Below are instructions to install SQL Express with the minimum amount configuration needed.  SQL and SQL Express have numerous options and features that can be used with and on a Tricerat database, but those items are beyond the scope of this article.

SQL Express Download Link: https://www.microsoft.com/en-us/download/details.aspx?id=55994

New SQL Express Server with Internet Access

The following instructions are for a new SQL Express server installation on a machine with internet access.  If your planned SQL server machine does not have internet access, skip to the offline instructions below.

  1. Run the installer as an Administrator for a local source (SQL should not be installed from a network location).
  2. Select the Custom installation type, then choose an appropriate install directory.
  3. The installer will download and extract additional setup files.
  4. At the SQL Installation Center, selected New SQL Server installation.
  5. Accept the license terms and click Next.
  6. If you want, select the Use Microsoft Update option and click Next.
    1. If selected, wait for Microsoft Update to check and Install updates (can be skipped).
  7. The SQL installer will than run a rule check.
    1. If needed, review rules that Failed or Warn.
  8. Click Next.
  9. In the Feature Selection menu, all Tricerat needs is Database Engine Services and Client Tools Connectivity. All other features can be excluded, but it is recommended to review each feature and select the ones needed for your environment.
  10. Review the Features' install directories and click Next.
  11. Choose an Instance name (or use the default) and click Next.
  12. Review authentication account names and passwords for the SQL service accounts. The default values will work with Tricerat.
  13. In the Engine Configuration menu, on the Server Configuration tab, make sure you select the Mixed Mode radio button under Authentication Mode, the create a (sa) account and password. The additional tabs in the Engine Configuration menu do not need to be changed from their default values, but feel free to review those settings.
  14. Specify additional SQL server administrators if needed, then click Next.
  15. The SQL installer will run a final rule check and proceed to install the features.
  16. Once the SQL server and features complete installation, click Finish.

New SQL Express Server Without Internet Access

The following will prepare an offline installer package to be use on planned SQL server machines without internet access.

  1. Download the pre-installer from the link above to a workstation with internet connection.
  2. Run the pre-installer as an Administrator.
  3. Select the Download Media installation type.
  4. Select the Express Core package and click Download
    1. Tricerat only needs the feature in the Express Core package. However, your environment may need some additional features (like text or reporting services).  If that is the case, then you will need to download the Express Advanced package.
  5. This will download an offline installer.
  6. Once the download finishes, click Open folder to open the containing directory
  7. Move this file to a local directory on the planned SQL server machine.
  8. Run the installer as an Administrator. This will prompt you to extract the files.
  9. The SQL Server Installation Center should open automatically but if it doesn’t, you can run SETUP application from the extracted directory from the previous step.
  10. Proceed to step 4 in the Online instructions above.

SQL Server Configuration for Access:

    SQL Configuration

  1. Open SQL Server Configuration Manager
    1. SQL Server Services in the left navigation pane
  2. Verify that SQL Server is running
    1. Also, make note of the SQL Instance name (in parentheses)
  3. If available, Select Server Network Configuration (32bit) -> Protocols for [Instance Name]
    1. If there are Items for this object, verify that they are all enabled
  4. Select SQL Native Client Configuration (32bit) -> Client Protocols
    1. Verify all items are enabled
  5. If available, Select Server Network Configuration -> Protocols for [Instance Name]
    1. If there are Items for this object, verify that they are all enabled
  6. Select SQL Native Client Configuration (32bit) -> Client Protocols
    1. Verify all items are enabled
  7. Select SQL Server Services in the left navigation pane and restart the SQL Server service
  8. Open the services.msc console and restart the SQL Server service.

    Window Firewall Configuration:

  1. Open the Windows Firewall with Advance Security
  2. Select Inbound Rules -> New Rule and create the following Rule
    1. Rule Type: Program
    2. Program: Browse to “%ProgramFiles%\Microsoft SQL Server\MSSQL14.SQLEXPRESS\MSSQL\Binn\sqlservr.exe” (default install directory, yours may be different)
    3. Action: Allow connection
    4. Profile: Select all that apply
    5. Name: Give the Rule a name and description
  3. Click Finish - This will allow inbound access to the SQL application.
  4. Create new Inbound Rule
    1. Rule Type: Port
    2. Ports: TCP for ports 1433, 1434
    3. Action: Allow connection
    4. Profile: Select all that apply
    5. Name: Give the Rule a name and description
  5. Click Finish – This will open required SQL ports
  6. Optional - Create Inbound Rule
    1. Rule Type: Program
    2. Program: Browse to “%ProgramFiles% (x86)\Microsoft SQL Server\90\Shared\sqlbrowser.exe” (default install directory, yours may be different)
    3. Action: Allow connection
    4. Profile: Select all that apply
    5. Name: Give the Rule a name and description.
  7. Click Finish - This will allow inbound access to the SQL Browser service which makes the SQL server discoverable on the network.  This is an optional Rule; SQL Browser is not needed for the application to work correct but will make network configuration of SQL easier.

At this point, you SQL Express server is ready, and you may proceed with your Tricerat installation.


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