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This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
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 IndexainBoss 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
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