How to: Upgrade to SQL Server 2005 (Setup)

The Microsoft SQL Server 2005 Installation Wizard is Windows Installer-based, and provides a single feature tree for upgrade of SQL Server components. You can also install SQL Server 2005 side by side with SQL Server 2000 or SQL Server 7.0, or migrate existing databases and configuration settings from a previous SQL Server version, and apply them to an instance of SQL Server 2005.

For more information about upgrade and migration options, see Upgrading SQL Server Components. For more information about support for side-by-side configurations, see Working with Multiple Versions of SQL Server.

• The Database Engine
  To upgrade an instance of the SQL Server 2000 or SQL Server 7.0 Database Engine, see the procedure below.

  To upgrade a failover cluster, see How to: Upgrade to a SQL Server 2005 Failover Cluster Instance (Setup).

  To migrate user databases to SQL Server 2005, see:

  • Using the Copy Database Wizard
  • How to: Upgrade to SQL Server 2005 with the Copy Database Wizard

• Analysis Services
  For information about upgrading Analysis Services, see Upgrading or Migrating Analysis Services.

• Reporting Services
  Use SQL Server Setup (Installation Wizard) and the Reporting Services Configuration tools to upgrade Reporting Services. For more information, see Upgrading Reporting Services.

• Notification Services
  To upgrade Notification Services, upgrade the Database Engine and install SQL Server 2005 Notification Services, and then migrate the instances of Notification Services. For more information, see Migrating Notification Services Instances.

• Data Transformation Services
  For information about the use of DTS with SQL Server 2005, see Upgrading or Migrating Data Transformation Services.

• Replication
  SQL Server 2005 supports upgrading replicated databases from previous versions of SQL Server. For more information, see Upgrading Replicated Databases.

Prerequisites

For local installations, you must run Setup as an administrator. If you install SQL Server from a remote share, you must use a domain account that has read and execute permissions on the remote share.

Before upgrading the Database Engine to SQL Server 2005, review the following topics:

• Hardware and Software Requirements for Installing SQL Server 2005
• Check Parameters for the System Configuration Checker
• Security Considerations for a SQL Server Installation
• SQL Server 2005 Database Engine Backward Compatibility
• Upgrading the Database Engine

Procedure

To upgrade the SQL Server Database Engine to SQL Server 2005

1. Insert the SQL Server 2005 product CD or DVD into your computer's CD or DVD drive. The SQL Server Installation Wizard should start automatically. If the SQL Server Installation Wizard does not start automatically, double-click Splash.hta in the root folder of the CD or DVD.

   Note

   To run Setup from a network drive, navigate to the installation location on the shared drive, and then double-click Splash.hta.

2. To begin the installation process, click Install SQL Server.

3. On the End User License Agreement page, read the license agreement, and then select the check box to accept the licensing terms and conditions. Accepting the license agreement activates the Next button. To continue, click Next. To end Setup, click Cancel.

4. On the SQL Server Component Update page, Setup installs software required for SQL Server 2005. For more information about component requirements, click the Help button at the bottom of the page. To begin the component update process, click Install. To continue after the update completes, click Finish. For more information, see Installing Prerequisites.

5. On the Welcome page of the SQL Server Installation Wizard, click Next to continue.

6. On the System Configuration Check (SCC) page, the installation computer is scanned for conditions that may block Setup. For information about configuration check items, click Help at the bottom of the page or see Check Parameters for the System Configuration Checker. To interrupt the scan, click Stop. To display a list of check items grouped by result, click Filter and then select a category from the drop-down list. To view a report of SCC results, click Report and then select an option from the drop-down list. Options include viewing the report, saving the report to a file, copying the report to the Clipboard, and sending the report as e-mail. To proceed with Setup after the SCC scan completes, click Continue.

7. On the Registration Information page, enter information in the Name and Company text boxes. For this release, the product key is entered automatically. To continue, click Next. For more information, see Registration Information.

8. On the Components to Install page, select the components for your installation. A description for each component group appears in the Components to be Installed pane when you select it. You can select any combination of check boxes. When you select SQL Server or Analysis Services, if Setup detects that you are installing to a virtual server, the Install as a Failover Cluster check box is enabled. You must select this option to install a failover cluster. For more information, see Components to Install.

   To install individual components, click Advanced. Otherwise, click Next to continue.

9. If you clicked Advanced on the previous page, the Feature Selection page is displayed. On the Feature Selection page, select the program features to install using the drop-down boxes. To install components to a custom directory, select the feature and then click Browse. For more information about the functionality of this page, see Feature Selection. To continue, click Next when your feature selections are complete.

10. On the Instance Name page, select a default or named instance to upgrade. If a default or named instance is already installed, and you select an existing instance for your installation, Setup upgrades it and provides the option to install additional components.

    To upgrade a SQL Server default instance already installed on your computer, click Default Instance, and then click Next to continue.

    To upgrade a SQL Server named instance already installed on your computer, click Named Instance and then type the instance name in the space provided, or click Installed Instances on the Instance Name page, select an instance from the Installed Instances list and click OK to populate the instance name field. After you have selected the instance to upgrade, click Next to continue.

    Note

    To upgrade a default instance, there must be a default instance already on the computer. To upgrade a named instance, there must be a named instance already on the computer.

    For more information about instance naming rules, see Instance Name.

11. On the Existing Components page, Setup lists the SQL Server components installed on your computer. Components that can be upgraded to SQL Server 2005 have their check boxes enabled. If a component has a check box that is unavailable, the component does not qualify for upgrade to SQL Server 2005. To view a report of available options and alternatives, click Details. To upgrade a component listed on the Existing Components page, select its check box and click Next. For more information, see Existing Components.

12. If you are adding new components, on the Service Account page, specify the user name, password, and domain name for the non-SQL Server accounts. For this release, SQL Server 2005 Setup uses the service account information of the existing SQL Server service being upgraded. You can use the same account for all of the services.

    You can optionally specify an individual account for each service. Select the Customize for each service account check box, select a service name from the list box, and then provide login credentials for each of the services in the list. To proceed, click Next. For more information, see Service Account.

    Note

    The domain name cannot be a full Domain Name Service (DNS) name. For example, if your DNS name is my-domain-name.com, enter "my-domain-name" in the Domain text box. SQL Server Setup does not accept "my-domain-name.com" in the Domain text box.

13. The Upgrade Logon Information page is displayed if the SQL Server instance to be upgraded is configured to use Mixed Mode (Windows Authentication or SQL Server Authentication). Credentials supplied on this page are used to connect to the existing SQL Server instance so that upgrade scripts can be run. If the existing SQL Server instance is configured to use Windows Authentication, this page is not displayed. To proceed, click Next. For more information, see Upgrade Logon Information.

    Security Note:
    When possible, use Windows Authentication.

    Security Note:
    For this release, SQL Server Setup may not enforce the strong password requirement on some default configurations of Microsoft Windows Server 2003 where the computer is not a member of a domain. Setting strong passwords is essential to the security of your system. Always use strong passwords. For strong password guidelines, see Authentication Mode in SQL Server 2005 Books Online.

14. If you selected Analysis Services as a feature to install, on the Collation Settings page, specify the default collation. You can use the same collation for SQL Server and Analysis Services, or you can specify collations for individual components.

    To set separate collation settings for SQL Server and Analysis Services, select the Customize for each service account check box. After you select the check box, a drop-down selection box appears. Select a service from the drop-down selection box and then assign its collation. Repeat for each service. To proceed, click Next. For more information, see Collation Settings.

15. If you selected Reporting Services as a feature to install, the Report Server Virtual Directories page is displayed. Accept the default directory names, or specify a location for the directories. For more information about this page, click Help at the bottom of the page. To proceed, click Next. For more information, see Report Server Installation Options.

16. If you selected Reporting Services as a feature to install, the Report Server Database Setup page is displayed. Specify a host for the report server database. If you choose to host the report server database in an existing SQL Server instance, select an instance from the drop-down list, and then select the authentication mode to access that instance. For more information, see Report Server Installation Details.

    If you select SQL Server Authentication, provide a user name and password with administrative privileges for that instance. Confirm the Report Server Database Name. To continue, click Next.

17. If you selected Reporting Services as a feature to install, the Report Server Delivery Settings page is displayed. Specify an SMTP server address and an e-mail address to be used as the sender of e-mail messages from Report Server. To continue, click Next.

18. On the Error and Usage Report Settings page, optionally clear the check box to disable error reporting. To proceed, click Next. For more information, see Error and Usage Report Settings.

19. On the Ready to Install page, review the summary of features and components for your SQL Server installation. For an upgrade scenario, all components and features of the existing instance are selected for the upgrade. To proceed, click Install. For more information, see Ready to Install.

20. On the Installation Progress page, you can monitor installation progress as Setup proceeds. To view the log file for a component during installation, click the product or status name on the Installation Progress page.

21. On the Completing the Microsoft SQL Server Installation Wizard page, you can view the Setup summary log by clicking the link provided on this page. To exit the SQL Server Installation Wizard, click Finish.

22. If you are instructed to restart the computer, do so now. It is important to read the message from the Setup program when you are done with installation. Failure to restart the computer may cause failures when you run the Setup program in the future.

Next Steps

After upgrading the Database Engine to SQL Server 2005, complete the following tasks:

• Register your servers - Upgrade removes registry settings for the previous SQL Server instance. After upgrading, you must reregister your servers.
• Repopulate full-text catalogs - The upgrade process marks your databases as full-text disabled. Catalogs must be repopulated, but this operation is not run automatically by Setup because it can be time-consuming. As this operation enhances the performance of your SQL Server 2005 installation, administrators should plan to repopulate full-text catalogs at a convenient time.
• Update statistics - To help optimize query performance, we recommend that you update statistics on all databases following upgrade. Use the sp_updatestats stored procedure to update statistics in user-defined tables in SQL Server 2005 databases.
• Update usage counters - In earlier versions of SQL Server, the values for the table and index row counts and page counts can become incorrect. To correct any invalid row or page counts, we recommend that you run DBCC UPDATEUSAGE on all databases following upgrade.
• Configure your new SQL Server installation - To reduce the attackable surface area of a system, SQL Server 2005 selectively installs and activates key services and features. For more information on how to activate SQL Server 2005 features, see SQL Server Surface Area Configuration.

See Also

Tasks

How to: Change Components in an Existing Instance of SQL Server 2005 (Setup)

Concepts

How to: View SQL Server 2005 Setup Log Files

Other Resources

Upgrading to SQL Server 2005
Backward Compatibility

Help and Information

Getting SQL Server 2005 Assistance