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DATABASE INSTALLATION GUIDE

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DATABASE INSTALLATION GUIDE
Copyright and Disclaimer
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DATABASE INSTALLATION GUIDE
Revisions
Date Description Applies to build
August 8, 2016 Removed version and added revisions table with specific build level. 14.0.0314.0
August 19, 2016 Updated to reflect SQL Server 2016 certification. 14.0.0345.0
May 3, 2018 Updated to reflect SQL Server 2017 certification. 14.0.0345.0
June 19, 2018 Updated service accounts. 14.0.0345.0
March 17,2020 Updated to reflect SQL Server 2019 certification 17.0.0831.0
May 5,2022 Updated with new installer 22.0.1500.0
March 6, 2023 Updated to reflect SQL Server 2022 certification. 23.0.1279.0
Removed 2017 SQL Server related content

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DATABASE INSTALLATION GUIDE
Table of Contents
Revisions ..................................................................................................................................... 3
Installation Prerequisites ........................................................................................................... 1
Install SCALE database ....................................................................................................................... 1
Upgrading from the release greater or equal to 2021[ production] ........................................................... 1
Upgrading from the release greater or equal to 2021[ Staging/QA] .......................................................... 1
Upgrading from the release older than 2021 [ production] ........................................................................ 1
Upgrading from the release older than 2021[ Staging/QA] ....................................................................... 1
New customer – restore baseline ............................................................................................................. 2
Service Accounts ................................................................................................................................. 3

Microsoft SQL Server 2022 Installation .................................................................................... 7

Pre-Installation Steps ........................................................................................................................... 7
Service Accounts ...................................................................................................................................... 7
Installation Steps .................................................................................................................................. 7
Install SQL Server 2022 Reporting Services ..................................................................................... 22
Post-Installation Instructions .............................................................................................................. 28
Install SQL Server Management Tools .............................................................................................. 28

Microsoft SQL Server 2019 Installation .................................................................................. 29

Pre-Installation Steps ......................................................................................................................... 29
Service Accounts .................................................................................................................................... 29
Installation Steps ................................................................................................................................ 29
Install SQL Server 2019 Reporting Services ..................................................................................... 44
Post-Installation Instructions .............................................................................................................. 53
Install SQL Server Management Tools .............................................................................................. 53

Install SQL Server Management Tools ................................................................................... 55

Microsoft SQL Server Post-Installation Instructions ............................................................. 60
Memory Configuration ........................................................................................................................ 60
X64 (64-bit) Platform............................................................................................................................... 60
Parallelism Settings ................................................................................................................................ 60
File Locations ......................................................................................................................................... 61
Instant File Initialization .......................................................................................................................... 61
Tempdb File Configuration ..................................................................................................................... 62

Microsoft SQL Server 2022/2019 Reporting Services Installation & Configuration ........... 63
Pre-Installation Steps ......................................................................................................................... 63
Service Account ...................................................................................................................................... 63
Installation Steps ................................................................................................................................ 63
Post-Installation Steps ....................................................................................................................... 63

Microsoft SQL Server Reporting Services Configuration ..................................................... 77

Uploading Reporting Services Reports .............................................................................................. 77
Reporting Services Role Assignments .............................................................................................. 82
Setting Document Credentials ........................................................................................................... 83
Set the Execution Account ...................................................................................................................... 85
Azalea Barcode Software ....................................................................................................................... 86

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Configuring the Application to Use Reporting Services ..................................................................... 86

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Installation Prerequisites
• Install SQL Server. Refer SQL Server installation section for more information.
• To install the database using the database installer, you must log in to the database server using
a Windows account with sysadmin rights. Since the installer uses this account to connect to the
database server to create the database, the system needs this permission setting to install the
database correctly.

Install SCALE database

Upgrading from the release greater or equal to 2021[
production]
1. If upgrading the live production environment, use the 2021 database connection string while
installing SCALE.- This will upgrade the sys database and all environments to the current release.

Upgrading from the release greater or equal to 2021[

Staging/QA]
1. Restore all 2021 databases, including sys, and all environments with the new database name.
2. After restoring the Sys database, delete all your environments

delete from ENVIRONMENT_USER_XREF

delete from ENVIRONMENT

3. Install SCALE with a new connection string.

4. Add your environment and user back with a new connection string.

Upgrading from the release older than 2021 [ production]

1. Install SCALE with an existing connection string.
2. Run database upgrade utility. See section Database Upgrade for an older release in Upgrade
Installation Guide.

Upgrading from the release older than 2021[ Staging/QA]

1. Restore all 2021 databases, including sys, and all environments with the new database name.
2. After restoring the Sys database, delete all your environments

delete from ENVIRONMENT_USER_XREF

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delete from ENVIRONMENT

3. Install SCALE with a new connection string.

4. Add environment and user back with a new connection string.
5. Run database upgrade utility. See section Database Upgrade for an older release in Upgrade
Installation Guide.

New customer – restore baseline

1. Log in to the database using a Windows account with sysadmin rights on SQL Server.
2. Unzip SCALE Database installer on SQL Server.
3. Open PowerShell as admin with current working directory as SCALE database installer folder.

4. Run .\install.ps1 script.

a. Enter new database name upon prompt.
b. Enter new database SCALE user upon prompt.
c. Enter new database SCALE user password upon prompt.
d. After installation PowerShell window will return connection strings. Use this connection
while installing SCALE.

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Note: The installer only validates the existence of any DB server instance. If there are multiple
instances for the DB server, the user must furnish the DB instance by providing the connection
string input details.

Service Accounts
Microsoft recommends you maintain separate accounts for each SQL Server service to comply with the
least privilege principals.

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To create the service accounts,

• Navigate to Computer Management. Administrative Tools >> Computer Management.

• Expand the Local Users and Groups section and select the Users folder.

Figure 2

1. Under the Action menu, select New User.

Figure 3

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2. The new user dialog will appear.

Figure 4

Create two accounts, one per service created:

• Database Engine service

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• SQL Server Agent service

Microsoft SQL Server will grant any special privileges necessary for the users to execute the
services. The passwords are set to never expire since these are services. If desired, passwords
can be changed at regular intervals, but it should be done manually. Enabling password
expiration on the accounts may cause SQL Server to stop running if the password expires before
being changed.
You should use strong passwords for the services as per Microsoft’s guidelines which
recommends refraining from using the following passwords:

• A blank or NULL condition

• Password
• Admin
• Administrator
• sa
• sysadmin

A strong password cannot be the following terms associated with the installation
computer:

• The name of the user currently logged onto the machine.

• The machine name.

A strong password must be at least 6 characters in length and satisfy at least three of
the following four criteria:

• It must have uppercase letters.

• It must contain lowercase letters.
• It must have numbers.
• It must contain non-alphanumeric characters; for example, #, %, or ^.

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Microsoft SQL Server 2022 Installation

Pre-Installation Steps
Service Accounts
Refer to the Service Accounts section when creating the user accounts for SQL Server 2022.

Installation Steps
1. Run the setup file for SQL Server. Once it was started, you will see a dialog box as below.

Figure 5

2. Once you run setup.exe, you will find the SQL Server Installation Center with all the installation
options as shown.

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Figure 6

3. Click on Installation on the left menu. You will get five options. For installing a
new instance click on the first option New SQL Server stand-alone Installation or add features
to an existing installation.
Figure 8

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4. Enter the Product key (License key of the SQL Server) and Click Next.
Select I have a SQL Service license with Software Assurance or SQL Software Subscription.
5. Read the license terms and check the box to accept the license terms. Click Next to move to the
next screen.

Figure 9

6. The Global Rules screen will appear. Click Next.

7. The Product Update screens will appear. Click Next.
8. Click Next if prompted on the Install Setup Files and Install Rules screens.
9. In the Feature Selection screen, select the options shown below. Click Next to continue.

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Figure 10

10. Verify the Instance root directory is correct. This identifies where the databases will be installed
on the server. It defaults to the C drive and almost all SCALE configurations have a different
location recommended. This should be the drive that was specified in your hardware sizing quote
from Manhattan Associates. Click Next to continue after entering the correct instance root
directory.

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11. Enter the appropriate user information on the server configuration screen. This is where you
would enter the users you created in the pre-installation steps. This can also be added after the
installation by running the services section.
Click the Collation tab after entering the user information.

Figure 11

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12. Click on Customize to change the collation level.

Figure 12

13. Select the Latin1_General collation from the drop down and check the Accent-sensitive
checkbox. Click OK to continue.
Figure 13

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14. Click on Next after verifying the collation level.

Figure 14

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15. Set the Authentication mode to Mixed Mode. It will allow you to connect to SQL Server via Windows
Authentication or SQL Authentication. Add the administrative users on this screen. Provide a
confirmed password for the sa user. This password should follow the strong password guidelines
mentioned previously.

Figure 15

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16. Select the Data Directories tab and TempDB tab and enter the correct paths. Please refer to the
SCALE hardware sizing document generated during the sales cycle for proper locations. Most
SCALE installs have dedicated drives for logs that are different than the data directory. Click Next
to continue.

Figure 16

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Figure 17

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17. The MaxDOP should be half the logical CPU.

Figure 18

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18. The default recommendation can be used for the memory configuration.

Figure 19

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19. Use the default configuration for FILESTREAM. It should not be enabled. Click Next.

Figure 20

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20. The setup will run all the configuration rules and list out all the operations completed.

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Figure 21

21. SQL Server is ready for install now. Verify all the SQL Server features to be installed. Once
verified, click on Install.

22. After SQL Server is successfully installed, click Close to complete the installation and exit the
installation process.

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Install SQL Server 2022 Reporting Services

SQL Server Reporting Services is now a separate installation. Follow the steps below to install the
Reporting Services.

1. In the SQL Server Installation Center select Install SQL Server Reporting Services under
Installation pane on the left side.

Figure 22

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2. This will take you the Microsoft page to download the SQL Server Reporting Services. Click on
the Download button to download.

3. Run the setup (SQLServerReportingServices).

Figure 24

4. Click Install Reporting Services to continue.

Figure 25

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5. Enter the Product key (License key of the SQL Server) and Click Next.
6. Chose the edition to install and Click Next.

7. Read the license terms and check the box to accept the license terms. Click Next to move to the
next screen.

Figure 27

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8. Click on Next to continue.

9. Specify an Install Location in the server and Click Next.

Figure 28

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Figure 29

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Figure 30

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10. Set up will complete. Restart to complete the setup.

Post-Installation Instructions
After installing SQL Server 2019, additional steps are necessary to ensure optimal performance regarding
SCALE. Refer to the Microsoft SQL Server Post Installation Instructions section to complete the
configuration.

Install SQL Server Management Tools

Refer to the Install SQL Server Management Tools section.

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Microsoft SQL Server 2019 Installation

Pre-Installation Steps
Service Accounts
Refer to the Service Accounts section when creating the user accounts for SQL Server 2019.

Installation Steps
1. Run the setup file for SQL Server. Once it was started, you will see a dialog box as below.

Figure 5

2. Once you run setup.exe, you will find the SQL Server Installation Center with all the installation
options as shown.

Figure 6

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3. Click on Installation on the left menu. You will get five options. For installing a new instance click
on the first option New SQL Server stand-alone Installation or add features to an existing
installation.

Figure 7

4. Enter the Product key (License key of the SQL Server) and Click Next.

Figure 8

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5. Read the license terms and check the box to accept the license terms. Click Next to move to the
next screen.

Figure 9

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6. The Global Rules screen will appear. Click Next.

7. The Product Update screens will appear. Click Next.
8. Click Next if prompted on the Install Setup Files and Install Rules screens.
9. Select the options shown below. Click Next to continue.

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Figure 10

10. Verify the Instance root directory is correct. This identifies where the databases will be installed
on the server. It defaults to the C drive and almost all SCALE configurations have a different
location recommended. This should be the drive that was specified in your hardware sizing quote
from Manhattan Associates. Click Next to continue after entering the correct instance root
directory.

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DATABASE INSTALLATION GUIDE
11. Enter the appropriate user information on the server configuration screen. This is where you
would enter the users you created in the pre-installation steps. Click the Collation tab after
entering the user information.

Figure 11

12. Click on Customize to change the collation level.

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DATABASE INSTALLATION GUIDE
Figure 12

13. Select the Latin1_General collation from the drop down and check the Accent-sensitive
checkbox. Click OK to continue.

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Figure 13

14. Click on Next after verifying the collation level.

Figure 14

15. Set the Authentication mode to Mixed Mode. It will allow you to connect to SQL Server via
Windows Authentication or SQL Authentication. Add the administrative users on this screen.

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Provide a confirmed password for the sa user. This password should follow the strong password
guidelines mentioned previously.

Figure 15

16. Select the Data Directories tab and TempDB tab and enter the correct paths. Please refer to the
SCALE hardware sizing document generated during the sales cycle for proper locations. Most
SCALE installs have dedicated drives for logs that are different than the data directory. Click Next
to continue.

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Figure 16

Figure 17

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17. The MaxDOP should be half the logical CPU.

Figure 18

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18. The default recommendation can be used for the memory configuration.

Figure 19

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19. Use the default configuration for FILESTREAM. It should not be enabled. Click Next.

Figure 20

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20. The setup will run all the configuration rules and list out all the operations completed.

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Figure 21

21. SQL Server is ready for install now. Verify all the SQL Server features to be installed. Once
verified, click on Install.

22. After SQL Server is successfully installed, click Close to complete the installation and exit the
installation process.

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Install SQL Server 2019 Reporting Services
SQL Server Reporting Services is now a separate installation. Follow the steps below to install the
Reporting Services.

1. In the SQL Server Installation Center select Install SQL Server Reporting Services under
Installation pane on the left side.

Figure 22

2. This will take you the Microsoft page to download the SQL Server Reporting Services. Click on
the Download button to download.

Figure 23

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3. Run the setup (SQLServerReportingServices).

Figure 24

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4. Click Install Reporting Services to continue.

Figure 25

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5. Provide the Product key (License key of the SQL Server) and Click Next.
6. Chose the edition to install and Click Next.

Figure 26

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7. Read the license terms and check the box to accept the license terms. Click Next to move to the
next screen.

Figure 27

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8. Click on Next to continue.

9. Specify an Install Location in the server and Click Next.

Figure 28

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Figure 29

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Figure 30

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10. Click restart to complete the setup.

Figure 31

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Post-Installation Instructions
After installing SQL Server 2019, additional steps are necessary to ensure optimal performance regarding
SCALE. Refer to the Microsoft SQL Server Post Installation Instructions section to complete the
configuration.

Install SQL Server Management Tools

Refer to the Install SQL Server Management Tools section.

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Install SQL Server Management Tools

SQL Server Management tools is now a separate installation. Follow the steps below to install the
Management Tools.

1. In the SQL Server Installation Center select Install SQL Server Management Tools under
Installation pane on the left side.

Figure 45

2. This will take you the Microsoft page to download the SQL Server Management Tools. Click on
the link to download.

Figure 46

3. Run the setup (SSMS-Setup-ENU).

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Figure 47

4. Click Install to continue.

Figure 48

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Figure 49

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5. Click restart to complete the setup.

Figure 50

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Microsoft SQL Server Post-Installation

Instructions
After installing SQL Server, additional steps are necessary to ensure optimal performance in regard to
SCALE. The recommendations were developed based on discussions with Microsoft and follow most of
their best practices for OLTP systems. SCALE is considered an Online Transaction Processing (OLTP)
system in respect to how it would interact with the database server. These instructions assume the server
is dedicated to providing database services and is not an application server. If application services will be
running on the same server as the database, please discuss the optimal configuration with your
Manhattan Associates consultant and/or product support.

Memory Configuration
Memory configuration differs depending on the operating system platform in use. Follow the respective
section based on your individual configuration.

X64 (64-bit) Platform

64-bit operating systems can address and use much larger amounts of memory than older 32-bit
systems. As a result, features like AWE and PAE are no longer necessary. However, locking memory
used by SQL Server into physical RAM is still beneficial and recommended. Follow How to: Enable the
Lock Pages in Memory Option (Windows) (http://msdn2.microsoft.com/en-us/library/ms190730.aspx) and
enable the feature so SQL Server does not get paged out of memory by the operating system.

Parallelism Settings
SQL Server can run certain operations in parallel to improve performance. This is designed to improve
the performance for one user while sacrificing performance of other users on the system. Since SCALE is
designed to be a highly concurrent system with hundreds of users simultaneously accessing data,
allowing a single user to consume large amounts of resources would impact other users in the system. As
a result, Manhattan Associates has the following recommendations for parallelism settings.

• Cost Threshold for Parallelism should be set to 60. Changing this from the default of 5 limits
parallelism to extremely resource intensive queries in the system.
• Max Degree of Parallelism should be configured between 2 and the number of physical cores
in the server (standard recommendation is half the number of CPU cores). It is not
recommended to ever exceed the number of physical processing cores in the server.
Exceeding that value impacts data in the processor caches resulting in non-optimal
performance.

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File Locations
Almost all hardware sizing recommendations from Manhattan call for the database server to have two
distinct and separate RAID 1 or RAID 1+0 arrays. The reason for this is for database performance. After
the SCALE database has been installed, the storage locations of the log file and data file may need to be
moved. The log file (.ldf extension), should be placed on a RAID 1 array. The data file (.mdf extension)
should be placed on the larger of the two arrays, and this is typically a RAID 1+0 array, and in some
cases a RAID 1. The link http://support.microsoft.com/kb/224071/en-us can be used for instructions on
how to move the files to the appropriate locations. Note that the database will be off line during this
process. Also note that it is important that this step be done by a user signed on as the same account that
is running SQL Server. If a SAN is in place for data storage, log and data files should be stored on
different LUNs in the SAN (which will equal different drives as well). Additionally, data files for the
SCALE database can be split across multiple LUNs on a SAN in order to improve performance, similar to
what is outlined below for Tempdb.

Instant File Initialization

Instant File Initialization must be enabled to ensure that the user/account running SQL Server has
permissions to the Perform Volume Maintenance Tasks.

• Verify the SQL Server account is listed in Local Security Policy (Control Panel | Administrative
Tools | Local Security Policy) for Perform Volume Maintenance Tasks.
Figure 51

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Tempdb File Configuration
Microsoft recommends modifying tempdb to have one file per logical CPU in the system. This helps avoid
I/O bottlenecks in tempdb. Each file in tempdb should be the same size with the same auto-grow settings.
Ideally, the auto-grow feature will never be used for tempdb because it will skew the optimization. For
example, with 8 logical processors in the system, there should be 8 files assigned to the tempdb
database. A typical size per file would be 500 MB resulting in a 4 GB tempdb in this example. Tempdb
can be placed on the same drive array as the SCALE data file or on a separate drive array.

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Microsoft SQL Server 2022/2019

Reporting Services Installation &
Configuration
This section describes how to add the Reporting Services feature to an existing Microsoft SQL Server
installation. If SQL Server has yet to be installed, see the section Microsoft SQL Server 2022 Installation
or Microsoft SQL Server 2019 Installation which includes the steps necessary to add the Reporting
Services feature.

Pre-Installation Steps

Service Account
Like other SQL Server features, Reporting Services requires a service account. Refer to the Service
Accounts section when creating a user account for Reporting Services.

Installation Steps
Install SQL Server Reporting Services. See the section Microsoft SQL Server 2022 Installation or
Microsoft SQL Server 2019 Installation, which includes the steps necessary to add the Reporting
Services feature.

Post-Installation Steps
You must manually configure Reporting Services since SQL Server Reporting service was installed with
the install only option.

1. Open the Reporting Services Configuration Manager Windows Search | SQL Server [Version]
Reporting Services Configuration Manager.
2. Select the server and instance where Reporting Services is installed and press Connect.

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Figure 53

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3. Navigate to the Web Service URL group and click on Apply to accept the default configuration.

Figure 54

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4. Navigate to the Web Portal URL group and click Apply to accept the default configuration.

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5. Navigate to the Database and click Change Database in the Current Report Server Database
group box.

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Figure 57

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6. Click Next.
7. In the Database Server page, enter the connection information needed to connect to the SQL
Server database server and click Next.

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8. Accept the default values in the Database page and click Next.

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9. Accept the default values in the Credentials page and click Next.

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10. Review the Summary page and click Next.

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11. Click Finish.

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12. After successful creation of the URL, click Exit to close the Reporting Services Configuration
Manager.

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Figure 64

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The final configuration steps for Reporting Services are discussed in the Microsoft SQL Server Reporting
Services Configuration section.

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Microsoft SQL Server Reporting

Services Configuration
This section describes how to configure Microsoft SQL Server Reporting Services to be used with the
application. For information pertaining to the install of Reporting Services, see one of the following topics:

• Microsoft SQL Server 2022 Installation

• Microsoft SQL Server 2019 Installation

Uploading Reporting Services Reports

The following section walks through the process of uploading the reports shipped with the application to a
newly installed SQL Server Reporting Services instance. Note that these steps are very similar for
updated or new reports supplied with application upgrades.

1. Open the Reporting Services Configuration Manager Windows Search | SQL Server [Version]
Reporting Services Configuration Manager.

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2. Navigate to Web portal URL.

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3. Click the URL.

Figure 69

4. Use the New Folder button to create the ILS | Reporting folder structure in Report Manager.

Figure 70

5. Navigate to the ILS folder.

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Figure 71

6. Add a new folder under ILS.

Figure 72

7. Navigate to the ILS | Reporting folder.

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8. Use the Upload File button to upload any reports (*.rdl files) given the following Reporting Service
folder to application directory mappings.

Reporting Services Folder Application Directory

ILS\Reporting <install directory>\Reporting\SSRS

Figure 74

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Reporting Services Role Assignments

1. Make sure the SCALE service account is part of the users group.
2. Click ‘Add group or user’.

Note: If SCALE service account is local user account, then first create the user with same password on
SSRS server. see Database Installation Guide | Service account to setup new user.

Figure 78

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Setting Document Credentials
For each document which you want to print, you are required to set the report server credentials,
database login and password, which is saved in an encrypted format on the report server.

1. Navigate to report folder ILS | Reporting.

Figure 80

2. Click the dropdown button on the report and select MANAGE.

Figure 81

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3. Click Data Sources on left for the data source type Microsoft SQL Server select the option
Credentials stored securely in the report server, click on ‘Revert to default’ button and Apply the
settings.

Figure 83

4. Or for data source type XML select option Credentials are not required and Apply the settings.

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Set the Execution Account

1. Start the Reporting Services Configuration tool and connect to the report server instance you
want to configure.
2. On the Execution Account page, specify the execution account. Type the account and password,
retype the password, and then click Apply.

Figure 85

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Azalea Barcode Software

You will also need to install the Azalea barcode application on the SSRS server.

The Azalea setup files are present in SCALE media ScaleThirdParty\C128Tools_Setup.MSI.

Configuring the Application to Use

Reporting Services
The SQL Server Reporting Services Report Server URL Technical Value should be set to the Report
Server URL, which has a default value of http://dbServerName/ReportServer_dbInstanceName. If

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Reporting Services was installed in the default instance, then the URL will have the form
http://dbServerName/ReportServer.

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