Importing IRIS data from a remote SQL Server

This topic provides detailed information for setting up access to IRIS data on a remote SQL server for import into Working Papers. Once you have completed the procedure, you will be able to import into Working Papers.

Procedure

SQL 2005 Backwards Compatibility Components

You must install the SQL 2005 backwards compatibility components on your IRIS SQL server before performing the import. This download can be obtained from Microsoft here: http://www.microsoft.com/en-ca/download/details.aspx?id=15748

Authentication and Remote Access

Launch Microsoft SQL Server Management Studio on the server and connect to the IRIS SQL server/instance that will be the source for the import. This is the server that has IRIS installed and has the latest data for import.
Right click the instance name in the left navigation bar and select Properties | Security. Set the Server authentication property to SQL Server and Windows Authentication mode.
Click on Connections and select the check box for Allow remote connections to this server.
Click OK to close the dialog box.
Under the instance name in the left navigation bar, select Security | Logins and ensure that there is a listing for the Windows user account that will be used to install Working Papers and perform the import.
Open the SQL Server Configuration Manager and ensure that the SQL Server Browser process is running.
If it is not running, right click the process, select Properties and change the Start mode for the process to Automatic or Manual. The server is not accessible on the network without the SQL Server Browser process running.

Network and Firewall Setup

This procedure will enable the TCP/IP protocol for the IRIS SQL server/instance and bind its IP address to port 1433.

Open the SQL Server Configuration Manager and select SQL server network configuration from the left navigation bar.
Select the name of your instance (in the screenshot below, the instance name is ‘SQLEXP2008’) and enable Shared Memory, Named Pipes, and TCP/IP.
If you are using TCP/IP to connect to the server, right click TCP/IP and select Properties and then specify the IP address for the instance and set the port to 1433.
Right click on the instance name and select Restart to ensure your settings take effect.
To modify the firewall to allow the sqlserver and sqlbrowser processes through, open Control Panel | Windows Firewall and click Allow programs to communicate through Windows Firewall. Click Allow another program and add sqlbrowser.exe and sqlservr.exe.
- C:\Program Files (x86)\Microsoft SQL Server\90\Shared\sqlbrowser.exe
- C:\Program Files (x86)\Microsoft SQL Server\MSSQL10_50.SQLEXP2008\MSSQL\Binn\sqlservr.exe
  Note: The values above are sample paths and the actual paths may vary with your installation.

Workstation Setup

The workstation that will host Working Papers and perform the import needs to be set up to access the remote IRIS SQL server.

The Working Papers instance for the import should be installed on a workstation using a user account that has permission to access the SQL server database.
Modify your local firewall to allow Working Papers to communicate with the SQL server on port 1433. The program may be installed in a path similar to C:\Program Files (x86)\CaseWare\cwin32.exe.
The rest of the import process is detailed in the help topics linked at the top of this article. The image below illustrates some typical settings for an import from a remote IRIS SQL server.

Results

You will now be able to import into Working Papers by following the procedure outlined in the Importing from IRIS Accounts Production topic.