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Claim Your Free SQL Planner for Community & Learners License (estimated Worth $Millions+ )
 
Get full access to the Community Edition at no cost(for 10 SQL Instance and unlimited windows server monitoring) – Details here 
SQL Planner: Initial Installation Service
We will professionally install and configure SQL Planner using industry-standard architecture on a fresh Windows OS.

Requirements: Any SQL Server edition and IIS (Internet Information Services).

Cost: $849 (One-time installation fee). Buy Now

SQL Planner Self Installation Instruction :

Please watch installation video steps below, it is important to follow installation steps as mentioned or mentioned in Installer document , ignoring it cause setup failure  :

Step 1 : Install IIS , watch here how https://youtu.be/LUFWwmfHNlo

Step 2 : Install Application with SA account, watch here how https://youtu.be/ipMw72BqXmU

System Requirements, Installation, & Configuration Guide

  1. System Requirements

Hardware & Operating System

  • Operating System: Windows Server 2012 or higher OR Windows 8, 10, 11 (64-bit).
  • Storage: SSD or equivalent high-I/O disk storage.
  • Memory (RAM):
    • 16 GB RAM or higher: Recommended for real-time enterprise database monitoring across multiple SQL instances (ensures fast, in-memory telemetry processing).
    • 4 GB – 6 GB RAM: Sufficient for Evaluation/Trial environments, or if you are primarily using standalone modules like Schema Compare, Data Modeling, Backup Management, or BI Tools.
  • CPU: 4-Core CPU or higher (1-Core CPU is acceptable for trial environments).

Prerequisites

  • IIS (Internet Information Services): Must be enabled and configured on the host machine (Setup folder has Install_Configure_IIS.bat – Execute it as administrator to enable and configure IIS on your SQL Planner host machine).

(Tutorial Video: How to Configure IIS for SQL Planner)

  • Repository Database Engine: SQL Server 2012 or higher installed locally to store the SQL Planner repository database.

(Note: SQL Server Express Edition is fully supported for evaluation and trial setups. For remote repository setup, advanced configurations, please contact support).

  1. Permission Model

SQL Planner follows a strict security model to ensure your production environments remain safe and lightweight.

  1. Installation Phase (One-Time Setup)

To create the local repository database, IIS web application, and background services, the installer requires:

  • Local Administrator privileges on the host machine where SQL Planner is being installed.
  • sysadmin or CONTROL SERVER credentials on the local SQL Server instance hosting the SQL Planner repository database.
  1. Runtime Permissions (Post-Installation)

Once installation is complete, high-level administrative privileges are not required:

  • SQL Planner Repository Database: The runtime user (SQLMaintPlanner) requires standard db_owner (DBO) permissions only on SQL Planner’s own isolated repository database (for maintaining internal statistics, indexes, and logs).
  • Target Monitored Production Instances: Requires least-privilege permissions only (download the file contains list of required permission here).
    • No sysadmin or db_owner privileges are required on your target production databases.
  1. Installation Steps
  1. Download the SQL Planner setup file from mssqlplanner.com/download-product/.
  2. Extract the contents of the ZIP archive and run SQLPlanner_Setup.exe as Administrator.
  3. Accept the License Terms and click Next.
  4. Enter your local SQL Server instance name and sa (or sysadmin) credentials so SQL Planner can create its repository database, then click Install.

(Tutorial Video: Watch the Step-by-Step Installation Video)

  1. How to Create a SQL Server Monitoring Job
  1. Log in to SQL Planner (Default User ID: Admin | Default Password: Admin).
  2. Navigate to Menu > Create Monitoring / Health Analysis Job.
  3. Enter the Target SQL Server Name and connection credentials
  4. Requires least-privilege permissions only (download the file contains list of required permission here).
  5. Define your alert threshold parameters.

(Note: SQL Planner includes over 100+ automated health checks. The top 15 critical alerts are displayed on this page for quick configuration; the remaining checks run automatically in the background).

  1. Enter the email address(es) designated to receive alert notifications.
    • Production Recommendation: Configure your internal Database Mail (SMTP) settings within SQL Planner settings. By default, trial notifications route through a third-party Elastic Email API, which is not recommended for production environments.

(Tutorial Video: Watch the Monitoring Job Setup Guide)

  1. Configuring Windows Server OS Monitoring

To monitor Windows Server performance metrics (CPU, Memory, Disk I/O, OS Services), please refer to our detailed post-installation guide:

📄 Download the Server Monitor Configuration Guide

  1. Uninstallation Steps

Step 1: Clean Up Active Monitoring Jobs

  1. Log in to SQL Planner and navigate to the Server Monitoring dashboard.
  2. For each monitored server listed, click Action > Delete.

(This safely removes scheduled monitoring jobs and cleans up any related Extended Events from target servers).

Step 2: Uninstall the Application

  1. Open the extracted installer folder and run SQLPlanner_Setup.exe.
  2. Click on the Uninstall tab.
  3. Enter the sysadmin credentials for the local SQL Server instance hosting the SQL Planner repository database and click Uninstall.


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