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 Springlake BizFiles Professional Edition is being installed for the first time 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: 1.Create a new database for Springlake BizFiles 2.Create 1 database user and assign the database user to the newly created database If upgrading from Springlake BizFiles Express Edition, follow the steps in the slide 2.0 Springlake BizFiles Professional Server Installation Part 1 (Upgrade from Express Edition).pptx

14. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) 1. To create a new database: Right-click on the [Database] node and select [New Database]

15. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) Give the database a name e.g “Springlake” 1. To create a new database:

16. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) Change the path of the database files (e.g. D:\SQLDATA) Click on [OK] button to create the database. 1. To create a new database:

17. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) The newly created database “Springlake” 1. To create a new database:

18. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) Right-click on the [Logins] node under [Security] node and select [New Login…] 2. To create a new database login user:

19. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) Set login name as “sl6” and password “springlake” Set the default database to “Springlake” Uncheck the [Enforce password policy] checkbox. Set the new user to use “SQL Server Authentication” 2. To create a new database login user:

20. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) 2. To create a new database login user: Click on “Server Roles”. Set the minimum Server Roles as “public” and “dbcreator”

21. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) Select the Springlake database and set role membership as “db_owner” and “public” Click on [OK] button to create the user. Click on [User Mapping page. 2. To create a new database login user:

22. Copyright ®xSpring Pte Ltd, All rights reserved Database Setup (B) The newly created database user “sl6”

23. 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.

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

25. 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

26. 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

27. 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

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

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

30. 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.

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

32. Copyright ®xSpring Pte Ltd, All rights reserved