1. Copyright ®xSpring Pte Ltd, All rights reserved Versions AuthorDateDescription 1.0NBL2012/05First version. Modified from Enterprise edition.

2. Copyright ®xSpring Pte Ltd, All rights reserved Springlake BizFiles Professional Server Installation Guide (1)

3. Copyright ®xSpring Pte Ltd, All rights reserved Server Installation Guide (1) shows how to install the pre-requisite before installing Springlake BizFiles Professional Server – Install a database (SQL Server) – Setup ODBC data source for SQL Server It is assumed that an existing Springlake BizFiles Express Edition needs to be migrated/upgrade on the server.

4. Copyright ®xSpring Pte Ltd, All rights reserved Pre-Requisite Prior to installing/upgrading to Springlake BizFiles Professional Edition, we need to install a database server and setup an ODBC data source. Database Server – For Professional Edition, only MS SQL Server 2008 Express is supported. Can be downloaded from Microsoft’s website. – MS SQL Server 2008 requires Microsoft.NET Framework 3.5 which is already pre-installed on Windows 2008 but not for Windows 2003. – Note that the MS SQL Server 2008 32-bit installer can only be installed on 32-bit Windows OS and vice versa for 64-bit installer. ODBC Data Source – Need to setup after database is installed. For this training, will be using Windows 2008 64-bit VM and SQL Server 2008 Express 64-bit.

5. Copyright ®xSpring Pte Ltd, All rights reserved Pre-Requisite MS SQL Server 2008 Express is needed to store the users, roles, permissions, content metadata, audit trails and some other system information A database user is also needed to access the database. In the following slides, we will show how to install and setup SQL Server 2008 Express – For the most part, default SQL Server 2008 settings will be used during installation. – The SQL Server Management Studio tool will also be installed.

6. Copyright ®xSpring Pte Ltd, All rights reserved Installing SQL 2008 Express Start the SQL Server 2008 Express installer (SQLEXPRWT_x64_ENU.exe) Choose “New Installation”

7. Copyright ®xSpring Pte Ltd, All rights reserved Installing SQL 2008 Express Keep default setting Rectify error, if any

8. Copyright ®xSpring Pte Ltd, All rights reserved Installing SQL 2008 Express Keep default setting

9. Copyright ®xSpring Pte Ltd, All rights reserved Installing SQL 2008 Express Choose “Mixed Mode” authentication Set password for “sa” user. Do NOT forget password

10. Copyright ®xSpring Pte Ltd, All rights reserved Installing SQL 2008 Express Installation in progress… Installation completed.

11. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup Start the SQL Server Management Studio

12. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup The server name is \SQLEXPRESS Choose “SQL Server Authentication” Login using the “sa” user Login to SQL Server 2008 Express

13. Copyright ®xSpring Pte Ltd, All rights reserved Installation Paths Next step: (Make sure all users has already log out from Springlake BizFiles Express Edition before starting) 1.Detach the existing Springlake BizFiles Express Edition database from SQL Server 2008 Express 2.Copy the database files (SL6CD.mdf and SL6CD_log.ldf) from the computer to the server. Attached the Springlake BizFiles database 3.Create 1 database user for Springlake database

14. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 1. To detach a database: Look for the SL6CD database. Right-click and select [Tasks->Detach] menu

15. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 1. To detach a database: Select [Drop Connections] checkbox. Click on [OK] to detach this database

16. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 1. To detach a database: After successfully detaching the database, copy the sl6cd.mdf and sl6cd_log.ldf files to the new server. The database [SL6CD] mdf and ldf files.

17. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: Right-click on the [Database] node and select [Attach…] It is assumed that the database file has already been copied to the new server.

18. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: Click on [Add] button to attach a database

19. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: Select the database to attach.

20. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: The selected database is displayed here. Click [OK] to attach the database.

21. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: The selected the database is attached.

22. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: Right-click on the “sl6” node and select [Delete] Open the “SL6CD” database node until the Security- >Users->sl6. We need to delete the existing user first before creating new user

23. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 2. To attach a database: Click on [OK] to delete the user.

24. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 3. To create a new database login user: Right-click on the [Login] node under [Security] and select [New Login]

25. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 3. To create a new database login user: Set login name as “sl6” and password “springlake” Set the default database to “SL6CD” Uncheck the [Enforce password policy] checkbox. Set the new user to use “SQL Server Authentication”

26. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 3. To create a new database login user: Click on “Server Roles”. Set the minimum Server Roles as “public” and “dbcreator”

27. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 3. To create a new database login user: Select the attached database and set role membership as “db_owner” and “public” Click on [OK] button to create the user. Click on [User Mapping page.

28. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (A) 3. To create a new database login user: The newly created database user “sl6”

29. Copyright ®xSpring Pte Ltd, All rights reserved ODBC Data Source Springlake server connects to the database via ODBC Therefore, the matching ODBC driver for the database needs to be installed. For SQL Server 2008, it is already pre-installed. The ODBC data source needs to be created.

30. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source Start the ODBC Data Source Administrator

31. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source Select the SQL Server driver Create the ODBC Data Source under the [System DSN] tab

32. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source Specify the data source name e.g. Springlake Specify the SQL Server name e.g. localhost\SQLEXPRESS

33. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source Use SQL Server authentication Specify the SQL Server login ID and password created earlier

34. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source Make sure the default database is selected

35. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source Use the default settings Click on [Finish] to create the data source.

36. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source The data source is created successfully. You can test it by clicking on the [Test Data Source] The data source tested successfully.

37. Copyright ®xSpring Pte Ltd, All rights reserved Configure ODBC Data Source The new data source created under [System DSN].

38. Copyright ®xSpring Pte Ltd, All rights reserved Data Files Copy the data files from the old BizFiles Express edition data directory (default is C:\Program Files (x86)\SL6\data ) to the new server. Then, set the data path to this new path using the Server Configuration tool.

39. Copyright ®xSpring Pte Ltd, All rights reserved