Creating a Maintenance Organization

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.1.
For the latest version of this help file can be found here.

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When you first start MainBoss, the software displays a window that lets you create a new maintenance organization (database).

MainBoss

In order to create a MainBoss database, you must be logged into an account that has SQL Server Administrator privileges on the SQL Server that will manage the MainBoss database. (The SQL Server db_creator security role is not enough.)

Changing Regional Settings may also change the currency symbol (e.g. from "$" for dollars to "" for pounds). However, MainBoss cannot handle multiple currencies; it assumes that all money values are in the same currency. For example, if you enter 33 in a "Unit Cost" field, MainBoss may display the result as $33.00 or 33.00 depending on your Regional Settings...but internally, MainBoss simply records 33.00. Therefore, it is important that all MainBoss users use the same currency for all money values.

To create a new maintenance organization database:

  1. Drop the arrow on Add Existing Organization and click Create New Organization. This opens a window like this:

    MainBoss
  2. In "Database Server", specify the name of the SQL Server that you will use.

If you click the "..." button after "Database Server", MainBoss will attempt to determine what servers are available to you. However, this list may be incomplete—firewall settings and SQL Server configurations can prevent servers from appearing in the list, even though the servers may be available for use.

  1. In "Database Name", enter the name of the new database. This will be the name used by SQL Server; it must be different from all other databases controlled by the server. We recommend that this name should not contain any spaces or special characters—just letters and digits. (The default database name is MainBoss; this name is recommended, unless your organization has multiple MainBoss databases.)

If you click the "..." button after "Database Name", MainBoss will attempt to display all databases already managed by the "Database Server". You cannot choose any of these names (because the databases already exist), but the list helps you see what names are already in use. (Depending on your permissions, you may not be allowed to see the list.)

  1. In "Organization Name", enter the name of your company or organization. Your "Organization Name" can contain spaces and special characters if you wish.
  2. In "Credentials", select the Authentication Credentials that allow access to the SQL server and provide a User Name and Password if required.
  3. Select the type of license you wish to have installed at time the database is created. Demonstration and free licenses require an email address so that the full license key can be emailed to you. You will have to enter the full license key when you receive it to continue to use the program after 30 days.
  4. Click OK. MainBoss will proceed to create the database.

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