Appendix A—SQL Server Instance Settings
If you have an existing instance of a supported version of Microsoft
®
SQL Server
® installed, you can set up another instance to work with Sage Estimating. (Options described in this section may vary slightly depending on the edition you are installing.)
Note: If you choose to uninstall your existing instance first, restart your server before reinstalling to avoid problems with the new installation.
Caution!
Do not change the owner of any databases in the Sage Estimating instance.
Set your new SQL Server instance to the settings outlined in the following sections.
SAGE_ESTIMATING Instance
Instance Configuration Settings
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You must use a named instance. You can give the instance any name you want. However, Sage recommends giving the instance a name that makes it easily identified (such as SAGE_ESTIMATING).
Authentication Mode
Authentication Mode Settings
The instance must support Mixed Mode authentication (Windows Authentication and SQL Server
Authentication). This means either Windows authentication or SQL Server authentication can be used to access the database information.
When Windows authentication is used, the operator must have permissions to use SQL Server or be a member of a group that has those permissions. In Windows authentication mode, SQL Server validates the account name and password using information from the Windows operating system.
When SQL Server authentication is used, the operator must have system administrator (sysadmin) rights in SQL Server. The SQL Server authentication is used for backward-compatibility and requires a strong password.
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Collation Settings
Collation settings must be Latin1_General, case-sensitive, and accent-sensitive (Latin1_General_CS_
AS).
You can customize the collation settings during the server configuration portion of the SQL Server install.
In the SQL Server collation customization window, make the following selections:
Select the Windows collation designator and sort order option (instead of SQL collation, which is the default).
l
Latin1_General (for the collation designator) l
Case-sensitive l
Accent-sensitive
Clear all other options.
Additional Recommendations
To ensure accurate performance, Sage strongly recommends making changes and verifications to the following settings in SQL Server Management Studio and SQL Server Configuration Manager. Failure to make these changes may result in poor Sage Estimating performance or communication issues.
Memory
Determine the amount of available memory on the server or workstation where SQL Server is installed. To prevent SQL Server from consuming all available memory, use SQL Server Management Studio to set the maximum amount of memory (in the instance properties) to a reasonable limit (such as 4 GB ) as follows:
1.
Right-click on the SQL Server instance and select Properties.
2.
In the Server Properties window, click Memory (left-hand pane).
3.
Set the Maximum server memory amount to 4000 (or whatever limit you determine).
Communication protocol
Set the communication protocol settings for the Sage Estimating SQL Server instance as follows:
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1.
Start the SQL Server Configuration Manager.
In Windows 7: Click Start > All Programs > Microsoft SQL Server > Configuration Tools
> SQL Server Configuration Manager.
In Windows 8.1 or Windows 10: Click Start > All apps > Microsoft SQL Server > SQL Server
Configuration Manager.
2.
In the left-hand pane of the SQL Server Configuration Manager window, click the arrow next to
SQL Server Network Configuration to display all local SQL Server instances.
3.
Select the instance associated with Sage Estimating (SAGE_ESTIMATING, by default).
4.
In the right-hand pane right-click on a communication protocol and select Disable.
5.
Repeat step 4 for all communication protocols except TCP/IP . Leave this protocol Enabled.
6.
In the left-hand pane of the SQL Server Configuration Manager window, click the arrow next to
SQL Native Client 10.0 Configuration or SQL Native Client 11.0 Configuration (depending on your
SQL Server instance).
7.
Click Client Protocols (left-hand pane).
8.
In the right-hand pane right-click on a communication protocol and select Disable.
9.
Repeat step 8 for all communication protocols except TCP/IP . Leave this protocol Enabled.
10.
Close the SQL Server Configuration Manager, and then restart the service.
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