How to: Upgrade to a SQL Server 2005 Failover Cluster Instance (Setup)

You can install Microsoft SQL Server 2005 or upgrade to SQL Server 2005 from a previous SQL Server version using the SQL Server 2005 Installation Wizard.

For upgrade information, see Version and Edition Upgrades and Upgrading to SQL Server 2005.

To install a stand-alone instance of SQL Server 2005, see How to: Install SQL Server 2005 (Setup).


Before you begin, review the following important information:

  • Preparing to Install SQL Server 2005
  • Before Installing Failover Clustering
  • Review Using Upgrade Advisor to Prepare for Upgrades.
  • Upgrading the Database Engine
  • It is very important that you read and explicitly follow instructions in the Microsoft Knowledge Base article about recommended private heartbeat.
  • For local installations, you must run SQL Server Setup as an administrator. If you install SQL Server from a remote share, you must use a domain account that has read and execute permissions on the remote share.
  • To upgrade an instance of SQL Server to a SQL Server 2005 failover cluster, the instance being upgraded must be a SQL Server 2000 or SQL Server 2005 failover cluster. Direct upgrade of a SQL Server 7.0 failover cluster instance to a SQL Server 2005 failover cluster instance is not supported. To upgrade a stand-alone instance of SQL Server or a SQL Server 7.0 failover cluster instance to a SQL Server 2005 failover cluster, install a new SQL Server 2005 failover cluster. Then, migrate user databases from the stand-alone instance by using detach/attach, or by using the Copy Database Wizard. For more information about database migration, see Using the Copy Database Wizard.

To upgrade to a SQL Server 2005 failover cluster

  1. Insert the SQL Server 2005 DVD into your DVD drive. If the SQL Server Installation Wizard does not launch automatically, double-click Splash.hta in the root directory of the DVD.

    If you are installing from a network location, share the installation files and connect to the location from the computer where you want to install SQL Server.

  2. To begin the installation process, click Install SQL Server.

  3. On the End User License Agreement page, read the license agreement, and then select the check box to accept the licensing terms and conditions. Accepting the license agreement activates the Next button. To continue, click Next. To end Setup, click Cancel.

  4. SQL Server Component Update runs, installing software required prior to installing SQL Server. For more information about component requirements, click the Help button at the bottom of the page. To continue after the component update has run, click Next.

  5. On the Welcome page of the SQL Server Installation Wizard, click Next to continue.

  6. On the System Configuration Check (SCC) page, the installation computer is scanned for conditions that may block Setup. For more information about configuration check items, see System Configuration Check (SCC).

    To interrupt the scan, click Stop. To proceed with Setup after the scan completes, click Next.


If the scan reports any errors, identify the error and click Exit. You are not able to complete the installation until blocking errors are removed. For more information, see Check Parameters for the System Configuration Checker.

  1. On the Microsoft SQL Server Installation page, the SQL Server Installation Wizard prepares to install the software. The Installation Wizard proceeds when the preparation is complete.
  2. On the Registration Information page, enter information in the Name and Company text boxes. To continue, click Next.
  3. On the Components to Install page, select the components for your installation.
    A description for each component group appears in the Components to be Installed pane when you select it. You can select any combination of check boxes. When you select SQL Server or Analysis Services, if Setup detects that you are installing to a SQL Server failover cluster, the Create a SQL Server failover cluster or Create an Analysis Server failover cluster check boxes are enabled. You must select this option to install a failover cluster. If you already have the administration tools installed on another server and you wish to shorten the installation time, you can choose not to install administration tools on the initial installation, allowing you to configure the new server remotely while running SQL Server Setup a second time to install the administration tools.
    To install individual components or to specify where files are installed, click Advanced. Otherwise, make your selections and then click Next.
  4. If you clicked Advanced on the previous page, the Feature Selection page is displayed. On the Feature Selection page, select the program features to install using the drop-down boxes. To install components to a custom directory, select the feature and then click Browse. For more information about the functionality of this page, see Feature Selection. To continue, click Next when your feature selections are complete.
  5. On the Instance Name page, select a default or named instance for your installation. If a default or named instance is already installed, and you select the existing instance for your installation, Setup upgrades it and provides you the option to install additional components.
    To install a new default instance, there must not be a default instance on the computer.
    To install a new named instance, click the Named Instance and type a unique instance name in the space provided. For more information about instance naming rules, see Instance Name.
  6. On the Virtual SQL Server Name page, type a unique instance name for your installation. This is the name used to identify the failover cluster on your network. The SQL Server failover cluster instance name must be unique on your network, and must have a name that is different than the host cluster and cluster nodes. To proceed, click Next.


You cannot name an instance DEFAULT or MSSQLSERVER. Names must follow rules for SQL Server identifiers. For more information about instance naming rules, see Instance Name.


The Virtual SQL Server Name page only appears If Setup detects that you are running MSCS. If the Virtual SQL Server Name page does not appear, cancel Setup and configure MSCS. For more help on this page, see Virtual Server Name.

  1. On the Existing Components page, select the component you would like to upgrade, and then click Details to view the report that verifies that upgrade is an available option for that component. If the Installation Options report shows that the component is available to upgrade, click Close to return to the Existing Components page, and then click Next to proceed with Setup.
  2. On the Service Accounts (Clusters) page, specify the username, password and domain name for SQL Server service accounts. You can use one account for all of the services. All service accounts for a SQL Server failover cluster instance must be domain accounts. Check the Customize for each service account box to specify the Username, Password, and Domain for specific services, selecting the service from the Service list. The account for the SQL Server Agent service must be an administrator for the cluster node. Do not use the same account that was assigned to the Cluster service.
    Optionally, you can specify an individual account for each service. To specify an Individual account for each service, select Customize for each service account, select a service name from the drop-down box, and then provide login credentials for the service. To proceed, click Next. For more information, see Service Accounts (Clusters).


The domain name cannot be a full DNS name. For example, if your DNS name is, use my-domain-name in the Domain field. SQL Server does not accept in the Domain field.

  1. On the Upgrade Logon Information page, provide logon credentials for the SQL Server instance to be upgraded, as the SQL Server 2005 Installation Wizard must connect to the existing SQL Server instance during the upgrade. To proceed, click Next.
  2. On the Error and Usage Report Settings page, optionally clear the checkbox to disable error reporting or feature usage reporting. To proceed, click Next. For more information, see Error and Usage Report Settings.
  3. On the Ready to Install page, review the summary of features and components for your SQL Server installation. To proceed, click Install.
  4. On the Completing the Microsoft SQL Server Installation Wizard page, you can view the Setup summary log by clicking the link provided on this page. To exit the SQL Server Installation Wizard, click Finish.
  5. If you are instructed to restart the computer, do so now. It is important to read the message from the Setup program when you are done with installation. Failure to restart any of the specified nodes may cause failures when you run the Setup program in the future.

Next Steps

  • Configure your new SQL Server installation.   To reduce the attackable surface area of a system, SQL Server 2005 selectively installs and activates key services and features. For more information about how to activate SQL Server 2005 features, see SQL Server Surface Area Configuration.

For information about log file locations, see How to: View SQL Server 2005 Setup Log Files.

For information about verifying your new SQL Server installation, see How to: Verify a Successful Installation of SQL Server 2005 Services.

See Also

Other Resources

How to: Install SQL Server 2005 from the Command Prompt

Help and Information

Getting SQL Server 2005 Assistance