Preparing Microsoft SQL Server

Plan and prepare your Microsoft SQL Server database for a Case Analyzer installation.

About this task

Review the general Microsoft SQL Server database planning information and verify that the database is installed and configured. For more information about database planning, see Microsoft SQL Server database planning.

Also, review the following best practices and restrictions that apply to a Case Analyzer installation with a Microsoft SQL Server database:

Create the Case Analyzer OLAP databases before you install Case Analyzer.
Attention: You need this database only if you intend to enable OLAP integration on the Case Analyzer store, otherwise it is not required.
Install the Case Analyzer store and the Case Analyzer OLAP database collocated on the same server or on separate servers.
Configure the Microsoft SQL Server database for Mixed Mode authentication
During the Microsoft SQL Server installation, record the values for the following settings. You use this information during the Case Analyzer Engine installation. For more information, see Installing Case Analyzer components interactively or Installing Case Analyzer components silently.
- Case Analyzer store:
  - Server name.
  - Instance name.
  - TCP/IP port assigned to the database instances. See Configuring Case Analyzer ports.
  - Name and password of the pa_administrator user that Case Analyzer is used to access the database. See Creating required users for run time.
- Microsoft SQL Server Analysis database:
  - Analysis Services server name (if separate from the Case Analyzer store).
  - OLAP instance name.

In addition to the following instructions, see the Microsoft SQL Server installation instructions.

Procedure

To configure Microsoft SQL Server:

Select the database collation settings. Specify one of the following:
- Dictionary order, not case-sensitive, for use with 1252 Character Set (or any not case-sensitive Microsoft SQL Server collation). Not case-sensitive collation is the Microsoft default and the setting most used in IBM Content Cortex environments, because it offers search results without regard to character case.
- Dictionary order, case-sensitive, for use with 1252 Character Set (or any case-sensitive Microsoft SQL Server collation). Select case-sensitive Microsoft SQL Server collation only if you know that your site requires searches that must differentiate uppercase from lowercase characters (in property choice lists, folder names, and other similar objects).
Important: Select your Microsoft SQL Server collation setting carefully. A change to collation settings after installation can be difficult and time-consuming. This change is especially difficult if you want to switch from case-sensitive to not case-sensitive collation after significant user activity. Be aware that if you have a case-sensitive database and you want to perform a not case-sensitive search programmatically or otherwise, you might encounter serious performance degradation on Microsoft SQL Server. The database cannot use column indexes in these cases.
Define a static port number.
If the database instance for the Case Analyzer store is not the only instance on the server, you must assign a non-conflicting static port number for the Case Analyzer store database instance by using Microsoft SQL Server Configuration Manager. For information, see your Microsoft SQL Server Documentation.
Download and install the required Microsoft SQL Server Service Packs.
See the system requirements technical support document that is appropriate for your configuration. See the IBM Content Cortex system requirements or the system requirements .
Verify that the ca_olap_administrator user has been given administrative privileges on the Case Analyzer OLAP server.
See Adding a user to the server role in Microsoft SQL Server Analysis Services.