Installing Microsoft MDS on SQL Server Standard Edition

HaHa, tricked you.  You can’t install SQL MDS on Standard Edition.  You must first upgrade to SQL Enterprise Edition before you can proceed with an MDS installation.

Upgrading SQL Server Edition:

1. Launch the Installation wizard on the server you want to update
2. Choose the Maintenance section and choose Edition Upgrade
3. Then click through the defaults and then choose Update
4. When complete you can refresh your instance in SSMS and see you are now setup for Enterprise Edition

MDS Installation pre-requisites:

1. The first step is to add the IIS feature to the server where MDS is going to be installed
2. Follow these steps for more information

https://docs.microsoft.com/en-us/sql/master-data-services/master-data-services-installation-and-configuration?view=sql-server-2017#InstallIIS

MDS Feature Addition:

1. Launch the SQL 2017 Enterprise Edition setup wizard
2. Choose Installation from the left menu and then New SQL Server Standalone installation or add features to an existing installation
3. Choose Next twice until the Installation Type screen
4. Choose Add feature to an existing instance of SQL Server 2017
5. And leave the default MSSQLSERVER selected and choose Next
6. From the feature selection page chose Master Data Services checkbox
7. And click Next
8. Now click Install to begin the new feature install
9. The install will complete and click Close

Post MDS Installation tasks:

1. Apply the appropriate CU’s to get MDS up to the same patch level as SQL Server
2. Open the Master Data Services Configuration manager
3. Verify that the main screen shows all validations are complete

MDS Configuration tasks:

Database Configuration:

1. Click Create Database to start the Wizard
2. Click Next to begin
3. For SQL Server Instance enter the SQL Server you want the MDS database installed on
4. And choose the appropriate authentication type
5. Choose Test Connection to validate everything is correct
6. Choose Next and now on the Create Database section enter the Database Name you wish
7. Then click Next to proceed
8. Leave the account populated in the Administrator Account section to allow your account access to the install and click Next twice
9. Click Finish to complete the database configuration

IIS Configuration:

1. Choose Web Configuration and under website choose the down arrow and choose Default Web Site
2. Click the Create button to start the web application wizard
3. Leave all default values as entered and proceed to enter username and password for the account running SQL Server
4. Click Ok to save the settings and go back to the Web Configuration screen
5. Under the Associate Application with Database choose Select
6. In the Connect to Database screen make sure the server name is listed and click Connect
7. Now the database MDS should display
8. Click Ok to continue the process
9. Now click Apply to perform the actions and save all settings

Applying permissions

1. Once the website is loading and end users need to connect perform the following action to grant permissions
2. From the main screen of the MDS application web page scroll to the bottom and click User and Group Permissions
3. Now click the Manage Groups tab
4. Click the green plus sign button to add a group
5. Type or paste the group you want to grant permissions and click Ok

Troubleshooting Steps:

Once the setup is complete if the website does not load proceed to the following steps

1. Navigate to C:Program FilesMicrosoft SQL Server140 directory
2. Right click Master Data Services and choose Properties
3. Click the Security tab and choose Edit
4. Choose Add and then enter the service account used to run MDS
5. Grant Full Control and click Ok twice
6. Now go back to Internet Explorer and refresh to see the website load