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Install and Configure an SQL Database Environment

Levon Lyimo
  • Updated

This guide will outline details on installing and configuring an SQL Environment onto your local server to then be used as your BundyPlus Database.

IMPORTANT NOTES

  • This guide is only to be undertaken by IT personnel
  • Be advised that all internal processes regarding BundyPlus after sending BundyPlus your access database should be halted until the migration is complete
  • ClockComms is not considered BundyPlus Software which means it can still run in the meantime
  • Allow a 1 weeks advance for booking this db migration.
    This should be booked in the day after your next payroll and/or the following week to allow for acceptable time
  • Call or Email BundyPlus with the below:
    • BundyPlus Version - Find out here
    • SQL Server Version - Eg. 14.0.1000.169 - Find out here (External Link)
    • On the day of the booking, send your Database in a compressed .zip file to sales@bundyplus.com.au with the subject of SQL Database Migration

 

Step 1: Installing the required Software

SQL Server 2017 Express
Microsoft® SQL Server® 2017 Express - Download Link here

  1. Run install as Administrator
  2. Select Basic
  3. Accept License Terms
  4. Choose Install Directory
  5. Select Install
  6. Click Customise
  7. Select Next – Microsoft Update screen
  8. Select Next – Product Updates screen
  9. Select Perform a new installation of SQLServer
  10. Select Next – installation type
  11. Accept terms and next
  12. Click Next - Feature Selection
  13. Choose Named Instance Option in Instance Config screen
  14. Enter a name for the SQL Server (Eg. SQL17BUNDY)
  15. Click Next - Server Configuration
  16. Ensure Windows Authentication mode is set - Database Engine Configuration
  17. Select next - Database Engine Configuration
  18. If Successful – Close
  19. Restart server

SQL Server Management Studio
SQL Server Management Studio (SSMS) - Download Link here

  1. Run as Administrator
  2. Click install
  3. The install will finish.
  4. Click Close

Step 2: Create your SQL Database

  1. Go to the Start menu
  2. Type in Server management
  3. Open Microsoft SQL Server Management Studio 18 
  4. Connect to Server by inputting your SQL server name (as below)

    mceclip1.png
  5. Restore your BundyPlus database from the .bak file given to you by BundyPlus Support
  6. Right-click the Databases Object in the Object Explorer and select Restore Database...

    mceclip2.png
  7. Select the Device option and click on the […]

    mceclip3.png
  8. Ensure the Backup media type is set to File
  9. Click Add and navigate to the .bak file location

    mceclip4.png

  10. Click OK
  11. Change the Destination Database name to something that is meaningful to you (Eg. BundyPlusGuide)
    THIS WILL CREATE THE DATABASE ON YOUR SQL SERVER

    mceclip5.png

You have now created your BundyPlus Database

 

Step 3: Creating the ODBC Connection to the SQL Database for BundyPlus

  1. Click on the start menu
  2. Type ODBC
  3. Open the ODBC Data Source Administrator as Administrator

    mceclip7.png

  4. Select the System DSN tab
  5. Click Add

    mceclip6.png
  6. Scroll down, Select SQL Server and click Finish
  7. Enter Details – Any Name and description - Ensure you type the correct Server

    mceclip8.png
  8. Click Next after you have configured which authentication process you will be using (SQL/NT)
    Note: If an error is displayed after clicking next, you may not have entered the correct server details above. Go back to re-enter the correct address.
  9. Check Change the default database to checkbox and select your newly created database (Step 2.11) from the drop-down menu
  10. Click Next
  11. Click Finish
  12. Click Test Data Source… to ensure the connection to the database is operational
  13. If the Dialog box displays TESTS COMPLETED SUCCESSFULLY! Then you can click on OK on both windows to finalise the setup

Step 4: Configuring the connection between the SQL Server and BundyPlus

  1. Open BundyPlus
  2. Open your Company File (Just so we can enable the ability to connect via ODBC)
    This must be completed on every BundyPlus Studio Instance
  3. Click Application Settings
  4. Click the Database Settings Tab
  5. Select the Use ODBC checkbox
  6. Enter the ODBC Connection name into the DSN name field
    Note: This is what we called the ODBC Connection earlier (BundyGuide)

    mceclip10.png
  7. Click Test Connection – If config is correct then a dialogue box will display Connection is Successful
  8. Click Save
  9. Exit BundyPlus - Exiting BundyPlus is a must
  10. Open BundyPlus
  11. Select Open ODBC Company File

    mceclip12.png
  12. Enter credentials (If Applicable)
  13. Click OK
  14. Login to BundyPlus as Normal

You are now set up with using an SQL Database

 

Helpful Note/s:

Each user that needs access to the SQL server needs to be added as a user on the SQL database (If NT Authentication is not the authentication mode). See link below.
Adding new users to your SQL database – Click here

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