Creating and connecting to a Microsoft SQL Server DB instance - Amazon Relational Database Service

Creating and connecting to a Microsoft SQL Server DB instance

This tutorial creates an EC2 instance and an RDS for Microsoft SQL Server DB instance. The tutorial shows you how to access the DB instance from the EC2 instance using the Microsoft SQL Server Management Studio client. As a best practice, this tutorial creates a private DB instance in a virtual private cloud (VPC). In most cases, other resources in the same VPC, such as EC2 instances, can access the DB instance, but resources outside of the VPC can't access it.

After you complete the tutorial, there is a public and private subnet in each Availability Zone in your VPC. In one Availability Zone, the EC2 instance is in the public subnet, and the DB instance is in the private subnet.

Important

There's no charge for creating an AWS account. However, by completing this tutorial, you might incur costs for the AWS resources you use. You can delete these resources after you complete the tutorial if they are no longer needed.

The following diagram shows the configuration when the tutorial is complete.


            EC2 instance and Microsoft SQL Server DB instance.

This tutorial allows you to create your resources by using one of the following methods:

  1. Use the AWS Management Console ‐ Step 2: Create a SQL Server DB instance and Step 1: Create an EC2 instance

  2. Use AWS CloudFormation to create the database instance and EC2 instance ‐ (Optional) Create VPC, EC2 instance, and SQL Server instance using AWS CloudFormation

The first method uses Easy create to create a private SQL Server DB instance with the AWS Management Console. Here, you specify only the DB engine type, DB instance size, and DB instance identifier. Easy create uses the default settings for the other configuration options.

When you use Standard create instead, you can specify more configuration options when you create a DB instance. These options include settings for availability, security, backups, and maintenance. To create a public DB instance, you must use Standard create. For information, see Creating an Amazon RDS DB instance.

Prerequisites

Before you begin, complete the steps in the following sections:

Step 1: Create an EC2 instance

Create an Amazon EC2 instance that you will use to connect to your database.

To create an EC2 instance
  1. Sign in to the AWS Management Console and open the Amazon EC2 console at https://console.aws.amazon.com/ec2/.

  2. In the upper-right corner of the AWS Management Console, choose the AWS Region you used for the database previously.

  3. Choose EC2 Dashboard, and then choose Launch instance, as shown in the following image.

    
                    EC2 Dashboard.

    The Launch an instance page opens.

  4. Choose the following settings on the Launch an instance page.

    1. Under Name and tags, for Name, enter ec2-database-connect.

    2. Under Application and OS Images (Amazon Machine Image), choose Windows, and then choose the Microsoft Windows Server 2022 Base. Keep the default selections for the other choices.

      
                            Choose an Amazon Machine Image.
    3. Under Instance type, choose t2.micro.

    4. Under Key pair (login), choose a Key pair name to use an existing key pair. To create a new key pair for the Amazon EC2 instance, choose Create new key pair and then use the Create key pair window to create it.

      For more information about creating a new key pair, see Create a key pair in the Amazon EC2 User Guide for Windows Instances.

    5. For Firewall (security groups) in Network settings, choose Allow RDP traffic from to connect to the EC2 instance.

      You can choose My IP if the displayed IP address is correct for RDP connections. Otherwise, you can determine the IP address to use to connect to EC2 instances in your VPC using RDP. To determine your public IP address, in a different browser window or tab, you can use the service at https://checkip.amazonaws.com. An example of an IP address is 192.0.2.1/32.

      In many cases, you might connect through an internet service provider (ISP) or from behind your firewall without a static IP address. If so, make sure to determine the range of IP addresses used by client computers.

      Warning

      If you use 0.0.0.0/0 for RDP access, you make it possible for all IP addresses to access your public EC2 instances using RDP. This approach is acceptable for a short time in a test environment, but it's unsafe for production environments. In production, authorize only a specific IP address or range of addresses to access your EC2 instances using RDP.

      The following image shows an example of the Network settings section.

      
                            Network settings for an EC2 instance.
    6. Keep the default values for the remaining sections.

    7. Review a summary of your EC2 instance configuration in the Summary panel, and when you're ready, choose Launch instance.

  5. On the Launch Status page, note the identifier for your new EC2 instance, for example: i-1234567890abcdef0.

    
                    EC2 instance identifier on Launch Status
                        page.
  6. Choose the EC2 instance identifier to open the list of EC2 instances.

  7. Wait until the Instance state for your EC2 instance has a status of Running before continuing.

Step 2: Create a SQL Server DB instance

The basic building block of Amazon RDS is the DB instance. This environment is where you run your SQL Server databases.

In this example, you use Easy create to create a DB instance running the SQL Server database engine with a db.t2.micro DB instance class.

To create a Microsoft SQL Server DB instance with Easy create
  1. Sign in to the AWS Management Console and open the Amazon RDS console at https://console.aws.amazon.com/rds/.

  2. In the upper-right corner of the Amazon RDS console, choose the AWS Region in which you want to create the DB instance.

  3. In the navigation pane, choose Databases.

  4. Choose Create database and make sure that Easy create is chosen.

    
                        Easy create option.
  5. In Configuration, choose Microsoft SQL Server.

  6. For Edition, choose SQL Server Express Edition.

  7. For DB instance size, choose Free tier.

  8. For DB instance identifier, enter database-test1.

    The Create database page should look similar to the following image.

    
                        Engine options
  9. For Master username, enter a name for the master user, or keep the default name.

  10. To set up a connection with the EC2 instance you created previously, open Set up EC2 connection - optional.

    Select Connect to an EC2 compute resource. Choose the EC2 instance you created previously.

    
                        Set up EC2 connection option.
  11. To use an automatically generated master password for the DB instance, select the Auto generate a password box.

    To enter your master password, clear the Auto generate a password box, and then enter the same password in Master password and Confirm password.

  12. Open View default settings for Easy create.

    
                        Easy create default settings.

    You can examine the default settings used with Easy create. The Editable after database is created column shows which options you can change after you create the database.

    • If a setting has No in that column, and you want a different setting, you can use Standard create to create the DB instance.

    • If a setting has Yes in that column, and you want a different setting, you can either use Standard create to create the DB instance, or modify the DB instance after you create it to change the setting.

  13. Choose Create database.

    To view the master username and password for the DB instance, choose View credential details.

    You can use the username and password that appears to connect to the DB instance as the master user.

    Important

    You can't view the master user password again. If you don't record it, you might have to change it.

    If you need to change the master user password after the DB instance is available, you can modify the DB instance to do so. For more information about modifying a DB instance, see Modifying an Amazon RDS DB instance.

  14. In the Databases list, choose the name of the new SQL Server DB instance to show its details.

    The DB instance has a status of Creating until it is ready to use.

    
                        Screen capture of the DB instance details.

    When the status changes to Available, you can connect to the DB instance. Depending on the DB instance class and the amount of storage, it can take up to 20 minutes before the new instance is available.

(Optional) Create VPC, EC2 instance, and SQL Server instance using AWS CloudFormation

Instead of using the console to create your VPC, EC2 instance, and SQL Server instance, you can use AWS CloudFormation to provision AWS resources by treating infrastructure as code. To help you organize your AWS resources into smaller and more manageable units, you can use the AWS CloudFormation nested stack functionality. For more information, see Creating a stack on the AWS CloudFormation console and Working with nested stacks..

Important

AWS CloudFormation is free, but the resources that CloudFormation creates are live. You incur the standard usage fees for these resources until you terminate them. The total charges will be minimal. For information about how you might minimize any charges, go to AWS Free Tier.

To create your resources using the AWS CloudFormation console, complete the following steps:

  • Step 1: Download the CloudFormation template

  • Step 2: Configure your resources using CloudFormation

Download the CloudFormation template

A CloudFormation template is a JSON or YAML text file that contains the configuration information about the resources you want to create in the stack. This template also creates a VPC and a bastion host for you along with the RDS instance.

To download the template file, open the following link, SQL Server CloudFormation template.

In the Github page, click the Download raw file button to save the template YAML file.

Configure your resources using CloudFormation

Note

Before starting this process, make sure you have a Key pair for an EC2 instance in your AWS account. For more information, see Amazon EC2 key pairs and Linux instances.

When you use the AWS CloudFormation template, you must select the correct parameters to make sure your resources are created properly. Follow the steps below:

  1. Sign in to the AWS Management Console and open the AWS CloudFormation console at https://console.aws.amazon.com/cloudformation.

  2. Choose Create Stack.

  3. In the Specify template section, select Upload a template file from your computer, and then choose Next.

  4. In the Specify stack details page, set the following parameters:

    1. Set Stack name to SQLServerTestStack.

    2. Under Parameters, set Availability Zones by selecting three availability zones.

    3. Under Linux Bastion Host configuration, for Key Name, select a key pair to login to your EC2 instance.

    4. In Linux Bastion Host configuration settings, set the Permitted IP range to your IP address. To connect to EC2 instances in your VPC using Secure Shell (SSH), determine your public IP address using the service at https://checkip.amazonaws.com. An example of an IP address is 192.0.2.1/32.

      Warning

      If you use 0.0.0.0/0 for SSH access, you make it possible for all IP addresses to access your public EC2 instances using SSH. This approach is acceptable for a short time in a test environment, but it's unsafe for production environments. In production, authorize only a specific IP address or range of addresses to access your EC2 instances using SSH.

    5. Under Database General configuration, set Database instance class to db.t3.micro.

    6. Set Database name to database-test1.

    7. For Database master username, enter a name for the master user.

    8. Set Manage DB master user password with Secrets Manager to false for this tutorial.

    9. For Database password, set a password of your choice. Remember this password for further steps in the tutorial.

    10. Under Database Storage configuration, set Database storage type to gp2.

    11. Under Database Monitoring configuration, set Enable RDS Performance Insights to false.

    12. Leave all other settings as the default values. Click Next to continue.

  5. In the Configure stack options page, leave all the default options. Click Next to continue.

  6. In the Review stack page, select Submit after checking the database and Linux bastion host options.

After the stack creation process completes, view the stacks with names BastionStack and RDSNS to note the information you need to connect to the database. For more information, see Viewing AWS CloudFormation stack data and resources on the AWS Management Console.

Step 3: Connect to your SQL Server DB instance

In the following procedure, you connect to your DB instance by using Microsoft SQL Server Management Studio (SSMS).

To connect to an RDS for SQL Server DB instance using SSMS
  1. Find the endpoint (DNS name) and port number for your DB instance.

    1. Sign in to the AWS Management Console and open the Amazon RDS console at https://console.aws.amazon.com/rds/.

    2. In the upper-right corner of the Amazon RDS console, choose the AWS Region for the DB instance.

    3. In the navigation pane, choose Databases.

    4. Choose the SQL Server DB instance name to display its details.

    5. On the Connectivity tab, copy the endpoint. Also, note the port number. You need both the endpoint and the port number to connect to the DB instance.

      
                                Connect to a Microsoft SQL Server DB instance.
  2. Connect to the EC2 instance that you created earlier by following the steps in Connect to your Microsoft Windows instance in the Amazon EC2 User Guide for Windows Instances.

  3. Install the SQL Server Management Studio (SSMS) client from Microsoft.

    To download a standalone version of SSMS to your EC2 instance, see Download SQL Server Management Studio (SSMS) in the Microsoft documentation.

    1. Use the Start menu to open Internet Explorer.

    2. Use Internet Explorer to download and install a standalone version of SSMS. If you are prompted that the site isn't trusted, add the site to the list of trusted sites.

  4. Start SQL Server Management Studio (SSMS).

    The Connect to Server dialog box appears.

  5. Provide the following information for your sample DB instance:

    1. For Server type, choose Database Engine.

    2. For Server name, enter the DNS name, followed by a comma and the port number (the default port is 1433). For example, your server name should look as follows:

      database-test1.0123456789012.us-west-2.rds.amazonaws.com,1433
    3. For Authentication, choose SQL Server Authentication.

    4. For Login, enter the username that you chose to use for your sample DB instance. This is also known as the master username.

    5. For Password, enter the password that you chose earlier for your sample DB instance. This is also known as the master user password.

  6. Choose Connect.

    After a few moments, SSMS connects to your DB instance. For security, it is a best practice to use encrypted connections. Only use an unencrypted SQL Server connection when the client and server are in the same VPC and the network is trusted. For information about using encrypted connections, see Using SSL with a Microsoft SQL Server DB instance

For more information about connecting to a Microsoft SQL Server DB instance, see Connecting to a DB instance running the Microsoft SQL Server database engine.

For information about connection issues, see Can't connect to Amazon RDS DB instance.

Step 4: Explore your sample SQL Server DB instance

You can explore your sample DB instance by using Microsoft SQL Server Management Studio (SSMS).

To explore a DB instance using SSMS
  1. Your SQL Server DB instance comes with SQL Server's standard built-in system databases (master, model, msdb, and tempdb). To explore the system databases, do the following:

    1. In SSMS, on the View menu, choose Object Explorer.

    2. Expand your DB instance, expand Databases, and then expand System Databases as shown.

      
                                Object Explorer displaying the system databases.

    Your SQL Server DB instance also comes with a database named rdsadmin. Amazon RDS uses this database to store the objects that it uses to manage your database. The rdsadmin database also includes stored procedures that you can run to perform advanced tasks.

  2. Start creating your own databases and running queries against your DB instance and databases as usual. To run a test query against your sample DB instance, do the following:

    1. In SSMS, on the File menu, point to New and then choose Query with Current Connection.

    2. Enter the following SQL query:

      select @@VERSION
    3. Run the query. SSMS returns the SQL Server version of your Amazon RDS DB instance.

      
                                SQL Query Window.

Step 5: Delete the EC2 instance and DB instance

After you connect to and explore the sample EC2 instance and DB instance that you created, delete them so you're no longer charged for them.

If you used AWS CloudFormation to create resources, skip this step and go to the next step.

To delete the EC2 instance
  1. Sign in to the AWS Management Console and open the Amazon EC2 console at https://console.aws.amazon.com/ec2/.

  2. In the navigation pane, choose Instances.

  3. Select the EC2 instance, and choose Instance state, Terminate instance.

  4. Choose Terminate when prompted for confirmation.

For more information about deleting an EC2 instance, see Terminate your instance in the User Guide for Windows Instances.

To delete the DB instance with no final DB snapshot
  1. Sign in to the AWS Management Console and open the Amazon RDS console at https://console.aws.amazon.com/rds/.

  2. In the navigation pane, choose Databases.

  3. Choose the DB instance that you want to delete.

  4. For Actions, choose Delete.

  5. Clear Create final snapshot? and Retain automated backups.

  6. Complete the acknowledgement and choose Delete.

(Optional) Delete the EC2 instance and DB instance created with CloudFormation

If you used AWS CloudFormation to create resources, delete the CloudFormation stack after you connect to and explore the sample EC2 instance and DB instance, so you're no longer charged for them.

To delete the CloudFormation resources
  1. Open the AWS CloudFormation console.

  2. On the Stacks page in the CloudFormationconsole, select the root stack (the stack without the name VPCStack, BastionStack or RDSNS).

  3. Choose Delete.

  4. Select Delete stack when prompted for confirmation.

For more information about deleting a stack in CloudFormation, see Deleting a stack on the AWS CloudFormation console in the AWS CloudFormation User Guide.

(Optional) Connect your DB instance to a Lambda function

You can also connect your RDS for SQL Server DB instance to a Lambda serverless compute resource. Lambda functions allow you to run code without provisioning or managing infrastructure. A Lambda function also allows you to automatically respond to code execution requests at any scale, from a dozen events a day to hundreds of per second. For more information, see Automatically connecting a Lambda function and a DB instance.