VersaCRM Install using free MSDE ********* Contents ********* 1.0 Download And Installation Of MSDE 2.0 Creating The VersaCRM Database 3.0 Creating The VersaCRM Database User 4.0 Support 1.0 Download And Installation Of MSDE ===================================== The MSDE database engine is available for free and can be downloaded here: http://www.asp.net/msde You can also download the SQL Server Web Data Administrator to manage your MSDE databases from Microsoft's Web site here: http://www.microsoft.com/downloads/details.aspx?familyid=c039a798-c57a-419e-acbc-2a332cb7f959&displaylang=en Alternatively, a 3rd party MSDE Console which is also very good, is avialable for download here; http://www.asql.biz/Public/clicks.php?id=5 ***** DO NOT INSTALL VERSACRM BEFORE INSTALLING MSDE ***** IMPORTANT! - For versaCRM to operate correctly with MSDE, we HIGHLY recommend that versaCRM be configured in an explicit manner after installing MSDE. VersaDev can not guarantee correct operation of vesraCRM if MSDE has been installed in any another manner other than detailed in the following section; MSDE Installation to be on same machine as versaCRM --------------------------------------------------- (1) Install MSDE as detailed on the Microsoft MSDE download page. (2) Install versaCRM - when prompted in the versaCRM installer to install the database, select 'Local'. NOTE: If during the installing of MSDE, you defined an INSTANCENAME other than localhost (default), you will need to edit the versaCRM web.config file, after Step 2 above, and define this INSTANCENAME within the database connection string areas as follows; Change all connection strings defined by the versaCRM web.config keys as follows; "CRMDSN" - replace the string localhost to your INSTANCENAME. MSDE Installation to be on a different machine from versaCRM ------------------------------------------------------------ (1) Install MSDE as detailed on the Microsoft MSDE download page, with the following exceptions; (1.1) You MUST make sure that 'DISABLENETWORKPROTOCOLS=0' (to enable network connections) is SET during the install of msde. (1.2) We also recommend that you set 'SECURITYMODE'=SQL and define a Strong Password to be assigned to the sa Administrator Login. (2) Install versaCRM - when prompted in the versaCRM to install the database, select 'Remote', and then follow the procedure as detailed in the standard versaCRM Installation Section. 2.0 Creating The VersaCRM Database ================================== During the installation of VersaCRM, several scripts are installed. These scripts will be located in the following folder: C:\Program Files\VersaDev\VersaCRM\Setup\SQLScripts Note: the path above assumes the default installation folder. Locate the script VersaCRM_InstallDB.sql and from the command line type: osql -Usa -PMyPassword -i VersaCRM_InstallDB.sql Where MyPassword is the password for the sa account. 3.0 Creating The VersaCRM Database User ======================================= Two scripts are provided to create and grant database permissions. Integrated Security ------------------- If you intend to use Integrated Security you will need to locate the script: VersaCRM_GrantPermissions_ForLocal.sql Before running the script, you will need to edit the file and set the appropriate username, defined by . For example, if you are running Windows XP and you machine name is MyPC, this would be set to MyPC\ASPNET. Once the file has been modified and saved, from the command line type: osql -Usa -PMyPassword -i VersaCRM_GrantPermissions_ForLocal.sql Where MyPassword is the password for the sa account. SQL Authentication ------------------ Locate the script VersaCRM_GrantPermissions_ForRemote.sql From the command line type: osql -Usa -PMyPassword -i VersaCRM_GrantPermissions_ForRemote.sql Where MyPassword is the password for the sa account. This will create a SQL login, versacrm, with the password, versa2004. Changing The SQL Connection String In The web.config File For SQL Server Authentication ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ You will need to change the web.config section of VersaCRM as outlined below: Where REMOTE_SERVER is the name of the SQL / MSDE server. 4.0 Support =========== VersaDev Pty Ltd 83 King William Road UNLEY SA 5061 Australia Tel: +61.8.8273 3030 Fax: +61.8.8273 3033 Email: support@versadev.com Web: www.versadev.com