Installation

Installation of PhraseExpress in a client-/server environment consists of:

  • Microsoft SQL Server installation and configuration
  • PhraseExpress SQL Client Manager installation
  • PhraseExpress Windows client and/or Mac client installations

Follow the installation instructions carefully - Default settings must be changed in the SQL server configuration.

Installing and configuring a SQL server and PhraseExpress requires above "average user" IT administration skills. SQL server support is not included in the license price and is available as a separate consulting service. If you feel overwhelmed by administering a SQL server, please consider using the free PhraseExpress Server.

System Requirements

The PhraseExpress SQL Client Manager requires a local Microsoft SQL server, running on Windows. The Express Edition is also supported. Azure SQL is not supported for performance reasons at this time.

  • The free "Microsoft Native SQL Client" program must be installed on the Server and all Windows clients.
  • All users require "view definition" rights in the "master" SQL database.

SQL server installation

Install the Microsoft SQL server on the server PC.

Video tutorial

Make sure to apply following important configuration:

  • Keep the opt-in to install the "Client Tools Connectivity".
  • Change the "SQL Server Browser" service default setting from "Disabled" to "Automatic" if you want the clients to find the SQL server automatically.
  • If PhraseExpress Mac clients are used:
    • Change the authentication mode to "Mixed Mode (SQL server and Windows authentication)". In existing SQL server installations, this can be changed with the "Microsoft SQL Server Management Studio" (free download) under the "SQL server properties" (instructions):

    • Enable the TCP/IP protocol in the "Microsoft SQL Configuration Manager":

    • Configure a static SQL server TCP port: Right-click the TCP/IP protocol item, select "Properties" and switch to tab "IP addresses": Scroll all the way down to "IPAll" and configure a TCP port, e.g. 1433 (see Microsoft SQL Configuration Manager documentation).
    • Add a firewall rule on the server computer, which runs the SQL server, to allow clients connecting to the SQL server through the configured TCP port.
  • If "Mixed Mode (SQL server and Windows authentication)" has been selected, add users, that shall connect to the SQL server in the "Microsoft SQL Server Management Studio". You may also need to define a password for the SQL administrator account "sa" and activate the account (instructions).
  • All users need "View Definition" rights to the Master SQL database. This can be configured in the "Microsoft SQL Server Management Studio" with the SQL query GRANT VIEW ANY DEFINITION TO [USERNAME OR GROUP])

SQL Client Manager Installation

  1. Download and install the "PhraseExpress SQL Client Manager" on the server computer running the SQL server. If you install it on another computer, also install the "Microsoft SQL Server Native Client" if using a Microsoft SQL server.
  2. Launch the PhraseExpress SQL Client Manager. The initial installation wizard guides you through the creation of the phrase and license database.
  3. If you have purchased PhraseExpress, register the license keys. Without license keys, you can evaluate PhraseExpress with all features. After 30 days, PhraseExpress will start showing license reminders.
  4. Add all desired users in tab "Users". If the users still cannot connect, use the "Microsoft SQL Server Management Studio" to configure access rights to the new SQL databases created by the PhraseExpress SQL Client Manager.

Windows clients Installation

  1. Make sure, that all Windows clients run the "Microsoft SQL Server Native Client" if using a Microsoft SQL server.
  2. Install the PhraseExpress client (download) on all workstations.
  3. Make sure, that the "networking" option is enabled in the PhraseExpress client settings on all computers.

After launching all PhraseExpress clients and the PhraseExpress SQL Client Manager, the clients receive the SQL database connection information through UDP and the client offers to switch from the local phrase file to the SQL database.

If UDP broadcasts are blocked due to network restrictions:

  • In the PhraseExpress SQL Client Manager, switch to tab "Database" and click "Create client configuration file". The generated file config.xml contains the SQL database connection data.

    Drag this configuration file into the phrase tree view of the PhraseExpress client main program window.

    Alternatively, copy the config.xml to the common(!) application data folder ("C:\ProgramData\PhraseExpress\config.xml") on all client computers. This must be done before the first launch of the PhraseExpress client.
  • Or, open the PhraseExpress client main program window, select menu command File » Open » Connect to SQL server and enter the SQL database location as shown in the SQL Client Manager tab "Database".
  • You can also pass the SQL database connection info with a command-line parameter when installing the PhraseExpress clients.

Mac clients Installation

  1. Install the PhraseExpress client on all Macs.
  2. Make sure, that the PhraseExpress clients have access to the local network in the firewall/router configuration (internet access is not required).
  3. Make sure, that SMB file sharing is enabled on the Mac under "System Preferences » File Sharing » Options » Share files and folders using SMB" to allow the Mac finding the Windows computer by its computer name (see macOS help).
  4. Open the PhraseExpress Mac client program window, select main menu command File » Open » Connect to SQL server, and enter the SQL database location as shown in the SQL Client Manager tab "Database".

    Alternatively, load the configuration file, which can be created by the PhraseExpress SQL Client Manager under tab "database".

    You can also drag the configuration file into the phrase tree view of the PhraseExpress Mac client main program window.

Upgrade

A software causes a downtime as both, the clients and the PhraseExpress SQL Client Manager (which may update SQL phrases database scheme) must be updated.

Recommended procedure:
  1. Backup your current SQL database.
  2. Update all PhraseExpress clients to the latest version.
  3. Update the PhraseExpress SQL Client Manager which may offer to update the SQL phrase database scheme.
  4. If maintenance for your license is expired, renew maintenance.

Individual functions may change between major versions. Especially with larger version jumps, macro programming adjustments may be required.

Moving to a SQL database

To transfer existing phrases into the SQL database:
  1. Launch the PhraseExpress client and export the desired phrases of the local phrase file.
  2. Connect the client to the SQL database via File » Open » Connect to a SQL server
  3. Import the exported phrase file into the SQL database. Grab a coffee as this may take a while.

Done! Your phrases are now stored on the SQL server and are ready to be shared with others.

Important: Launch the PhraseExpress client under a user account which grants you access to all phrases you wish to export!

Moving between SQL databases

As read access to specific phrases may be restricted, you need to make sure that you have access to all phrases you wish to export.

To transfer phrases between SQL databases:
  1. Exit your PhraseExpress Client.
  2. In the PhraseExpress SQL Client Manager, make yourself a master user.
  3. Launch the PhraseExpress client. As a master user, you now have access to all phrases, regardless of any configured access restrictions.
  4. Export the desired phrases of the local phrase file.
  5. Connect the client to the SQL database via File » Open » Connect to a SQL server
  6. Import the exported phrase file into the SQL database. Grab a coffee as this may take a while.

Done! Your phrases are now stored on the SQL server and are ready to be shared with others.

Important: Launch the PhraseExpress client under a user account which grants you access to all phrases you wish to export!

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