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Installation Guide: Using Microsoft SQL Server 2008 Express Edition

This example installation guide steps you through the process of installing Database Edition of Baslogue® using the latest free edition of Microsoft SQL Server - the 2008 Express Edition.  It assumes the following:

You may wish to print this page and have it handy to refer to during the installation process.

The actions that you have to perform are prefixed with ACTION: below.

This guide includes the following steps:

 

Step 1 - Download and Install Microsoft SQL Server 2008 Express Edition

ACTION:  Log on to the btserver computer as a user with Administrator rights.

ACTION:  Launch Internet Explorer and load the following website.  DO NOT click on the "Install it Now!" button - read below for detailed installation instructions.

    http://www.microsoft.com/express/sql/download/

We want to install the Runtime and the Management Tools.

IMPORTANT:  Service Pack 1 for SQL Server 2008 has been released.  If you install the Runtime on its own, this will include Service Pack 1.  However, the combined Runtime with Management Tools installation does NOT include Service Pack 1.  So to avoid having to apply Service Pack 1 after installation, the easiest way to install is to first install the Runtime on its own, then come back and install the Management Tools separately.
 


  

ACTION:  Launch the Runtime installation by clicking on Install.

Depending on what you already have installed on your computer, you will be guided through installing some necessary prerequisites - such as the Microsoft Web Platform installer, .NET 2.0 Framework, etc...  Simply follow the prompts as required until you get to the core SQL Server installation - see below. 
 


  

ACTION:  Click Install to install the runtime using the recommended defaults.
 


  

Depending on what you already have installed on your computer, you may see some dependencies listed for installation (see above). 

ACTION:  Click I Accept to install the runtime including the required dependencies and proceed to the next screen
 


  

You are now asked to choose what authentication mode you would like to use.  By default "Mixed Mode Authentication" is selected, but we do not need mixed mode for - Baslogue® uses Windows Authentication.

ACTION:  Select Windows Integrated Authentication and click Continue.

The installation wizard will now proceed to download and install the required software.  Depending on the speed of your Internet Connection this may take a while.

ACTION NOTE:  You may be asked if you want to restart your computer during installation (e.g. after installing the .NET Framework 3.5 SP1).  Answer YES - the installation will continue automatically after the computer has been restarted.

When the installation is complete, you should receive a screen like the following, depending on prerequisites installed. 
 


  

ACTION:  Click "Finish" to complete the installation, then click "Exit" to close the installer.

ACTION:  Launch Internet Explorer and return to the following website:

    http://www.microsoft.com/express/sql/download/

ACTION:  This time, launch the Management Tools installation by clicking on Install.

You should be presented with a screen that looks like this:
 


  

ACTION:  Click Install to install the Management Tools using the recommended defaults.

You should now see the following (the dependencies may differ on your system):
 


  

ACTION:  Click I Accept to install the Management Tools including the required dependencies and proceed to the next screen

As before, the installation wizard will now proceed to download and install the required software.  Depending on the speed of your Internet Connection this may take a while.

ACTION NOTE:  As before, you may be asked if you want to restart your computer during installation.  Answer YES - the installation will continue automatically after the computer has been restarted.

When the installation is complete, you should receive a screen like the following, depending on prerequisites installed. 
 


  

ACTION:  Click "Finish" to complete the installation, then click "Exit" to close the installer.

ACTION:  It is highly recommended that you run Windows Update now and apply all critical updates for the software installed above.  Windows Update can be found from the main Windows menu, or from the Windows Control Panel.

(Go Back to the Index)

 

Step 2 - Create a New Database

You should still be logged on to the btserver computer using the same user as above.

ACTION:  Go to the Windows Start menu and launch "Microsoft SQL Server 2008 | SQL Server Management Studio"

You should see a login screen like the following:
 


  

ACTION:  Take note of the "Server Name" as you will need this later.  The example above is "BTSERVER\SQLEXPRESS"

ACTION:  Click "Connect" to login

You will see a screen like the following:
 


  

ACTION:  Right-click where it says "Databases" and select "New Database" (see below)
 


  

ACTION:  In the "Database name" field, type in the name of the new database - in this example it is called it "BASLOGUE"
 


  

ACTION:  Click "OK" to create the database. 

ACTION:  Confirm the database has been created by expanding on the "Databases" node (see below)
 


  

ACTION:  Close Management Studio by selecting "File | Exit" or by using the close button at the top right of the window.

(Go Back to the Index)

 

Step 3 - Install the Baslogue Server

You should still be logged on to the btserver computer using the same user as above.

ACTION:  Launch Internet Explorer and navigate to the following web page:

    http://www.baslogue.com/download.html

ACTION:  Click on "Download - Baslogue Server Setup" and select "Run" (or "Save" to your harddrive and launch the Setup)

You should see the following dialog (the version number may be different to what is shown below):
 


  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Select Destination Location dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Select Start Menu Folder dialog.  We will install to the default folder.

ACTION:  Click on "Next >" to install to the default Start Menu Folder.

You will now see the Select Additional Tasks dialog.  We will create a desktop icon.

ACTION:  Select the checkbox "Create a desktop icon", then click "Next >".

You will now see the Ready to Install dialog.  We will create a desktop icon.

ACTION:  Click "Install" to begin the installation.

The installation will only take a few seconds.  When you are finished you should see the following dialog:
 


  

The checkbox "Launch Baslogue Administration Wizard" should already be checked.

ACTION:  Click "Finish" to close this setup, and to launch the Baslogue Administration Wizard.

(Go Back to the Index)

 

Step 4 - Configure the Baslogue Server

The Baslogue Administration Wizard should have been already started at the end of the previous step.  You may need to minimise other windows to find the wizard.  If it is not running, start it from the Windows Start Menu at "Baslogue (Database Edition) | Baslogue Administration Wizard". 

You should see a dialog like this:
 


  

ACTION:  Click on "Next >" to continue

You will now see the Database Connection dialog.  You will need the Server Name that you noted down earlier, plus the name of the database that you created earlier.

ACTION:  Select Microsoft SQL Server and enter in the Server Name and Database Name - in this example our Server Name is "BTSERVER\SQLEXPRESS" and our Database Name is "BASLOGUE".
 


  

ACTION:  Click on "Next >" to continue.  Note: It may take a few seconds to proceed to the next screen while a connection to the database is established.

Assuming a successful connection is made to the database, you should now be on the Run Database Script screen.  This screen is where all of the database tables are created, and the Standard Report Layouts are imported.

ACTION:  Click on "Run Script" to set up the database. 

This should only take a few seconds.  The screen should now look like this:
 


  

ACTION:  Click on "Next >" to continue. 

You will now see the Licensing screen.
 


  

ACTION:  If you have already purchased a license, enter your license details here exactly as they are given in your license email.  It is recommended that you copy and paste the information from the email - there are "paste" buttons next to each Serial Number which allows you to paste the entire Serial Number in one go.  If you have not yet purchased a license, click on "Enter license details later".

ACTION:  Click on "Next >" to continue. 

You will now see the Configure Windows Service screen.
 


  

Because we are running the database on the same computer as the Baslogue® Server, we can use the Local System account.  If the database was on another computer, we would need to use a named user which has been granted permissions to the database.  See the online help for Configuring the Windows Service for more information.

The default Port Number of 9000 should be OK in most instances.  If you know that you have another service that is listening on this port, then you can choose another port number and enter it in here.

ACTION:  Click on "Next >" to accept the default values.  Note: It may take a few seconds to proceed to the next screen while the service is installed and configured.

ACTION:  Click on "Exit this Wizard" and then "Exit" to close the Baslogue Administration Wizard.

Congratulations!  The Baslogue Server and Database is now successfully installed and running!

(Go Back to the Index)

 

Step 5 - Install the Baslogue Client on the First Client Computer

ACTION:  Log in to the client computer using a Windows user that is an Administrator on that computer.

ACTION:  Launch Internet Explorer and navigate to the following web page:

    http://www.baslogue.com/download.html

ACTION:  Click on "Download - Baslogue Client Setup" and select "Save" and save the setup file to a location on your local network for later use.  Now navigate to the saved setup via Windows Explorer or My Computer and launch it by double-clicking the setup.

You should see the following dialog (the version number may be different to what is shown below):
 


  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Select Destination Location dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Select Start Menu Folder dialog.  We will install to the default folder.

ACTION:  Click on "Next >" to install to the default Start Menu Folder.

You will now see the Select Additional Tasks dialog.  We will create a desktop icon.

ACTION:  Select the checkbox "Create a desktop icon", then click "Next >".

You will now see the Ready to Install dialog.  We will create a desktop icon.

ACTION:  Click "Install" to begin the installation.

The installation will only take a few seconds.  When you are finished you should see the following dialog:
 


  

The checkbox "Launch Baslogue Client" should already be checked.

ACTION:  Click "Finish" to close this setup, and to launch the Baslogue® Client.

The Baslogue® Client should now be started.  You may need to minimise other windows to find the welcome screen.  If it is not running, start it from the Windows Start Menu at "Baslogue (Database Edition) | Baslogue". 

You should see a dialog like this:
 


  

ACTION:  Click on "Next >" to continue

You will now see the Connection Information dialog.  This is where we tell the Baslogue® Client how to connect to the Baslogue® Server that we installed in previous steps.  Enter the name of the computer where the Baslogue® Server is install, and the Port Number that the Baslogue® Server is listening on.  In our example above, the name of our server is "btserver" and we kept the default Port Number of "9000".
 


  

ACTION:  Enter the Server Name and leave the default Port Number as-is, then click on "Next >" to continue.  Note: It may take a few seconds to proceed to the next screen while a connection to the server is established.

What to do if you cannot connect to the Server?

If you have made a successful connection to the Baslogue® Server, you will see one of two things.  If you have skipped entering license information when configuring the server, you will get the following dialog:
 


  

This means that a successful connection has been made to the Baslogue® Server, but that the license information is invalid.  If this is what you get, then this is as far as you can go until you purchase a license for the Database Edition of Baslogue®.  But having come this far means that you have confirmed that you have all of the hardware and software required to run the Database Edition of Baslogue®.

Once you have purchased a license, you will need to log on to the server computer and run the Baslogue® Administration Wizard and select Modify License Information and enter your license details.  Then you can come back to the client computer and re-run the Baslogue Client by going to the Windows Menu at "Baslogue (Database Edition) | Baslogue".  This should display the Welcome Dialog again (as above), and then take you directly to the following dialog.

If you have already entered your license information during initial installation of the Baslogue® Server, you should now be at the following dialog:
 


  

ACTION:  Click on "Next >" to continue

You will now see the Display Options dialog.  Follow the instructions on this dialog.  You can come back to this dialog at a later time by selecting "Setup | Display Options" from the main menu in Baslogue®.
 


  

ACTION:  Make your selections as desired, and click on "OK" to continue

You will now see the Setting Up Users dialog.  This is an information screen only, explaining that the Windows User that you are currently logged on as has been made the Super User.  This can be changed later by selecting "Setup | User Security" from the main menu in Baslogue®.
 


  

ACTION:  Click on "Next >" to continue

You will now see the Getting Started... dialog.  This gives you the opportunity to review some documentation about how to perform the most common tasks in Baslogue®.  Click on any of the links provided to read further. 
 


  

ACTION:  When you are done reading the documentation provided, click on "OK" to continue

You will now be at the main screen of Baslogue® ready to start using it.

Congratulations!  You have finished the installation of the Baslogue® Client on the first client computer!

(Go Back to the Index)

 

Step 6 - Install the Baslogue® Client on Other Client Computers

(perform this step for each additional client computer that you want to run the Baslogue® Client from)

 
ACTION:
  Log in to the next client computer using a Windows user that is an Administrator on that computer.

ACTION:  Navigate to the Client Setup file that you saved in Step 5 via Windows Explorer or My Computer and launch it by double-clicking the setup.

You should see the following dialog (the version number may be different to what is shown below):
 


  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Select Destination Location dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Select Start Menu Folder dialog.  We will install to the default folder.

ACTION:  Click on "Next >" to install to the default Start Menu Folder.

You will now see the Select Additional Tasks dialog.  We will create a desktop icon.

ACTION:  Select the checkbox "Create a desktop icon", then click "Next >".

You will now see the Ready to Install dialog.  We will create a desktop icon.

ACTION:  Click "Install" to begin the installation.

The installation will only take a few seconds.  When you are finished you should see the following dialog:
 


  

The checkbox "Launch Baslogue Client" should already be checked.

ACTION:  Click "Finish" to close this setup, and to launch the Baslogue® Client.

The Baslogue® Client should now be started.  You may need to minimise other windows to find the welcome screen.  If it is not running, start it from the Windows Start Menu at "Baslogue (Database Edition) | Baslogue". 

You should see a dialog like this:
 


  

ACTION:  Click on "Next >" to continue

You will now see the Connection Information dialog.  This is where we tell the Baslogue® Client how to connect to the Baslogue® Server that we installed in previous steps.  Enter the name of the computer where the Baslogue® Server is install, and the Port Number that the Baslogue® Server is listening on.  In our example above, the name of our server is "btserver" and we kept the default Port Number of "9000".
 


  

ACTION:  Enter the Server Name and leave the default Port Number as-is, then click on "Next >" to continue.  Note: It may take a few seconds to proceed to the next screen while a connection to the server is established.

You will now see the Getting Started... dialog.  This gives you the opportunity to review some documentation about how to perform the most common tasks in Baslogue®.  Click on any of the links provided to read further. 
 


  

ACTION:  When you are done reading the documentation provided, click on "OK" to continue

You will now be at the main screen of Baslogue® ready to start using it.

Congratulations!  You have finished the installation of the Baslogue® Client! 

(Go Back to the Index)

 

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