Click Add to add other users, or Remove to remove the selected users.
22. Click Next to continue.



23. In the Feature Configuration Rules screen, checks will be performed for the problems that might occur during the installation. Click Show details >> to view the details of these checks. If a check has failed, a red icon will be displayed. You can click the link in the Status column for more information about the check and the error(s). After solving the issue, click Re-run to perform the checks again.

Note: Depending on the situation, it is not necessary to close the installation wizard and restart.

24. Click Next to continue. However, this button is enabled only if no checks have failed.



25. In the Ready to Install screen, a summary of the defined installation criteria will be displayed. Click Install to start the installation.



26. The screen displaying the progress of the installation will be displayed. The installation might take some time.
27. As soon as the installation has completed successfully, the installed components will be displayed with a green icon. Click Close to close the wizard.
28. To be able to access the SQL server via a network, you have to activate some protocols. When working with a network environment, you have to check if the protocols are activated. If required, activate the protocols.
1. Start (on the server where MS SQL Server is installed) SQL Server Configuration Manager. In Windows, go to Start, select All Programs, followed by Microsoft SQL Server [version]. Click Configuration Tools, and then SQL Server [version] Configuration Manager.
   In Windows 8 and above, press the Windows and Q keys on your keyboard. On the right at Search at the Apps field, type “SQL Server Configuration Manager”. Next, click SQL Server [version] Configuration Manager.
2. Click SQL Server Network Configuration.
3. Select Protocols for xxxx. (“xxxx” has to be replaced by the name you have defined for the SQL Server during the installation).
4. Right-click the Named Pipes and TCP/IP protocols, and click Enable to enable these protocols.



29. You might also need to start the SQL Server Browser service. This service is used to identify the ports that the installation of SQL server listens to. If this service is not started, you can use the SQL server only locally. To check if this service is started, do the following:
1. Start (on the server where MS SQL Server is installed) SQL Server Configuration Manager. In Windows, go to Start, select All Programs, followed by Microsoft SQL Server [version]. Click Configuration Tools, and then SQL Server [version] Configuration Manager.
   In Windows 8 and above, press the Windows and the Q keys on your keyboard. On the right at Search at the Apps field, type “SQL Server Configuration Manager”. Next, click SQL Server [version] Configuration Manager.
2. Click SQL Server Services.
3. On the right side, the SQL Server Browser service is displayed.
   Note: If it is not started, the icon is red. However, if it is started, the icon is green. Ensure that the service starts automatically so that every time the system is restarted, the service will also start.
4. Right-click SQL Server Browser, and select Properties.
5. In the SQL Server Browser Properties screen, click the Service tab.
6. At Start Mode, select Automatic, as displayed in the following screen:



7. Click Apply to apply the changes. The SQL Server Browser service will now start automatically every time the system is started.
8. Next, start SQL Server Browser.
9. In the SQL Server Browser Properties screen, click the Log On tab.
10. Click Start to start the service. When the Start button is inactive, the SQL Server Browser service is already started, and you do not have to start it.
    Note: If you have a firewall, you have to configure the firewall to allow the firewall to connect with SQL Server. The default port for SQL Server is 1433. The SQL browser uses UDP port 1434.

Installing SQL Server Management Studio

The next step is to install SQL Server Management Studio. SQL Server Management Studio is an application for managing the SQL server. With SQL Server Management Studio, you can create and restore backups, change the database settings, and give the users SQL server rights. However, if you already have an older version of SQL Server Management Studio installed, it is advisable to install the most recent version of SQL Server Management Studio. The new version will be installed with the previous version so both versions can be used.

• Log in as an administrator on the system where you have installed SQL Server.
• The setup file for SQL Server Management Studio can be downloaded from the Microsoft website (https://learn.microsoft.com/en-us/sql/ssms/download-sql-server-management-studio-ssms?view=sql-server-ver16). Save this file on the system where MS SQL Server is installed.
• Start the installation by double-clicking the downloaded file.
• It is recommended to restart the system after installation is complete.

Related document

• How-to: Installing SQL Server Reporting Services (SSRS)
• How-to: Updating SQL Server 2017 and 2019