FAQ: Changing to MSDE / MS SQL Server database

Switching to MSDE with a new MSDE engine

• Download powerDOCUMENTS database conversion tool.
  As you want to install a new MSDE engine you will need the big download set: http://www.powerdocuments.com/powerdocuments-dbconverter-withmsde-setup.exe It contains the MSDE installer.
  
  
• Start the database conversion tool
  The download set is a self extracting archiv. It will unpack to a folder and automatically start the tool.
  
  
• Install MSDE engine
  In the database conversion tool you select
       Preparations > Install MSDE
  from the menu.
  
  This will start the MSDE installer. The installer will install MSDE completely automatically. You simply have to wait for the installer to finish.
  
  
• Enable MSDE network access
  As you will want to access this database from all machines running powerDOCUMENTS you need to enable MSDE network access.
  
  This has to be done manually from a small MSDE config utility. The database converion tool will start this utility for you. See "Enable MSDE network access" for details.
  
  
• Create the database
  In the database conversion tool you select
       Preparations > Create MSDE / MS SQL Server Database
  from the menu.
  
  This will start the database initializatíon. You can follow the steps provided by this wizard. See "Create the database" for details.
  
  
• Convert data
  If you want to convert data from an existing database you can run this from the main screen of the conversion tool. See " FAQ: Convert database between database types" for details.

Switching to MSDE / MS SQL Server with an existing database engine

• Name or IP address of the database server
• Name of the database instance to be used
• Name of a database user who is allowed to create a new database and a new database user (usually this is 'sa')
• Password for this user

• Download powerDOCUMENTS database conversion tool.
  As you do not want to install a new MSDE engine you can take the small download set: http://www.powerdocuments.com/powerdocuments-dbconverter-setup.exe
  
  
• Start the database conversion tool
  The download set is a self extracting archiv. It will unpack to a folder and automatically start the tool.
  
  
• Create the database
  In the database conversion tool you select
       Preparations > Create MSDE / MS SQL Server Database
  from the menu.
  
  This will start the database initializatíon. You can follow the steps provided by this wizard. See "Create the database" for details.
  
  
• Convert data
  If you want to convert data from an existing database you can run this from the main screen of the conversion tool. See " FAQ: Convert database between database types" for details.

Enable MSDE network access

Startscreen MSDE network config The powerDOCUMENTS database conversion tool will start the MSDE network configuration utility. Press "Next" to continue.

MSDE network config utility To enable network access for the MSDE instance for powerDOCUMENTS: Select the powerDOCUMENTS instance (usually named 'pDOC') Move the protocols you need (usually 'TCP/IP') to the 'Enabled protocols' list Press OK Press "Next" to continue.

Create the database

MSDE initialization wizard The powerDOCUMENTS MSDE initialization wizard has been startet. It will create the database and it's owner, create the tables needed and configure powerDOCUMENTS to access this database. Press "Next" to continue.

Start MSDE The MSDE engine installed before will now be started. If you are using a preinstalled engine (MSDE or Microsoft SQL Server) you can savely skip this step. Press "Next" to continue.

Connect to database as DB administrator In preparation to create the powerDOCUMENTS database the wizard will connect to the database engine as an DB administrator. The defaults provided will be ok for an MSDE engine installed by the powerDOCUMENTS database conversion tool. In this case you do not need to change anything. If you want to use a preinstalled DB engine you will need to give the information which provides access to the DB. Servername: Name or address of the machine the DB server is running on. Instancename: Name of the DB instance. Username: Username of an DB administrator. This user must have the right to create a new login and to create a new database. Password: Password for the user above Press "Next" to continue.

Create the powerDOCUMENTS database Using the DB connection established in the last step the wizard will create a new DB login (this will be the owner of the powerDOCUMENTS database). Secondly it will create the powerDOCUMENTS database itself. The information given in this dialog will be used: Owner name: Name of the new login/user. Owner password: Password to be defined for this new login. DB name: Name of the new powerDOCUMENTS database. If you make any changes please be sure to note the new names and password. Press "Next" to continue.

Connect to database as owner of powerDOCUMENTS DB In preparation to create the tables and structures needed in the powerDOCUMENTS database the wizard will connect to the database engine as the owner of the powerDOCUMENTS database. The neccessary information has been collected in the previous steps. Press "Next" to continue.

Create Tables The wizard will now create the tables and structures needed in the powerDOCUMENTS database. Press "Next" to continue.

Update powerDOCUMENTS config file The wizard will now update the internal config file of powerDOCUMENTS. It will insert all the information neccessary for powerDOCUMENTS to connect to the database. The default path given will be ok for a normal installation. If you installed powerDOCUMENTS in a different location you will have to give the correct path of 'Config.xml'. Press "Next" to continue.

Installation finished Installation and configuration of powerDOCUMENTS is successfully finished. Press "Next" to continue.