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.

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.

This page summarizes the most important installation instructions. Complete information is available on the Microsoft web site.

As an alternative to this procedure, it's often practical to let the PDXpert System installer download and configure SQL Server Express for you. You can then upgrade the installed SQL Server instance from Express to a higher-level version and/or edition.

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 or later
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 or later
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 (unless you have an existing 32-bit version installed)

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 SQL Server on a Domain Controller.

The PDXpert Application Server asserts full control over its instance. Do not create another database in the PDXpert instance, or create new objects within the PDXpertDB database, since unrecognized objects may interfere with proper operation or be deleted.

  • Before installing SQL Server for use with PDXpert, read Hardware and Software Requirements for Installing SQL Server2012 or Hardware and Software Requirements for Installing SQL Server 2014. 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 recent SQL Server versions. 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.

Installing on computers that already have SQL Server

You can install a new SQL Server instance on a computer that already has SQL Server installed.

Different SQL versions (say, SQL Server 2008 R2, 2012 SP1 and 2014) and different SQL editions (such as SQL Server Express and SQL Server Enterprise) will work on the same machine.

There is one exception: If you have a 64-bit version of Windows with 32-bit SQL Server already installed, do not use the PDXpert system installer to install SQL Server. Manually install a new instance of 32-bit SQL Server using the configuration values — PDXPERT, local system account, mixed mode authentication, etc. — described on this page. The PDXpert System installer relies on Windows' 32b/64b configuration to determine which SQL Server Express to download from Microsoft, and we've seen that 32b and 64b SQL Server instances don't work well together.

If possible, install the new SQL Server instance using the same Windows administrator account that was used to install the existing SQL Server instance.

If you're accessing PDXpert database views in the SQL Server PDXPERT instance, and another SQL Server instance exists on the server, then enable the SQL Server browser service. Otherwise, PDXpert doesn't require the SQL browser.

SQL Server installation example

SQL Server Express download

Download the desired SQL Server Express or SQL Server Express with Tools options.

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

These are the basic installers without tools, for 64b and 32b Windows, English language:

  • 64-bit Windows: SQLEXPR_x64_ENU.exe
  • 32-bit Windows: SQLEXPR_x86_ENU.exe

Installation procedure

In this example, the system administrator installs SQL Server 2014 Express edition 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. This opens a separate SQL Server 2014 Setup wizard.

  2. After several panels, you'll arrive at the Feature Selection panel. Mark the Database Engine Services checkbox. PDXpert does not require any other optional features or directory settings. Click Next >.

  3. In the Instance Configuration panel, select Named instance: and type PDXPERT, and make sure the Instance ID: is also PDXPERT. Click Next >.

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

    SQL Server account name

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

    Click Next >.

  5. 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.

        SQL Server administrators list

      Click Next >.

  6. After the installation is complete, you can 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 INSTANCENAME is PDXPERT
    • the SECURITYMODE is SQL
    • the SQLSVCACCOUNT is NT AUTHORITY\SYSTEM

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

  7. Close the SQL Server 2014 Setup and SQL Server Installation Center windows.

Firewall and TCP/IP for external communications

For releases prior to PDXpert 8.0, and for any system that shares data with other applications via user-defined views, your server's firewall for SQL Server must be open and SQL Server's TCP/IP protocol enabled.

To 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 2014, 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.

    Enable TCP/IP in SQL Configuration Manager

  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.

Installation Guide Topics

  1. Installation overview
  2. Standard installation
  3. Advanced: Preparing the server
  4. Advanced: SQL Server
  5. Advanced: PDXpert application server
  6. Advanced: PDXpert client
  7. Advanced: Group Policy
  8. Moving your PDXpert PLM database and file library
  9. Upgrade your installation
  10. Microsoft SQL Server diagnostics
  11. Microsoft SQL Server log files
  12. PDXpert server diagnostics
  13. PDXpert client diagnostics
  14. PDXpert system file locations
  15. Release notes (change history)
Related topics