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

2. Todd “The QuadFather” Stabelfeldt 206-794-1524 Todd@SolutionsByC4.com Todd “The QuadFather” Stabelfeldt 206-794-1524 Todd@SolutionsByC4.com 2 quads walk in a bar…. Want to see an impression?

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

4. Suggestions from the Frontline Say goodbye to Windows 2003!Say goodbye to Windows 2003! o Be sure to budget for a Windows 2008 server in 2013 Confirm appropriate vendor approved service packs & Windows Updates are applied to the serverConfirm appropriate vendor approved service packs & Windows Updates are applied to the server Discuss and know your licensing agreements(upgrades)Discuss and know your licensing agreements(upgrades) Build & understand the plan for upgrading your existing equipmentBuild & 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 serverYour 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.Location of query tool, stored procedures (programmability), etc. How the windows workHow the windows work Using the Object ExplorerUsing the Object Explorer o Tab navigation o Using back / forward buttons o Need to use when viewing SP due to amount of items

6. Basic Configuration “Mixed Mode” authentication“Mixed Mode” authentication Let SQL manage memoryLet SQL manage memory Individual databases should have compatibility set to level 100Individual databases should have compatibility set to level 100 o 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)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 firstChange filter “Files of type” when browsing to see all files Note: refreshes list so do this first Use following naming convention when backing upUse following naming convention when backing up Name_initials_PreActionTakingPlace When restoring a database be sure to:When restoring a database be sure to: o Check Restore box when performing a restore o Check Overwrite the existing database under options

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

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

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

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

12. Questions?