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How to Manually Create the Microsoft® SQL Server® 2008 R2 (Standard Edition) ACT7 Instance

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Question: How do I manually create the Microsoft SQL Server 2008 R2 (Standard Edition) of the ACT7 instance?

Product:
Product Family: Act!
Product: Act! Premium, Act! Premium (access via web)
Version: 2011 through v17.0

Environment:
Engine: Microsoft SQL Server 2008 R2 (Express)
Third Party: Microsoft




Answer:

Important Note:</font color> SQL Server 2008 R2 Standard is only for use with Act! Premium. Act! Pro will not work with this version of SQL Server 2008 R2. For Act! Pro, you will need to install SQL Server 2008 R2 Express edition. If you are using Act! Pro, please see the following Knowledgebase article for instructions on how to manually install SQL Server 2008 R2 Express:

How to Manually Create the Microsoft® SQL Server® 2008 R2 (Express Edition) ACT7 Instance
Answer ID: How to Manually Create the Microsoft® SQL Server® 2008 R2 (Express Edition) ACT7 Instance


Note: The following information is provided as a convenience. Act! does not provide support for Microsoft Products. For more information on this topic, please visit Microsoft.com.

Note: To avoid additional steps, it is recommended that Act! be uninstalled before creating the ACT7 instance of SQL Server. If you do not wish to uninstall Act!, additional instructions can be found after the section on installing the ACT7 instance.


Important Note: We recommended that any other instances of SQL Server are stopped before manually installing the ACT7 instance. It is also recommended that if using Windows Server 2008 (any edition), that you also disable User Account Control (requires rebooting the server). Instructions to disable UAC are in the following Knowledgebase article:

How to Change or Disable User Account Control (UAC) in Windows® 7 & Windows Server® 2008
Answer ID: How to Change or Disable User Account Control (UAC) in Windows® 7 & Windows Server® 2008



Before attempting to install to SQL Server 2008 R2, do the following:

  1. Go to Microsoft.com and review to ensure your system meets the requirements for SQL Server 2008 R2:
    • Installation requirements.
    • System configuration checks.
    • Security considerations.
  2. Apply latest Windows® Updates for your installed version of Windows.
  3. You must be logged in as an Administrator for installation.

Creating a Microsoft SQL Server 2008 R2 instance for ACT!:

SQL Server 2008 R2 requires .NET Framework 3.5 Service Pack 1 and Windows Installer 4.5.

  1. Insert the DVD that contains the Microsoft SQL Server 2008 R2 media.
  2. Click Install Microsoft SQL Server 2008 R2.
  3. If the Microsoft SQL Server Setup dialog box appears, click OK to install the required components.
    1. At the .NET Framework 3.5 SP1 dialog box, select to accept the License Agreement. Click Install to start the install of this component.
    2. When the .NET Framework installation is complete, click Finish.
    3. If you do not have Windows Installer 4.5, the setup installs it. If you prompted to restart your computer, do so and invoke the installation process again.
  4. Next, the SQL Server Installation Center dialog box appears. Under Installation, click on New SQL Server stand-alone installation or add features to an existing installation.



  5. After the Setup Support Rules checks for any potential system issues, click OK.



  6. On the Product Key dialog box, the product key should be auto populated. Click Next to continue.



  7. When the License Terms dialog box appears, ensure that I accept the license terms is checked and click Next.
  8. On the Setup Support Files dialog box, click Install.



  9. Once the Setup Support Rules has finished the system check, click Next to continue.



  10. When the Feature Selection dialog box appears, check the Database Engine Services box and click Next.



  11. Enable the Named instance option, type ACT7 in the Instance name field, and then click Next.



  12. The Disk Space Requirements dialog box appears. Click Next to continue.



  13. From the Server Configuration page, do the following:
      1. On the Service Accounts tab, select NT Authority\System from the Account Name drop-down box for the SQL Server Agent and SQL Server Database Engine. Also ensure the Startup Type is set to Automatic for the Database Engine and SQL Server Browser.



      1. On the Collation tab, select Customize for Database Engine and ensure that ensure the Collation designator and sort order option is enabled and Latin1_General option appears in the field below. Only enable the Accent sensitive option for Sort order and press OK.



    1. After the settings have been made on both tabs, click Next to continue. The Database Engine Configuration dialog box appears.
  14. On the Account Provisioning Tab, do the following:
    1. Ensure the Mixed Mode (Windows Authentication and SQL Server Authentication) is enabled.
    2. Type a password in the Enter password and the Confirm password fields
    3. Under Specify SQL Server administrators, click Add Current User to add the current user account to the administrators list (you can also click Add or Remove to select specific user accounts)
    4. and then click Next.
  15. On the Error and Usage Reporting page, you can choose to automatically send error reports to Microsoft or to your corporate error-reporting server. You can also choose to send data about feature usage for SQL Server 2008 to Microsoft. Click Next to continue.
  16. A system check will proceed on the Installation Rules dialog box. Click Next to continue. The Ready to Install dialog box appears.



  17. Click Install and the Installation Progress will begin.



  18. When complete click Next. The Complete dialog box will appear.



  19. Click Close to finalize the installation
  20. Restart your computer.
  21. Ensure that the SQL Server Browse service is running. Use the following steps:
    1. Click the Windows Start button, and then click Run. The Run dialog box appears.
    2. Type services.msc in the Open field, and then click OK. The Services panel launches.



    3. Locate the SQL Server Browser entry from the Name column. If the Status column does not display Started right-click that entry, and then click Start from the shortcut menu, otherwise close the Services panel.
  22. Ensure that the Named Pipes and TCP/IP Protocols are enabled. Use the following Steps:
    1. Click the Windows Start button, point to All Programs (or Programs), point to Microsoft SQL Server 2008 R2, point to Configuration Tools, and then click the SQL Server Configuration Manager option. The SQL Server Configuration Manager dialog box appears.



    2. Expand the SQL Server Network Configuration entry in the left panel, and then click the Protocols for ACT7.
    3. Locate the Named Pipes entry from the Protocols Name column in the right-pane. If the Status column does not display Enabled, right-click the entry, and then click Enable from the shortcut menu.
    4. Locate the TCP/IP entry from the Protocols Name column in the right-pane. If the Status column does not display Enabled, right-click the entry, and then click Enable from the shortcut menu, otherwise close the SQL Server Configuration Manager dialog box.
  23. Proceed to one of the sections below that applies to your situation:



Act! is already installed: Connecting the SQL Server ACT7 instance to Act!

If Act! is already installed, please follow the steps below. Otherwise, please proceed to the section labeled Installing Act!.

Run SecurityCmdLnApp.exe with the new "SA" password

  1. Click the Windows Start button and select Run.
  2. The Run dialog box will appear. In the Open field type cmd and click OK. Windows Vista/7/Server 2008 users will type this command in the "Search" box on the Start menu.
  3. The Command Prompt window will appear. Type one of the following commands, depending on your version of Act! and your operating system:

    If you have a 32-bit Operating System:
    • Act! and Act! Premium: cd c:\Program Files\ACT\ACT for Windows
    • Act! Premium (access via web)cd c:\Program Files\ACT\ACT for Web

    If you have a 64-bit Operating System:
    • Act! and Act! Premium: cd c:\Program Files (x86)\ACT\ACT for Windows
    • Act! Premium (access via web): cd c:\Program Files (x86)\ACT\ACT for Web

    ...and press Enter.

    Image

  4. Type SecurityCmdLnApp.exe "xxxx" (include the quotes), where xxxx is the SA password you used in Step 14 when creating the ACT7 instance of SQL Server. Press Enter.
  5. After a few moments, the Command Prompt will return the C:\ prompt, indicating you have successfully connected to SQL. Close the Command Prompt.
  6. Launch Act!


Act! is not installed yet: Installing Act!


  1. Launch the installation, and click the option to Install Act! when the installation menu appears
  2. Proceed with the installation as normal and when prompted, enter the SA password you used in step 14 when creating the ACT7 instance of SQL Server

    Note: For instructions on how to install Act!, refer to the following knowledgebase article depending on your version of Act!:

    How do I install Act!?
    Answer ID How do I install Act!?

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