Upgrading your Microsoft SQL Server database engine

The PDXpert Server installer automatically downloads and installs a version of the Microsoft SQL Server Express Edition database engine.

To view the SQL Server database engine's version and edition, open the PDXpert Application Server console, and select the Information tab. For example: SQL Server 2008 R2 SP1 Express Edition (64-bit) (10.50.2500.0).

  • The version represents the technology era: 2005 (9.0), 2008 (10.0), 2008 R2 (10.5), 2012 (11.0), 2014 (12.0), 2016 (13.0), etc.
  • The edition identifies various database size, capability and performance limits, as well as cost: from Express (limited but free) through Enterprise (most capable and expensive).

Upgrade the installed SQL Server database instance when:

  • the installed version becomes old or obsolete (such as SQL 2005)
  • your edition can't keep pace with the workload; for example, you add more users and product data.

Special note for SQL Server Express LocalDB§

Beginning with the PDXpert 10.0 release, PDXpert uses SQL Server Express LocalDB. SQL LocalDB improves security by blocking all remote connections. It also provides faster installation, a smaller system footprint, and negligible firewall / anti-virus configuration.

When you need higher performance editions of SQL Server, or other applications require remote connections to the PDXpert system database, don't uninstall or upgrade SQL LocalDB. Instead, install the most current instance of SQL Server Express (or higher). After installation, use the PDXpert Application Server's Change Database Server button to move the existing database into the new instance.

Upgrade preparation§

Before upgrading:

  • Review Microsoft's SQL Server in-place upgrade procedure (for example, Upgrade SQL Server).

  • Ensure that your current SQL Server version has the most recent service packs. Some upgrade paths require a minimum service pack (e.g., SQL Server 2008 SP2).
  • Confirm that your PDXpert system is compatible with the planned SQL Server instance. If your PDXpert system is no longer on a Maintenance, Support and Upgrade ("MSU") subscription, check with us to ensure it's compatible with the new SQL Server version you intend to install.

  • Confirm that you're upgrading to a SQL Server version that's compatible with (that is, at least equal to) your current SQL Server database instance. You cannot upgrade a 32-bit instance of SQL Server directly to native 64-bit. Refer to Microsoft's list of supported From/To upgrade paths.

    • Ensure that your server machine's hardware and software configuration meet the increased requirements for the SQL Server you will be using.

    • Windows Installer 4.5 is a prerequisite for SQL Server 2008 and higher. This may require a separate download for your operating system before running the SQL Server installer.
    • If you're not upgrading to a new version of Express, you must have the Microsoft installation media and product key for your new SQL Server edition.
  • All users should exit from their PDXpert client applications.

  • Disable any scheduled tasks (such as automated backups or materialized view scripts), ODBC clients, MRP transfers, and other external database connections.

  • Back up the current database. If you use the PDXpert Application Server to back up your database, you can use the Database without Library (*.bak) file option.

Upgrade process§

During an in-place upgrade, the SQL Server installer takes the PDXPERT instance off-line. Any active PDXpert clients will lose their connection, as well as any unsaved work.

Upgrade SQL Server Express version

If you're upgrading an older SQL Server Express — for instance, from Express 2008 to Express 2016 —, download the free Express installer. Select the correct architecture and language for your server, e.g., SQLEXPR_x64_ENU.exe:

You cannot use the SQL Server Express LocalDB (SqlLocalDB.msi) installer to upgrade an earlier SQL Server Express Edition.

Start the SQL Server installer, select Upgrade from SQL Server 2005, SQL Server 2008 SQL or Server 2008 R2 (or similar) and follow the instructions to upgrade the PDXPERT instance.

Upgrade SQL Server edition

If you're upgrading to a different edition of SQL Server (for example, from Express to Standard), refer to Microsoft's instructions for the edition you'll be installing.

Upgrade validation§

After upgrading:

  • Open the PDXpert Application Server console, and confirm that the new SQL Server engine is identified on the Information tab. For example: SQL Server 2012 SP1 Standard Edition (64-bit) (11.0.3393.0)

    If SQL Server is not identified, reboot the computer to start the SQL Server service.

  • Enable any disabled tasks or database connections.

  • Validate that users can log into the PDXpert client, find and open item records, and view or save file attachments.

If your PDXpert system has an active Maintenance, Support and Upgrade ("MSU") subscription, upgrade to the current PDXpert release after upgrading SQL Server.

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