PDXpert PLM Software Installation Guide

Advanced install: Microsoft SQL Server

The PDXpert Server installer automatically downloads and installs SQL Server Express Edition ("SSEE"), the PDXpert Application Server service and the user interface console. The SSEE installation will not conflict with any existing SQL Server instances on the same machine.

If you choose to install your own SQL Server database server, then you must separately obtain and install your SQL Server version before installing the PDXpert Application Server.

If your operating system is...	PDXpert is...	SQL Server will be...	Then you will...
Any compatible version of Windows or Windows Server	PDXpert 8.0 or later	The default SQL Server 2008 R2 Express Edition	Skip this topic. Go to Advanced install: PDXpert application server
Windows XP, Vista, Windows 7, Server 2003 or Server 2008	PDXpert 7.5 or earlier	The default SQL Server 2005 Express Edition	Skip this topic. Go to Advanced install: PDXpert application server
A 32-bit version of Windows 8	PDXpert 7.5 or earlier	Any edition of SQL Server	Install a 32-bit version of SQL Server 2012
A 64-bit version of Windows 8 or Windows Sever 2012	PDXpert 7.5 or earlier	Any edition of SQL Server	Install a 64-bit version of SQL Server 2012
A 32-bit version of Windows XP, Vista, Windows 7, Server 2003 or Server 2008	Any PDXpert release	SQL Server Workgroup, Standard or Enterprise Edition	Install the 32-bit version of the desired SQL Server edition
A 64-bit version of Windows XP, Vista, Windows 7, Server 2003 or Server 2008	Any PDXpert release	SQL Server Workgroup, Standard or Enterprise Edition	Install the 64-bit version of the desired SQL Server edition

Notes for installing all versions of SQL Server

Do not use SQL Server's default installation settings. PDXpert requires a custom SQL Server configuration that can be configured only during install. A default installation doesn't support changes to the required settings, and you will have to uninstall, and then reinstall, SQL Server.

Do not use the Microsoft Web Platform Installer to install the SQL Server Express database engine. It does not allow any custom settings.

Do not install SQL Server on a read-only, compressed, network-mapped, or external (e.g., USB) volume.

Do not install another application's database into the PDXPERT instance, or the PDXpert database into any other instance.

• Before installing SQL Server for use with PDXpert, read Hardware and Software Requirements for Installing SQL Server 2012 at msdn.microsoft.com/en-us/library/ms143506.aspx In particular, note that Windows Installer creates temporary files on the system (typically C:) drive. Before you install or upgrade SQL Server, verify that you have at least 6 GB of available disk space on the system drive for these files. Even if you install to a non-system drive, SQL Server requires space on the system drive.
• Windows Installer 4.5 is a prerequisite for SQL Server 2008/2012. This may require a separate download for your operating system before running the SQL Server installer.
• The SQL Server database instance must be installed on the same computer that you'll use for the PDXpert Application Server
• The SQL Server database instance must be named PDXPERT
• The SQL Server database instance must use the local System account (NT AUTHORITY\SYSTEM) with SQL Server authentication and Windows authentication (also called Mixed Mode)
• The SQL Server database instance must have its TCP/IP protocol enabled

SQL Server installation example

SQL Server 2012 SP1 Express download

Download the desired SQL Server Express or SQL Server Express with Tools options.  http://www.microsoft.com/en-us/download/details.aspx?id=35579

Do not use the SQL Server Express LocalDB (SqlLocalDB.msi installer).

• 64-bit Windows: package_x64_language.exe
• 32-bit Windows: package_x86_language.exe

Installation procedure

In this example, SQL Server 2012 Express edition was installed on a new, fully updated Windows 7 (64-bit) operating system:

1. After the SQL Server Installation Center is displayed, click the New SQL Server stand-alone installation... option. After several panels, you'll be presented with the Feature Selection panel. Mark the Database Engine Services checkbox. PDXpert does not require any other optional features.

2. In the Instance Configuration panel, select Named instance: and type PDXPERT

3. In the Server Configuration panel, assign the SQL Server Database Engine's Account Name as NT AUTHORITY\SYSTEM.

   

   If you're installing a PDXpert release 6.1 or earlier, then you must set the SQL Server Browser Startup Type to be Automatic.

4. In the Database Engine Configuration panel's Account Provisioning tab:

   • Select the Mixed Mode radio button, then enter and confirm a strong password, like 1qwe!ASD The PDXpert Server will overwrite this later, so you don't need to keep a record of it.
   • If there's no user account displayed, click the Add Current User button.
   • Add the SYSTEM as a SQL Server administrator:

     1. Click the Add... button.

     2. In the Select Users or Groups window, enter SYSTEM into the textbox, and click the OK button.

        

5. If you wish, after the installation is complete, verify that the configuration settings are correct by opening the Summary.txt log file, typically located at C:\Program Files\Microsoft SQL Server\version\Setup Bootstrap\Log (SQL Server 2012 is version 110).

   In particular, note

   • the INSTANCEID and INSTANCENAME are both PDXPERT
   • the SECURITYMODE is SQL
   • the SQLSVCACCOUNT is NT AUTHORITY\SYSTEM

   For PDXpert release 6.1 or earlier, the BROWSERSVCSTARTUPTYPE should be AUTOMATIC.

6. Close the SQL Server 2012 Setup and SQL Server Installation Center windows.

7. The SQL Server installation does not provide an option for enabling TCP/IP protocol. After you have completed the installation process, enable the TCP/IP protocol using the SQL Server Configuration Manager:

   1. From the Windows Start menu, choose All Programs, point to Microsoft SQL Server 2012, point to Configuration Tools, and then click SQL Server Configuration Manager.

   2. In the Sql Server Configuration Management window, expand the SQL Server Network Configuration node, and then select Protocols for PDXPERT.

   3. In the list of protocols displayed in the main panel, the TCP/IP protocol must be enabled. If you see that the TCP/IP protocol is disabled: click the TCP/IP protocol to select it, and then select Enable from the Action menu or context menu.

      

   4. Close the Sql Server Configuration Manager window. Reboot your computer — or restart the SQL Server (PDXPERT) service — to refresh the configuration.

      Check for any available SQL Server updates from Microsoft's website.