Upgrading or installing a Microsoft SQL instance

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This article gives basic instructions on how to upgrade to or install a SQL 2008 R2, 2012, 2014, 2016, or 2017 Express instance. The steps below may vary depending on the SQL version involved. Additional questions about installing or upgrading SQL Express should be handled by your firm's IT professional and directed to Microsoft.

We often suggest installing a new instance of SQL rather than upgrading an existing one. This limits any potential compatibility concerns, and limits any conflicts that may be created if there were other databases outside of the CS Professional Suite that were using that existing instance.

If a firm pushes back, see Internal: Overcoming objections during systems troubleshooting for positioning on the scope of support.

Users can be directed to this external article regarding scope of support, Contacting our Support team.

Downloading SQL Express

To access the download page, click the link for the version you wish to install:

2008 R2 Microsoft SQL Server 2008 R2 Express External link . (What's this?)
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Note: SQL 2008 and 2008 R2 will not be supported as of July 9th, 2019. See Discontinued support for Microsoft SQL Server 2008 for more information.

2012 Microsoft SQL Server 2012 Express External link . (What's this?)
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2014 Microsoft SQL Server 2014 Express External link . (What's this?)
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2016 Microsoft SQL Server 2016 Express External link . (What's this?)
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2017 Microsoft SQL Server 2017 Express External link . (What's this?)
This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.

From the download page, select the installation package you need:

SQLEXPR_*.exe SQL Server Database Engine Only
SQLEXPRADV_*.exe SQL Server Database Engine with Advanced Services
SQLEXPRWT_*.exe SQL Server Engine with Management Tools
SqlLocalDB.MSI SQL Server Database Engine MSI Installer
SQLManagementStudio_*.exe SQL Server Management Tools (Management Studio) only

x86 or x64

Every package above has a 32-bit and a 64-bit version. In the file name, x86 corresponds to 32-bit and x64 corresponds to 64-bit. When deciding which version to choose, consider the following:

Upgrading from an existing instance of SQL Server

Once you've downloaded the correct version of SQL Server Express, open the installation package.  This should take you to the SQL Server Installation Center window.

  1. Choose Upgrade from SQL Server.
  2. In the next screen, the installer will search for any product updates.  Click Next.
  3. At the License Terms screen, check the "I accept the license terms" box and click Next.
  4. The Select Instance screen will list any existing instances and allow you to select which instance to upgrade.  Select the instance you want to upgrade and click Next.
  5. The installer will automatically upgrade the instance, leaving you with the same features installed with the original instance.
  6. At the Error Reporting screen, click Next.
  7. Review the Upgrade Rules screen for any rules that failed.  If you have any failed messages, click the Failed link for instructions on how to resolve the issue.
  8. The installer will then complete the upgrade process.

Installing a new instance of SQL Server

Once you've downloaded the SQL Server Express installation package, open it to begin the installation

  1. At the first screen of the SQL Server Installation Center, click Installation on the left, then New SQL Server stand-alone installation or add features to an existing installation.
  2. At the Installation Type screen, choose Perform a new installation of SQL Server and click Next.
  3. At the License Terms screen, check the "I accept the license terms" box and click Next.
  4. At the Feature Selection screen, click Select All and click Next.
  5. At the Instance Configuration screen, select Named instance and enter a name for your new instance.
  6. At the Server Configuration screen, select an account for the SQL Server Database Engine (there is usually only one available to select).
  7. Set the Startup Type for both services to Automatic and click Next.
  8. At the Database Engine Configuration screen, select Mixed Mode.

    Note: Choosing mixed mode is required for the new SQL Server instance to be available during Step 2 of the installation of our products.

  9. Enter and confirm a SQL Server administrator password and click Next.
  10. At the Error Reporting screen, click Next.
  11. The installation will complete.
  12. Go to Start > All Programs > Microsoft SQL Server  > Configuration Tools > SQL Server Configuration Manager.
  13. Expand SQL Server Network Configuration and make sure the correct protocols (Shared Memory, Named Pipes & TCP/IP) are enabled.
  14. Run Step 2 of the appropriate application's installer in order to connect to the new instance and create the required user account.

Related topic

SQL Server best practices for CS Professional Suite applications

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