Springlake BizFiles Professional Server Installation Guide (1)

Springlake BizFiles ProfessionalServer 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

It is assumed that an existing Springlake BizFiles Express Edition needs to be migrated/upgrade on the server.

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.

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.

Installing SQL 2008 Express

• Start the SQL Server 2008 Express installer (SQLEXPRWT_x64_ENU.exe)

Choose “New

Installation”

Keep default setting

Rectify error, if any

Keep default setting

Choose “Mixed Mode” authentication

Set password for “sa” user.

Do NOT forget password

Installation in

progress…

Installation completed.

Database Setup

• Start the SQL Server Management Studio

Database Setup

The server name is <computer name>\

SQLEXPRESS

Choose “SQL Server Authentication”

Login using the “sa” user

• Login to SQL Server 2008 Express

Installation Paths

Next step: (Make sure all users has already log out from Springlake BizFiles Express Edition before starting)

1. Detach the existing Springlake BizFiles Express Edition database from SQL Server 2008 Express

2. Copy the database files (SL6CD.mdf and SL6CD_log.ldf) from the computer to the server. Attached the Springlake BizFiles database

3. Create 1 database user for Springlake database

Database Setup (A)

1. To detach a database:

Look for the SL6CD database. Right-click and select [Tasks->Detach] menu

Database Setup (A)

Select [Drop Connections] checkbox.

Click on [OK] to detach this database

Database Setup (A)

After successfully detaching the database, copy the sl6cd.mdf and sl6cd_log.ldf files to the new server.

The database [SL6CD] mdf and ldf files.

Database Setup (A)

2. To attach a database:

Right-click on the [Database] node and select [Attach…]

It is assumed that the database file has already been copied to the new server.

Database Setup (A)

Click on [Add] button to attach a database

Database Setup (A)

Select the database to attach.

Database Setup (A)

The selected database is displayed here.

Click [OK] to attach the database.

Database Setup (A)

The selected the database is attached.

Database Setup (A)

Right-click on the “sl6” node and select [Delete]

Open the “SL6CD” database node until the Security->Users->sl6.

We need to delete the existing user first before creating new user

Database Setup (A)

Click on [OK] to delete the user.

Database Setup (A)

3. To create a new database login user:

Right-click on the [Login] node under [Security] and select [New Login]

Database Setup (A)

Set login name as “sl6” and password “springlake”

Set the default database to “SL6CD”

Uncheck the [Enforce password policy] checkbox.

Set the new user to use “SQL Server Authentication”

Database Setup (A)

Click on “Server Roles”.Set the minimum Server Roles as “public” and “dbcreator”

Database Setup (A)

Select the attached database and set role membership as “db_owner” and “public”

Click on [OK] button to create the user.

Click on [User Mapping page.

Database Setup (A)

The newly created database user “sl6”

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.

Configure ODBC Data SourceStart the

ODBC Data Source

Administrator

Configure ODBC Data Source

Select the SQL Server driver

Create the ODBC Data Source

under the [System DSN] tab

Specify the data source name e.g.

Springlake

Specify the SQL Server name e.g.

localhost\SQLEXPRESS

Use SQL Server authentication

Specify the SQL Server login ID and password created

earlier

Make sure the default database is selected

Use the default settings

Click on [Finish] to create the data

source.

The data source is created successfully. You can test it by

clicking on the [Test Data Source]

The data source tested successfully.

The new data source created

under [System DSN].

Data Files

• Copy the data files from the old BizFiles Express edition data directory (default is C:\Program Files (x86)\SL6\data ) to the new server.

• Then, set the data path to this new path using the Server Configuration tool.

Springlake BizFiles Professional Server Installation Guide (1)

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