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NETAPPINTERNALDOCUMENTWFAInstallationandsetupprocedureYaronHaimsohn,NetAppOctober2011|DRAFTv1.
4TABLEOFCONTENTS1PURPOSE.
42GENERAL.
4Pre-Requisites.
4Revisions.
43WFAPRE-INSTALLATIONSTEPS5Deliveryofinstallationkittodesignatedmachine.
5Setupdataverification54WFAINSTALLATION.
6VerifyVMpre-requisites6InstallWFA.
6Install3rdpartySWasapplicable75WFASETUP8WorkingwithWFA.
8ImportDBbackup(incaseofupgradinganolderinstallation)8Dataacquisition.
8Credentialssetup.
9Mailsetup.
11AutoSUPPORT(ASUP)setup.
11LDAPsetup12SNMPsetup.
13APPENDIXA–INSTALLATIONKITCHECKLIST.
14APPENDIXB–UPGRADEPROCEDURE15backupcurrentconfiguration.
15UninstallWFAandInstallupdatedversion.
16Restorebackup.
16APPENDIXC–WFAPOCREQUIREMENTS17WFAPlatform–VMPre-requisites17Storagelabenvironmentalrequirements.
18InformationrequirementsforWFAsetup.
18APPENDIXD–AUTOMATEDONCOMMAND5(DFM4.
1)SETUPFORWFA19InstallingonLinux.
19InstallingonWindows19Validation.
20APPENDIXE–CONFIGURATIONINSTRUCTIONSFORCONNECTINGWFATOVCENTER21Createread-onlyuser,whichwillbeusedbyWFAtoaccessthedata.
21Option1:CreateuserusingSQLCMDCLI.
21Option2:CreateuserusingMicrosoftSQLServerManagementStudio.
22Settingthedata-sourceinWFA.
25Troubleshooting–EnableremoteaccesstotheVC'sSQLserver.
26SetAuthenticationModeoftheSQLserverto'Mixed'29Option1:SetAuthenticationModeusingRegistry.
29Option2:SetAuthenticationModeusingMicrosoftSQLServerManagementStudio.
291PURPOSEThepurposeofthisdocumentistodescribetheinstallationandsetupofWFA.
Itwillencompassthevariouspartsoftheinstallationpackage,theinstallationprocedureandthefollowingsetupphase(Uptoandincludingsomebasicsanitytesting).
2GENERALAsuccessfulinstallationofWFAisbasedonseveralsteps.
Somearepre-requisitesandprovideasgatingtotheprocessbuteachmustbefollowedthroughand/orverifiedinorderfortheinstallationtocompletesuccessfully.
Thestepsinvolvedintheinstallationandsetupprocessare:CreationofaninstallationkitKitdeliverytothedesignatedinstallationtargetSetupdataverificationInstallationofWFAandrelatedSWSetupofWFASanitytestingPRE-REQUISITESThedetailedrequirementsfromaVMforWFAinstallationareoutlinedinAppendixCREVISIONS1.
3oAddedUpgradeprocedure–AppendixB1.
4oUpdateddocumentfor1.
0.
1releaseIncludedVMrequirementsdocument–AppendixCIncludedVcenterconnectivityinstructions–AppendixEoAddedsetupinstructionsforworkingwithOnCommand5.
0oAddedsetupinstructionsforASUP,LDAPandMailserver3WFAPRE-INSTALLATIONSTEPSDELIVERYOFINSTALLATIONKITTODESIGNATEDMACHINEInordertoinstallWFAyouwillneedtoobtainaninstallationkit,aDBbackupandalicense.
SETUPDATAVERIFICATIONWhensettingupWFAinanenvironmentrequirethefollowinginformation:Unit/SystemDetailspurposeDFMIP,Username,Password*Dataacquisition*OperationsviaProvMgr,ProtMgrandServicecatalogArray(s)IP,Username,PasswordCredentialsforperformingoperationsonarraysVsphereIP,*VC-Login:User/Pass*VC_DB-Login:User/Pass*CredentialsforoperationsviaVMwareAPIs*Dataacquisition(formoredetailsseeAppendixE)ExternalrepositoriesIP,Username,PasswordDataacquisitionMailserverIP,Username,PasswordReceivingWFAnotificationsviaemailLDAPserverIP,Username,Password,GroupNameAuthenticationandAuthorizationviaLDAPserverSNMPManagmentApplicationIP,PortReceivingWFASNMPtrapsItisadvisedtopasstherequiredinformationinadvanceandverifyitsexistencepriortotheinstallationsession.
4WFAINSTALLATIONVERIFYVMPRE-REQUISITESPriortoanyPOC,thecustomerisgiventheVMrequirementsdocument.
ItisadvisedtotryandverifypriortothescheduledinstallationthattheVMisindeedreadyforinstallation.
Themainpointstoverifyare:1)MicrosoftPowershellversioninstalled–ThePowershellversioninstalledontheVMmustbe2.
0.
Itcanbeverifiedbycheckinghttp://www.
asoft.
be/prod_netver.
html(italsoprovideslinksfordownloadingtherightversion)oropeningPowershell(Type"Powershell"atStart->Run)andtypingthecommand"$host.
version"attheprompt.
Themajorversionshouldbe2asseenbelow:2)VerifyaccesstothefilersandDFM–PingingtheapplicableDFMmachineandfilercancoverthatrequirement.
ItisimperativetoverifythatwecanaccessthefilersdirectlyandgiveSSHcommandstothefilers.
SSHcanbeverifiedand/orenabledviaFilerViewunder"Secureadmin".
INSTALLWFATheWFAinstallationissimpleandstraightforward.
ForcompletereferenceofallthefilesintheinstallationkitrefertoAppendixA.
1)AssurenopreviousinstallationofWFAexists.
2)MakesurethatallthefilesfromtheinstallationkitareavailableontheVM.
3)Createa"WFA"folderonthedesktopandopenthekitcompressedarchivetothere.
4)MakesurethatthecustomerputtheDBbackupfileontheVM–Placeitatthe"WFA"folderonthedesktop.
5)RuntheWFAinstallerexefileandcompletetheinstallationbypressingthe"next"buttons.
Note:InWinServer2K3/2k8pleaseruntheExeasAdministrator(viaright-clickmenu).
6)Wait2minutesfortheWFAapplicationservertoinitialize.
7)DirecttheVMbrowsertohttp://localhost/wfaandverifythatWFAisindeedworking.
Note:YoumayhavetoinstallFlashplayereitherforIEorFirefox.
8)WFAstartswithoutlicense–InsertthelicenseaspertheinstructionsinAppendixA.
9)Refreshtheclient–Youarereadytocontinue.
10)CreatelinksintheLinks/FavoritebarforWFAandtheBackup/Restore.
INSTALL3RDPARTYSWASAPPLICABLESome3rdpartySWinstallersareincludedintheWFAinstallationkit.
Installthemasrequiredandpertheinstructionsbelow:1)VMwarePowerCLI–APowerShellextensionforVMwareAPIs.
InstallifthePOCincludesintegrationwithaVMwarevSphere.
Linkfordownloading:http://communities.
vmware.
com/community/vmtn/server/vsphere/automationtools/powercliview=overviewNote:InWinServer2K3/2k8pleaseruntheExeasAdministrator(viaright-clickmenu).
2)Firefox–Webbrowser.
InstallperneedorinWinXPVMs.
3)Flashplayer–RequiredforWFA.
InstalleitherFirefox/ChromeversionorIEasneeded.
5WFASETUPWORKINGWITHWFATheVMonwhichtheWFAisinstalledcanbeanywherewithinthecustomernetworkproviding.
ItwillhaveaccesstothefilersandtheDFM.
WFAcanbeusedbyanybrowserfromanywhere,aslongastheVMonwhichtheWFAisinstalledisaccessibleviaHTTP.
TorunWFAdirectyourbrowsertothefollowingaddress:http:///WFA.
Thedefaultcredentialsareadmin/admin.
It'srecommendedtochangethepasswordoftheuserafterfirstlogin.
Note:ThelatestversionofFlashplayerisrequiredtobeinstalledinyourwebbrowser.
PopupblockermaybeneededtobeturnedoffforWFAtoworkcorrectly.
IMPORTDBBACKUP(INCASEOFUPGRADINGANOLDERINSTALLATION)ThefirstthingtodoafteraninstallationistorestoretheDBbackupapplicableforthecurrentinstallation.
Thatcanbedonebyclickingon"Backup&Restore"linkin"Tools"menu.
ChoosetheapplicableDBbackupfile,andpress"Restore".
DATAACQUISITIONThefirststepingoingtowardsdataacquisitionistosetupWFAdatasources.
FornowWFAsupportsfollowingdatasourcetypes:-DFM3.
7.
1-DFM4.
0/DFM4.
1(ThelatterusingOnCommand5)-VMwareVcenter4Performthebelowstepsinordertosetdatasource:1)Goto"Datasources"viatheleftpanemenuunder"Execution".
2)Create(Orsubstitute,asrequired)anewdatasource:a.
Press"New"andnamethesourceasyouwishb.
Selectrelevantdatasourcetypeandseemostofthefieldsfillautomaticallyc.
InserttheHostNameorIPd.
Selecttheupdateintervalas5minutes(5minutesisarecommendedvalue,0meansthatnoauto-updatedwillbeperformed)e.
Savesettings3)Press"Acquirenow"andfollowthestatusupdatesonacquiringdata.
Note:IfyouareusingDFM4.
1andabove(PartofOnCommand5.
0),youwillberequiredtocompleteOC5setuptoworkwithWFA.
KindlyrefertoAppendixDforadditionaldetails.
Note:Duringtheinitialacquisition,somewarningsmayoccur–Pleasereviewthemcarefully.
Note:ForVMwarevCenter4issues–PleaserefertosetupinstructionsatAppendixECREDENTIALSSETUPAfterinitialdataacquisition,weneedtosetthecredentialsforthearrayswewillperformcommandson:Thereare3waystodefinecredentials:Exactmatch–usercandefinesinglecredentialsforaspecificIPorHostNameDefaultcredentials–usercandefinesinglecredentialsforentiresubnetorIPrange.
Thedefinitionisdonebyusingregularexpressionsyntaxwithtype"Pattern".
LDAPauthentication–usercanconnecttoarraywithoutdefiningcredentialsinWFA,butusingdomaincredentials(inthiscasearrayshouldbeconfiguredtoperformauthenticationwithsameLDAP)PerformthebelowstepsinordertosetExactmatch/Defaultcredentials:1)Goto"Credentials"viatheleftpanemenuunder"Execution"2)Create(Orsubstitute,asrequired)credentialsfortheapplicablearrays:a.
Press"New"b.
Selecttypeofmatching:'Exact'forRegularcredentials'Pattern'forDefaultcredentialsc.
Selectrelevanttyped.
InserttheHostNameorIP,relevantUserNameandPassworde.
Save3)Repeattheprocessforalltherelevantarraysandothertypes4)IftheworkflowswillincludeVMwarevSphereoperation–Createapplicablecredentialsfor"VMwarevCenter"type5)IftheworkflowsincludeProtMgr/ProvMgr/ServiceCatalogoperation–Createthecredentialsfor"DFM"type.
6)Inordertotestthecredentials,use"Test"buttonincaseofexactmatchcredentialsor"TestConnectivity"buttonforallcases.
ShouldLDAPconnectivitytothearrayberequired-PerformthebelowstepsinordertosetupLDAPauthenticationArrayshouldbeconfiguredtoperformLDAPauthenticationWFAserviceshouldbeconfiguredtorunwithdomainuserMAILSETUPInordertoconfigureemailnotificationsregardingworkflowoperationstheMailserverconfigurationneedstobeset.
Thatcanbedonebyselecting"Mail"tabin"Tools"->"WFAConfiguration"dialog.
Mandatoryfields:'MailHost'and'Sender'.
AUTOSUPPORT(ASUP)SETUPInordertoconfigureASUPschedulingandcontentofASUPmessagestheASUPserverconfigurationneedstobeset.
Thatcanbedonebyselecting"ASUP"tabin"Tools"->"WFAConfiguration"dialog.
Mandatoryfields:'MailHost','Sender'and'Destination'.
LDAPSETUPInordertoconfigureWFA'sauthenticationandauthorizationtouseanexternalLDAPservertheLDAPconfigurationneedstobeset.
Thatcanbeaccomplishedbyselecting"LDAP"tabin"Tools"->"WFAConfiguration"dialog.
Thefieldsinthisformare:FieldDescriptionUserPrincipalNameAttributeAttributethatidentifieseachuserintheLDAPserver.
GroupMembershipAttributeLDAPattributecontainingthegroupsinwhichauserisamember.
MailAttributeLDAPattributethatidentifiestheuser'se-mailaddress.
DistinguishedNameAttributeLDAPattributethatidentifiestheuserdistinguishedname.
TimeoutLengthoftimetowaitforaresponsefromtheLDAPserverbeforetimingout,inseconds(ignorethemsinthescreenshot).
LDAPServersCommaseparatedlistofLDAPserverURIs.
LDAPserverURIformattedas:ldap:///[:port]FortheActiveDirectoryusedbytheWFAserver,leavethisfieldblank:ldap:///WFAadministratorsgroupNameoftheLDAPgroupthatidentifiestheuserashaving"Admin"role.
WFAarchitectsgroupNameoftheLDAPgroupthatidentifiestheuserashaving"Architect"role.
WFAoperatorsgroupNameoftheLDAPgroupthatidentifiestheuserashaving"Operator"role.
SNMPSETUPInordertoconfigureSNMPnotificationsregardingworkflowoperationsthemanagementapplicationserverconfigurationneedstobeset.
Thatcanbeaccomplishedbyselecting"SNMP"tabin"Tools"->"WFAConfiguration"dialog.
APPENDIXA–INSTALLATIONKITCHECKLISTThefollowingsectiondetailstheproductscurrentlyincludedinWFAinstallationkit.
Thekitiscomprisedof3distinctparts:WFAinstallationkitessentials:FileFilename(orexample)NoteWFAinstallerexeWFA-x86-V1.
0.
1.
3.
18-B4853.
exeWFADBbackupGzipfilewithDBbackuprelevanttotheinstallationOptional-TobesentoveremailDardefinitionsfile.
darfilecontainingcertifiedandcustomerspecificcontentdefinitionOptional-TobesentoveremailVMwarePowerCLIVMware-PowerCLI-4.
1.
0-264274.
exe3rdpartyAPIAdobeflashplayerinstall_flash_player_10.
exe–Firefoxinstall_flash_player_10_active_x.
exe-IE3rdpartyfreewareWFAlicense:Licensestringistobecreatedandbereadyathandfortimeofinstallation.
Thereisnoneedtosenditovertothecustomerpriortoinstallation(ifinstalledviaWebex).
KindlycontacttheWFAteaminordertoobtainanappropriatelicense.
WFAinstallationkitsupplementaltools:WhilesettingupWFAandtestingthevariousscenarios,youmayneedtousesomeadditionaltoolstohelpwithverificationofthedifferentfunctionality.
Softwarelikebettereditors(SuchastheNotepad++),DBviewers(SuchasSQLYogorNavicat),andBaretailareobviouslyveryhelpful.
Unfortunately,theyarecurrentlynotallowedforuse,withtheexceptionofBaretail.
APPENDIXB–UPGRADEPROCEDUREThefollowingsectiondetailsWFAupgradeprocedure.
Theupgradeprocessisafairlysimpleone,as(almost)in-placeupgrade.
Theprocessisasfollows:BACKUPCURRENTCONFIGURATIONThefirstthingtodopriortoupgradingWFAistobackupthecurrentdatabase,whichcontainsbothconfigurationandcacheinformation.
Thatcanbeaccomplishedbyclicking"Backup&Restore"linkfromtheleftpaneunder"Setup".
Wheninthe"Backup&Restore"screenjustpress"Backup"andsavethefileonthedesktop.
Ifthebackupistakenfordeploymentonanothermachine,itmaybeusefultocheckthe"configurationonly"checkbox.
UNINSTALLWFAANDINSTALLUPDATEDVERSIONGototheWindowsControlPanel(Start->Settings->ControlPanel->Add/Removeprograms)anduninstallWFA.
Installtheupdatedversionaspertheinstructionsinsection4ofthisdocument,butdon'tcontinuetothesetupphase.
Note:Onrareoccasiontheuninstallprocessseemstogetstuckbeforeending:Ifthathappens,opentheServicesconsole(Byrunning"services.
msc"fromtheStart->Rundialog)andstopthe"NetAppWFADatabase".
RESTOREBACKUPAftertheinstallationiscompleteandWFAstarted,gobacktothe"Backup&Restore"screenbyclickingonitfromtheleftpaneunder"Setup".
Choosethebackupfileyoucreatedpriortotheuninstallprocess.
Ifanychangesweremadeinthepreviousinstallationtoanyofthepre-canneddefinitions(Dictionary,commands,finders,filtersetc.
)uncheckthe"Upgradepre-canneddefinitions"checkbox,orotherwisethesewillbeoverwritten.
Regardless,therestorationprocesswillmigratethebackedupdatabasetofitthecurrentlyinstalled(updated)versionandwillupdateitasneeded.
Whentheprocesscompletessuccessfully,pressthelinkatthetoprightto"ReturntoWFA".
Note:Electingnottoupgradethepre-canneddefinitionsmaypreventyoufromgettingimportantupdatesandfixes.
Unlessmajorchangesweremadetothepre-canneddefinitionsitisadvisedtoupdateandupgradethosedefinitions.
APPENDIXC–WFAPOCREQUIREMENTSThepurposeofthissectionistodefinethepre-requisitesandrequirementsfromthecustomersidetowardstheWorkflowAutomation(WFA)POC.
ThesectionwilldetailtherequirementsfromtheVMonwhichtheWFAserverwouldbeinstalledandthepre-requisitesfromthestoragelab.
WFAPLATFORM–VMPRE-REQUISITESTheWFAplatformshouldbeinstalledonadedicatedVMforthepurposeofthePOC.
TherecommendedsettingsfortheVMare:VMOS:WindowsServer2k8R2/WindowsServer2K8SP2/WindowsXP32BitSP3RAM:3072MBDiskSpace:20GBVMName:Mustnotinclude"_"(Underscore)Duringtheinstallation,severalapplicationswillbedeployedaspartofWFAinstallation:JBossapplicationserverMySQLPowerShell2.
0AdobeFlashplayerThefollowingportsaretobeopeninthefirewalltoallowtheseapplicationstoworkproperly:MySQL–3306JBoss–1098,1099,80,443InordertoinstallPowerShell2.
0,.
Net2.
0frameworkrun-timepatchesshouldbefullyupdatedontheVM.
STORAGELABENVIRONMENTALREQUIREMENTSTheWFAServerPOCwillutilizethecustomer'sstoragelab.
ForthepurposeofthePOCthefollowingwillberequired:IPaccessfromtheWFAservertothelabDFMserver(inwhichthelabstoragearraysareregistered)oDFMinstalledwithProtectionManager(Optional)oDFMinstalledwithProvisioningManager(Optional)Atleast2storagearrays(Filers),which:oAreregisteredinthelabDFMoCanbedirectlyaccessedfromVMWFAwillbeinstalledonoAreavailableforcreatingdataprotectionconnectionsoContainusableprimaryandsecondaryaggregates,asperthenamingconventionspreviouslysuppliedoHaveSSHenabledOptional-Adesktop/serverwithappropriateFCHBAadapterthatcanmountthecreateddata-storesandverifytheiroperability.
INFORMATIONREQUIREMENTSFORWFASETUPAfterinstallationWFAwillbeconfiguredtoworkandutilizethecustomer'sstoragelab.
Inordertodothatthefollowinginformationisneeded:IPoftheDFMthatisgoverningthearraysinthestoragelabIP,usernameandpasswordofthearrayswewilluse(Onlythearrayswemaycreateormanipulatestorageon)Optional-Prefix/ID/namingconventionoftheaggregateswewillusefromthearraysmentionedaboveOptional–Mailserverconfigurationdetails(Hostname,IP,port,usernameandpassword)fordeliveringworkflowexecutionnotificationsOptional–DFMconnectiondetails(Usernameandpassword)whenusingNetAppmanagementsuite(ProtectionMgr,ProvisioningMgr,Storageservices)APPENDIXD–AUTOMATEDONCOMMAND5(DFM4.
1)SETUPFORWFAStartingwithOnCommand5(DFM4.
1),remoteaccesstoDFM'sSybasedatabasewasblockedexceptforthebuilt-inviews.
However,WFAcannotcurrentlyusetheseviewandinsteadrequiresdirectread-onlyaccesstotheDFMschema.
Thispagedescribeshowtousetheoc5setuptooltograntsuchremoteread-onlyaccesstoWFA.
INSTALLINGONLINUX1.
Downloadthewfa_oc5setup.
shfiletoyourhomedirectoryontheDFMserver.
wfa_oc5setup.
sh2.
Changewfa_oc5setup.
shtobeexecutable:chmod+xwfa_oc5setup.
sh>3.
InvokethescriptprovidingitwithDFM'shomedirectory:.
/wfa_oc5setup.
sh#chmod+xwfa_oc5setup.
sh#.
/wfa_oc5setup.
sh/mnt/lun_nb_iscsi_prod_1_filerip_21/Verifyingarchiveintegrity.
.
.
Allgood.
UncompressingWFAOnCommand-5Setup.
.
.
>>>Connectingtodatabase>>Grantingaccess>>Connectingtodatabase>>GrantingaccessRun>cmdb)ConnecttoSQLServer,usebelowcommand:sqlcmd-S\SQLEXP_VIM–ENote:istheservernameand–Emeansthatusingwindowsauthenticationc)SetVIM_VCDBasthecurrentdatabaseUSEVIM_VCDBGOd)Createanewserverloginname:wfaandpassword'wfa'asitdefinedbydefaultinWFAdatasourcetypeCREATELOGINwfaWITHPASSWORD='wfa',DEFAULT_DATABASE=[VIM_VCDB],CHECK_EXPIRATION=OFF,CHECK_POLICY=OFFGOe)CreateanewdatabaseuserlinkedtotheloginnameCREATEUSERwfaFORLOGINwfaGOf)GrantdatabaseSELECTpermissiontotheuserGRANTSelectTowfaGOg)Setuserroleas'db_datareader'EXECsp_addrolemember'db_datareader',wfaGOh)ExitandclosecmdsessionOPTION2:CREATEUSERUSINGMICROSOFTSQLSERVERMANAGEMENTSTUDIOa)OpenMicrosoftSQLServerManagementStudioandconnecttotheSQLServerb)Right-clickonSQLServerInstance->Security->Loginsandselect'NewLogin…'c)On'Login-New'tab,selectGeneralontheleftwindowandupdateasbelow:SelectSQLServerAuthenticationmodei)InsertLoginname:wfaandPassword'wfa'asitdefinedbydefaultinWFAdatasourcetypeUncheckbelowcheckboxesoUsermustchangepasswordinnextloginoEnforcepasswordexpirationoEnforcepasswordpolicySetDefaultDatabase=VIM_VCDBDefaultLanguage=Englishd)SelectServerRolesandverifythat'public'roleisselectede)SelectUserMappingandmap'VIM_VCDB'databasetonewusernameand'dbo'Schemaf)SelectStatusontheleftwindow,andsetSettings='Grant'Login='Enabled'g)Clickon'OK'tosavenewuserh)SelectSQLServerInstance->Databases->VIM_VCDB->Security->UsersandDouble-clickoncreatedusername.
Inopenedtab,selectGeneralontheleftwindow,andset'db_datareader'rolei)Clickon'OK'tosavethechangesSETTINGTHEDATA-SOURCEINWFAInordertosetthedata-sourceinWFAforacquiringdatafromVirtualCenter'sdatabaseneedperformthefollowingsteps:a)GotoExecution->DataSourcesformb)Clickon'New'bottomtoopen'NewDataSource'editorc)SetName=DataSourceType=VMwarevCenter-4HostName=IP/HostNameofthespecificVirtualCenterPort=(bydefault1433)UserName/Password=(Seesection2above,bydefaultitswfa/wfa)d)Savetheconfiguratione)SelectthecreatedDataSourceandClickon'AcquireNow'foracquisitionf)WhentheacquisitionwillbecompletedtheWFACachewillcontaininformationfromthespecificVirtualCenter'sdatabaseg)Incasetheacquisitionwillfail,followinstructionsfromsection4("Troubleshootingguide")TROUBLESHOOTING–ENABLEREMOTEACCESSTOTHEVC'SSQLSERVERInordertoenabletheremoteaccessneedtoperformthefollowingsteps:a.
OpentheSqlServerConfigurationManager(Start->Programs->MicrosoftSQLServer->ConfigurationTools)b.
ExpandSQLServerNetworkConfiguration->[YourSQLServerInstance]c.
DoubleclickTCP/IPUnderProtocol:EnsureEnabledisYesUnderIPAddresses:ScrolltothebottomandsettheTCPPortunderIPAllNote:Port1433isdefinedbydefaultinWFAdatasourcetype.
IncasetheSQLServerusesanotherport,theWFAdatasourcetypeshouldbeupdatedaccordingly.
d.
IfFirewallisenabled,youmayneedtocreateanexceptiononitfortheSQLServerinstanceandportyouareusingStart>Run>Firewall.
cplClickonexceptionstabAddthesqlservr.
exe(typicallylocatedinC:\ProgramFiles(x86)\MicrosoftSQLServer\MSSQL.
x\MSSQL\Binn),andportthatSQLServeruses(seeabovesection'c')e.
Ifsomechangeswereperformedfromstepsc-d,needtorestartSQLServerServiceandSQLBrowserprocessesf.
Finally,checkthatyouhaveconnectivitytotheSQLServer.
Notewhatyouareusingtoconnect:machinename,domainnameorIPaddressUsethiswhencheckingconnectivity.
ForexampleifyouareusingStart>Run>cmdnetstat-ano|findstr1433telnet1433ping-ag.
CheckwhatportsareIPaddressesarebeingreturned.
Note:Seehttp://www.
linglom.
com/2009/03/28/enable-remote-connection-on-sql-server-2008-express/formoreinformationSETAUTHENTICATIONMODEOFTHESQLSERVERTO'MIXED'WFAusesSQLServerAuthenticationforconnectiontoVCSQLServer.
Inordertoallowthiskindofconnection,AuthenticationModeoftheVCSQLservershouldbesetto"MixedMode"(WindowsAuthenticationandSQLServerAuthentication)TherearetwoalternativesforthesettingofAuthenticationModeOneofthebelowsections(9.
3.
2.
1or9.
3.
2.
2)shouldbeperformedforthisOPTION1:SETAUTHENTICATIONMODEUSINGREGISTRYStart>Run>RegeditTheauthenticationmodeisstoredinthefollowingregistrylocation:\HKEY_LOCAL_MACHINE\SOFTWARE\.
.
.
\Microsoft\MicrosoftSQLServer\MSSQL.
1\MSSQLServer\TheKeythatneedschangingis:LoginModeSetValueto2(Valueof1isforWindowsAuthenticationModeand2isforMixedModeAuthentication)RestarttheSQLServerServiceOPTION2:SETAUTHENTICATIONMODEUSINGMICROSOFTSQLSERVERMANAGEMENTSTUDIOa)OpenMicrosoftSQLServerManagementStudioandconnecttotheSQLServerb)Right-clickontheSQLServerInstanceandselectProperties.
c)OnServerProperties,selectSecurityontheleftwindow.
Then,selectSQLServerandWindowsAuthenticationmode.
d)Clickon'OK'tosavethechanges-thereisapop-upshownupthatyouhavetorestarttheSQLServicetoapplychanges.
e)Right-clickontheSQLServerInstanceandselectRestart