MainBoss Advanced, Version 3.4.1:
Installing MainBoss Service for the First Time
Important: This page describes how to install MainBoss Service if you have never installed it before at your site. If you have a previous version of MainBoss Service (or its predecessor, the @Requests service), click here for instructions.
First, install MainBoss itself on at least one computer and create a MainBoss database. Once you have done this successfully, you can install MainBoss Service.
Choosing an Account to Run the Service
MainBoss Service runs as a Windows service. It interacts with the MainBoss database and with an e-mail account to which users will send requests.
The program for installing MainBoss Service will ask you to specify a login name under which MainBoss Service will run. Make sure you have made this decision before you start the installation process; due to problems with Microsoft's software installer, if you try to cancel the installation at the point where you're asked for this information, errors might occur.
We strongly recommend that MainBoss Service should run on the same computer as the SQL Server which manages the MainBoss database. If so, you can run MainBoss Service under the "Network Service" login name. This greatly simplifies the security settings.
Running MainBoss Service on a different computer than SQL Server: If you choose to install MainBoss Service on a different computer than the one where SQL Server is running, you must run MainBoss Service under a Windows login name that has access to both computers. You cannot run MainBoss Service under the "Network Service" name in this situation, because one computer's Network Service cannot login to a different computer. The MainBoss Installation and Administration Guide discusses how to choose a suitable login name and what permissions it must have.
In addition, due to a problem in the Microsoft Installer model, the BUILTIN\SYSTEM account on the computer where MainBoss Service is running must have SQL Server Administrator privileges on the SQL Server that manages the MainBoss database. This account will have a domain-level alias of
DomainName\ComputerName$
where DomainName is the name of your network domain and ComputerName is the name of the computer where MainBoss Service is running (as given in the System entry of the Windows control panel). The dollar-sign character ($) is compulsory. You must grant SQL Server access to this name in order for BUILTIN\SYSTEM to run the MainBoss Service installation successfully.
Important: DomainName\ComputerName$ is a hidden name and cannot be located using any Search or Lookup facilities provided by Microsoft. You have to type in the name by hand.
For example, suppose you want to install MainBoss Service on a computer named MBServiceComputer which is in a domain called OurDomain. You must login to the computer where SQL Server is running, using a login name that has SQL Server Administrator privileges. You must then start SQL Server Management Studio and use it to give SQL Server Administrator privileges to OurDomain\MBServiceComputer$ by enrolling that SQL Server login into the "sysadmin" server role.
You must assign these privileges before you run the MainBoss Service installation procedure. Otherwise, the installation will not work.
DomainName\ComputerName$ needs SQL Server Administration permissions when you run the MainBoss Service installation procedure. However, once the installation procedure has run successfully, you can remove the permissions for the name. (If you wish to Uninstall MainBoss Service, you may need to reinstate these permissions again.)
Installing the MainBoss Service Software
To install the MainBoss Service software, follow these steps:
1. Login to Windows using an account with Windows Administrator privileges.
2. to obtain a ZIP file named Install.MainBossService.3.4.1.20.zip containing the files for installing MainBoss Service.
3. Extract the contents of the ZIP file into a folder of your choice.
4. Once you have extracted the files, execute the extracted
setup.exe file.
(Do not execute the .msi file directly.)
When the software is initially installed, the service will be disabled. The service will be enabled and started during the configuration process (below).
Configuring the Service
Once you have installed the MainBoss Service software, you must configure MainBoss to use the service. For technical reasons, configuration must be done on the computer where MainBoss Service will run. Therefore, a copy of MainBoss must be installed on the computer where MainBoss Service will run. If necessary, you can uninstall this copy after you've done the configuration. Click here for instructions on installing MainBoss.
When you configure the service, you must be logged in with a login name that has Windows Administrator privileges. Also, one of the following must be true:
- Your login name appears in the MainBoss Users table with the Administration security role; or
- When you start MainBoss as described below, you use "Run as Administrator" (on Windows 7 or 8, or on Vista). In this case, you do not need to be a recognized MainBoss user; when running "elevated", MainBoss treats you as if you are a recognized MainBoss user with MainBoss Administration security.
To configure MainBoss Service, follow these steps:
- On the computer where MainBoss Service will run, login to Windows under a login name with Windows Administrator privileges.
- Start MainBoss. (As noted above, you have to be a recognized MainBoss Administrator, or else you need to use "Run as Administrator".)
- In the MainBoss control panel, go to Administration | MainBoss Service | Configuration.
- Click New MainBoss Service Configuration. This opens a window where you can configure MainBoss Service.
- Fill in the configuration information as described in the MainBoss Installation and Administration Guide. You can also obtain configuration help by clicking the Help icon (at the bottom of the configuration window) or by pressing the F1 key.
- Click Save & Close to save the configuration information and close the configuration window.
- Back in the standard MainBoss window, click Set Service Parameters. On recent versions of Windows, you will be asked for permission to elevate the operation with Windows Administration privileges. Once you have granted this permission, MainBoss Service configuration information will be copied into the Windows registry and the Start mode of MainBoss Service will be set to automatic. (There will be no interaction with the user once you grant the operation permission; MainBoss just goes ahead and does everything that's necessary.)
- Quit MainBoss. (This is necessary due to a technical glitch in Windows—certain pieces of necessary information are only recorded when MainBoss terminates, so you may not be able to start MainBoss Service unless you quit MainBoss, then start again.)
Note on configuration: If you also have the Web Requests and/or Web Access module, make sure that you set the "MainBoss Remote URL for E-mail notifications" field in the configuration of MainBoss Service (in the Outgoing Mail) section. This field should specify the URL of your MainBoss Remote web site; MainBoss Service needs this in order to generate links to the web site in e-mail messages that are sent out as acknowledgements.
Starting MainBoss Service
Once you have installed MainBoss Service, configured it, and given it permissions to access the MainBoss database, you can start the service. To do so, you must login to Windows under a login name that meets the same requirements for configuring MainBoss Service.
As noted in the previous section, you must quit the MainBoss program between configuring the service and starting it. To start MainBoss Service, follow these steps:
- Login to Windows and start MainBoss in the same way as required for configuring MainBoss Service (see above).
- In the MainBoss control panel, go to Administration | MainBoss Service.
- Click Start Service.
You only need to do this once. From that point on, MainBoss Service will start automatically whenever your computer boots.