MS SQL Server

Visual KPI stores configuration and data in a MS SQL Server database. During the installation of Visual KPI a database will be created on the selected SQL Server instance, requiring dbo rights on the server at least during the installation period. An existing server instance can be used for this, and MS SQL Express versions are sufficient to work with Visual KPI. To get the latest version of MS SQL Server Express, go to the Microsoft SQL Express download page. In this document the installation of MS SQL Server 2016 Express is described. The steps for installation should be similar for other editions of MS SQL Server. Right click on the setup file and select Run as administrator command from the context menu.

Start SQL Server Setup
Figure 1. Start SQL Server Setup

Select the Custom installation option type from the options dialog.

Installation Options
Figure 2. Installation Options

Choose a directory for the extracted files and click Install. The installation files will be extracted and the SQL Server Installation Center will be opened automatically.

SQL Server Installation Center
Figure 3. SQL Server Installation Center

Click on the New SQL Server stand-alone installation… and wait until the SQL Server 2016 Setup opened. Accept the license terms by ticking the box and click Next. On the Microsoft Update page, tick the box to use Microsoft Update to check for updates and click Next. On the Product Updates page click Next. The Install Rules page may show warnings for the Microsoft .NET Application Security of the Windows Firewall, they can be ignored if Visual KPI and the SQL Server are run on the same machine. Click Next.

Wizard Step - Install Rules
Figure 4. Wizard Step - Install Rules

On the Feature Selection page, uncheck the SQL Server Replication and leave all other options default. Then click Next.

Wizard Step - Feature Selection
Figure 5. Wizard Step - Feature Selection

On the Instance Configuration page select the Default instance option and leave the other options default.

Should you have other SQL Server instances already installed, you will probably need to change this to a named instance. Subsequent configuration steps would have to be adjusted accordingly in this case.

Click Next.

Wizard Step - Instance Configuration
Figure 6. Wizard Step - Instance Configuration

Leave all options on the Server Configuration page default and click Next.

On the Database Engine Configuration page, change the Authentication Mode to Mixed Mode and specify a password for the SQL server’s ‘sa’ (System Administrator) account.

Wizard Step - Database Engine Configuration
Figure 7. Wizard Step - Database Engine Configuration

You may also need to add the local "Administrators" group to the Specify SQL Server administrators box. To do this click Add to bring up the Select Users, Computers, Service Accounts, or Groups dialogue.

Select Users
Figure 8. Select Users, Computers, Service Accounts, or Groups Dialogue

If your host machine domain is not automatically selected you will need to click on Locations to change from Entire Directory to your host name.

Selecting Host Machine to Add Administrators Group
Figure 9. Selecting Host Machine to Add Administrators Group

Click OK to return to the Select Users or Groups dialogue and type "Administrators" into the Enter the object names to select box. Click Check Names to find the Administrators group for your domain.

Select Administrators Group for Domain
Figure 10. Select Administrators Group for Domain

Click OK to return to the Database Engine Configuration page of the setup. Leave all other options default, then click Next to start the installation process.

Once the installation process is complete, click OK. A restart may be required.

Wizard Step - Complete
Figure 11. Wizard Step - Complete

Then click Close and restart your machine if indicated.