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SQL Server

Setting Up Linked Servers Using SQL Server Management Studio

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10/24/2010 4:46:52 PM
Although you can set up linked servers and login mappings by directly executing system stored procedures, you can also set them up easily through SQL Server Management Studio.

To create a “SQL Server” linked server, you follow these steps:

1.
Open SQL Server Management Studio with a connection to a local server (DBARCHLT\SQL08DE05 in this example).

2.
Expand the Server Objects node and then the Linked Servers node.

3.
Right-click the Linked Servers node and choose New Linked Server.

4.
You are presented with a properties page where you must specify all the connection properties for the linked server. For this example, create a SQL Server database linked server entry. As shown in Figure 1, provide the linked server name DBARCHLT\SQL08DE04T (or whatever your server and instance name might be) and click the SQL Server radio button. All the other fields are not needed (and are grayed out).

Figure 1. Creating a “SQL Server” linked server entry through SQL Server Management Studio.


5.
After you finish the linked server specification, click OK. An entry is added under the Linked Server node in SQL Server Management Studio. You may receive an error message complaining about not having the proper authentication for the linked server access. Not to worry; we’ll fix that in a minute. The linked server can be used by a SQL query based on the default local logins being mapped to the linked server. However, you really want to control the access to this linked server.

6.
Right-click the newly created linked server entry and choose Properties. When the properties page comes up, select the Security entry on this page. Figure 2 shows explicitly a local login on the local server (DBARCHLT\Paul Bertucci) that you can use to impersonate your login at the linked server (where you are already a valid user on the linked server). Now, also indicate that for any logins not in this list, connections will be made using the login’s current security context. This locks it down as tightly as you need it. Click OK, and you are ready to test the linked server.

Figure 2. Specifying the security properties of a new linked server entry.


Figure 3 shows the successful execution of a query by user DBARCHLT\Paul Bertucci, using the linked server.

Figure 3. Execution of a SQL query by user DBARCHLT\Paul Bertucci, referencing the new linked server entry.


Figure 4 shows an example of creating an Access database linked server entry. As you can see, you specify the linked server name ACCESS_DATABASE_CUSTOMERS, click the Other Data Source radio button, pick Microsoft Jet 4.0 OLE DB Provider for Provider, specify Access for the Product Name entry, and supply the full path to the Access database for which you are trying to create the linked server entry (c:\temp\CustomerPlus.mdb). There is no need to specify a provider string for this type of linked server entry. When you click the OK button at the bottom, this linked server is ready to use for a SQL query.

Figure 4. Creating an Access database linked server through SQL Server Management Studio.


You are now ready to charge ahead in the realm of using linked servers for everyday purposes. As you can see in Figure 5, linked servers can take their place in your SQL Server data access layer alongside any traditional SQL table. This capability expands your data access horizons much further than you could have reached before.

Figure 5. Several different linked servers from SQL Server Management Studio.


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