Microsoft SQL Server Express Installation and Setup

Note: The SQL Server will improve your Loadman Fleet Manager's performance if any of the following apply to you. Otherwise it is not required nor advised to perform this upgrade.

You need to access the database over a slow data link such as older networks or a wide area network.
You will have 4 or more users attached to the database at one time.

Note: The files to be downloaded downloads are approximately 100 megabytes and will require approximately 600 megabytes of disk space when installed.

Note: The database server can be on a computer that will run the Loadman Fleet Manager or a separate database computer.

Note: This installation must be performed by a user with Administrator authorization.

Note: Please check the SQL Server Express 2005 minimum requirements or the SQL Server Express 2008 minimum requirements to verify that you are ready to install the database server.

To install and set up SQL Server Express go to LoadmanSoftware.com and select Loadman Fleet Manager Released Software. You will be provided the login and password.
Download or click the link to the appropriate version of the SQL Server and the SQL Server Management Studio for your system (there are further instructions on the download page to help you select the right version). Then follow the instructions for SQL Server 2005 or 2008 below as appropriate.

SQL Server Express 2005
- Early in the setup this program will evaluate your system to be sure that it is capable of running SQL Server. Any problems must be fixed before proceeding.
- When asked to select components, select Database Services, Client Components, and Connectivity Components.
- When asked, select the Windows Authentication Mode. If you have a need to use SQL Server Authentication, you may select Mixed Mode. This choice can be easily changed later. The SQL connection and Security tutorial contains information about configuring Master and Satellite database connections for both Authentication Modes.
- Leave both boxes unchecked for the Error and Usage Report Settings, and complete the install.
- Run the SQL Server Management Studio install file SQL_ManagementStudio_2005.msi, there is only one component, Management Studio Express, make sure that it is selected.
SQL Server Express 2008 Install
- Log on to your computer with an Admin account.
- From the LoadmanSoftware.com Release page get and run the file SQL_ManagementStudio_2008xXX (where XX is 32 or 64 depending whether you need the 32 or 64 bit SQL Server).
- You will be presented with the SQL Server Installation Center. Select Installation in the left pane and then the top item, New SQL Server stand-alone installation or add features to an existing installation in the right pane.
- To proceed through the installation, just agree with everything (click OK, Next, Install) until you get to the Feature Selection dialog. Along the way, you may see dialogs labeled Setup Support Rules that evaluates your system for compatibility with the SQL Server. If any of the tests fail, you need to correct the issue and start over. You may get a firewall warning, note that to set up your SQL Server for remote access, you must allow remote users access to your Server on port 1433.
- On the Feature Selection dialog, Feature Selection Pane: Select only Management Tools - Basic and click Next.
- Then just continue clicking OK, Next, Install until it completes.
- Back to the LoadmanSoftware.com Release page get and run the file SQL_Server_2008xXX (where XX is 32 or 64 depending whether you need the 32 or 64 bit SQL Server).
- You will be presented with the SQL Server Installation Center. Select Installation in the left pane and then the top item, New SQL Server stand-alone installation or add features to an existing installation in the right pane.
- Then continue to agree with everything (click OK, Next, Install) until you get to the Feature Selection dialog. Along the way, you will see one or more dialogs labeled Setup Support Rules that evaluate your system. If any of the tests fail, you need to correct the issue and start over.
- Then continue through the setup taking defaults except as noted ...
  - Feature Selection Pane: Select only Database Engine Services.
  - Instance Configuration Pane: Select Named instance with the Name and Instance ID both set to SQLExpress.
  - Server Configuration Pane: Enter an Admin account and password for the SQL Server Database Engine. This should usually be the current user.
  - Database Engine Configuration Pane: Select Windows authentication mode and add an administrator (click Add Current User).

Configuring the SQL Server

From the Start Menu, find and run the SQL Server Management Studio.
- It will start with a Connect to Server screen showing. The Server Name combo box should show <server name>\SQLEXPRESS where server name is either the network name of the computer or just a dot (.), if not, please enter it. The Authentication combo box should show Windows Authentication. Insert the User name and Password that you selected during the install. Press the Connect button.
- As per the following screen shot, from the Object Explorer pane on the left, right-click Databases and select New Database. Set the Database Name (at the top of the dialog box) to LoadmanFleetManager. The rest of the defaults are OK unless you have a desire to store the database files elsewhere. Then click OK.
- Close the SQL Server Management Studio.
If you want the database to only be accessible from the computer which it is installed on, you are done. Continue with the following to allow access to the database from other computers.
From the Start Menu, find and run, from the SQL Configuration Tools sub-group, the SQL Server Configuration Manager.
- In the tree control at the left, expand the item SQL Server 2005 Network Configuration (If it has a '+' to the left, click it, if it has a '-' it is already expanded).
- Click Protocols for SQLEXPRESS.
- Then on the right pane right-click TCP/IP and select Properties. This will bring up a dialog box. Set all entries as per the following screen shot.
- Now select the IP Address tab and set the values for IP1 as per the following screen shot. Note that the IP address shown will probably not be the same as yours. This is OK, do not change it.
  Note for SQL 2008 users, you may have to scroll down to find the IP4 (old style) address of your computer, and it is probably already set up correctly. Advanced users: If you have a server with multiple NICs, edit the entry for the IP that you will be using for the database connection.
  Then click OK.
- In a similar fashion, expand the item SQL Native Client Configuration in the tree on the left, click Client Protocols, right-click TCP/IP in the right pane, and select Properties. Set the values as shown in the following screen shot. Then click OK.
- Click SQL Server 2005 Services. Then in the right pane right-click SQL Server (SQLEXPRESS) and restart it as per the following screen shot.
- In the right pane, right-click SQL Server Browser, select Properties, and then select the Service tab. Then set the Start Mode to Automatic as shown the following screen shot. Then click OK.
- Then right-click again on SQL Server Browser and select start as shown in the following screen shot.

Your computer now has the Microsoft SQL Server Express installed and configured. If you intend to access your SQL Server from another computer please make sure that your firewall, router, etc are configured to allow remote access. Hint, the default port used by the SQL Server is 1433.