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 2008 minimum requirements or the SQL Server Express 2012 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.

You can choose to either install SQL Server manually by downloading and installing the components separately and going through the installation wizard, or you can install SQL Server automatically by downloading and installing the single-file option. If you want to do a manual installation, skip to the Manual Installation section below.

The single-file option installs asks a couple of questions and then installs SQL Server without you having to go through the installation wizard. The questions asked by the single-file installer is whether to install SQL Server with Windows Authentication or SQL Server Authentication.

Windows Authentication requires that the Windows account name of everyone that runs Load Manager either on the master or the satellites be configured as authenticated users on the SQL database. For instance, if you have two operators named Fred and Sally that individually log on to the same computer to run Load Manager, the Windows account names for both would have to be configured in the database as authenticated users. If another operator is added later, that operator’s Windows account name would need to be configured in the database. The same thing would be required for everyone logging in to Windows to run Load Manager on any computer. SQL Server would use the Windows account names to verify with the domain controller that those named persons were allowed to connect to the database. If you want to use Windows Authentication, check the Just install SQL Server and don't create a user account button in the dialog shown below.

SQL Authentication can be easier. The Loadman installer wrapper that installs SQL Server and clients can create a SQL login and store that information on a computer and Load Manager can use that stored SQL login to connect to the database. That means that any operator logged into a computer configured that way would be able to run Load Manager without having to specifically add them to the authenticated users list. If you want to use SQL Server Authentication, check the Install SQL Server and create a user account button in the dialog shown above. Then, enter a user name and password into the dialog shown below. The password must contain at least 3 of the 4 types of characters: upper case, lower case, numbers, and punctuation. Record the user name and password because you will enter them when you install the SQL Client software on satellite computers.

Installer

SQL Server will be installed and automatically configured for you.

SQL Server Manual Installation

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 2008 or 2012 below as appropriate.

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. You must also allow remote users access to your server on port 1434 if you are using SQL Authentication.
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).

SQL Server Express 2012 Install

Log on to your computer with an Admin account.
From the LoadmanSoftware.com Release page get and run the file SQL_ManagementStudio_xXX_ENU.EXE (where XX is 86 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. You must also allow remote users access to your server on port 1434 if you are using SQL Authentication.
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 SQLEXPR_xXX_ENU.exe (where XX is 86 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.