knowledgebase installation faq

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Technical Bulletin dptechnology.com 1 KnowledgeBase Installation and Management FAQ This Technical Bulletin answers common questions asked by customers and resellers about the installation of the KnowledgeBase as well as its management (backup, serving, etc...) SQL Express 2005 ............................................................................................................................................. 2 What is the file “SQLExpressSetup.exe” in the folder “SQLExpress2005” ..................................................... 2 I copy the SQLExpress2005 Folder on my local computer and now I have an error message ...................... 3 The installation of SQL Express 2005 returns a “Strong SA Password required error” .................................. 3 Installing SQL Express 2005 on VISTA ........................................................................................................... 6 Installing ESPRIT 2008 on a local Machine that will use a remote server for the KBM running with SQL Server 2005 ..................................................................................................................................................... 7 Manually install SQL Express 2005 and the KBMSS instance........................................................................ 8 Miscellaneous .................................................................................................................................................. 15 How to check my Password Policy? .............................................................................................................. 15 Connection Failed when selecting a remote server....................................................................................... 16 Could not Connect to the KBM Error ............................................................................................................. 17 KnowledgeBase Database Management ...................................................................................................... 18 How to select a remote KnowledgeBase Database ...................................................................................... 18 I moved the location of ESPRIT between two installs and now the KnowledgeBase Database Setup is returning an error on creating the kbm user .................................................................................................. 21 Manually attach the KnowledgeBase Database to the KBMSS Instance...................................................... 22 How do I backup the “KBM.mdf” and “KBM.ldf” files using MSQL Server Management? ............................ 24 How do I backup/copy the “KBM.mdf” and “KBM.ldf” files manually? ........................................................... 25 How do I update the KnowledgeBase Database on the KBM Server to the latest version? ......................... 26

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Page 1: Knowledgebase Installation Faq

Technical Bulletin

dptechnology.com 1

KnowledgeBase Installation and Management FAQ

This Technical Bulletin answers common questions asked by customers and resellers about the installation of the KnowledgeBase as well as its management (backup, serving, etc...)

SQL Express 2005 ............................................................................................................................................. 2

What is the file “SQLExpressSetup.exe” in the folder “SQLExpress2005” ..................................................... 2

I copy the SQLExpress2005 Folder on my local computer and now I have an error message ...................... 3

The installation of SQL Express 2005 returns a “Strong SA Password required error” .................................. 3

Installing SQL Express 2005 on VISTA ........................................................................................................... 6

Installing ESPRIT 2008 on a local Machine that will use a remote server for the KBM running with SQL Server 2005 ..................................................................................................................................................... 7

Manually install SQL Express 2005 and the KBMSS instance ........................................................................ 8

Miscellaneous .................................................................................................................................................. 15

How to check my Password Policy? .............................................................................................................. 15

Connection Failed when selecting a remote server....................................................................................... 16

Could not Connect to the KBM Error ............................................................................................................. 17

KnowledgeBase Database Management ...................................................................................................... 18

How to select a remote KnowledgeBase Database ...................................................................................... 18

I moved the location of ESPRIT between two installs and now the KnowledgeBase Database Setup is returning an error on creating the kbm user .................................................................................................. 21

Manually attach the KnowledgeBase Database to the KBMSS Instance...................................................... 22

How do I backup the “KBM.mdf” and “KBM.ldf” files using MSQL Server Management? ............................ 24

How do I backup/copy the “KBM.mdf” and “KBM.ldf” files manually? ........................................................... 25

How do I update the KnowledgeBase Database on the KBM Server to the latest version? ......................... 26

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SQL Express 2005 The SQL Express 2005 is a prerequisite for ESPRIT 2007 and greater. SQL Server Express Edition is a free product based on SQL Server 2005 technology used by the KnowledgeBase to serve the database.

For more information, visit the Microsoft website, http://msdn2.microsoft.com/en-us/library/ms345154.aspx.

What is the file “SQLExpressSetup.exe” in the folder “SQLExpress2005”

To install SQL Express 2005, the user needs to run the file “SQLExpressSetup.exe” which will execute the installation of SQL Express 2005.

SQLExpressSetup.exe is a DP program that will run the installation program (Distribution Files\setup.exe) of SQL EXPRESS 2005 with the required settings. SQLExpressSetup is a batch file that will execute the following command:

"D:\Prerequisites\SQLExpress2005\Distribution Files\setup.exe" /QB REBOOT=REALLYSUPPRESS ADDLOCAL=ALL SQLBROWSERACCOUNT="NT AUTHORITY\SYSTEM" SQLBROWSERPASSWORD= SQLACCOUNT="NT AUTHORITY\SYSTEM" SQLPASSWORD= AGTACCOUNT="NT AUTHORITY\SYSTEM" AGTACCOUNT= SECURITYMODE=SQL INSTANCENAME=KBMSS SAPWD=kbmsa64 DISABLENETWORKPROTOCOLS=0 SQLAUTOSTART=1 SCCCHECKLEVEL=IncompatibleComponents:1 ERRORREPORTING=2

Pause

The batch file can be generated on the local computer (it cannot be run from the CD, therefore the folder SQLExpress2005 must be copied on the local machine, see the section copy SQLExpress2005 on the local machine) using the command line.

From the folder “SQLExpress2005”, execute the command “SQLExpressSetup.exe /makebat”, as shown below:

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The SQLExpressSetup.exe will then create a batch file “RunSetup.bat” at the root of the SQLExpress2005 folder.

The batch file “RunSetup.bat” will do exactly the same as “SQLExpressSetup.exe”.

Note: Do not change any parameter in the RunSetup file unless you know exactly what you are doing; using an incorrect setting may corrupt the SQL Express 2005 installation.

I copy the SQLExpress2005 Folder on my local computer and now I have an error message

If you are copying the prerequisite folder in your local machine to speed up the installation, make sure the access path of the folder is not too deep for windows.

For example, when copying the prerequisite folder on the desktop, on some computers, the path will be too deep for Microsoft SQL server install, and you may have the following message

If you have this message, copy the prerequisite folder at the root of the computer, or in a folder that does not have a deep path (you will have to copy the folder again from the CD, since the corruption happened during the copy).

The installation of SQL Express 2005 returns a “Strong SA Password required error”

The password used by the installation of SQL Express is a strong password. However, on some machines it is not detected as a strong password (the “sa” password must meet the SQL Password policy. “kbmsa64” does not meet complexity requirements, see Password Policy section)

It is possible to install SQL Express 2005 with a different password for the “sa” account. However, the KnowledgeBase Database setup will fail and ESPRIT 2008 will not be able to create the required “kbm” user, and ESPRIT 2008 will not be able to connect to the KnowledgeBase.

Using a new “sa” password

Using the command line, create the batch file “RunSetup.Bat” (see “What is SQLExpressSetup.exe?”), edit the file, and change the “sa” password account to something that will be recognized as strong by your system (example KBMsa642008) by changing the option SAPWD=kbmsa64

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"D:\Prerequisites\SQLExpress2005\Distribution Files\setup.exe" /QB REBOOT=REALLYSUPPRESS ADDLOCAL=ALL SQLBROWSERACCOUNT="NT AUTHORITY\SYSTEM" SQLBROWSERPASSWORD= SQLACCOUNT="NT AUTHORITY\SYSTEM" SQLPASSWORD= AGTACCOUNT="NT AUTHORITY\SYSTEM" AGTACCOUNT= SECURITYMODE=SQL INSTANCENAME=KBMSS SAPWD=KBMsa642008 DISABLENETWORKPROTOCOLS=0 SQLAUTOSTART=1 SCCCHECKLEVEL=IncompatibleComponents:1 ERRORREPORTING=2

Pause

Save the file and run the batch file from Windows Explorer; it will install SQL Express 2005 with the “sa” account set to your strong password.

Change the “sa” password back to the required KnowledgeBase password

The KnowledgeBase Setup application is creating a “kbm” user in the KBMSS database using SQL command. In order to create a new user, the KnowledgeBase Setup needs to access the SQL database using the “sa” account; therefore the password for this account must be set back to “kbmsa64”.

First you need to download and install the “Microsoft SQL Server Management Studio Express” from Microsoft Web Site (http://www.microsoft.com/downloads/details.aspx?FamilyID=c243a5ae-4bd1-4e3d-94b8-5a0f62bf7796&DisplayLang=en ).

Run the Microsoft SQL Server Management Studio Express, and then connect to the KBMSS server using the “Windows Authentication”:

When the connection with the SQL database is done, select the login “sa” under “Security\Logins”, then display the Properties of the user.

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In the “Login Properties – sa” dialog, you can change the password of the “sa” account back to “kbmsa64” (the password is case sensitive). In some case, you may also have to uncheck “Enforce password policy”

Close the Microsoft SQL Server Manager Studio Express and run the KnowledgeBase Database Setup again.

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Installing SQL Express 2005 on VISTA

SQL Express 2005 supports Windows VISTA. However, in most computers, the Windows Vista User Account Control (UAC) will be in conflict with SQL Express 2005 for security reasons.

It is highly recommend to Turn Off this option while installing SQL Express 2005 as well as during the installation of ESPRIT.

You can access the User Account Control in the Control Panel/User Account of VISTA

In the User Accounts, select “Turn User Account Control on or off”.

In the dialog “Turn User Account Control On or Off”, uncheck the setting “Use User Account Control (UAC) to help protect your computer”

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This option can be turned ON afterward, but you will have to validate every file access ESPRIT will do and windows VISTA may find suspicious.

Installing ESPRIT 2008 on a local Machine that will use a remote server for the KBM running with SQL Server 2005

ESPRIT 2008 requires the use of Microsoft SQL Server 2005 installed either on the local machine (usually Microsoft SQL Express 2005) or on a remote server (Microsoft SQL Server 2005).

The installation package of ESPRIT 2008 requires having an instance of the KBMSS to continue the installation. Therefore the install will fail if it does not detect a local instance of the KBMSS.

When using a remote server for the KnowledgeBase, the local machine does not require having an instance of KBMSS installed; therefore, you need to bypass the KBMSS instance check for the install by installing the following key in the registry:

[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\KBMSS] [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\KBMSS\MSSQLServer] [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\KBMSS\MSSQLServer\CurrentVersion] "CurrentVersion"="9.00.3042.00"

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The install of ESPRIT 2008 is checking for the registry; this will allow you to continue the install of ESPRIT 2008.

Note: The KnowledgeBase Database Setup that is running at the end of the install of ESPRIT 2008 will fail unless you attach the KnowledgeBase Database to a remote server. See “Manually install SQL Express 2005 and the KBMSS instance” if you are using SQL Express 2005 as Server (the settings and method with SQL Server 2005 will be similar)

Manually install SQL Express 2005 and the KBMSS instance

If the install of SQL Express 2005 is failing, you can manually install the SQL Express 2005 and the KBMSS instance on your computer.

Note:

• If the install is failing for Strong password reason, please refer to the section: The installation of SQL Express 2005 returns a “Strong SA Password required error”.

• If the install is failing because of a “corrupted” file, please refer to the section: I copy the SQLExpress2005 folder on my local computer and now I have an error message.

• Please contact your IT department before doing any manual installation of the SQL Express 2005

The program commonly used to install the SQL Express 2005 (SQLExpressSetup.exe), is a batch file to the real install program Setup.exe available in the “Distribution Files” folder.

This package can be downloaded from the Microsoft website if necessary:

Microsoft SQL Server 2005 Express Edition, http://www.microsoft.com/downloads/details.aspx?FamilyID=220549b5-0b07-4448-8848-dcc397514b41&DisplayLang=en

Microsoft SQL Server 2005 Express Edition Service Pack 1, http://www.microsoft.com/downloads/details.aspx?familyid=11350B1F-8F44-4DB6-B542-4A4B869C2FF1&displaylang=en

Note: Microsoft SQL Express Server has the following requirements:

You must have administrative rights on the computer to install SQL Server Express.

Step 1: Download and install Windows Installer 3.1, if not installed on the computer (http://go.microsoft.com/fwlink/?LinkId=46459 )

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Step 2: For 32-bit platforms, download and install the 32-bit version of Microsoft .NET Framework 2.0 (http://go.microsoft.com/fwlink/?LinkId=55731 ). For 64-bit platforms (x64 and EMT64 only), download and install the 64-bit version of Microsoft .NET Framework 2.0 (http://go.microsoft.com/fwlink/?LinkId=55734 )

Note from Microsoft: SQL Server Express is supported on x64 and EMT64 systems in Windows On Windows (WOW). SQL Server Express is not supported on IA64 systems.

If you are running the SQL Express Edition install from one of the links above, the executable of the install will be by default “SQLEXPR.EXE”, otherwise use the “Setup.exe” in the distribution folder.

The first step of the SQL Express Install is the check of the prerequisites, when done, select Finish.

The System Configuration Check should be fully successful; however, if you have a warning, the SQL Express 2005 install will continue but may fail eventually.

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Continue with the Next button, the install will prepare the installation

When the “Registration Information” dialog displays, make sure the option “Hide advanced configuration options” is disabled (unchecked), this will allow you to create the KBMSS instance.

Then you can pursue the installation by selecting “Next”.

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In the next dialog, leave the options as default unless needed.

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The dialog “Instance Name” that displays next is where you need to specify the name of the instance you want to create. The name has to be “KBMSS”.

In the dialog “Service Account”, select “Local System” for the option “Use the built-in System account” and leave the other settings by default as shown below.

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The dialog “Authentication Mode” will specify to the database the password for the “sa” account.

The password shall be set to “kbmsa64”.

Note: if you have to specify a different password (Strong Password error), you will have to restore the “sa” password to “kbmsa64” after the installation of the SQL Express 2005 or the KnowledgeBase Database Setup will failed.

Leave the installation default for the next dialog “Collation Settings”.

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The dialog “User Instances” may differ from the SQL Express SP0 and SQL Express SP1. Please enable all the options.

Keep going through the following dialog up to the end.

You can now install ESPRIT 2008 (the KBMSS instance prerequisite will pass, as well as the KnowledgeBase Database Setup) unless you changed the “sa” password (kbmsa64). If you changed the “sa” account password, please refer to the section “change the “sa” password back to the required KnowledgeBase password”.

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Miscellaneous

How to check my Password Policy?

When installing SQL Express 2005, the KBMSS instance needs to be created using the “sa” account. The “sa” password must be compliant with the SQL Password Policy (see http://msdn2.microsoft.com/en-us/library/ms161959.aspx for more information).

The Password policy can be check in the “Local Security Policy” dialog (of the Administrative Tools)

In the local Security Policy dialog, the main option to check for the creation of the “sa” password are:

• Minimum password length (the default KBM password length is 7)

• Password must meet complexity requirements (the default KBM password does not meet this requirement), see

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If you are administrator of the machine, you can change this policy to have “kbmsa64” compliant with the policy. If you are not the administrator, you will have to install SQL Express 2005 with a different “sa” password (see section” The installation of SQL Express 2005 returns a “Strong SA Password required error””)

Password complexity requirement definition: This security setting determines whether passwords must meet complexity requirements. If this policy is enabled, passwords must meet the following minimum requirements: Not contain the user's account name or parts of the user's full name that exceed two consecutive characters Be at least six characters in length Contain characters from three of the following four categories: English uppercase characters (A through Z) English lowercase characters (a through z) Base 10 digits (0 through 9) Non-alphabetic characters (for example, !, $, #, %) Complexity requirements are enforced when passwords are changed or created. Default:

Enabled on domain controllers. Disabled on stand-alone servers.

Note: By default, member computers follow the configuration of their domain controllers.

Connection Failed when selecting a remote server

If, when connecting the KnowledgeBase Database to a remote server using the ODBC, you have an “error Server Login”, make sure the login and password are correct.

However, the host of the KnowledgeBase Database (server) must have the following protocol enabled to let the users connect to the database.

The option can be enabled using the SQL Server Configuration Manager (Starts/Programs/ Microsoft SQL Server 2005/Configuration Tools/SQL Server Configuration Manager).

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Could not Connect to the KBM Error

If the connection to the KnowledgeBase Database is failing, the issue could be related to your VIA hardware. The VIA Protocol option can be changed using the SQL Server Configuration Manager (Starts/Programs/ Microsoft SQL Server 2005/Configuration Tools/SQL Server Configuration Manager).

You can turn on/off the VIA protocol (make sure the others are enabled), then run the Database Setup again to reattach your database. The VIA protocol is hardware dependent (see http://msdn2.microsoft.com/en-us/library/ms187892.aspx)

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KnowledgeBase Database Management

How to select a remote KnowledgeBase Database

If you are using a share database (with or without a SQL Server to host the database), after the install of ESPRIT 2008, you will have to select the remote KnowledgeBase Database.

Windows XP

In the Administrative Tools, select “Data Sources (ODBC)”

Select the Data Source “EspritKnowledgeBase” and from the tab “System DSN”, click on the button “Configure”

You can specify the server you want to connect to by selecting, or manually typing, an active KBMSS server. The name of the server is COMPUTERNAME follow by KBMSS

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Note: To select your local machine you can use the keyword “(local)” as a shortcut to your machine. If the Server name is “(local)\KBMSS” it will automatically get the KBMSS instance on your machine without knowing your machine name.

When the server is selected, click Next to move on to the next dialog.

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The KnowledgeBase is using the user “kbm” with the password “kbm” to access the database, make sure the dialog is set with the following option.

If the connection is successful, “Microsoft SQL Server DSN Configuration” will move to the next dialog. Continue up to the end. The KnowledgeBase will now use the new server. You can check the current server at the bottom of the KnowledgeBase Options Dialog

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Note: When sharing a database, make sure the security on the database are properly set.

Note: The KnowledgeBase files (KBM.mdf, KBM.ldf) on the local computer will not be modified until you select your local machine as the KnowledgeBase server.

I moved the location of ESPRIT between two installs and now the KnowledgeBase Database Setup is returning an error on creating the kbm user

When ESPRIT is installed on a different location than the first installation on the machine, the KnowledgeBase Setup fails to create the kbm user.

“Error adding kbm user to KBM database on server MSSQL$KBMSS” or “Create failed for User ‘kbm’”.

The first time ESPRIT is installed on the machine, the path for the KBM database is stored to the ESPRIT location path. When moving the installation to a different location on the same computer, the path for the KBM database (.mdf and .ldf files) is not updated, therefore the new installation of ESPRIT cannot attach the new installed database.

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In order to fix this issue, you will have to manually reattach the KnowledgeBase Database to the KBMSS instance.

Manually attach the KnowledgeBase Database to the KBMSS Instance

First you need to download and install the “Microsoft SQL Server Management Studio Express” from the Microsoft Web Site (http://www.microsoft.com/downloads/details.aspx?FamilyID=c243a5ae-4bd1-4e3d-94b8-5a0f62bf7796&DisplayLang=en).

Run the Microsoft SQL Server Management Studio Express, and then connect to the KBMSS server using the following user and password:

First Time installation

ESPRIT 2007

KBM.mdf

KBM.mdf

The KnowledgeBase database (KBM.mdf) point to the right location

KnowledgeBase Instance (KBMSS Service)

Changing ESPRIT Location ESPRIT 2007 or greater

KBM.mdf

KnowledgeBase Instance (KBMSS Service)

The KnowledgeBase database (KBM.mdf) point to the previous location and not the new KBM.mdf Note: If the previous KBM.mdf still exists the KnowledgeBase will point to it.

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Under the Databases folder, select and remove the KnowledgeBase Database.

Once the KnowledgeBase Database is deleted, right click to the Databases folder and select “Attach…”

Then, click on the “Add…” button to browse for the KnowledgeBase Database (KBM.mdf)

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Once the Database is selected, hit OK and exit the Microsoft SQL Server Management Studio Express.

Run again the KnowledgeBase Setup from the Start Menu/Programs/ESPRIT 2007/KnowledgeBase/ Database Setup.

ESPRIT will now use the updated Database of the KnowledgeBase.

How do I backup the “KBM.mdf” and “KBM.ldf” files using MSQL Server Management?

The Microsoft SQL Server Management Studio Express has a backup functionality built-in.

Select the KBM database from the Database node, in the context menu select task and backup

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In the Backup Database dialog, make sure you select the ”Full” backup type. The SQL Manager will save the file to the specified location with a “.bak” extension by default.

You can also have a look at the article on the same subject posted on the sqlteam website: http://www.sqlteam.com/article/backup-and-restore-in-sql-server-full-backups

How do I backup/copy the “KBM.mdf” and “KBM.ldf” files manually?

If you need to send the KnowledgeBase Database to someone, the easiest way is usually to compress the KBM files (KBM.mdf and KBM.ldf). In most computers, you can just select the two files and add it to a “zip file” without any problem. However, since the KBM is attached to a Windows service “SQL Server (KBMSS)”, windows is locking those files and will not allow you to copy/move them.

When Windows or WinZip returns an error message such as “The action can’t be completed because the file is open in another program”, you will not be able to copy the database or compress it.

First of all, make sure ESPRIT.exe as well as the EspritKBMDataManager.exe are not running. If so, close them.

If the files are still locked by Windows, you will need to stop the KBMSS Service in the Service Manager of Windows (Control Panel/Administrative Tools/Services).

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In the Service Manager, locate the service “SQL Server (KBMSS)”

Select the service, right-click, then select the command “Stop”. Windows will then stop the service. You will now be able to copy/compress the KBM.ldf and KBM.mdf files.

Once you are done with the backup operation, do not forget to restart the service (right-click on the service, “start”).

How do I update the KnowledgeBase Database on the KBM Server to the latest version?

The KnowledgeBase database in ESPRIT 2008 is always installed locally by default during the installation as well as when updating to a service pack

When installing ESPRIT 2008 or updating the current ESPRIT 2008 to the latest Service Pack, the install will update only the local database and will automatically set ESPRIT to the local database.

If you are running the KnowledgeBase from a server, you will need to update the local computer to the latest version, but also the server with the new database.

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When serving the KnowledgeBase from a server, your shop will have an installation similar to the picture below:

All the local computers have ESPRIT installed locally and the KBM Database is set to the SQL Server.

When updating one of the local computers to the latest Service Pack, the install will “break the link” between the local computer and the SQL Server for the KBM Database. Selecting the SQL Server Database will not be enough since now the local database is running with a different version than the Server (this is true only when DP Technology is modifying the KBM Database on a Service Pack). Therefore, the best way to keep all computers updated and in sync to an updated database is to update the database of the server to the latest Service Pack. Depending on your situation, please choose the corresponding update server from the two options below:

• The KBM Server is a SQL Server with no installation of ESPRIT

Since the KBM Server does not have ESPRIT installed, you will have to copy the KnowledgeBase Database Files from the KBM Server to any local computer to perform the update of the Database. Before updating one of the local computers, copy the files “KBM.mdf” and “KBM.ldf” to a local computer with an installation of ESPRIT (replace the existing file on the local computer); the local computer is now “hosting” the KBM database. Note: See the section “How do I backup/copy the “KBM.mdf” and “KBM.ldf” files manually” if you cannot copy the files.

KBM Server

Local Computer with ESPRIT

Local Computer with ESPRIT

Local Computer with ESPRIT

Knowledgebase ESPRIT 2008 SP0

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You can now install the latest Service Pack on the local computer. When done, the local computer has now the updated version of your KBM database.

Note: Always backup your database before deleting any files.

• The KBM Server is a user computer chosen to serve the KBM with an installation of ESPRIT

The KBM Server is also a user computer with an installation of the ESPRIT, the update of the server will be automatically done with the update of the local computer

Since the install program is resetting ESPRIT to the local KBM Database, you will need to reselect the KBM Server as host of your KBM Database; see ”How to select a remote KnowledgeBase Database”.

Local Computer with ESPRIT

Copy KBM.mdf and KBM.ldf to the Server computer

KBM ESPRIT 2008 SPX

KBM ESPRIT 2008 SPX

ESPRIT 2008 Service Pack X

Local Computer with ESPRIT

Copy KBM.mdf and KBM.ldf to the local computer

KBM ESPRIT 2008 SP0

KBM ESPRIT 2008 SP0