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PLANNING TOOLKIT
GETTING STARTED GUIDE
VERSION 8.0
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ii
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CONTENTS
What is the MAP Toolkit........................................................................................................... 2
Why Choose the MAP Toolkit................................................................................................... 2
How to use the MAP Toolkit..................................................................................................... 3
Where to get Information, Help and Assistance...................................................................8
Feedback.............................................................................................................................. 8
Phase 1: Choose your MAP Toolkit goal...................................................................................9
Phase 2: Gather your data collection requirements...............................................................14
Gather Credentials (Account Names and Passwords).........................................................14
Choose a Discovery Method...............................................................................................17
Phase 3: Prepare your environment......................................................................................21
Phase 4: Install the MAP Toolkit............................................................................................. 29
System Requirements........................................................................................................ 29
Hardware Requirements..................................................................................................... 29
Where to Get the MAP Toolkit............................................................................................. 30
How to Install the MAP Toolkit............................................................................................30
Uninstall the Toolkit............................................................................................................ 31
Troubleshooting Inventory Issues.......................................................................................31
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Microsoft.com/MAP
The Inventory and Assessment Wizard is the starting point for all MAP toolkit scenarios.
Using the information gathered in phases 1-3, the step-by-step wizard will prompt you to:
1. Select your inventory scenario (Phase 1)
2. Select your discovery method (Phase 2)
3. Provide the credentials required to connect and inventory the target machines
successfully (Phase 2- 3)
For additional information about the Inventory and Assessment wizard, see the MAP Team
Wiki at http://go.microsoft.com/fwlink/?LinkId=254922.
The Performance Metrics Wizard is used to collect specific performance related
information such as CPU, memory, network and disk utilization for Windows servers and
clients as well as LINUX based servers. The information gathered through this collection
mechanism supports the capacity planning features for server consolidation, desktop
virtualization, Microsoft Private Cloud Fast Track, and Azure Application migration.
For more information about Collecting Performance Data, go to the MAP Team Wiki topic at
http://go.microsoft.com/fwlink/?LinkId=255497.
For a more in depth discussion of Data Collection scenarios, see the MAP Team Wiki topic at
http://go.microsoft.com/fwlink/?LinkId=255493.
Phase 6: Review the Reports
The MAP Toolkit will generate custom reports and proposals that are specific to the
environment the Toolkit inventoried. The following reports and proposals are available in the
MAP Toolkit.
MAP Report Package
Name
Description
Windows 7 Hardware
Assessment
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Description
Windows 8 Hardware
Assessment
Windows Server
2008 R2 Hardware
Assessment
Windows Server
2012 Hardware
Assessment
Microsoft SQL
Server Discovery
Internet Explorer
Discovery
Virtual Machine
Discovery
Microsoft.com/SolutionAccelerators
Description
Performance Metrics
Report
Server Consolidation
Recommendations
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Description
Legacy Windows
Server Inventory
Report
Desktop Virtualization
Planning Report
Windows Environment
Summary Report
Linux Environment
Summary Report
Windows Thin PC
Readiness Report
Windows Azure VM
Readiness Report
Windows Azure VM
Capacity Report
VMWare Migration
Report
Description
SharePoint Server
Usage Tracking Report
Endpoint Protection
Usage Tracking Report
Exchange Server
Usage Tracking Report
System Center
Configuration Manager
Usage Tracking Report
For more information about the MAP Toolkit Reports and Proposals, go the MAP Toolkit page
on Microsoft.com.
WHERE TO GET INFORMATION, HELP AND ASSISTANCE
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You can get more information about the MAP Toolkit by going to the following resources:
1. Key Resources on the MAP Toolkit page on Microsoft.com
2. The ReadMe provides release notes and information you should read before
installing the MAP Toolkit, including installation prerequisites and known issues. You
can download the ReadMe information from the Microsoft Assessment and Planning
Toolkit page on the Microsoft Download Center.
Support for the MAP Toolkit is provided through Microsoft Product Support Services (PSS).
Premier customers should contact Premier Support for assistance. Support offerings and
regional contact information can be found on the Solution Accelerators Support page.
FEEDBACK
To send feedback or suggestions for improving the MAP Toolkit, contact us at
mapfdbk@microsoft.com.
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MAP
Feature:
MAP Wizards
to Use:
Which web
browsers and
Internet
Explorer Add-ons
are deployed in
my environment
Internet
Explorer
Discovery
1. Inventory
and
Assessment
Wizard
What components
are in my SQL
Server
environment, how
they map to SQL
Server 2012
features, and
obtain guidance
for migrating
those
components.
Which Windows
and Linux
computers are
running a MySQL
database, and if
we could migrate
to Microsoft SQL
Server.
Which Windows
and Linux
computers are
running an
Oracle
database, which
Oracle servers are
installed on HPUX, and could
migrate to
Microsoft SQL
Server.
Inventory
Scenario to
Select:
Collector
Technologies
Required:
Windows
Computers
WMI
SQL Server
Or
WMI
SQL Server
Authentication
(Native)
SQL Windows
Authentication
Microsoft
SQL Server
Discovery
1. Inventory
and
Assessment
Wizard
MySQL
Discovery
1. Inventory
and
Assessment
Wizard
MySQL,
Oracle and
Sybase
WMI
SSH
Oracle
Discovery
1. Inventory
and
Assessment
Wizard
MySQL,
Oracle and
Sybase
WMI
SSH
Oracle
SQL Server
with
Database
Details
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MAP
Feature:
MAP Wizards
to Use:
Inventory
Scenario to
Select:
Collector
Technologies
Required:
Which Windows
and Linux
computers are
running a Sybase
database and if
we could migrate
to Microsoft SQL
Server.
Sybase
Discovery
1. Inventory
and
Assessment
Wizard
MySQL,
Oracle and
Sybase
WMI
SSH
Detailed
information about
which physical
computers
running VMware
or Hyper-V have
virtual
machines
running on them.
Virtual
Machine
Discovery
1. Inventory
and
Assessment
Wizard
Windows
Computers
VMware
Computers
WMI
VMware
Windows
Server
Roles
Discovery
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
Windows 8
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
What existing
hardware can run
the Windows 7
operating system,
which devices are
compatible with
Windows 7 and
what hardware
upgrades I will
need
Windows 7
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
Which computers
are ready to be
upgraded to
Microsoft Office
2010
Microsoft
Office 2010
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
I want to
understand:
Which Windows
Server roles are
installed on each
server.
What existing
hardware can run
the Windows 8
operating system
and what
hardware
upgrades I will
need
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I want to
understand:
MAP
Feature:
MAP Wizards
to Use:
Inventory
Scenario to
Select:
Collector
Technologies
Required:
Which computers
are ready to be
upgraded to
Microsoft Office
2013
Microsoft
Office 2013
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
Which of my
computers are
ready to be
upgraded to
Office 365
Office 365
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
Which computers
can be
repurposed for my
Desktop
Virtualization
initiative to run
Windows Thin
PC
Windows
Thin PC
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
Which of my
existing server
hardware is ready
to run Windows
Server 2012
Windows
Server
2012
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
Which of my
existing server
hardware is ready
to run Windows
Server 2008 R2
Windows
Server
2008 R2
Readiness
1. Inventory
and
Assessment
Wizard
Windows
Computers
WMI
How to collect
processor,
network, memory,
physical disk, and
logical disk
utilization for
Windows servers,
Windows desktops
and Linux based
servers.
Performanc
e Metrics
Results
Windowsbased
Linux-based
WMI
SSH
1. Performance
Metrics
Wizard
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How to
consolidate my
LINUX servers
using
virtualization and
Microsoft Hyper-V
Consolidation and
deployment
recommendations
for Microsoft
Private Cloud Fast
Track
deployments
13
MAP
Feature:
MAP Wizards
to Use:
Inventory
Scenario to
Select:
Collector
Technologies
Required:
Server
Consolidati
on Results
1. Performance
Metrics
Wizard
2. Hardware
Library
Wizard
3. Server
Virtualizatio
n and
Consolidatio
n Wizard
Not
Applicable
WMI
Server
Consolidati
on Results
1. Performance
Metrics
Wizard
2. Hardware
Library
Wizard
3. Server
Virtualizatio
n and
Consolidatio
n Wizard
Not
Applicable
SSH
Desktop
Virtualizatio
n Planning
Results
1. Performance
Metrics
Wizard
2. Hardware
Library
Wizard
3. Desktop
Virtualizatio
n Planning
Wizard
Not
Applicable
WMI
Microsoft
Private
Cloud Fast
Track
1. Performance
Metrics
Wizard
2. Hardware
Library
Wizard
3. Microsoft
Private
Cloud Fast
Track
Consolidatio
n Wizard
Not
Applicable
WMI
SSH
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I want to
understand:
MAP
Feature:
Modeling and
estimating
capacity
requirements for
migrating
applications to the
Windows Azure
Platform
Windows
Azure
Application
Migration
Software
Usage
Tracking for
Exchange
Software
Usage
Tracking for
Office
SharePoint
Server
Software
Usage
Tracking for
SQL Server
Software
Usage
Tracking for
System
Center
Configurati
on Manager
MAP Wizards
to Use:
Inventory
Scenario to
Select:
Collector
Technologies
Required:
1. Azure
Application
Configuratio
n Wizard
Not
Applicable
Not Applicable
1. Inventory
and
Assessment
Wizard
Exchange
Server
Active Directory
1. Collect Log
Files for 90
days
2. Configure
Log Parser
3. Parse Log
Files
Windows
Computers
For information on
how to configure the
log file, see the MAP
Toolkit Wiki article at
http://go.microsoft.c
om/fwlink/?
LinkId=255274.
1. Collect Log
Files for 90
days
2. Inventory
and
Assessment
Wizard
3. Configure
Log Parser
4. Parse Log
Files
Windows
Computers
SQL Server
Discovery
SQL Server
with
Database
Details
For information on
how to configure the
log file, see the MAP
Toolkit Wiki article at
http://go.microsoft.c
om/fwlink/?
LinkId=255275.
Windows
Computers
1. Inventory
and
Assessment
Wizard
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MAP
Feature:
Software
Usage
Tracking for
Forefront
Endpoint
Protection
Software
Usage
Tracking for
Lync Server
How to determine
how many Active
Users and Devices
I have in my
organization
Software
Usage
Tracking for
Active
Users and
Devices
15
MAP Wizards
to Use:
1. Inventory
and
Assessment
Wizard
1. Inventory
and
Assessment
Wizard
1. Inventory
and
Assessment
Wizard
Inventory
Scenario to
Select:
Collector
Technologies
Required:
Forefront
Endpoint
Protection
Server
Lync Server
WMI
PowerShell
SQL Authentication
(Native)
SQL Authentication
(Windows)
Active
Devices and
Users
Active Directory
WMI
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Requirements:
WMI
Windows computers
Active Devices and Users
Exchange Server
Forefront Endpoint Protection Server
Lync Server*
SQL Server*
SQL Server with Database Details*
Windows Azure Platform Migration
MySQL, Oracle and Sybase
*This scenario uses a modified WMI collection query that returns a subset of the
data gathered by the WMI collector in the other scenarios.
The Inventory and Assessment Wizard will not provide an option to enable
WMI: You must enable it through Group Policy settings, logon scripts, or
manually on each computer.
Requirements:
SQL SERVER
AU
TH
EN
TI
CA
TI
O
N
(N
AT
IV
E
AN
D
WI
ND
O
W
S)
SSH
17
The SQL Native and SQL Windows Collectors are the same except for the
credentials used. They are used to collect additional in-depth SQL Server
database information from remote Windows based computers. This
collector technology is used for these inventory scenarios.
Lync Server
SQL Server with Database Details
Windows Azure Platform Migration
Account Name and Passwords for Accounts with logon rights to the target
machine. For Linux, the account must have rights to access HAL or
dmidecode information.
The SSH collector is used to collect hardware and software information
from remote Linux and HP-UX based computers. It is also used to gather
device performance data for Linux machines. This collector technology is
used for these inventory scenarios and must be enabled on the target
computers.
Linux/UNIX computers
18
Collector
Technology
Required:
Note: MAP cannot connect to your Linux machines if you use SSH Keys.
ORACLE
VMWARE
POWERSHELL
VMware computers
ACTIVE
DI
RE
CT
For Exchange the Account must have Exchange Admin or Domain Admin
privileges
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Requirements:
Collector
Technology
Required:
OR
Y
Requirements:
Active
Directory
Domain
Services
This method allows you to query a domain controller via the Lightweight
Directory Access Protocol (LDAP) and select computers in all or specific
domains, containers, or OUs. Use this method if all computers and devices
are in AD DS.
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Discovery
Method:
Requirements:
Windows
Networking
Protocols
If the Windows Networking Protocols page of the wizard does not provide
a list of workgroups, Windows NT 4.0 domains, or AD DS domain NetBIOS
names, ensure that the Computer Browser and Server services are running
on the computer performing inventory. For help, see Troubleshooting the
Microsoft Computer Browser Service.
For additional information, see the MAP team Wiki page for this discovery
method at http://go.microsoft.com/fwlink/?LinkId=255510.
System
Center
Configuratio
n Manager
(SCCM)
Scan an IP
Address
Range
This method allows you to specify the starting address and ending address of
an IP address range. The wizard will then scan all IP addresses in the range
and inventory only those computers. The IP address range computer
discovery method is limited to scanning only 100,000 IP addresses at one
time. If you have more addresses than the limit, run the wizard multiple
times, specifying different IP address ranges each time you run the wizard.
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Discovery
Method:
Requirements:
Manually
enter
Computer
Names
This method enables you to test and inventory a few computers at a time.
Use this method if you want to inventory a small number of specific
computers and enter computer names, NetBIOS names, or fully qualified
domain names (FQDN) by hand.
Guest/Host
Discovery
Import
Computer
Names from
a file
Using this method, you can create a text file with a list of computer names
that will be inventoried. Each computer name should be on a new line and
the file should not use delimiters, such as a comma, period, or tab.
Use this method if you have a list of up to 120,000 computer names that you
want to inventory. The imported file can contain computer names, NetBIOS
names, or FQDNs.
Credentials required None.
For additional information, see the MAP team Wiki page for this discovery
method at http://go.microsoft.com/fwlink/?LinkId=255491.
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Exchange Server usage: The MAP Toolkit collects information about active
mailboxes in Active Directory Domain Services (AD DS). The credentials that you
provide should have the required privileges to enumerate mailboxes, groups,
and users in AD DS.
System Center Configuration Manager Agent counts: The MAP Toolkit
collects information from the Configuration Manager servers. The credentials
that you provide should have adequate privileges to collect data from the
Configuration Manager server you supply.
Lync 2010 and Forefront Endpoint Protection (FEP): These inventory
scenarios must be run separately due to issues around handling of credentials
for multiple inventory scenarios using PowerShell.
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The Inventory and Assessment Wizard will not provide an option to enable
WMI.
You must enable it through Group Policy settings, logon scripts, or manually
on each computer. Based upon your environment, you may have different
considerations when using WMI as a collector technology. See the following
topics at the MAP Wiki site for additional details.
WMI in Active Directory Environments at http://go.microsoft.com/fwlink/?
LinkId=255268.
Firewall Considerations Using WMI at http://go.microsoft.com/fwlink/?
LinkId=255269.
WMI In Workgroups and Windows NT 4.0 based Domains at
http://go.microsoft.com/fwlink/?LinkId=255270.
SQL Server
Authentication
(Native and
Windows)
SQL Server uses Port 1433 for default instances and port 1434 for the SQL
Server Browser Service. For named instances, MAP queries the browser
service and learns the port numbers assigned by SQL Server or that were
manually set by the user. See this support article for more information on
named instance port numbers.
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My goal
requires
that I use:
SSH
Port 22 is the default port MAP will use. In the Inventory and Assessment
Wizard, you can change the port that MAP uses if a non-default port is used
in your environment.
MAP uses HAL commands through SSH to inventory hardware information
from computers running Linux operating systems. If the HAL package is not
installed on the target computers or the inventory account lacks permission
to use those commands, MAP will fall back to dmidecode if that fails.
Dmidecode needs to access /dev/mem to get its data, which is restricted to
root only. If that fails as well, then MAP will report blank values for some of
the hardware properties in the reports.
Oracle
Port 1521 is the default port MAP will use for connecting to the Oracle SQL
database engine. In the inventory wizard, you can change the port that MAP
uses if a non-default port is used in your environment.
The 64-bit Oracle client must be installed on the machine that is running MAP
in order to connect directly to the database engine and collect the schema
information. If the 64-bit Oracle client is not installed MAP will still collect
some basic information about the Oracle server from WMI or SSH. MAP will
not collect schema information if the 32-bit Oracle client is installed on the
machine running MAP.
VMware
PowerShell
Ports 80 and/or 443 are the default ports for HTTP and HTTPS respectively. In
the inventory wizard, you can change the port that MAP uses if a non-default
port is used in your environment. Some VMware environments use ports
8222 and/or 8333 for HTTP and HTTPS, but these are not listed by default in
MAP.
Ports 5985 and 5986 are the default ports for PowerShell HTTP and HTTPS
respectively. In the Inventory and Assessment wizard, you can change the
port that MAP uses if a non-default port is used in your environment.
Additionally, you can designate whether or not to use SSL and whether or not
to validate the server certificate. If certificate validation is selected, you will
need to ensure that the certificate is trusted by the MAP machine.
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System Center
Configuration
Manager
25
Forefront
Endpoint
Protection
If you will be collecting data for Forefront Endpoint Protection usage tracking,
you will need to enable remote PowerShell on the appropriate server
machines. To do so, log on to each System Center Configuration Manager
server that has Forefront Endpoint Protection components installed, and
ensure PowerShell will allow remote connections from the machine on which
you have installed MAP. If non-default ports are used for PowerShell, make
note of the port numbers used by PowerShell on this machine, as you will
need to enter them in the MAP inventory wizard. You may also designate
specific SSL or certificate requirements in the inventory wizard. For more
information see http://technet.microsoft.com/en-us/magazine/ff700227.aspx.
Do not run Lync 2010 and Forefront EndPoint Protection Server scenarios
concurrently. The inventory data will not produce valid results for either
scenario. If you wish to run both scenarios, it is recommended to run one of
them first and then MAP again with the other scenario selected.
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My goal
requires
that I use:
Lync Server
If you will be collecting data Lync Server 2010 usage tracking, you will need
to enable remote PowerShell on the appropriate server machines. To do so,
log on to each Lync 2010 server of interest and ensure PowerShell will allow
remote connections from the machine on which you have installed MAP. If
non-default ports are used for PowerShell, make note of the port numbers
used by PowerShell on this machine, as you will need to enter them in the
MAP inventory wizard. You may also designate specific SSL or certificate
requirements in the inventory wizard. For more information see
http://technet.microsoft.com/en-us/magazine/ff700227.aspx.
Do not run Lync 2010 and Forefront EndPoint Protection Server scenarios
concurrently. The inventory data will not produce valid results for either
scenario. If you wish to run both scenarios, it is recommended to run one of
them first and then MAP again with the other scenario selected.
Configure Log
Files for
Windows
Server
For Windows Server 2008, see the Microsoft Help article Microsoft
Knowledge Base article 921469.
For Windows Server 2003, see Define or modify auditing policy
settings for an event category.
MAP 8.0 can be configured to use the new User Access Logging (UAL)
feature in Windows Server 2012. For Windows Server 2012, there is no
need for log parsing. For more information about UAL, see
http://go.microsoft.com/fwlink/?LinkId=255466.
Configure Log
Files for SQL
Server
SQL Server 2008 Enterprise and Datacenter Editions introduced audit event
configuration for Windows security logging, which enabled SQL Server 2008
to log logon events to the Windows Security log. The MAP Toolkit can parse
these logs to track usage for SQL Server 2008 Enterprise and Datacenter
Editions.
TO ENABLE SQL SERVER 2008 OR NEWER TO LOG AUDIT EVENTS
TO THE WINDOWS SECURITY LOG
On each SQL Server 2008 or newer instance for which you need to track
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28
My goal
requires
that I use:
29
date
time
s-sitename
s-computername
s-ip
s-port
cs-uri-stem
cs-uri-query
cs-username
c-ip
sc-status
SharePoint or IIS administrators might use W3C logging for other reasons. If
these administrators require additional fields to be logged, they can add
those fields to the configuration. However, administrators should not remove
any of the fields that the Software Usage Tracker requires.
For information about enabling W3C logging in IIS, see:
SYSTEM REQUIREMENTS
The MAP Toolkit works with the following operating systems:
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Operating
System
Supported
Not Supported
Windows 8
Windows 7
Windows
Vista
Windows
Server 2012
All editions.
No unsupported editions.
Windows
Server 2008
Windows
Server 2008
R2
HARDWARE REQUIREMENTS
The MAP Toolkit requires a computer with the following minimum configuration:
1.5 GHz dual core processor
2.0 GB of memory
Some MAP scenarios have additional system requirements that do not block Setup. For a
complete list of system requirements for the MAP Toolkit, view the Read Me (Release Notes)
or see the System Requirements section of the Microsoft Assessment and Planning Toolkit
page on the Microsoft Download Center.
WHERE TO GET THE MAP TOOLKIT
The MAP Toolkit is available as a free download from the Microsoft Download Center. See the
Microsoft Assessment and Planning Toolkit page on the Microsoft Download Center.
HOW TO INSTALL THE MAP TOOLKIT
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Install the MAP Toolkit on a single computer that has access to the network on which you
want to conduct an inventory and assessment. The toolkit uses a SQL Server database to
store and process the information that it collects from your environment. There are two
options for your database installation:
Database Option
LocalDB
MAPS Instance
When to use
Most of the time. This is the default option, when the MAPS
instance does not already exist
Databases will be less than 10 GB
You have an existing MAP database that you want to
preserve
Your database will grow more than 10GB
Multiple users need to connect to the MAPS database
Machine resources to support SQL Server are not utilized when MAP is not running
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This instance is customized for the MAP Toolkit and should not be modified. By default,
access to this instance is blocked from remote computers. Access to the instance on the
local computer is only enabled for users who have local administrator credentials.
TROUBLESHOOTING INSTALLATION ISSUES
If you encounter a problem during installation, refer to the installation log files. The log files
are located in the path specified in the %TEMP% environment variable on the local
computer. You can find additional troubleshooting information by examining the application
and system event logs.
PREREQUISITES NOT FOUND: MAPS INSTANCE
If you have a SQL Server instance called MAPS on your machine and it is SQL Server 2005,
you will receive a Prerequisites Not Found: MAPS Instance during installation. If you receive
this error message, you need to do one of the following:
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