MainBoss Advanced, Version 4.0.0:
Updating an Earlier Release

MainBoss 4.0.0 depends on Microsoft SQL Server 2008 SP1 or R2, or SQL Server 2014 (any version). You must have SQL Server installed correctly before you can begin using MainBoss. (Small sites can use SQL Server Express, available for free from Microsoft. See the MainBoss Installation and Administration Guide for more details.)
Installing this version of MainBoss requires Windows Administration privileges (although running it does not).
To begin with, only install MainBoss on the computer where SQL Server is running. Make sure MainBoss works correctly there before installing it on other computers.
To activate MainBoss, you must enter the license keys provided to you by Thinkage Ltd. or your MainBoss dealer. These keys must be dated January 1, 2015 or later. (You install the keys AFTER installing the new version of MainBoss.)

This version of MainBoss requires license keys dated January 1, 2015 or later. If your license keys are too old, contact support@mainboss.com. Click here for more information on entering license keys.

Getting Started (PDF) is a brief guide to using MainBoss itself. While much of the software interface will be intuitive for experienced IT personnel, features like the Active filter are useful constructs that you may not have seen before.
The MainBoss Installation and Administration Guide provides full details of what you need before you can start using MainBoss, including information on troubleshooting the connection between MainBoss and SQL Server. We strongly recommend that you read the relevant parts of the guide before you install MainBoss.

Open Installation and Administration Guide now (PDF)

Once you have met the specified requirements, you can install MainBoss. You do not need to uninstall earlier versions of MainBoss Advanced. When you install this version, it will replace your previous version.

Using MainBoss in French or Spanish: You use the same MainBoss software for English, French and/or Spanish simultaneously. To use MainBoss in a particular language, go to your Windows Control Panel and set your Regional and Language Options to one of the English, French, or Spanish options. It is possible for some people at your site to use MainBoss in English while others use a different language.

1. Install the Software on One Computer

If you use MainBoss Service: Stop the service by going to Administration | MainBoss Service (inside MainBoss) and clicking "Stop Service". Then uninstall the service from the Windows control panel.

1. Before doing anything else, make a backup of your current database so that you can restore your data if problems occur.

2. On the computer where you intend to install MainBoss first, login to an account with Windows Administrator privileges.

3. Download the MainBoss Advanced software package by clicking one of the lines below:

English Installation: Install.MainBoss-en-US.4.0.0.42.msi

French Installation: Install.MainBoss-fr-FR.4.0.0.42.msi

Spanish Installation: Install.MainBoss-es-ES.4.0.0.42.msi

Note: Any of the above installation packages will install everything needed to operate in English, French, and Spanish. The only difference between the packages is that the installation instructions will be in a particular language.

4. Execute the downloaded file.

Note: If you are running under Windows 8, it will display a message saying that it "saved" your computer by not running the installation. Beneath the message is a line in small print saying More Information. Click that line; in the resulting window click Run anyway to install the software.

.NET: This version of MainBoss requires versions 3.5 and 4.6 of Microsoft's .NET framework. If you run the MainBoss installation program on a computer where these packages are not installed, MainBoss will not be installed. You must install the necessary .NET software on the computer before the MainBoss installation program will work.

If the installation procedure installs a new version of .NET, you may have to reboot your computer in order to continue. After the boot, you must login to the same account you were using so that you can continue installing MainBoss. (This should be an account with Windows Administrator privileges.) The installation should continue automatically once you login.

CLR Types for SQL Server 2014 (x86): Report Viewer 2015 requires an add-on to SQL Server called CLR types for SQL Server 2014. (This applies to all versions of SQL Server, not just 2014.) To obtain the (free) add-on, go to https://www.microsoft.com/en-ca/download/details.aspx?id=42295 and click the Download button. In the resulting list, checkmark ENU\x86\SQLSysClrTypes.msi. Download the software and install it. (You will have to do this before you install Report Viewer 2015.)

Report Viewer 2015: This version of MainBoss also requires Microsoft's Report Viewer 2015. If the appropriate version of Report Viewer is not installed on the computer when you begin the MainBoss installation, the MainBoss installation procedure will automatically attempt to download and install the software from Microsoft's web site. (The Report Viewer 2015 software is available here.)

2. Upgrade Your MainBoss Database

Once you have installed the new version of MainBoss, you must upgrade your existing database. Note the following:

If you have SQL Server Administration privileges, you can always run MainBoss. In particular, MainBoss will let you upgrade the database, whether or not your login name appears in MainBoss's Users table as an authorized MainBoss user.
Otherwise, you can only upgrade the MainBoss database if your login name appears in MainBoss's Users table and you have the SQL Server "db_owner" security role on the MainBoss database (which is automatically granted if you have the MainBoss Administration security role).

To upgrade the database, follow these steps:

Login to the computer where MainBoss is installed, using a login name that has the security privileges mentioned above.

Important: If you attempt the Upgrade from a login name that doesn't have sufficient permissions, you will receive various confusing error messages that don't actually tell you what the problem is. The first such error message is something like CREATE FUNCTION permission denied in database, and if you try the upgrade again, the diagnostic messages get even stranger. (These messages are generated by SQL Server, not MainBoss.)
Start MainBoss Advanced.
When MainBoss Advanced attempts to open the database, you will see a message saying that the database cannot be opened because it's an old version. You will end up in the "Select Maintenance Organization" window.
In the window, click on the line for the database (if the line isn't already selected).
Click the Upgrade button at the bottom of the window.
MainBoss will ask if you really want to upgrade the database. Click Upgrade.
The upgrading process will begin. (Note: If someone else is currently using MainBoss, you will be told that the upgrade can't take place because you can't get exclusive access to the database. See below for what to do about this.)
The upgrade process may take some minutes. When it's finished, click Finish.
You'll return to the "Select MainBoss Organization" window. Click "Start" to begin using MainBoss.

If you can't upgrade the database because you can't get exclusive access: Close the Upgrade window and return to the "Select MainBoss Organization" window. Click on the line for your database, then drop the arrow on Start and click View Sessions. The resulting window will tell you who is currently using MainBoss. If appropriate, you can ask that person to quit his or her MainBoss session so that you can do the upgrade.

3. Install Your License Keys

You should re-install your license keys, even if you had the same keys installed for your older version of MainBoss. By "re-installing", we mean that you should delete the existing keys and then install the keys again.

For more information on installing license keys, see Installing MainBoss License Keys.

4. Start MainBoss Service (If You Have It)

Once you have installed MainBoss and upgraded the database, you can proceed to start MainBoss Service. Inside MainBoss, go to Administration | MainBoss Service and click Configure the Windows Service for MainBoss. This automatically installs MainBoss Service, using your existing configuration.

To actually start MainBoss Service, click Start Service in the same window.

5. Install the MainBoss Software on Other Computers

A previous section described how to install MainBoss Advanced on one computer. Installing on additional computers is easier.

1. Login to Windows using an account with Windows Administrator privileges.

2. Use the installation file downloaded in the previous section to install MainBoss on each additional computer.

Note: If you are running under Windows 8, it will display a message saying that it "saved" your computer by not running the installation. Beneath the message is a line in small print saying More Information. Click that line; in the resulting window click Run anyway to install the software.

If the appropriate versions of .NET and/or Report Viewer are not installed on the computer, you must install them first. Follow the same steps given previously in this web page.

Note: Once you have installed MainBoss 4.0.0 on one computer and have got it working successfully, you must install the software on all other computers where you intend to run MainBoss. We will not provide support to sites where some computers are running MainBoss 4.0.0, while others are running older versions.

ClickOnce Deployment

As discussed in the Installation and Administration Guide, this version of MainBoss Advanced may be used with Microsoft's ClickOnce deployment. To use ClickOnce deployment, you must first install MainBoss manually on one computer and create a MainBoss database. You may install MainBoss manually on other computers too, if you wish.

After installing MainBoss manually, you should use that installation to create the MainBoss database. Once you have done so, you can set up ClickOnce deployment.

for instructions on setting up ClickOnce deployment.

MainBoss Web Access and Web Request

If you have licensed the Web Access and/or Web Request modules, the software is distributed as a single package called MainBossRemote. In order to use this software, you must have a Web Access and/or Web Request license key.

The following instructions explain how to update an existing installation of MainBoss Remote. If you are installing MainBoss Remote for the first time, click here for instructions.

Before you make any changes, we recommend that you save a copy of all the existing files in the folder that holds your MainBoss Remote files. That way, you can restore the files if problems arise.

Before you begin updating MainBoss Remote, you must first stop the web site from running. Follow these steps:

Login to Windows using an account with Windows Administrator privileges.
Start the Internet Information Services manager (IIS 7 or 7.5).
Expand the entries in the left-hand panel of the IIS manager until you find the one for the web site that contains MainBossRemote.
Right-click on the web site's entry. In the resulting menu, click Manage Web Site, then click Stop.

You'll have to come back later to IIS manager later. Therefore, you can keep it running.

Installing a New Version of MainBossRemote

The MainBossRemote software is distributed as a ZIP file named Install.MainBoss.WebAccess.4.0.0.42.zip.

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Delete the existing contents of the folder that contains the current MainBossRemote files. (Delete both the files and the subfolders.)
Extract the ZIP file's contents into the folder that contained the old MainBossRemote files.
In the left-hand panel of IIS manager, click on the entry for MainBossRemote. (This will either be a web site or a virtual directory.)
In the middle panel of IIS manager, double-click on "Application Settings". This opens a window with entries for "dbname" and "dbserver".
Double-click the entry for "dbname". In the resulting window, change "Value" to the name of your MainBoss database. Click OK to close the "dbname" window.
Double-click the entry for "dbserver". In the resulting window, change "Value" to the name of the SQL Server instance that manages your MainBoss database. Click OK to close the "dbserver" window.
In the left-hand panel of IIS manager, right-click on the entry for the web site associated with MainBossRemote. In the resulting menu, click Manage Web Site, then click Start.

Important: The first time someone connects with the MainBossRemote web site, the software must compile itself and perform various set-up processes. This can take a long time and use a lot of computer memory. Once this has happened, however, the software doesn't have to go through the process again (unless something significant changes in your configuration, e.g. you install a new web server or SQL Server).