Before you begin, review the following SQL Server Books Online topics:

• Planning a SQL Server Installation
  
• Before Installing Failover Clustering
  
• Security Considerations for a SQL Server Installation
  
• If you are installing SQL Server 2008 on operating systems earlier than Windows Server 2008, make sure that you also read and explicitly follow instructions in the Recommended private "Heartbeat" configuration on a cluster server Knowledge Base article.
  

  Note:
  Take note of the location of the shared drive in the Cluster Administrator before you run SQL Server Setup. You must have this information to create a new failover cluster.

• Setup does not install .NET Framework 3.5 SP1 on a clustered operating system. You must install .NET Framework 3.5 SP1 before you run Setup.
  

Important   You may have to apply cumulative updates to the original media before you install SQL Server 2008, 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 For more information about known issues and detailed instructions, see How to update SQL Server 2008 Setup by running a newer version of the SQL Server 2008 Setup support files.

1. Insert the SQL Server installation media, and from the root folder, double-click Setup.exe. To install from a network share, browse to the root folder on the share, and then double-click Setup.exe. For more information about how to install prerequisites, see Before Installing Failover Clustering. You may be asked to install the prerequisites, if they are not previously installed.

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

3. After prerequisites are installed, the Installation Wizard starts the SQL Server Installation Center. To create a new cluster installation of SQL Server 2008, click New SQL Server failover cluster installation on the installation page

4. The System Configuration Checker runs a discovery operation on your computer. To continue, click OK. You can view the details on the screen by clicking Show Details, or as an HTML report by clicking View detailed report.

5. On the Setup Support Files page, click Install to install the Setup support files.

6. The System Configuration Checker verifies the system state of your computer before Setup continues. After the check is complete, click Next to continue. You can view the details on the screen by clicking Show Details, or as an HTML report by clicking View detailed report.

7. On the Product key page, indicate whether you are installing 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.

8. On the License Terms page, read the license agreement, and then select the check box to accept the license terms and conditions. Click Next to continue. To end Setup, click Cancel.

9. On the Feature Selection page, select the components for your installation. A description for each component group appears in the right pane after you select the feature name. You can select any combination of check boxes, but only the Database Engine and Analysis Services support failover clustering. Other selected components will run as a stand-alone feature without failover capability on the current node that you are running Setup on.

   You can specify a custom directory for shared components by using the field at the bottom of this page. To change the installation path for shared components, either update the path in the field provided at the bottom of the dialog box, or click the ellipsis button to browse to an installation directory. The default installation path is C:\Program Files\Microsoft SQL Server\.

   Note:
   When you select the Database Engine Services feature, both replication and full-text search are selected automatically. Unselecting any of these subfeatures also unselects the Database Engine Services feature.

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

    SQL Server Network Name — Specify a network name for the new SQL Server failover cluster. This is the name that is used to identify your failover cluster on the network.

    Note:
    This is known as the virtual SQL Server name in earlier versions of SQL Server failover clusters.

    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 box and provide a value.

    Note:
    Typical stand-alone instances of SQL Server 2008, whether default or named instances, do not use a nondefault value for the Instance ID 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 the ellipsis button to locate an installation folder.

    Detected SQL Server instances and features on this computer - The grid shows 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. Click Next to continue.

11. 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 Cost Summary.

12. Use the Cluster Resource Group page to specify the cluster resource group name where SQL Server virtual server resources will be located. To specify the SQL Server cluster resource group name, you have two options:

    • Use the drop-down box to specify an existing group to use.
      
    • Type the name of a new group to create. Be aware that the name "Available storage" is not a valid group name.
      

13. On the Cluster Disk Selection page, select the shared cluster disk resource for your SQL Server failover cluster. The cluster disk is where the SQL Server data will be put. More than one disk can be specified. The Available shared disks grid displays a list of available disks, whether each is qualified as a shared disk, and a description of each disk resource. Click Next to continue.

    Note:
    The first drive is used as the default drive for all databases, but can be changed on the Database Engine or Analysis Services configuration pages.

14. On the Cluster Network Configuration page, specify the network resources for your failover cluster instance:

    • Network Settings — Specify the IP type and IP address for your failover cluster instance.
      

    Click Next to continue.

15. Use this page to specify Cluster Security Policy.

    • Windows Server 2008 and later versions - Service SIDs (server security IDs) are the recommended and default setting. The option to specify domain groups is available but not recommended. For information about service SIDs functionality on Windows Server 2008, see Setting Up Windows Service Accounts.
      
    • On Windows Server 2003, specify domain groups for SQL Server services. All resource permissions are controlled by domain-level groups that include SQL Server service accounts as group members.
      

    Click Next to continue.

    Note:
    If you are installing a SQL Server 2008 Failover Cluster Instance in a Windows 2000 mixed mode domain, you must use domain global groups for SQL Server Clustered Services.

    Note:
    Windows 2000 domain controllers can operate in mixed mode and native mode. Mixed mode enables down-level domain controllers in the same domain.

16. 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 (Database Engine, Analysis Services, Reporting Services).

17. 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 selected to install.

    You can assign the same login account to all SQL Server services, or you can configure each service account individually. The startup type is set to manual for all cluster-aware services, including full-text search and SQL Server Agent, and cannot be changed during installation. Microsoft recommends that you configure service accounts individually to provide least privileges for each service, where SQL Server services are granted the minimum permissions they have to have complete their tasks. For more information, see SQL Server Configuration - Service Accounts and Setting Up Windows Service Accounts.

    To specify the same logon 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.

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

19. Use the Database Engine Configuration — Account Provisioning page to specify the following:

    • Security Mode - select Windows Authentication or Mixed Mode Authentication for your instance of SQL Server. If you select Mixed Mode Authentication, you must provide a strong password for the built-in SQL Server system administrator account.
      After a device establishes a successful connection to SQL Server, the security mechanism is the same for both Windows Authentication and Mixed Mode. For more information, see Database Engine Configuration - Account Provisioning.
      
    • SQL Server Administrators - You must specify at least one system administrator for the instance of SQL Server. To add the account under which SQL Server Setup is running, click Add Current User. To add or remove accounts from the list of system administrators, click Add or Remove, and then edit the list of users, groups, or computers that will have administrator privileges for the instance of SQL Server. For more information, see Database Engine Configuration - Account Provisioning.
      

    When you are finished editing the list, click OK. Verify the list of administrators in the configuration dialog box. When the list is complete, click Next.

20. Use the Database Engine Configuration - Data Directories page to specify nondefault installation directories. To install to default directories, click Next.

    Important:
    If you specify nondefault installation directories, make sure that the installation folders are unique to this instance of SQL Server. None of the directories in this dialog box should be shared with directories from other instances of SQL Server. The data directories should be located on the shared cluster disk for the failover cluster.

    For more information, see Database Engine Configuration - Data Directories.

21. Use the Database Engine Configuration - FILESTREAM page to enable FILESTREAM for your instance of SQL Server. For more information about FILESTREAM, see Database Engine Configuration - Filestream. Click Next to continue.

22. Use the Analysis Services Configuration — Account Provisioning page to specify users or accounts that will have administrator permissions for Analysis Services. You must specify at least one system administrator for Analysis Services. To add the account under which SQL Server Setup is running, click Add Current User. To add or remove accounts from the list of system administrators, click Add or Remove, and then edit the list of users, groups, or computers that will have administrator privileges for Analysis Services. For more information, see Analysis Services Configuration - Account Provisioning.

    When you are finished editing the list, click OK. Verify the list of administrators in the configuration dialog box. When the list is complete, click Next.

23. Use the Analysis Services Configuration — Data Directories page to specify nondefault installation directories. To install to default directories, click Next.

    Important:
    If you specify nondefault installation directories, make sure that the installation folders are unique to this instance of SQL Server. None of the directories in this dialog box should be shared with directories from other instances of SQL Server. The data directories should be located on the shared cluster disk for the failover cluster.

    For more information, see Analysis Services Configuration - Data Directories.

24. Use the Reporting Services Configuration page to specify the kind of Reporting Services installation to create. For failover cluster installation, the option is set to Unconfigured Reporting Services installation. You must configure Reporting Services services after you complete the installation.

    For more information about Reporting Services configuration modes, see Report Server Installation Options.

25. On the Error and Usage Reporting page, specify the information that you want to send to Microsoft that will help improve SQL Server. By default, options for error reporting and feature usage are disabled. For more information, see Error and Usage Report Settings.

26. The System Configuration Checker runs one more set of rules to validate your configuration with the SQL Server features that you have specified.

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

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

29. 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.

30. 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 information about Setup log files, see How to: View and Read SQL Server Setup Log Files.

31. To add nodes to the single-node failover you just created, run Setup on each additional node and follow the steps for AddNode operation. For more information, see How to: Add or Remove Nodes in a SQL Server Failover Cluster (Setup).

    Note:

    If you are adding more than one node, you can use the configuration file to deploy the installations. For more information, see How to: Install SQL Server 2008 Using a Configuration File. The SQL Server edition you are installing must match across all the nodes in a SQL Server failover cluster. When you add a new node to an existing SQL Server failover cluster, make sure that you specify that the edition matches the edition of the existing failover cluster.

1. Insert the SQL Server installation media, and from the root folder, double-click Setup.exe. To install from a network share, browse to the root folder on the share, and then double-click Setup.exe. For more information about how to install prerequisites, see Before Installing Failover Clustering. You may be asked to install the prerequisites, if they are not previously installed.

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

3. After the prerequisites are installed, the Installation Wizard starts the SQL Server Installation Center. To prepare the node for clustering, move to the Advanced page and then click Advanced cluster preparation

4. The System Configuration Checker runs a discovery operation on your computer. To continue, click OK. You can view the details on the screen by clicking Show Details, or as an HTML report by clicking View detailed report.

5. On the Setup Support Files page click Install to install the Setup support files.

6. The System Configuration Checker verifies the system state of your computer before Setup continues. After the check is complete, click Next to continue. You can view the details on the screen by clicking Show Details, or as an HTML report by clicking View detailed report.

7. On the Product key page, click to indicate whether you are installing 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.

   Note:
   You must specify the same product key on all the nodes that you are preparing for the same failover cluster.

8. On the License Terms page, read the license agreement, and then select the check box to accept the license terms and conditions. Click Next to continue. To end Setup, click Cancel.

9. On the Feature Selection page, select the components for your installation. A description for each component group appears in the right pane after you select the feature name. You can select any combination of check boxes, but only the Database Engine and Analysis Services support failover clustering. Other components will run on a single failover cluster node as a stand-alone feature without failover capability.

   You can specify a custom directory for shared components by using the field at the bottom of this page. To change the installation path for shared components, either update the path in the field provided at the bottom of the dialog box, or click the ellipsis button to browse to an installation directory. The default installation path is C:\Program Files\Microsoft SQL Server\.

   Note:
   When you select the Database Engine Services feature, both replication and full-text search are selected automatically. Unselecting any of these subfeatures also unselects the Database Engine Services feature.

10. 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 text box and provide a value.

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

    Important:
    Use the same InstanceID for all the nodes that are prepared for the failover cluster

    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 the ellipsis button to locate an installation folder.

    Installed instances - The grid shows 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. Click Next to continue.

11. 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 Cost Summary.

12. Use this page to specify Cluster Security Policy.

    • Windows Server 2008 and later - Service SIDs (server security IDs) are the recommended and default setting.The option to specify domain groups is available but not recommended. For information about service SIDs functionality on Windows Server 2008, see Setting Up Windows Service Accounts.
      
    • On Windows Server 2003, specify domain groups for SQL Server services. All resource permissions are controlled by domain-level groups that include SQL Server service accounts as group members.
      

    Click Next to continue.

    Note:
    If you are installing a SQL Server 2008 failover cluster instance in a Windows 2000 mixed mode domain, you must use domain global groups for SQL Server Clustered Services.

    Note:
    Windows 2000 domain controllers can operate in mixed mode and native mode. Mixed mode enables down-level domain controllers in the same domain.

13. 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.

14. 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 selected to install.

    You can assign the same login account to all SQL Server services, or you can configure each service account individually. The startup type is set to manual for all cluster-aware services, including full-text search and SQL Server Agent, and cannot be changed during installation. Microsoft recommends that you configure service accounts individually to provide least privileges for each service, where SQL Server services are granted the minimum permissions they have to have complete their tasks. For more information, see SQL Server Configuration - Service Accounts and Setting Up Windows Service Accounts.

    To specify the same logon 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.

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

16. Use the Server Configuration - Filestream to enable FILESTREAM for your instance of SQL Server. For more information about FILESTREAM, see Database Engine Configuration - Filestream. Click Next to continue.

17. Use the Reporting Services Configuration page to specify the kind of Reporting Services installation to create. For failover cluster installation, the option is set to Unconfigured Reporting Services installation. You must configure Reporting Services services after you complete the installation.

    For more information about Reporting Services configuration modes, see Report Server Installation Options.

18. On the Error and Usage Reporting page, specify the information that you want to send to Microsoft that will help improve SQL Server. By default, options for error reporting and feature usage are enabled. For more information, see Error and Usage Report Settings.

19. The System Configuration Checker runs one more set of rules to validate your configuration with the SQL Server features that you have specified.

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

    During installation, the Installation Progress page provides status so that you can monitor installation progress as Setup continues. After installation, the Complete page provides a link to the summary log file for the installation and other important notes.

21. To complete the SQL Server installation process, click Close.

22. 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 information about Setup log files, see How to: View and Read SQL Server Setup Log Files.

23. Repeat the previous steps to prepare the other nodes for the failover cluster. You can also use the autogenerated configuration file to run prepare on the other nodes. For more information, see How to: Install SQL Server 2008 Using a Configuration File.

1. After preparing all the nodes as described in the prepare step, run Setup on one of the prepared nodes, preferably the one that owns the shared disk. On the Advanced page of the SQL Server Installation Center, click Advanced cluster completion.

2. The System Configuration Checker runs a discovery operation on your computer. To continue, click OK. You can view the details on the screen by clicking Show Details, or as an HTML report by clicking View detailed report.

3. On the Setup Support Files page, click Install to install the Setup support files.

4. The System Configuration Checker verifies the system state of your computer before Setup continues. After the check is complete, click Next to continue. You can view the details on the screen by clicking Show Details, or as an HTML report by clicking View detailed report.

5. Use the Cluster node configuration page to select the instance name prepared for clustering, and specify the network name for the new SQL Server failover cluster. This is the name that is used to identify your failover cluster on the network.

   Note:
   This is known as the virtual SQL Server name in earlier versions of SQL Server failover clusters.

6. Use the Cluster Resource Group page to specify the cluster resource group name where SQL Server virtual server resources will be located. To specify the SQL Server cluster resource group name. You have two options:

   • Use the list to specify an existing group to use.
     
   • Type the name of a new group to create. Be aware that the name "Available storage" is not a valid group name.
     

7. On the Cluster Disk Selection page, select the shared cluster disk resource for your SQL Server failover cluster. The cluster disk is where the SQL Server data will be put. More than one disk can be specified. The Available shared disks grid displays a list of available disks, whether each is qualified as a shared disk, and a description of each disk resource. Click Next to continue.

   Note:
   The first drive is used as the default drive for all databases, but can be changed on the Database Engine or Analysis Services configuration pages.

8. On the Cluster Network Selection page, specify the network resources for your failover cluster instance:

   • Network Settings — Specify the IP type and IP address for your failover cluster instance.
     

   Click Next to continue.

9. 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.

10. Use the Database Engine Configuration — Account Provisioning page to specify the following:

    • Security Mode - select Windows Authentication or Mixed Mode Authentication for your instance of SQL Server. If you select Mixed Mode Authentication, you must provide a strong password for the built-in SQL Server system administrator account.
      After a device establishes a successful connection to SQL Server, the security mechanism is the same for both Windows Authentication and Mixed Mode. For more information, see Database Engine Configuration - Account Provisioning.
      
    • SQL Server Administrators - You must specify at least one system administrator for the instance of SQL Server. To add the account under which SQL Server Setup is running, click Add Current User. To add or remove accounts from the list of system administrators, click Add or Remove, and then edit the list of users, groups, or computers that will have administrator privileges for the instance of SQL Server. For more information, see Database Engine Configuration - Account Provisioning.
      

    When you are finished editing the list, click OK. Verify the list of administrators in the configuration dialog box. When the list is complete, click Next.

11. Use the Database Engine Configuration - Data Directories page to specify nondefault installation directories. To install to default directories, click Next.

    Important:
    If you specify nondefault installation directories, make sure that the installation folders are unique to this instance of SQL Server. None of the directories in this dialog box should be shared with directories from other instances of SQL Server. The data directories should be located on the shared cluster disk for the failover cluster.

    For more information, see Database Engine Configuration - Data Directories.

12. Use the Analysis Services Configuration — Account Provisioning page to specify users or accounts that will have administrator permissions for Analysis Services. You must specify at least one system administrator for Analysis Services. To add the account under which SQL Server Setup is running, click Add Current User. To add or remove accounts from the list of system administrators, click Add or Remove, and then edit the list of users, groups, or computers that will have administrator privileges for Analysis Services. For more information, see Analysis Services Configuration - Account Provisioning.

    When you are finished editing the list, click OK. Verify the list of administrators in the configuration dialog box. When the list is complete, click Next.

13. Use the Analysis Services Configuration — Data Directories page to specify nondefault installation directories. To install to default directories, click Next.

    Important:
    If you specify nondefault installation directories, make sure that the installation folders are unique to this instance of SQL Server. None of the directories in this dialog box should be shared with directories from other instances of SQL Server. The data directories should be located on the shared cluster disk for the failover cluster.

    For more information, see Analysis Services Configuration - Data Directories.

14. The System Configuration Checker runs one more set of rules to validate your configuration with the SQL Server features that you have specified.

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

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

17. 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. With this step, all the prepared nodes for the same failover cluster are now part of the completed SQL Server failover cluster.

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, see Understanding Surface Area Configuration on MSDN.

For information about log file locations, see How to: View and Read SQL Server Setup Log Files.

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