How to Manually Create the Microsoft® SQL Server® 2008 R2 (Express Edition) ACT7 Instance

You have Act! and would like to install on one of the supported Windows® Operating Systems. You would prefer to install the Microsoft SQL Server 2008 (Express Edition) instance for Act! manually. 

This document will provide detailed steps on how to create a Microsoft SQL Server 2008 R2 Express instance for Act! and the installation process for Act!:Notes:

  • The following information is provided as a convenience. Swiftpage does not provide support for Microsoft Products. For more information on this topic go to Microsoft.com
  • To avoid additional steps, it is recommended that Act! be uninstalled before creating the ACT7 instance of SQL Server. If you do not wish to uninstall Act!, additional instructions can be found after the section on installing the ACT7 instance.
  • We recommended that any other instances of SQL Server are stopped while manually installing the ACT7 instance. It is also recommended that if using Windows Server 2008 (any edition), that you also disable User Account Control (requires rebooting the server). Instructions to disable UAC are in the following Knowledgebase article:
    How to Change or Disable User Account Control (UAC) in Windows® 7 & Windows Server® 2008
    Answer ID: 25665

Before attempting to install to SQL Server 2008 R2, do the following:

  1. Go to Microsoft.com and review to ensure your system meets the requirements for SQL Server 2008 R2:
    • Installation requirements.
    • System configuration checks.
    • Security considerations.
  2. Apply latest Windows Updates for your installed version of Windows.
  3. You must be logged in as an Administrator for installation.

Creating a Microsoft SQL Server 2008 R2 instance for Act!:

SQL Server 2008 R2 requires .NET Framework 3.5 Service Pack 1 and Windows Installer 4.5.

  1. Insert the Act! installation DVD
    Note: If you do have your Act! installation DVD, you can download the Express package directly from Microsoft HERE and execute the file. Skip to Step 5 (In addition, you may be manually required to install any prerequisites before the install will start).
  1. Use Windows Explorer and browse to the following location: {CD Drive}:DependenciesSQL Express 2008 R2

Update: Sage ACT! 2013 uses the following locations and files:

  • Sage ACT! 2013 Pro:
  • 32 bit: C:ACT_Pro_2013ACTSTDISSetupPrerequisitesSQL2008R2x86SQLEXPR_x86_ENU.exe
  • 64 bit: C:ACT_Pro_2013ACTSTDISSetupPrerequisitesSQL2008R2x64SQLEXPR_x64_ENU.exe
  • Sage ACT! 2013 Premium:
  • 32 bit: C:ACT_Premium_2013ACTWGISSetupPrerequisitesSQL2008R2x86SQLEXPR_x86_ENU.exe
  • 64 bit: C:ACT_Premium_2013ACTWGISSetupPrerequisitesSQL2008R2x64SQLEXPR_x64_ENU.exe
  • Sage ACT! 2013 Premium (access via web):
  • 32 bit: C:ACT_Premium_Web_2013ACTForWebISSetupPrerequisitesSQL2008R2x86SQLEXPR_x86_ENU.exe
  • 64 bit: C:ACT_Premium_Web_2013ACTForWebISSetupPrerequisitesSQL2008R2x64SQLEXPR_x64_ENU.exe
  • In this location are two folders x32 (32-bit computers) and x64 (64-bit computers). Open the correct folder and double-click on setup.exe to launch the SQL Server 2008 R2 installer.
  • If the Microsoft SQL Server Setup dialog box appears, click OK to install the required components.
    1. At the .NET Framework 3.5 SP1 dialog box, select to accept the License Agreement. Click Install to start the install of this component.
    2. When the .NET Framework installation is complete, click Finish.
    3. If you do not have Windows Installer 4.5, the setup installs it. If you prompted to restart your computer, do so and invoke the installation process again.
  • After installing prerequisites, the SQL Server Installation Center dialog box appears. Under Installation, click on New SQL Server stand-alone installation or add features to an existing installation.
  • After the Setup Support Rules checks for any potential system issues, click OK.
  • When the License Terms dialog box appears, ensure that I accept the license terms is checked and click Next.
  • The Setup Support Files dialog box will continue automatically to the Feature Selection screen, if all requirements are met.
  • Once the Setup Support Rules has finished the system check, click Next to continue.
  • When the Feature Selection dialog box appears, check the Database Engine Services box and click Next.
  • Enable the Named instance option, type ACT7 in the Instance name field, and then click Next.
  • The Disk Space Requirements dialog box appears and will continue automatically if requirements met.
  • From the Server Configuration page, do the following:
    1. On the Service Accounts tab, for Database Engine select NT AuthoritySystem from the Account Name drop-down box. Then ensure the Startup Type is set to Automatic for the Database Engine and SQL Server Browser.
    2. On the Collation tab, select Customize for Database Engine and ensure that ensure the Collation designator and sort order option is enabled andLatin1_General option appears in the field below. Only enable the Accent sensitive option for Sort order and press OK.
    3. After the settings have been made on both tabs, click Next to continue. The Database Engine Configuration dialog box appears.
  • On the Account Provisioning Tab, do the following:
    1. Ensure the Mixed Mode (Windows Authentication and SQL Server Authentication) is enabled.
    2. Type ActbySage1! in the Enter password and the Confirm password fields.
    3. Under Specify SQL Server administrators, click Add Current User to add the current user account to the administrators list (you can also click Add orRemove to select specific user accounts) and then click Next.
  • On the Error Reporting page, you can choose to automatically send error reports to Microsoft or to your corporate error-reporting server. You can also choose to send data about feature usage for SQL Server 2008 to Microsoft. Click Next to continue.
  • Click Install and the Installation Progress will begin.
  • When complete click Next. The Complete dialog box will appear.
  • Click Close to finalize the installation
  • Restart your computer.
  • Ensure that the SQL Server Browser service is running. Use the following steps:
    1. Click the Windows Start button, and then click Run. The Run dialog box appears.
    2. Type services.msc in the Open field, and then click OK. The Services panel launches.
    3. Locate the SQL Server Browser entry from the Name column. If the Status column does not display Started right-click that entry, and then click Start from the shortcut menu, otherwise close the Services panel.
  • Ensure that the Named Pipes and TCP/IP Protocols are enabled. Use the following Steps:
    1. Click the Windows Start button, point to All Programs (or Programs), point to Microsoft SQL Server 2008 R2, point to Configuration Tools, and then click theSQL Server Configuration Manager option. The SQL Server Configuration Manager dialog box appears.
    2. Expand the SQL Server Network Configuration entry in the left panel, and then click the Protocols for ACT7.
    3. Locate the Named Pipes entry from the Protocols Name column in the right-pane. If the Status column does not display Enabled, right-click the entry, and then click Enable from the shortcut menu.
    4. Locate the TCP/IP entry from the Protocols Name column in the right-pane. If the Status column does not display Enabled, right-click the entry, and then clickEnable from the shortcut menu, otherwise close the SQL Server Configuration Manager dialog box.


STOP:
If Act! is already installed, please follow the steps below. Otherwise, please proceed to the section labeled Installing Act!.

Run SecurityCmdLnApp.exe with the new “SA” password

  1. Click the Windows Start button and select Run.
  2. The Run dialog box will appear. In the Open field type cmd and click OK. Windows Vista/7/Server 2008 users will type this command in the “Search” box on the Start menu.
  3. The Command Prompt window will appear. Type one of the following commands, depending on your version of Act! and your operating system:If you have a 32-bit Operating System:
    • Act! and Act! Premium: cd c:Program FilesACTACT for Windows
    • Act! Premium (access via web)cd c:Program FilesACTACT for Web

    If you have a 64-bit Operating System:

    • Act! and Act! Premium: cd c:Program Files (x86)ACTACT for Windows
    • Act! Premium (access via web): cd c:Program Files (x86)ACTACT for Web

    …and press Enter.

  4. Type SecurityCmdLnApp.exe “xxxx” (include the quotes), where xxxx is the SA password you used in Step 14 when creating the ACT7 instance of SQL Server. PressEnter.
  5. After a few moments, the Command Prompt will return the C: prompt, indicating you have successfully connected to SQL. Close the Command Prompt.
  6. Ensure that the Named Pipes and TCP/IP Protocols are enabled. Use the following Steps:
    1. Click the Windows Start button, point to All Programs (or Programs), point to Microsoft SQL Server 2008 R2, point to Configuration Tools, and then click theSQL Server Configuration Manager option. The SQL Server Configuration Manager dialog box appears.
    2. Expand the SQL Server Network Configuration entry in the left panel, and then click the Protocols for ACT7.
    3. Locate the Named Pipes entry from the Protocols Name column in the right-pane. If the Status column does not display Enabled, right-click the entry, and then click Enable from the shortcut menu.
    4. Locate the TCP/IP entry from the Protocols Name column in the right-pane. If the Status column does not display Enabled, right-click the entry, and then clickEnable from the shortcut menu, otherwise close the SQL Server Configuration Manager dialog box.
  7. Launch Act!


Installing Act!

Note: The following screen shots are from Sage ACT! Premium 2011; your version of Act! (example: Pro or 2012) may differ.

  1. Place the installation disc into your CD-ROM drive. The main installation menu appears.
  2. The InstallShield Wizard appears.
  3. If Internet Explorer® 7 or higher is not detected on the computer, you will be prompted with the following dialog box to install the prerequisite before the Act! installation will continue.
  4. When the InstallShield Wizard is complete, the System Check will process:
  5. Enter the sa password from Step 14 above when prompted with the following dialog box and press OK.
  6. Next, the Regional Version dialog box will appear:
  7. Select the appropriate country, and then click Next. The License Agreement dialog box appears:
  8. Read through the License Agreement. Enable the I accept the terms and conditions as stated above option, and then click Next. The Type of Install dialog box appears:
  9. If you select Typical, Act! will install with the default settings most commonly used and you can skip down to Step 15. If you choose Custom, then proceed to the next step to customize your installation.
  10. Click Next to accept the default directory. You may click the Browse button to install Act! into a different location if desired, however, this is not recommended. The Who Can Use Act! dialog box appears:
  11. Enable the appropriate Specify who can use Act! on the computer option:
    • Anyone who uses this computer – all users that log onto the computer will be able to use Act! (recommended).
    • Only me – only the current user logged into Windows will be able to use Act!. The Select Program Folder dialog box appears.

    Click Next. The Start Menu dialog box appears.

  12. Take note the Program Folder name. Although you can enter a different folder name or choose from a list of Existing Folders, it is recommended that you simply note the default folder and click Next.
  13. The Act! Icons dialog box appears:
  14. Enable the options that are best for you (defaults are recommended) and then click Next.
  15. The following progress indicator will appear and the Act! portion of the installation will proceed:
  16. When the installation is near completion, the following message appears:
  17. When the installation is completed, the Act! Install Complete dialog box appears:
  18. Check the desired options and click Finish to complete the installation process. When the installation menu reappears, you can choose to install other Act! applications or click Exit to close the installation menu.

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