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

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You have ACT! by Sage Premium 2010 that you would like to install on one of the supported Windows® Server Operating Systems. You would prefer to install the Microsoft SQL Server 2008 (Standard Edition) instance for ACT! manually.

Note: Sage is providing instructions on how to create a SQL Server instance for ACT! when Microsoft SQL Server 2008 Standard Edition is already installed. In order to deploy these instructions, you must have a valid license from Microsoft for a copy of SQL Server 2008 that permits multiple instances (such as the Processor Licensing Model). To read more about Microsoft’s licensing options for SQL Server 2005 and make sure that the type of license you have permits deployment of ACT! in this manner, go to Microsoft.com.

Note: The following information is provided as a convenience. Sage does not provide support for Microsoft Products. For more information on this topic go to 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 (section entitled: Run SecurityCmdLnApp.exe with the new "SA" password).

Important Note: We recommended that any other instances of SQL Server are stopped while manually installing the ACT7 instance.

This document will provide detailed steps on how to create a Microsoft SQL Server 2008 instance for ACT! and the installation process for ACT!:

Before attempting to install to SQL Server 2008, do the following:
  1. Go to Microsoft.com and review to ensure your system meets the requirements for SQL Server 2008:
    • 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 instance for ACT!:

SQL Server 2008 requires .NET Framework 2.0 Service Pack 2 and Windows Installer 4.5. Windows Vista® computers require .NET Framework 3.5 Service Pack 1.
  1. Insert the DVD that contains the Microsoft SQL Server 2008 media.
  2. Click Install Microsoft SQL Server 2008.



  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.



    2. 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.



    3. 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 ActbySage1! in the Enter password and the Confirm password fields (you may use a different password if you choose)
    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, 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.

STOP:
If ACT! by Sage is already installed, please follow the steps below. Otherwise, please proceed to the section labeled Installing ACT! by Sage.

Run SecurityCmdLnApp.exe with the new "SA" password

  1. Right-click the SecurityCmdLnApp.exe file attachment located at the bottom of this document and select copy.
  2. Launch My Computer and click Local Disk C:
  3. Open the Program Files folder and locate and open the ACT folder.
  4. Open the ACT for Windows folder.
  5. Click Edit and select Paste. The following Confirm File Replace dialog box will appear:


  6. Image

  7. Click Yes to confirm the copy. Close My Computer.
  8. Click the Windows Start button and select Run.
  9. The Run dialog box will appears. In the Open field type cmd and click OK. Windows Vista and Server 2008 users will type this command in the "Search" box on the Start menu.
  10. 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! for Web: cd c:\Program Files\ACT\ACT for Web

    If you have a 64-bit Operating System (ACT! 2009/2010 only):
    • ACT! and ACT! Premium: cd c:\Program Files (x86)\ACT\ACT for Windows
    • ACT! for Web: cd c:\Program Files (x86)\ACT\ACT for Web

    ...and press Enter.


  11. Image

  12. 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.
  13. After a few moments, the Command Prompt will return the C:\ prompt, indicating you have successfully connected to SQL Server. Close the Command Prompt.
  14. Launch ACT!
Installing ACT! by Sage

  1. Place your ACT! installation DVD into your CD-ROM drive. The main menu will automatically loads.
  2. Click the Install ACT! by Sage Premium 2010 option. The InstallShield Wizard message appears.


     
  3. When the InstallShield Wizard is complete, the System Check will process:



  4. Enter the sa password from Step 14 above when prompted with the following dialog box and press OK.



  5. When the install is ready to proceed, the ACT! Premium - Regional Version dialog box appears



  6. Select the appropriate region, and then click Next. The ACT! Premium - License Agreement dialog box appears:



  8. Review the License Agreement. If you agree to the terms and conditions as stated above click Accept. The ACT! Premium Setup - Choose Destination Location or the ACT! Premium - Type of Install dialog box appears.

    Image

  9. If you select Typical and click Next, ACT! will install in its default location. Selecting Custom will allow you to modify the installation path and other settings. For Custom, select the box and click Next. The ACT! Premium - Destination Folder dialog box appears:


  10. Image

  11. Click Next to accept the default directory. You may click the Browse button to install ACT! into a different location if desired, however, this is not recommended. The ACT! Premium - Who Can Use ACT! dialog box appears.

    Image


  13. Enable the appropriate Specify who can use ACT! on this computer option, and then click Next:
    • Anyone who uses this computer - all users that log onto the computer will be able to use ACT! (recommended).
    • Only me - only the current user logged into windows will be able to use ACT!.

    The ACT! Premium - Start Menu dialog box appears.



  15. Take note of the Program Folder name. Although you can enter a different folder name or choose from a list of Existing Folders, it is recommended that you simply note the default folder and click Next. The ACT! Premium - Convert ACT! E-mail dialog box appears.



    ACT! Premium - ACT! Icons dialog box appears:

    Image



  17. After clicking Next, the installation process begins and the following Installing Microsoft SQL Server 2005 progress indicator appears.


  18. The following ACT! installation progress indicator appears:



  19. When the installation is near completing, the following message appears:



  20. Once the installation complete, the following ACT! Premium - ACT! Install Complete dialog box appears:




  22. Enable any of the desired options and click Finish to complete the installation.

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