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© Copyright Quest® Software, Inc. 2006. All rights reserved. This guide contains proprietary information, which is protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Quest Software, Inc.

Warranty The information contained in this document is subject to change without notice. Quest Software makes no warranty of any kind with respect to this information. QUEST SOFTWARE SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTY OF THE MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Quest Software shall not be liable for any direct, indirect, incidental, consequential, or other damage alleged in connection with the furnishing or use of this information.

Trademarks Quest Central® is a registered trademark of Quest Software, Inc. Other trademarks and registered trademarks used in this guide are property of their respective owners. World Headquarters 8001 Irvine Center Drive Irvine, CA 92618 www.quest.com email: info@quest.com U.S. and Canada: 949.754.8000 Please refer to our web site for regional and international office information. Performance Analysis for SQL Server - Agent Remote Installation Guide Updated - April, 2006 Software Version - 5.6


Table of Contents Table of Contents................................................................................................................................................iii Preface ..................................................................................................................................................................v About This Guide..............................................................................................................................................................vi Additional Information ......................................................................................................................................................vi About Quest Software, Inc ............................................................................................................................................ viii Contacting Quest Software ........................................................................................................................................... viii Contacting Customer Support .........................................................................................................................................ix

Installing the Performance Analysis Agent .......................................................................................................1 Performance Analysis Agent (StealthCollect) Introduction............................................................................................... 2 Performance Analysis Agent Architecture ............................................................................................................... 2 Privileges Required for Installation .......................................................................................................................... 6 Supported Platforms and Versions.......................................................................................................................... 6 Checklist for Performance Analysis Agent Installations .................................................................................................. 7 Using the Installation Wizard ........................................................................................................................................... 9 About the Installation Wizard .................................................................................................................................. 9 Typical SQL Server Performance Analysis Agent Installation............................................................................... 11 Custom SQL Server Performance Analysis Agent Installation.............................................................................. 31 Adding a Performance Repository ................................................................................................................................ 50

Uninstalling Performance Analysis Agent Components................................................................................55 Using the Quest Central Server Uninstall Wizard.................................................................................................. 56

Index....................................................................................................................................................................63


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Preface Contents About This Guide Additional Information About Quest Software, Inc Contacting Quest Software Contacting Customer Support


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About This Guide The Performance Analysis for SQL Server Agent Remote Installation Guide is intended for Microsoft SQL Server DBAs. Information in the guide includes: software requirements and installation instructions. The Performance Analysis agent is also referred to as StealthCollect. In this manual, the "Performance Analysis Agent" is the designated denotation. Note

Before you run the Agent Remote Installer, ensure that you check the Supported Platforms and Versions.

To run the Performance Analysis for SQL Server you must first install Quest Central for SQL Server, version 5.5. See "Quest Central for SQL Server Installation Guide"

Additional Information Performance Analysis is a component of Quest Central for SQL Server version 5.5. This installation guide’s contents are also available as part of the Quest Central documentation. In addition to this guide, there are a number of options available for quickly finding the information you need about Quest Central for SQL Server.

Online Help Quest Central provides several ways of accessing online help topics: To...

Do this...

Display a list of online help topics

Select Help | Contents | Quest Central. If required, in the Help window, click the Contents tab.

Display a list of Quest Central for SQL Server online help topics

Select Help | Contents | Quest Central for SQL Server. If required, in the Help window, click the Contents tab.

Search for a specific topic

In the Help window, click the Search tab.


Preface

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To...

Do this...

Display the help topic index

In the Help window, click the Index tab.

Display help for a specific window or dialog box

In the window or dialog box, either: • •

On the dialog box, select Help. Press F1.

Note

Display help for a specific node in the Quest Central Tree View

Select a node in the browser tree or list view and press F1. Note

Display help for a field or button on a dialog box

Not all windows and dialog boxes are linked to special help topics.

Some nodes in the tree may not have context sensitive help available.

Put your cursor over the field or button and press F1.

Release Notes To display the Quest Central for SQL Server Release Notes, either: 1 Select Start | All Programs | Quest Software | Quest Central | Release Notes. 2 Select the documentation link, then Release Notes - SQL Server.

or In Quest Central, select Help | Release Notes.

Getting Started Guide The Quest Central Getting Started Guide contains all the information you need to quickly start using Quest Central. It contains a comprehensive overview of the main features of Quest Central, including descriptions of all the major components and how to use them.


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Additional Guides and Resources As you use the Performance Analysis for SQL Server Agent Remote Installation Guide, you might find it helpful to have these related books available for reference: Resource

Description

Microsoft SQL Server Books Online

Available from Microsoft’s support web site: http://support.microsoft.com

About Quest Software, Inc Quest Software, Inc. delivers innovative products that help organizations get more performance and productivity from their applications, databases and infrastructure. Through a deep expertise in IT operations and a continued focus on what works best, Quest helps more than 18,000 customers worldwide meet higher expectations for enterprise IT. Quest Software, headquartered in Irvine, California, can be found in offices around the globe and at www.quest.com.

Contacting Quest Software Phone: 949.754.8000 (United States and Canada) Email: info@quest.com Mail: Quest Software, Inc. World Headquarters 8001 Irvine Center Drive Irvine, CA 92618 USA Web site: www.quest.com Please refer to our web site for regional and international office information.


Preface

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Contacting Customer Support Quest Software’s world-class support team is dedicated to ensuring successful product installation and use for all Quest Software solutions. SupportLink: www.quest.com/support Email: support@quest.com You can use SupportLink to do the following: • Create, update, or view support requests • Search the knowledge base • Access FAQs • Download patches


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1 Installing the Performance Analysis Agent Contents Performance Analysis Agent (StealthCollect) Introduction Checklist for Performance Analysis Agent Installations Using the Installation Wizard Adding a Performance Repository


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Performance Analysis Agent (StealthCollect) Introduction The Performance Analysis agent is a server-based agent that samples and collects (multiple times per second) performance data from the SQL Server monitored instance memory and from the operating system APIs. The collected metrics are made available as data, either as a present activity stream or as historical activity to the Performance Analysis client. By going directly to the monitored instance memory and the operating system APIs, Performance Analysis gathers session data samples from the SQL Server server in a non-intrusive manner, without incurring the overhead of using queries against the database and without affecting the currently running SQL Server processes. The raw samples are combined into high-level performance data. The data and statistics are made available in a number of easily navigable formats for efficient analysis, troubleshooting, and tuning of both historical and current session activities. The Performance Analysis agent technology has the ability to non-intrusively operate 24 hours a day, seven days a week and collect every beat of the database. This gives you the ability to find out what happened on a particular day at a particular time (for example, two days ago at 2:00 P.M.).

Performance Analysis Agent Architecture Performance Analysis consists of both server agents and client components. The client component establishes communication with a server agent, requests appropriate data from the server agent, and presents SQL Server operational information to the user in an intuitive manner. The server agent component contains the following key processes, each performing an operational function of the product: • Collector — A process which gathers performance data and operational information directly from SQL Server's memory structures. • Middle tier processes — Processes which aggregate and store the performance data collected by the collector to satisfy both short-term and long-term queries. Short-term performance data is stored and managed in an internal database allocated on raw operating system files. The middle tier processes all data and client communications. • Performance Repository instance – The Performance Repository is an additional SQL Server instance, serving as a data warehouse for long-term performance historical data.


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Multi-Tier or Single-Tier Installation Performance Analysis can be installed as a single- or multi-tier installation. In a singletier installation, all processes, except for the repository database, run on the monitored instance host. In a multi-tier installation only the data collector runs on the monitored host while all the other processes run on the middleware host. The multi-tier installation is the preferred installation as it removes load from the monitored host to the middleware host. Note

In both cases, the Performance Repository can and should be placed on a host other than that of the monitored instance.

The following pictures represent the single-tier and multi-tier installations.


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Single-Tier Topology

The single-tier topology is simple but at a cost of imposing additional overhead on the host and your monitored instance. Choose this configuration under any of the following circumstances: • You are monitoring a non-critical environment (for example, test or nonproduction environments). • Your host can handle additional resource demands. • An additional middle tier host is not available.


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Multi-Tier Topology

In a multi-tier installation, the middle tier layer is installed on a host other than that of the monitored instance, providing for optimal performance. The middle tier and monitored host platforms are independent of one another. For example, you can have a middle tier running on WIN2K and a SQL Server instance running on Windows 2003. The advantages of such a configuration include the following: • The CPU and I/O load on the monitored instance is reduced and passed onto the middle tier. The middle tier computer capacity should be adjusted to the amount and load of instances it is to serve. • A site monitoring several instances can employ a single middle-tier host to contain the middle tier for all the monitored instances. This lightens the administrative and maintenance burdens. The repository can reside on the middle tier host or another host in the network depending on your configuration and needs.


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Privileges Required for Installation SQL Server supports two types of authentication, Windows authentication (default) and Database authentication. • As Performance Analysis agent uses the installation account regularly, the Windows authentication account used should be an account whose password doesn't change, preferably an account newly created for this installation. • Ensure that the Windows user that runs the installation wizard is either a local administrator on the installation server or is a Windows domain administrator. • Verify that your Windows user is a member of the SQL Server "sysadmin" server role or that you have a database authentication user with this role on the monitored instance.

Supported Platforms and Versions For the latest supported platforms and versions listing, see: http://www.quest.com/performance_analysis/index.asp

Checklist for Performance Analysis Agent Installations Before you install Quest Central Performance Analysis to selected SQL Server instances, ensure that your system meets the minimum hardware and software requirements, as stated above. Additionally, review the following checklists: General • Ensure that all hosts and clients involved in the installation can communicate with each other through the network. • Verify that the port which is to channel client-host communication is not being used. If your database host is protected by a firewall, refer to “To select a primary communication port” on page 20.


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• Decide whether you want to perform a typical or custom installation of Performance Analysis. Custom allows more configuration options for ports and the history model. Note

Your computer should be set to 32-bit color to view the installation wizard windows correctly.

Installation package • On the client PC that is to run the remote installation process, you must first run setupPASS.exe, a self-installing wizard for the bundled agent files.. • Access setupPASS.exe, by either downloading it from the Quest web site: http://www.quest.com/performance_analysis/index.asp or copying it from the Performance Analysis Agents CD included with the Quest Central Installation deliverables; Note

The setupPASS.exe file is not installed when Quest Central is installed.

Monitored host • Verify that the host name or IP address of the host and database instance to which you want to install are known. • Ensure that the client logged-on Windows domain user account (from which the installation is initiated) has local Administrator privileges on the monitored host and write privileges to the installation directory. • Ensure that the monitored host has 300 MB of free disk space for the software installation directory. Note

For a custom single-tier installation with an entry-level, typical, or large history model, ensure that the installation directory has an additional 500 MB, 2 GB, or 5 GB of free space.

Monitored instance • Verify that the client logged-on Windows domain user account (from which the installation is initiated) has the System Administrators (sysadmin) server role on the monitored SQL Server instance, or that you are using a SQL Server authentication user who has the sysadmin server role on that instance. This role is necessary to: • Set the traceflag using DBCC TRACEON • Read the database dictionaries of all the databases


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• Verify that the monitored instance is running and accessible from other hosts. Middle-tier host • Ensure that the client logged-on Windows domain user account (from which the installation is initiated) has local Administrator privileges on the middle-tier host and write privileges to the installation directory. • Ensure that the host name or IP address of the middle-tier host is known. • Verify that the middle-tier installation directory has at least 2 GB of free disk space. Note

For a custom multi-tier installation, with an entry-level, typical, or large history model, ensure that the installation directory has 500 MB, 2 GB, or 5 GB of free space.

Performance repository host • Ensure that the installation directory for the performance repository exists and has at least 2.5 GB of free disk space. • Verify that you have write privileges to the performance repository directory. • Decide whether you want to install a performance repository to store long-term historical data. • Decide where to install the repository. Note

The repository should be installed on a separate server from the one being monitored.

Performance repository instance • Verify that the client logged-on Windows domain user account (from which the installation is initiated) has the System Administrators (sysadmin) server role on the SQL Server repository instance, or that you are using a SQL Server authentication user who has the sysadmin server role on that instance. This role is necessary to: • Create the repository database • Create and access objects within the repository database

Using the Installation Wizard Quest Software provides a Performance Analysis agent (StealthCollect) installation wizard (See page 8) you can access from Quest Central. This wizard guides you through


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the process of installing the agent and configuring it to monitor a given SQL Server instance. The Installation wizard installs or upgrades the Performance Analysis agent against SQL Server databases. These instructions describe installation procedures for the following: • “Typical SQL Server Performance Analysis Agent Installation” on page 11 • “Custom SQL Server Performance Analysis Agent Installation” on page 31

About the Installation Wizard The installation wizard provides the following cues to assist you during the installation: • Keeps track of where you are in the installation • Emphasizes the next entry box • Provides help

Keeping Track The diagram on the left side of each installation wizard window provides visual cues to show you where you are in the installation process. The icons change intensity and the callout backgrounds and outlines change color to emphasize completed installation tasks or to highlight the current task. The figure below contains three diagrams. The first diagram shows the left panel at startup. All of the callouts have disabled icons, white backgrounds, and a blue outline to indicate that the tasks are not done. The second diagram shows the left panel with the current task emphasized. The callout for Host Agents has a bright icon, a yellow background, and a red outline. The user needs to input host information. The third diagram shows the left panel with completed tasks indicated and the current task emphasized. The bright icons in the callouts indicate that the Host Agents and Database Objects tasks are complete. As in the second diagram, the callout for Middle Tier uses the icon intensity, background color, and red outline to emphasize the current task, which needs to be completed next.


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Providing Help The installation wizard provides help about the control that has focus.


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To get help about a control • Tab from one control to another or click a control to give the control focus and view help about the control. Note

The help display stays on as you proceed through each window.

To close the help display • Click the minus sign next to the light bulb to close the help display. Note

The display reopens when you proceed to the next window.

Typical SQL Server Performance Analysis Agent Installation This section provides instructions for performing a typical Performance Analysis agent installation. This setup type is recommended for most users. It installs the Performance Analysis agent with the default configuration options. The typical installation leads you through the steps as quickly as possible, makes reasonable best-practice choices, and prompts for the least amount of input. If you want to perform a custom installation using advanced configuration options, refer to “Custom SQL Server Performance Analysis Agent Installation” on page 31.

Accessing the installation wizard To run the installation wizard for the Performance Analysis agent 1 Select Start | Programs | Quest Software | Quest Central | Quest Central. 2 From the tree view, select a host node or database instance. 3 Use one of the following methods to launch the installation wizard for the

Performance Analysis agent: • Right-click the host node • Right-click the database instance • Select Actions from the Quest Central menu bar • Select Configure from the Quest Central menu bar Note

The installation wizard also becomes available if you attempt to access a SQL Server instance through Performance Analysis and no Performance Analysis agent has yet been configured for connection.

A Quest Central menu displays the Manage Agents/Repositories option:


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4 Select Manage Agents/Repositories | Install/Upgrade to start using the

installation wizard.

5 Review the suggested background material by clicking the blue hyper-links. 6 Click Next to display the Select Installation Destination window.


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Select Installation Destination The Select Installation Destination window displays a list of all the hosts and database instances in the Quest Central tree.

If the host and database instance where you want to install the Performance Analysis agent does not appear here, use Quest Central to add a host. Refer to the Quest Central online help for instructions for adding hosts. To select an installation destination 1 Choose a SQL Server host and database instance on which you want to install

Performance Analysis (for example: host=Server_01, instance=JONAH). Note

The installation wizard installs the Performance Analysis agent on one database instance at a time. You must run the wizard again to install on another database instance.

2 Click Next to display the Select Installation Type window.


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Select Installation Type The Select Installation Type window enables you to select one of two installation methods: local or remote. The local installation is performed by copying and executing the installation files on the target host. You cannot use this option for upgrades. The remote installation is performed directly from the client PC, remotely accessing the target host. You can use this option for both upgrades and new installations. In general, the local installation method is recommended for new installations in most environments and when you have access to the target hosts to which you will copy the Local Server install executable

Make your selection and click Next.


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• Choose Remote to display the Select Setup Type window. Then follow the remote installation instructions on page 17. or • Choose Local to display the Access and Run the Local Server Installer window. Then follow the local installation instructions on page 15.

Access and Run the Local Server Installer Note

This window does not appear if you chose to install the Performance Analysis server components using the remote installation method.

The Local Server Installer is for new installations only. Complete instructions and a demonstration tutorial are available from the Quest web site: http://www.quest.com/performance_analysis/index.asp The local server installer cannot be used for upgrades. The Access and Run the Local Server Installer window offers three options to access and run the installation executable.


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To proceed with the local installation 1 Choose one of the three options:

• Copy the Local Server Installer executable—this opens the Explorer at the location of the Local Installer (LSI_SCMSSQL.exe) from where you can copy or ftp it to the middle-tier host if you plan on doing a multi-tier configuration (recommended - best practice) and then to the monitored instance host. • Download from the Quest web site—this opens the Microsoft Internet Explorer link at the Quest web site from which you can download the Local Server Installer to your client. If you prefer, you may want to go to the middletier host and to the monitored instance host and download the Local Server Installer directly to these servers using the link. • Run the Local Server Installer (not recommended)—this opens the Local Installer on this client PC for the purpose of installing the Performance Analysis agent on it, when you click Next.


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2 Click Next to close the Access and Run the Local Installer window and exit the

Remote Server Installer. Note

If you chose the third option (Run the Local Server Installer), the Local Installer starts up.

The recommended installation configuration is multi-tier, which requires two software installations: first the middleware software on the middle-tier host and then the host agents and database objects on the monitored instance host.

Select Setup Type This window appears if you chose the remote installation method. The Remote Installer is recommended for upgrading an existing agent and for installing a new agent when: • There is no physical access to the target server. • The target host is protected by a complex firewall. • Quest Support recommends the use of the Remote Installer. • The current logged-on Operating System account has domain administrator privileges on all the hosts involved in the installation. The Select Setup Type window prompts you to enter a setup type. Depending on your selection, you can install with all the default options or customize the installation to meet your site’s needs


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To select a setup type for a typical installation 1 Choose Typical. Note

This setup type is recommended for most users. It installs Performance Analysis with the default configuration options.

2 Click Next to display the Specify Host Installation Details window.

Specify Host Installation Details The Specify Host Installation Details window prompts you to supply logon information for the monitored host on which you plan to install the Quest Central Performance Analysis server components.


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To specify the host installation details 1 Enter the password for the OS user name in the OS password entry box. Note

The OS user name and Domain are pre-filled. The OS account must have System Administration privileges or have a database authentication account with "sysadmin" role on the monitored SQL Server instance, the middle-tier host, and the client computer. This role is necessary to set the traceflag, read database dictionaries, and to create and access the optional repository database. The OS account must also have write privileges to the install directory.

2 Click Next to display the Select Communication Ports and Install Directory

window.

Select Communication Ports and Install Directory Note

This window does not appear when the framework is already installed or when you are upgrading.


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The installation wizard needs to establish communication between the client and the monitored host and must have an install directory available with enough free disk space for the installation software. It is recommended that you use the default port 3566 for the primary port. Port 3566 is usually reserved for Quest product communication.

When port 3566 is open and there is no firewall or blocked ports, the default is to use port 3566 as the primary port and to dynamically select a secondary port. This port is referred to as a dynamic port, because it can be different for each connection. When the test for dynamic ports passes, you cannot make any port changes. When port 3566 is open and available and the dynamic port test fails, the installation wizard defaults to share the primary port. When the primary port 3566 is busy or not available, the Primary communication port options become available. To select a primary communication port 1 Enter a port number in the Port entry box or use the arrows to select a port.


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2 Click Test Port to verify that the port is available. 3 Repeat until you find an available port. Once a port passes the test, you cannot

select a different port. Note

When there is a firewall, your Network Administrator may need to open a primary port (preferably port 3566). If you do not want to share the port, you will also need a secondary port (preferably port 3567). When this is done, reenter this wizard window to verify that the client can communicate with the named host through these ports.

Once you have an open primary port, the wizard tests to verify that dynamic ports are available. When the dynamic port test fails, the Secondary communication port options become available. To select a secondary communication port 1 Indicate whether you want to share the primary port or use a different port for

additional communications by selecting one of the following options: Share primary port—uses the primary port for primary and additional communications. or Specify static port—enables the Port entry box and Test Port button so that you can specify and test for an open port to use for additional communications. 2 Enter a port number in the Port entry box or use the arrows to select a port. 3 Click Test Port to verify that the port is available. 4 Repeat until you find an available port. Once a port passes the test, you cannot

select a different port. To specify the installation directory on the monitored host 1 Enter the full path to the installation directory in the Installation directory box.

or Click the Browse icon to locate a directory. Note

If the directory you specify does not exist, the wizard creates it.

Note

You must have write privileges to this directory and it must have at least 300 MB of disk space for the software.

Note

For a single-tier installation with a typical collection, ensure that the monitored host has an additional 2 GB of free disk space.


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2 Click Next to display the Specify SQL Server Authentication Method window.

Specify SQL Server Authentication Method The installation wizard needs an authentication method to use to access the monitored host. Either SQL Server or Windows authentication method can be specified. The installation wizard uses the Windows authentication method unless you choose SQL Server authentication.

To specify an authentication method 1 Choose one of the following authentication methods to access the monitored host:

Use Windows authentication (default)—uses your current Windows logon user account, from which the installation is being performed. or Use SQL Server authentication—requires a SQL Server account name and password. This authentication method requires you to enter a SQL Server account


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with Administrator role in the Administrator user and Administrator password entry boxes. Note

For Windows authentication, if you want to change the logon account, cancel the installation and log on to the client as the desired user before running the installation wizard again.

2 Click Next to display the Configure Middle Tier window.

Configure Middle Tier A middle tier is recommended for data collection and storage. The middle tier aggregates data and stores performance data for both real-time and short-term historical queries. In a middle tier configuration, the collectors reside on a separate host from the monitored host. This is called a multi-tier installation and is the recommended configuration. For non-production purposes and for sites where very little data collection occurs, the monitored host can contain the middle tier. In such a case, the wizard places the


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collectors on the monitored host and uses the logon information you input previously. This is called a single-tier installation.

To configure a middle tier 1 Select the Place data collectors on a middle tier option. Note

For SQL Server, the middle-tier host must be a Windows system. The Server type of Windows is pre-selected and the OS user name, OS password, and Domain entry boxes are pre-filled. This account needs to have a System Administrator role.

2 Enter either the host name or Internet Protocol (IP) address of the middle-tier host

you want to use for data collection and storage in the Host name/IP address data entry box Note

For best results, select a different host than the monitored host.

3 Click Next to display the Select Communication Ports and Install Directory

window.


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Select Communication Ports and Install Directory Note

This window does not appear when the framework is already installed or when you are upgrading.

The installation wizard needs to establish communication between the client and the middle-tier host and have enough space available for the data collectors. It is recommended that you use the default port 3566 for the primary port. Port 3566 is usually reserved for Quest product communication.

When port 3566 is open and there is no firewall or blocked ports, the default is to use port 3566 as the primary port and to dynamically select a secondary port. This port is referred to as a dynamic port, because it can be different for each connection. When the test for dynamic ports passes, you cannot make any port changes. When port 3566 is open and available and the dynamic port test fails, the installation wizard defaults to share the primary port. When the primary port 3566 is busy or not available, the Primary communication port options become available.


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To select a primary communication port 1 Enter a port number in the Port entry box or use the arrows to select a port. 2 Click Test Port to verify that the port is available. 3 Repeat until you find an available port. Note Note

Once a port passes the test, you cannot select a different port.

When there is a firewall, your Network Administrator may need to open a primary port (preferably port 3566). If you do not want to share the port, you will also need a secondary port (preferably port 3567). When this is done, reenter this wizard window to verify that the client can communicate with the named host through these ports.

Once you have an open primary port, the wizard tests to verify that dynamic ports are available. When the dynamic port test fails, the Secondary communication port options become available. To select a secondary communication port 1 Indicate whether you want to share the primary port or use a different port for

additional communications by selecting one of the following options: Share primary port—uses the primary port for primary and additional communications. or Specify static port—enables the Port entry box and Test Port button so that you can specify and test for an open port to use for additional communications. 2 Enter a port number in the Port entry box or use the arrows to select a port. 3 Click Test Port to verify that the port is available. 4 Repeat until you find an available port. Note

Once a port passes the test, you cannot select a different port.


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To specify the installation directory 1 Enter the full path to the directory that will contain the middle tier in the

Installation directory box. or Click the Browse icon to locate a directory. Note

You must have write privileges to this directory and it must have at least 2 GB of free disk space.

2 Click Next to display the Specify SQL Server Repository Information window.

Specify SQL Server Repository Information It is recommended that you set up a performance repository to store long-term performance data. This repository allows for cross indexing of the collected data and stores data that would otherwise be discarded after a short time period (usually 90 days). The repository offloads data from the short-term storage area and enables the middle tier to perform more efficiently while still allowing ready access to long-term historical data. In addition, the Performance Analysis server components require a performance repository to enable its change tracking feature. If you choose not to install a repository now, you may add it later through the Performance Analysis interface. Refer to “Adding a Performance Repository� on page 50.


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To configure a performance repository 1 Clear the Do not install Quest Performance Repository box. Note

This is the recommended practice.

2 Select an SQL Server instance from the list to use for the repository. 3 Choose one of the following authentication methods to access the repository

database instance. Use Windows authentication (default)—uses your current Windows logon account to access the repository, from which the installation is being performed. Use SQL Server authentication—uses SQL Server authentication to access the repository. This authentication method requires you to enter a SQL Server account with Administrator role in the Administrator user and Administrator password entry boxes. Note

For Windows authentication, if you want to change the logon account, cancel the installation and log on to the server as the desired user before running the installation wizard again.


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4 Enter the name of an existing directory in the Existing directory in which to

create repository database entry box. Note

The installation wizard uses this directory to create the SQL Server repository database. Choose an existing directory with at least 2.5 GB of free disk space.

5 Click Next to display the Summary window.

Summary The Summary window lists all the information collected in the previous windows and gives you an opportunity to review the installation information.

This summary may be useful to keep for future reference.


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To print or save the summary 1 Click

at the bottom of the window to print the summary.

2 Click

at the bottom of the window to save the summary.

To proceed or cancel the installation • Click Next to begin the installation and display the Review Installation window. or • Click Cancel to exit the installation wizard. Note

The Back button is shaded, which indicates that if you want to make changes to previously entered information, you must cancel the installation and restart the installation wizard.

Review Installation This window lists the monitored host and database instance where Performance Analysis server components will be installed. It also lists the host where the middle-tier


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data collectors will be installed and shows the performance repository if it is going to be used.

When you click Install, the Status column displays information showing the progress of the installation. When finished, the wizard displays the Installation is Complete window.

Installation is Complete This window alerts you that the installation is complete and displays additional information about the use of Performance Analysis in your environment. To complete the installation • Click Finish to exit the installation wizard.

Custom SQL Server Performance Analysis Agent Installation This section provides instructions for performing a Custom SQL Server Performance Analysis agent installation. The custom setup type is recommended for advanced users


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only. It installs Performance Analysis for SQL Server and allows for advanced configuration options. If your site has disk space considerations, needs to specially configure the Performance Analysis agent, or wants to run two agents side-by-side, then the Custom installation is recommended. Custom installation also allows installing on a port other than the 3566 which is the default If you want to perform a typical installation, refer to “Typical SQL Server Performance Analysis Agent Installation” on page 11.

Accessing the installation wizard To run the installation wizard for the Performance Analysis agent 1 Select Start | Programs | Quest Software | Quest Central | Quest Central. 2 From the tree view, select a host node or database instance. 3 Use one of the following methods to launch the installation wizard for the

Performance Analysis agent:: • Right-click the host node • Right-click the database instance • Select Actions from the Quest Central menu bar • Select Configure from the Quest Central menu bar Note

The installation wizard also becomes available if you attempt to access a SQL Server instance through Performance Analysis and no Performance Analysis agent has yet been configured for connection.

A Quest Central menu displays the Manage Agents/Repositories option.

. 4 Select Manage Agents/Repositories | Install/Upgrade to start using the

installation wizard.


Chapter 1 Installing the Performance Analysis Agent

5 Review the suggested background material by clicking the blue hyper links. 6 Click Next to display the Select Installation Destination window.

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Select Installation Destination The Select Installation Destination window displays a list of all the hosts and database instances in the Quest Central tree.

If the host and database instance where you want to install Performance Analysis does not appear here, use Quest Central to add a host. Refer to the Quest Central online help for instructions on adding hosts. To select an installation destination 1 Choose a SQL Server host and database instance on which you want to install

Performance Analysis (for example: host=Server_01, instance=JONAH). Note

The installation wizard installs the Performance Analysis agent on one database instance at a time. You must run the wizard again to install on another database instance.

2 Click Next to display the Select Setup Type window.


Chapter 1 Installing the Performance Analysis Agent

35

Select Setup Type This window prompts you to enter a setup type. Depending on your selection, you can install with all the default options or customize the installation to meet your site’s needs.

To select a setup type for a custom installation 1 Choose Custom. Note

This setup type is recommended for advanced users only. It installs Performance Analysis with advanced configuration options.

2 Click Next to display the Specify Host Installation Details window.

Specify Host Installation Details The Specify Host Installation Details window prompts you to supply logon information for the monitored host on which you plan to install the Quest Central Performance Analysis server components.


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To specify the host installation details 1 Enter the password for the OS user name in the OS password entry box. Note

The OS user name and Domain are pre-filled. The OS account must have System Administration privileges or have a database authentication account with "sysadmin" role on the monitored SQL Server instance, the middle-tier host, and the client computer. This role is necessary to set the traceflag, read database dictionaries, and to create and access the optional repository database. The OS account must also have write privileges to the install directory.

2 Click Next to display the Select Communication Ports and Install Directory

window.

Select Communication Ports and Install Directory The installation wizard needs to establish communication between the client and the monitored host and must have an install directory available with enough free disk space


Chapter 1 Installing the Performance Analysis Agent

37

for the installation software. It is recommended that you use the default port 3566 for the primary port. Port 3566 is usually reserved for Quest product communication.

To specify a primary port 1 For a custom Performance Analysis installation, the default port 3566 is pre-

selected and the Test Port button enabled by default. Click Test Port to test and use the default port of 3566. or Use the scroll edit or type in a TCP port other than 3566 to use and then click Test Port. When you already have a version of Performance Analysis installed and communicating through port 3566 and you want to install another Performance Analysis server component and have both available side-by-side, choose a


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different port than used in the first installation to communicate with the new installation of Performance Analysis Note

If there is no firewall or blocked ports, the installation wizard defaults to using a dynamically selected secondary port. This port is referred to as a dynamic port, because it can be different for each connection. In this case, you cannot choose a static port for secondary communication (the secondary port options are shaded).

2 If desired, enter a port number in the Port entry box other than the default port

3566. 3 Click Test Port to verify that the port is available. 4 Repeat until you find an available port. Note

When there is a firewall, your Network Administrator may need to open a primary port (preferably port 3566). If you do not want to share the port, you will also need a secondary port (preferably port 3567). When this is done, reenter this wizard window to verify that the client can communicate with the named host through these ports.

Once you have an open primary port, the wizard tests to verify that dynamic ports are available. When the dynamic port test fails, the Secondary communication port options become available. To select a secondary communication port 1 Indicate whether you want to share the primary port or use a different port for

additional communications by selecting one of the following options: Share primary port—uses the primary port for primary and additional communications, but this consumes more resources than using a secondary port. or Specify static port—enables the Port entry box and Test Port button so that you can specify and test for an open port to use for additional communications. 2 If you choose to specify a static port, enter a port number in the Port entry box or

use the arrows to select a port. 3 Click Test Port to verify that the port is available. 4 Repeat until you find an available port. Once a port passes the test, you cannot

select a different port.


Chapter 1 Installing the Performance Analysis Agent

39

To specify the installation directory 1 Enter the full path to the monitored host installation directory.

or Click the Browse icon to locate a directory. Note

If the directory you specify does not exist, the wizard creates it.

Note

You must have write privileges to this directory and it must have at least 300 MB of disk space for the software.

Note

For a custom single-tier installation with an entry-level, typical, or large history model, ensure that the directory has an additional 500 MB, 2 GB, or 5 GB of free disk space.

2 Click Next to display the Specify SQL Server Authentication Method window.

Specify SQL Server Authentication Method The installation wizard needs an authentication method to use to access the monitored host. Either SQL Server or Windows authentication method can be specified. The installation wizard uses the Windows authentication method unless you choose SQL Server authentication.


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Performance Analysis for SQL Server Agent Remote Installation Guide

To specify an authentication method 1 Choose one of the following authentication methods to access the monitored host:

Use Windows authentication (default)—uses your current Windows logon user account, from which the installation is being performed. or 2 Use SQL Server authentication—requires a SQL Server account name and

password. This authentication method requires you to enter a SQL Server account with Administrator role in the Administrator user and Administrator password entry boxes. Note

For Windows authentication, if you want to change the logon account, cancel the installation and log on to the client as the desired user before running the installation wizard again.

3 Click Next to display the Configure Middle Tier window.


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Configure Middle Tier A middle tier is recommended for data collection and storage. The middle tier aggregates data and stores performance data for both real-time and short-term historical queries. In a middle tier configuration, the collectors reside on a separate host from the monitored host. This is called a multi-tier installation and is the recommended configuration. For non-production purposes and for sites where very little data collection occurs, the monitored host can contain the middle tier. In such a case, the wizard places the collectors on the monitored host and uses the logon information you input previously. This is called a single-tier installation.

To configure a middle tier 1 Select the Place data collectors on a middle tier option. Note

For SQL Server, the middle-tier host must be a Windows system. The Server type of Windows is pre-selected and the OS user name, OS password, and Domain entry boxes are pre-filled. This account needs to have a System Administrator role.


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2 Enter either the host name or Internet Protocol (IP) address of the middle-tier host

you want to use for data collection and storage in the Host name/IP address data entry box. Note

For best results, select a different host than the monitored host

3 Click Next to display the Select Communication Ports and Install Directory

window.

Select Communication Ports and Install Directory The installation wizard needs to establish communication between the client and the middle-tier host and have enough space available for the data collectors. It is recommended that you use the default port 3566 for the primary port. Port 3566 is usually reserved for Quest product communication.


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43

To specify a primary port 1 The default port 3566 is pre-selected and the Test Port button enabled by default.

Click Test Port to test and use the default port of 3566. or Use the scroll edit or type in a TCP port other than 3566 to use and then click Test Port. When you already have a version of Performance Analysis installed and communicating through port 3566 and you want to install another Performance Analysis server component and have both available side-by-side, choose a different port than used in the first installation to communicate with the new installation of Performance Analysis. Note

When there is no firewall or blocked ports, the installation wizard defaults to using a dynamically selected secondary port. This port is referred to as a dynamic port, because it can be different for each connection. In this case, you cannot choose a static port for secondary communication (the secondary port options are shaded).

2 If desired, enter a port number in the Port entry box other than the default port

3566. 3 Click Test Port to verify that the port is available. 4 Repeat until you find an available port. Note

When there is a firewall, your Network Administrator may need to open a primary port (preferably port 3566). If you do not want to share the port, you will also need a secondary port (preferably port 3567). When this is done, reenter this wizard window to verify that the client can communicate with the named host through these ports.

Once you have an open primary port, the wizard tests to verify that dynamic ports are available. When the dynamic port test fails, the Secondary communication port options become available. To select a secondary communication port 1 Indicate whether you want to share the primary port or use a different port for

additional communications by selecting one of the following options:


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Share primary port—uses the primary port for primary and additional communications. or Specify static port—enables the Port entry box and Test Port button so that you can specify and test for an open port to use for additional communications. 2 If you choose to specify a static port, enter a port number in the Port entry box or

use the arrows to select a port. 3 Click Test Port to verify that the port is available. 4 Repeat until you find an available port. Once a port passes the test, you cannot

select a different port. To specify the installation directory Enter the full path to the middle-tier host installation directory or click the Browse icon to locate a directory. Note

If the directory you specify does not exist, the wizard creates it. You must have write privileges to this directory and it must have at least 300 MB, 2 GB, or 5 GB of free disk space for a custom installation with an entry-level, typical, or large history model.

5 Click Next to display the Specify SQL Server Repository Information window.

Specify SQL Server Repository Information It is recommended that you set up a performance repository to store long-term performance data. This repository allows for cross indexing of the collected data and stores data that would otherwise be discarded after a short time period (usually 90 days). The repository offloads data from the short-term storage area and enables the middle tier to perform more efficiently while still allowing ready access to long-term historical data. In addition, the Performance Analysis server components require a performance repository to enable its change tracking feature. If you choose not to install a repository now, you may add it later through the Performance Analysis interface. Refer to “Adding a Performance Repository” on page 50.


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To configure a performance repository 1 Clear the Do not install Quest Performance Repository box. Tip

This is the recommended practice.

2 Select an SQL Server instance from the list to use for the repository. 3 Choose one of the following authentication methods to access the repository

database instance. Use Windows authentication (default)—uses your current Windows logon account to access the repository. Use SQL Server authentication—uses SQL Server authentication to access the repository. This authentication method requires you to enter a SQL Server account with Administrator role in the Administrator user and Administrator password entry boxes. Note

For Windows authentication, if you want to change the logon account, cancel the installation and log on to the server as the desired user before running the installation wizard again.


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4 Enter the name of an existing directory in the Existing directory in which to

create repository database entry box. Note

The installation wizard uses this directory to create the SQL Server repository database. Choose an existing directory with at least 2.5 GB of free disk space.

5 Click Next to display the Configure History Model window.

Configure History Model This window helps you determine the quantity and granularity of Performance Analysis data to store for historical analysis.

To configure a history model 1 Choose one of the following levels:


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47

• Entry—Choose this option to configure your history model to use 500 MB of free disk space. An entry-level historical model uses a minimal amount of disk space and saves high-resolution data for a short period only. It is useful for non-production purposes (evaluations). • Typical—Choose this option to configure your history model to use 2 GB of free disk space. A typical history model balances accuracy, granularity, and space consumption for most collections. • Large—Choose Large to configure your history model to use 5 GB of free disk space. A large history model supports intensive activity and high granularity. 2 Click Next to display the Summary window.

Summary The Summary window lists all the information collected in the previous windows and gives you an opportunity to review the installation information.

This summary may be useful to keep for future reference.


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To print or save the summary 1 Click

at the bottom of the window to print the summary.

2 Click

at the bottom of the window to save the summary.

To proceed or cancel the installation • Click Next to begin the installation and display the Review Installation window. or • Click Cancel to exit the installation wizard. Note

The Back button is shaded, which indicates that if you want to make changes to previously entered information, you must cancel the installation and restart the installation wizard.

Review Installation This window lists the monitored host and database instance where Performance Analysis server components will be installed. It also lists the host where the middle-tier data collectors will be installed and shows the performance repository if it is going to be used.


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When you click Install, the Status column displays information showing the progress of the installation. When finished, the wizard displays the Installation is Complete window.

Installation is Complete This window alerts you that the installation is complete and displays additional information about the use of Performance Analysis in your environment. To complete the installation • Click Finish to exit the installation wizard.


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Adding a Performance Repository After you install Performance Analysis, if you did not choose to configure a performance repository during the installation, you can add it through Quest Central by reconfiguring Performance Analysis’ StealthCollect agent. A performance repository stores long-term performance data. This repository allows for cross indexing of the collected data and stores data that would otherwise be discarded after a short time period (usually 90 days). The repository offloads data from the shortterm storage area and enables the middle tier to perform more efficiently while still allowing ready access to long-term historical data. In addition, the Performance Analysis server component requires a performance repository to enable the change tracking feature. To add a performance repository 1 Run Performance Analysis. 2 From the Performance Analysis agent toolbar, click "Administration" to display

the StealthCollect Administration window.

3 Select the Performance Repository tab. 4 Click Create Repository Manager to display the Specify SQL Server

Information window.


Chapter 1 Installing the Performance Analysis Agent

5 Enter the OS password and click Next to continue and to display the Specify

SQL Server Repository Information window in the installation wizard.

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To configure a performance repository 1 Clear the Do not install Quest Performance Repository box. Tip

This is the recommended practice.

2 Select an SQL Server instance from the list to use for the repository. 3 Choose one of the following authentication methods to access the repository

database instance. Use Windows authentication (default)—uses your current Windows logon account to access the repository, from which the installation is being performed. Use SQL Server authentication—uses SQL Server authentication to access the repository. This authentication method requires you to enter a SQL Server login name with Administrator role in the Administrator user and Administrator password entry boxes. Note

For Windows authentication, if you want to change the logon account, cancel the installation and log on as the desired user before running the installation wizard again.


Chapter 1 Installing the Performance Analysis Agent

4 Enter the name of an existing directory in the Existing directory in which to

create repository database entry box. Note

The installation wizard uses this directory to create the SQL Server repository database.Choose an existing directory with at least 2.5 GB of free disk space.

5 Continue through the remaining wizard windows to complete the performance

repository configuration. For more information on using the additional windows, refer to “Specify SQL Server Repository Information� on page 27.

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2 Uninstalling Performance Analysis Agent Components Quest Central provides an uninstall wizard that leads you through the steps to remove a Quest Central server component such as Performance Analysis’ agent from one database instance at a time. You must run the wizard again to uninstall a component from another database instance. The wizard also allows you to remove or retain the long-term performance repository if it exists. Note

The uninstall procedure is not supported if the Quest Central agents node is not visible. Follow the To show agents procedure described below to ensure that the host where you want to uninstall a server component is visible.

To show agents 1 Expand the Hosts node in the Quest Central tree view. 2 Select the host where the server component you want to remove is installed. 3 From the Actions menu, select Show Agents.

or Right-click the host node and select Show Agents from the pop-up menu. These actions display the Select port to search for agents dialog.


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4 Specify the port where the server component (Performance Analysis’

StealthCollect agent) is installed. Typically, it is installed on port 3566.

Using the Quest Central Server Uninstall Wizard Once the agents node is visible, the uninstall process can proceed. To access the Quest Central Server Uninstall wizard 1 From the tree view, select a host node or database instance. 2 Use one of the following methods to launch the Quest Central Server Uninstall

wizard: • Right-click the host node • Right-click the database instance • Select Actions from the Quest Central menu bar • Select Configure from the Quest Central menu bar A Quest Central menu displays the Manage Agents/Repositories option.

3 Select Manage Agents/Repositories | Remove to start using the Quest Central

Server Uninstall wizard.


Chapter 2 Uninstalling Performance Analysis Agent Components

4 Click Next to display the Select Uninstall Location window.

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Select Uninstall Location

This window displays a list of database instances where Performance Analysis is installed and allows you to remove one instance at a time To select a database instance from which to remove a Quest Central server component 1 Select the SQL Server host and database instance from which you want to remove

Performance Analysis. Note

The Quest Central Server Uninstall wizard removes a Quest Central server component such as Performance Analysis from one database instance at a time. You must run the wizard again to uninstall from another database instance.

2 Click Next to display the Performance Analysis Options window.

Performance Analysis Options This window shows the selected host and database instance. It also lists each instance of Performance Analysis, its internal product name, version, and the port that it uses to connect. There is also an option to Save Repository if it exists.


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The performance repository stores long-term performance data that would otherwise be discarded after a short time period (usually 90 days). Most users prefer to keep the performance repository for historical reference. If retained, a new installation of Performance Analysis can continue to add data to the repository. If removed, the Performance Analysis long-term historical data is purged. Note

Removing Performance Analysis from a database instance also removes its related data collection files from the monitored host or from the middle-tier host depending upon where the files are located.

To select Performance Analysis uninstall options 1 Select or clear the box in the Uninstall column to indicate the instance from

which you want to remove Performance Analysis. 2 Verify the port number to make certain that you selected the correct instance.


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3 Select the Save Repository box to retain the repository.

or Clear the Save Repository box to purge the long term history from the repository for the uninstalled instance. Note

If you choose to retain the repository, its data will be available to any subsequent Performance Analysis agent installation against this instance.

4 Click Next to display the Uninstall Summary window.

Uninstall Summary The Uninstall Summary window lists all the information collected in the previous windows and gives you an opportunity to review the information. This window provides information about the monitored host and database instance from which Performance Analysis will be removed. It also lists information about the host where the middle-tier data collectors will be removed and shows information about the performance repository if it is going to be removed.


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To specify uninstall options Choose one of the following uninstall options: • Click Uninstall to finish the removal of the selected server component, data collectors, and performance repository (if selected). • Click Cancel to exit the Quest Central Server Uninstall wizard without removing any files. • Click Back to return to previous windows to change your selections.


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Quest Central Server Uninstall Completed This window alerts you that the uninstall process finished.

To remove a Quest Central Server component from another host 1 Select the Remove Quest Central Server from another host option. Note

This changes the Finish button to Restart.

2 Click Restart. Note

This returns control to the beginning of the Quest Central Server Uninstall wizard where you can remove Performance Analysis from another host.

To exit the uninstall wizard • Click Finish to exit the Quest Central Server Uninstall wizard


Index A

Q

accessing Getting Started Guide vii Microsoft SQL Server Books Online viii online help vi adding a performance repository 50

Quest Central Server Installation wizard custom SQL Server installation 31 features 9 help 11 running 11 typical SQL Server installation 11 Quest Central Server Uninstall wizard accessing 55 running 56

C contacting Technical Support ix

H history model 46

I installing roles and privileges required 6 sysadmin fixed server role requirement for 6

M Microsoft SQL Server Books Online, accessing viii middle tier collectors 23

O

R remove performance repository 55, 59 requirement of sysadmin fixed server role for installation 6 roles and privileges for installing Quest Central 6

S save performance repository 58 support disclaimer for freeware edition ix

T Technical Support, contacting ix

online help, accessing vi

U

P

upgrade Performance Analysis 17

Performance Analysis custom installation 31 local installation 14 remote installation 17 typical installation 11 upgrade 17 performance repository 27, 44 adding 50 permissions required for Database Administration 6 for Database Analysis 6 for Space Management 6 63


Agent Remote Installation Guide