Table of Contents

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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MainBoss Advanced Installation and Administration Guide
    Software and Hardware Requirements
    Microsoft SQL Server
        Microsoft Report Viewer
    Privileges
    Installation Locations for MainBoss Software
        ClickOnce Deployment
    Manual Installation
        Manual Installation Overview
        Manually Installing MainBoss Software
    Creating a Maintenance Organization
    Entering License Keys
    Users
        Registering New Users with MainBoss
    Security Roles
        Testing Security Roles
        Roles for Administering MainBoss
    Installing MainBoss on Other Computers
    MainBoss Service
        Installing MainBoss Service
        Configuring MainBoss Service
        Allowing MainBoss Service to Access the MainBoss Database
        Starting and Stopping MainBoss Service
        Uninstalling MainBoss Service
        The MainBoss Service Event Log
        Transferring a Database to a New Computer
        MainBoss Service and MainBoss Upgrades
    Using Multiple Maintenance Organizations
        Start Modes
        Command Line Options
    Backups
        Backups within MainBoss
        Restoring a Backup Within MainBoss
    The MBUtility Command
        Getting Help for MBUtility
        Listing MainBoss Organizations
        Built-In Data Schemas
        Exporting Data from Your Database
        An Example of Exporting to Excel 2007
        An Example of Exporting to Excel 2010 and 2013
        An Example of Exporting to Excel 2013
        Importing Data into Your Database
        Adding Organizations
        Backing Up Your Database with MBUtility
        Adding an Administrator to a Database
Appendix A: Setting Up SQL Server
    Instances
    SQL Server Installation
    Backups with SQL Server
        Using SQL Server to Restore a Database from Backup
    SQL Express Considerations
        Installing SQL Express
        Backups with SQL Express
    SQL Server Maintenance
Appendix B: Troubleshooting
    General Advice
    File-Sharing
    Testing for the Server's Machine Presence
    Testing That a User Can Connect with the Server Machine
    Comparing the DNS Name and Active Directory Name
    SQL Server Configuration
    Adjusting the Firewall
        Granting Access to a Program through the Firewall
        Firewall Off and On
    Local Security Settings
    Authorizing Users in SQL Server
    Testing Whether a User Has Access to SQL Server and the MainBoss Database
    Testing Database Access with Microsoft Excel
    Testing Database Access with SQL Server Management Studio Express
    Testing POP3/IMAP4 Permissions for MainBoss Service
    Testing Access to the MainBoss Service Event Log
    Testing that You Can Start and Stop MainBoss Service
    General Troubleshooting
Appendix C: MainBossRemote
    MainBossRemote System Requirements
        Minimum Server Configuration
    License Keys
    Initial Set-Up
    Security Considerations
    Application Pools
        Giving Folder Permissions to Network Service or the Application Pool Identity
        Giving SQL Server Permissions to Network Service or the Application Pool Identity
    Web Sites vs. Applications
    Adding and Configuring an Application
    Adding and Configuring a Web Site
    Authentication Settings
    Application Settings
        Software Initialization
    Accessing SQL Server on a Different Computer
    Integrating MainBoss Remote with MainBoss Service
    MainBossRemote Troubleshooting
    Cookie Usage


Index
ainBoss Advanced 3.4, Update 3 Installation and Administration

Copyright (c) 2013, Thinkage Ltd.

Permission granted to reproduce all or part of this document provided that Thinkage's copyright notice is included in the reproduction. No money may be charged for such reproductions except to recover all or part of the cost of reproduction. Table of Contents

MainBoss Advanced Installation and Administration Guide 1 Software and Hardware Requirements 1 Microsoft SQL Server 2 Microsoft Report Viewer 3 Privileges 4 Installation Locations for MainBoss Software 4 ClickOnce Deployment 5 Manual Installation 5 Manual Installation Overview 5 Manually Installing MainBoss Software 7 Creating a Maintenance Organization 7 Entering License Keys 9 Users 13 Registering New Users with MainBoss 15 Security Roles 17 Testing Security Roles 19 Roles for Administering MainBoss 20 Installing MainBoss on Other Computers 20 MainBoss Service 22 Installing MainBoss Service 22 Configuring MainBoss Service 25 Allowing MainBoss Service to Access the MainBoss Database 29 Starting and Stopping MainBoss Service 30 Uninstalling MainBoss Service 31 The MainBoss Service Event Log 31 Transferring a Database to a New Computer 33 MainBoss Service and MainBoss Upgrades 34 Using Multiple Maintenance Organizations 34 Start Modes 35 Command Line Options 36 Backups 38 Backups within MainBoss 39 Restoring a Backup Within MainBoss 41 The MBUtility Command 44 Getting Help for MBUtility 45 Listing MainBoss Organizations 45 Built-In Data Schemas 45 Exporting Data from Your Database 46 An Example of Exporting to Excel 2007 47 Importing Data into Your Database 48 Adding Organizations 50 Backing Up Your Database with MBUtility 51 Adding an Administrator to a Database 51 Appendix A: Setting Up SQL Server 53 Instances 53 SQL Server Installation 54 Backups with SQL Server 54 Using SQL Server to Restore a Database from Backup 55 SQL Express Considerations 56 Installing SQL Express 56 Backups with SQL Express 58 SQL Server Maintenance 58 Appendix B: Troubleshooting 60 General Advice 60 File-Sharing 61 Testing for the Server's Machine Presence 62 Testing That a User Can Connect with the Server Machine 62 Comparing the DNS Name and Active Directory Name 65 SQL Server Configuration 66 Adjusting the Firewall 68 Granting Access to a Program through the Firewall 69 Firewall Off and On 70 Local Security Settings 71 Authorizing Users in SQL Server 72 Testing Whether a User Has Access to SQL Server and the MainBoss Database 74 Testing Database Access with Microsoft Excel 75 Testing Database Access with SQL Server Management Studio Express 75 Testing POP3/IMAP4 Permissions for MainBoss Service 76 Testing Access to the MainBoss Service Event Log 78 Testing that You Can Start and Stop MainBoss Service 78 General Troubleshooting 79 Appendix C: MainBossRemote 80 MainBossRemote System Requirements 80 Minimum Server Configuration 80 License Keys 82 Initial Set-Up 82 Security Considerations 82 Application Pools 84 Giving Folder Permissions to Network Service or the Application Pool Identity 86 Giving SQL Server Permissions to Network Service or the Application Pool Identity 86 Web Sites vs. Applications 87 Adding and Configuring an Application 87 Adding and Configuring a Web Site 88 Authentication Settings 89 Application Settings 90 Software Initialization 91 Accessing SQL Server on a Different Computer 91 Integrating MainBoss Remote with MainBoss Service 92 MainBossRemote Troubleshooting 93 Cookie Usage 93

Introduction

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