For a full series of documentation and an installation guide by Microsoft, see the link below:
Microsoft's SQL Server Installation Guide
This guide is intended to direct PSIsafe Administrators in preparing their machine to host a PSIsafe On-Premise Server. A SQL Server is required to operate a PSIsafe Server.
SQL and PSIsafe
Microsoft's SQL Server is the backbone of PSIsafe's metadata management. SQL Servers are recognized across the data management industry as a leading solution for storing and managing large amounts of indexed data. Tables within SQL Databases house the indexing information stored and displayed within PSIsafe, and pairs each set of metadata with its corresponding files housed on the data storage volume of your choice. It's important to note that none of your stored content is housed within your SQL database, only the associated metadata.
Location of the SQL Server
SQL Servers may be hosted on the machine running your PSIsafe Server, or on any machine to which the PSIsafe Server can establish a valid connection. This could be intra-network, over VPN, or in a cloud-hosted environment of your choosing. It's important to note that the machine hosting PSIsafe must have communication access over a network for the following SQL Protocols to complete a PSIsafe Server installation:
Port exceptions are an essential part of the PSIsafe Server installation. Please expand the section below and add the port exceptions if you have not already done so.
Port Exceptions
Port Exceptions
PSIsafe uses the following ports:
(Add Inbound and Outbound entries)
| TCP/IP | UDP |
|
|
Install New SQL Instance
To proceed with your SQL installation, expand any of the sections below that apply to your scenario:
Installing SQL Server Express
Install SQL Server Express on New Server
- Download the latest SQL compatible with PSIsafe via the Microsoft SQL Download portal:
Microsoft SQL Server Download Page
(Select SQL Express or SQL Standard depending on your installation type and purchased licensing.) - Unblock the downloaded installer, Run as Administrator, and Click "Download Media" on the resulting GUI for the SQL Server Installer:
- This will download the SQL Server Installation Center to the specified location:
- Click "Download" and then open the download location via the installer or manually browse there in Windows Explorer once the download is complete:
-
Run the downloaded executable after being sure to unblock and “Run as Administrator”.
- Open the folder containing the downloaded install files, and run the installer exe.
- Select Yes, to allow the install application to make changes.
- You can now set a directory for extracting the SQL Express installation files. Click Ok to begin extracting the files. The installer with autorun after prepared.
- Click on New SQL Server stand-alone installation or add features to an existing installation.
- Select the box for I accept the license terms. Select Next.
- Select the box for Use Microsoft Update to check for updates. Select Next
(Screen Optional)
- Windows Firewall may throw a warning -- this is okay for now. Select Next.
- Leave the defaults for Feature Selection. Select Next.
- Rename the Named instance: to PSIsafe and the Instance ID: to PSISAFE, then select Next.
- Change the SQL Server Browser Startup Type to Automatic. Select Next.
- Change the Authentication Mode to Mixed Mode set password to Admin-01. Select Next.
- Now wait for the installation to complete. (5-10 minutes minimum)
Your SQL installation is complete. Now, you can move on to installing SQL Server Management Studio (SSMS):
SSMS Installation
To download SQL Server Management Studio (SSMS), see the following link from Microsoft:
Download SQL Server Management Studio
- Open the download folder and run the SQL Server Management Studio installer typically titled SSMS-Setup-ENU.exe.
- Select Yes, to allow the install application to make changes.
- Select Install to begin.
- All specified components have been installed, select Close.
Configuring SQL Server for PSIsafe
Some configuration changes are necessary in SQL Server Configuration Manager to ensure PSIsafe can communicate properly over the network. Perform the following configuration adjustments:
- Type in "Configuration Manager" to the start menu to bring up the SQL Server Configuration Manager. You can also browse directly to the Path:
(C:\Windows\SysWOW64\SQLServerManagerXX.msc) -
Set TCP/IP to Enabled
-
Select the Database we just created during the SQL Server Express installation process under
“SQL Server Network Configuration”. -
Highlight “Protocols for [Instance Name]”.
-
Right-click on “TCP/IP” and click “Enable”.
- In some environments and installations, you may need to enable “Named Pipes” as well.
- Click OK on the warning:
- Restart the SQL Server (PSISAFE) Service by right-clicking on SQL Server and selecting Restart.
- If the process was missed during installation, set the logon type for “SQL Server Browser” under the SQL Server Services tab to “Automatic”.
Upgrading from SQL Express to SQL Standard
See the Microsoft Licensing page for more information on SQL Express vs. Standard features and pricing.
Performing an upgrade for your SQL Express installation is accomplished via the same installer used for deploying a new installation. On the installer's selection screen, select the Maintenance tab on the left-hand side. Then, select "Edition Upgrade"
You will be prompted to enter your purchased Microsoft SQL Standard Key, and afterwards the installation upgrade process will complete automatically.
Configuring an Existing SQL installation for PSIsafe
If you have a SQL Installation already in use, then the configuration changes performed during the installation can be done in the following ways:
- Perform all SQL Server Configuration Manager changes listed under the "Configuring SQL Server for PSIsafe" section above.
- Open SSMS and log in as either an authorized user or the sa account.
- Right-click on the Instance Name (the very top line in Object Explorer) and select "Properties"
- Under the Security Section and Server Authentication, Select "SQL Server and Windows Authentication Mode".
- Under Connections, Select the box "Allow Remote Connections to this server".
- This completes the configuration changes necessary for an existing SQL installation.
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