What does SQL Server Management Studio mean? Cortex User Group Meeting Portland – 2012

1. What does SQL Server Management Studio mean? Cortex User Group Meeting Portland – 2012

2. Todd “The QuadFather” Stabelfeldt206-794-1524 Todd@SolutionsByC4.com 2 quads walk in a bar…. Want to see an impression?

3. Our Agenda • Suggestions from the front line • GUI Overview • Basic Configuration • Basic Backup & Restore Process • Security Overview • Maintenance Plans • Tips & Tricks

4. Suggestions from the Frontline • Say goodbye to Windows 2003! • Be sure to budget for a Windows 2008 server in 2013 • Confirm appropriate vendor approved service packs & Windows Updates are applied to the server • Discuss and know your licensing agreements(upgrades) • Build & understand the plan for upgrading your existing equipment • Your SQL Server is key, make sure it is –NOT – a Domain Controller, Dynamics, Exchange, FAX, Timesheet, public, or Cortex competitor server

5. Overview • Location of query tool, stored procedures (programmability), etc. • How the windows work • Using the Object Explorer • Tab navigation • Using back / forward buttons • Need to use when viewing SP due to amount of items

6. Basic Configuration • “Mixed Mode” authentication • Let SQL manage memory • Individual databases should have compatibility set to level 100 • Reporting services will not work on less than 90 • SQL 2000 = 80 • SQL 2005 = 90 • SQL 2008 = 100

7. Backup and Restore • Close all windows prior to performing task(s) • Change filter “Files of type” when browsing to see all files Note: refreshes list so do this first • Use following naming convention when backing up Name_initials_PreActionTakingPlace • When restoring a database be sure to: • Check Restore box when performing a restore • Check Overwrite the existing database under options

8. Security [Skip slide if NOT comfortable] • Security Overview • Windows Server • Server (This Computer) • Network (Domain ONLY, current version of Dynamics does NOT support Workgroups) • SQL Server • Server access (using management studio, creating maintenance plans, etc.) • Global database(s) access • Individual database access • Individual object access i.e. Stored Procedures & Views • Servers running Dynamics • Server Authentication must be in “SQL Server and Windows Authentication mode” • Credentials are individual logins rather than group(s) – More maintenance during initial setup & staff hire / fire • When creating logins be sure to understand key areas of access • Server Role – Level of access to Management Studio • Creating plans, adding new users, etc. • User Mapping – Per database(s) • Individual database access with appropriate rights selected • Object Access • Views, Stored Procedures, etc. may need certain access

9. Maintenance Plans • Visio look and feel • Use wizards when creating plans • A good method to learning the new GUI

10. Reports • DB has to be in compatibility 90 or higher • Disk usage and the activity monitor is what I use the most

11. Tips and Tricks • Databases • Right Click for New Query • Queries • Intelisense (sp) when writing queries • Toolbar for options, results format, comments • Tables / Stored Procedures • Right Click for script options • Right Click for editing table, only does 200 by default

12. Questions?