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How to: Upgrade to SQL Server 2008 R2 (Setup)

The SQL Server Installation Wizard provides a single feature tree for upgrade of SQL Server components. You can also install SQL Server 2008 R2 side by side with an earlier version, or migrate existing databases and configuration settings from an earlier SQL Server version, and apply them to an instance of SQL Server 2008 R2.

If you are planning to upgrade to or install SQL Server 2008 R2 and SQL Server 2008 side by side, see Considerations for Side-by-Side Instances of SQL Server 2008 R2 and SQL Server 2008.

NoteNote

Upgrade to SQL Server 2008 R2 from any SQL Server 2008 customer technology preview (CTP) is blocked.

For more information, see these topics:

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, review the following topics:

NoteNote

You may need to apply cumulative updates to the original media before you install SQL Server 2008 R2, if you are affected by a known issue in the setup program. For more information about known issues and detailed instructions, see How to update SQL Server 2008 R2 Setup by running a newer version of the SQL Server 2008 R2 Setup support files.

To upgrade to SQL Server 2008 R2

  1. Insert the SQL Server installation media, and from the root folder, double-click Setup.exe. To install from a network share, move to the root folder on the share, and then double-click Setup.exe. If the Microsoft SQL Server 2008 R2 Setup dialog box appears, click OK to install the prerequisites, then click Cancel to exit SQL Server 2008 R2 installation.

  2. If the .NET Framework 3.5 SP1 installation dialog box appears, select the check box to accept the .NET Framework 3.5 SP1 License Agreement. Click Next. To exit the SQL Server 2008 R2 installation, click Cancel. When installation of .NET Framework 3.5 SP1 is complete, click Finish.

  3. Windows Installer 4.5 is also required, and may be installed by the Installation Wizard. If you are prompted to restart your computer, restart, and then run SQL Server 2008 R2 Setup.exe again.

  4. When prerequisites are installed, the Installation Wizard starts the SQL Server Installation Center. To upgrade an existing instance of SQL Server, click Upgrade from SQL Server 2000, SQL Server 2005, or SQL Server 2008.

  5. If Setup support files are required, SQL Server Setup installs them. If you are instructed to restart your computer, restart before you continue.

  6. The System Configuration Checker runs a discovery operation on your computer. To continue, click OK. If Setup detects SQL Server 2008 on the machine, you will see a warning about the automatic upgrade of shared components to SQL Server 2008 R2. For more information about side-by-side instances of SQL Server 2008 R2 and SQL Server 2008, see Considerations for Side-by-Side Instances of SQL Server 2008 R2 and SQL Server 2008. Setup log files are created for your installation. For more information about log files, see How to: View and Read SQL Server Setup Log Files.

  7. On the Language Selection page, you can specify the language for your instance of SQL Server if you are installing on a localized operating system and the installation media includes language packs for both English and the language corresponding to the operating system. For more information about cross-language support and installation considerations, see Local Language Versions in SQL Server.

    To continue, click Next.

  8. On the Product key page, click an option button to indicate whether you are upgrading to a free edition of SQL Server, or whether you have a PID key for a production version of the product. For more information, see Editions and Components of SQL Server 2008 R2 and Version and Edition Upgrades.

  9. On the License Terms page, read the license agreement, and then select the check box to accept the license terms and conditions. To help improve SQL Server, you can also enable the feature usage option and send reports to Microsoft. Click Next to continue. To end Setup, click Cancel.

  10. On the Select Instance page, specify the instance of SQL Server to upgrade.

  11. On the Feature Selection page, the features to upgrade will be preselected. A description for each component group appears in the right pane after you select the feature name. Be aware that you cannot change the features to be upgraded, and you cannot add features during the upgrade operation. For more information about how to add features to an upgraded instance of SQL Server 2008 R2 after the upgrade operation is complete, see How to: Add Features to an Instance of SQL Server 2008 R2 (Setup).

  12. On the Instance Configuration page, specify whether to install a default or a named instance. For more information, see Instance Configuration.

    Instance ID — By default, the instance name is used as the Instance ID. This is used to identify installation directories and registry keys for your instance of SQL Server. This is the case for default instances and named instances. For a default instance, the instance name and instance ID would be MSSQLSERVER. To use a nondefault instance ID, select the Instance ID check box and provide a value.

    NoteNote

    Typical stand-alone instances of SQL Server 2008 R2, whether default or named instances, do not use a nondefault value for the Instance ID check box.

    Instance root directory — By default, the instance root directory is C:\Program Files\Microsoft SQL Server\. To specify a nondefault root directory, use the field provided, or click Browse to locate an installation folder.

    All SQL Server service packs and upgrades will apply to every component of an instance of SQL Server.

    Detected instances and features — The grid will show instances of SQL Server that are on the computer where Setup is running. If a default instance is already installed on the computer, you must install a named instance of SQL Server 2008 R2. Click Next to continue.

  13. The Disk Space Requirements page calculates the required disk space for the features that you specify, and compares requirements to the available disk space on the computer where Setup is running. For more information, see Disk Space Requirements.

  14. Work flow for the rest of this topic depends on the features that you have specified for your installation. You might not see all the pages, depending on your selections.

  15. On the Server Configuration -— Service Accounts page, specify login accounts for SQL Server services. The actual services that are configured on this page depend on the features that you are upgrading.

    Authentication and login information will be carried forward from the previous instance of SQL Server. You can assign the same login account to all SQL Server services, or you can configure each service account individually. You can also specify whether services start automatically, are started manually, or are disabled. Microsoft recommends that you configure service accounts individually so that SQL Server services are granted the minimum permissions they have to have to complete their tasks. For more information, see Server Configuration - Service Accounts and Setting Up Windows Service Accounts.

    To specify the same login account for all service accounts in this instance of SQL Server, provide credentials in the fields at the bottom of the page.

    Security Note   Do not use a blank password. Use a strong password.

    When you are finished specifying login information for SQL Server services, click Next.

  16. Use the Server Configuration — Collation tab to specify nondefault collations for the Database Engine and Analysis Services. For more information, see Server Configuration - Collation.

  17. On the Full-Text Search Upgrade Options page, specify the upgrade options for the databases being upgraded. For more information, see Full-Text Search Upgrade Options.

  18. On the Error Reporting page, specify the information that you want to send to Microsoft to help improve SQL Server. By default, option for error reporting is enabled. For more information, see Error Reporting.

  19. The System Configuration Checker will run one more set of rules to validate your computer configuration with the SQL Server features that you have specified before the upgrade operation begins.

  20. The Ready to Upgrade page displays a tree view of installation options that were specified during Setup. To continue, click Install.

  21. During installation, the progress page provides status so that you can monitor installation progress as Setup continues.

  22. After installation, the Complete page provides a link to the summary log file for the installation and other important notes. To complete the SQL Server installation process, click Close.

  23. If you are instructed to restart the computer, do so now. It is important to read the message from the Installation Wizard when you have finished with Setup. For more information about Setup log files, see How to: View and Read SQL Server Setup Log Files.

After you upgrade to SQL Server, complete the following tasks:

  • Register your servers — Upgrade removes registry settings for the previous instance of SQL Server. After you upgrade, you must reregister your servers.

  • 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 databases.

  • Configure your new SQL Server installation — To reduce the attackable surface area of a system, SQL Server selectively installs and enables key services and features. For more information about surface area configuration, see the readme file for this release.

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