Download Max Enterprise Setup Instuctions for SQL Server 2000

Max Enterprise Setup Instuctions for SQL Server 2000
General Instructions (Important – Please Read)
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** Disclaimer – Microsoft Responsibility **
Since Microsoft is the owner of SQL Server 2005 Express, they have the ultimate responsibility for providing the
most up-to-date tools and installation. The scope of this document will be limited to the procedures we used at
time of writing to install and connect the Max Enterprise application to the SQL Server 2005 Express. If errors
occur, you may need to search online for Microsoft’s latest downloads or instructions for issues unique to your
configuration.
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** Disclaimer – Client Responsibility **
Maximum Solutions provides this document outlining the steps we took to do our installation, and information on
how to link to the SQL tables once setup is complete, but the ultimate responsibility for management and usage of
SQL Server Express lies with the client.
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Throughout this document, anytime “[Year]” is encountered, replace it with the release year of the Max Enterprise
(ME) software you are installing (for instance, if installing ME 2011, replace “MEdat[Year]” with “MEdat2011”)
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This document combines the instructions used for both the “Server” and each “Workstation” connecting to the server. Find
the part of the document that pertains to your installation.
Server - If you are installing SQL Server 2000 MSDE on your machine, you will be considered the “Server” and should
follow all instructions for Server.
Workstations - If you are installing MaxEnterprise on a workstation that will connect to a SQL Server MSDE
database on another machine, only follow instructions that are labeled for Workstations.
Using SQL Server authentication:
1)
Server Only
a. Make sure SQL Server 2000 is installed and running properly per Microsoft instructions.
2)
Server & Workstations a. Run client configuration utility (Cliconfg.exe from Start/Run)
and do the following:
b. General Tab – Enable both Named Pipes and TCP/IP, making sure Named Pipes is first in the order.
c. Alias Tab – Click the Add… button and define an alias, using Named Pipes, and point it to the server
containing the database to which you wish to connect.
3)
Server Only – Attach the MEdat[Year] database
a. Create a folder named ‘MaxE[Year]SqlData’ on the server, in a location that will be easy to back up, to
store the SQL database files for ME.
i. Note: This folder cannot be a compressed folder or you will not be able to attach the database.
Also, the database files themselves cannot be in a compressed state.
b. Obtain the zip file containing the MEdat[Year] SQL database and extract the contents into the
‘MaxE[Year]SqlData’ folder.
c. Run the ‘SQL Server Enterprise Manager’ application, making sure you have full administrative rights.
i. On the ‘Console Root’ pane, click on the plus sign in front of ‘Microsoft SQL Servers’, ‘SQL
Server Groups’, and the server you are going to attach the ME [Year] database to.
ii. Right-click on ‘Databases’ and select ‘All Tasks’ then ‘Attach Database’ from the pop-up menu.
iii. On the ‘Attach Databases’ screen, click the ‘…’ button to locate and select the
MEdat[Year]_Data.MDF file then click the OK button.
iv. Once the data base is attached, locate and open the ‘Security’ folder.. Right-click on ‘Logins’ and
select ‘New Login’.
v. On the ‘General’ tab, of SQL Server Login Properties screen, specify ‘ME[Year]User’ for the
‘Login name’, choose ‘SQL Server Authentication’, specify ‘x’ (lower case) for the ‘Password’,
select ‘MEdat[Year]’ for the ‘Default database’. On the ‘Database Access’ tab, check the box
for MEdat[Year], then check the first four boxes in the ‘Database roles for MEdat[Year]’ list box.
Click OK. Note: If this user already exists, just edit the user and make sure the appropriate boxes
are checked on the ‘Database Access’ tab then click OK. Note: If you get a message that the user
already exists, you will need to delete the ME[Year]User login from Security/Logins and from
Databases/MEdat[Year]/Users and re-add ME[Year]User via Security/Logins/New Login.
vi. Close SQL Server Enterprise Manager
4) ` Server & Workstations - Test the connection to the server via Control Panel/Administrative
Tools/Data Sources (ODBC). Note: This step is used only to verify that each workstation is able to connect to the
SQL database prior to attempting to connect to it using ME. If this test fails, the client will not be able to connect
using ME.
a. Select the System DSN tab and click the Add button.
b. On the ‘Create New Data Source’ dialog, select ‘SQL Server’ then click ‘Finish’.
c. ‘Create a New Data Source to SQL Server’ dialog, specify ‘MEdat[Year]Test’ for both ‘Name’ and
‘Description’, select the appropriate server alias from the drop-down list, then click Next. Note: If for
some reason the alias does not work, try using the Servername/Instance instead.
d. Select ‘With SQL Server authentication…’, specify ‘ME[Year]User’ for the Login ID (keep the ‘Connect
to SQL Server to obtain…’ box checked), specify ‘x’ for the Password, then click the Next button. If you
get an error after clicking the Next button, then something in a prior step was not completed properly.
e. Click the ‘Change the default database to’ check box and select MEdat[Year] from the drop-down list and
click the Next button.
f.
You should be able to just click the Finish button on this screen, accepting all defaults.
g. Click the ‘Test Data Source’ button and if all is working you should get ‘TESTS COMPLETED
SUCCESSFULLY!’…which indicates that you have successfully connected to the SQL database.
5) MaxEnterprise – connecting to SQL database (ME 2009+ or ME2007 w/ 2009 beta features)
a. Place a copy of the workgroup file (MaxSys4.mdw) in a shared folder on the network that all users will be
allowed to access.
b. Start the MaxEnterprise [Year] application
c. Once at the main menu, Click Administrative Data Locations [Year], you should see a screen similar
to the following:
d. Select ‘SQL Server’ from the ‘Connection Type’ drop-down list
e. Choose the correct ‘SQL Server Version’.
f. Specify the alias you defined using client configuration utility (Cliconfg.exe) for the ‘Server Name’.
Note: If for some reason the alias does not work, try using the Servername/Instance instead.
g. Type the Database Name.
h. Specify ‘ME[Year]User’ for the User Name.
i. Specify ‘x’ for the password. (or whatever you used above)
j. Locate the workgroup file (MaxSys4.mdw – from step a above) that will be shared by all users.
k. Click the Save button to save this data location name. Later you can choose this data source at the top
without going through these steps each time to set up a different database.
l. Click the Connect button. If all is set up properly, the data linking process should complete successfully.
m. Once the linking process completes, and you are return to the main menu, exit and restart the application
to complete the process.