How do I configure PBRS for First Use?

The first time you use PBRS you will need to configure the software for first use. The "Welcome to PBRS" wizard will walk you through the process. Here's how the process works.

Each time you use PBRS, you will be required to log in. Your security credentials determine what you can and cannot do and what schedules you can see.

The first time you log in to PBRS, you must create an Administrator account.

Once you are logged on as an Administrator, you can use the User Manager to:

  • Set up additional Administrators and Users.
  • Set PBRS to log on automatically using a specified user.
  • Assign specific folders and schedules to specific users.
  • And so much more!

To create an Administrator account, simply fill in the required information in the fields listed on the Create Admin User section of the Welcome to PBRS pop-up window (shown below).

Make note of the username and password you set up as the Administrator. You will need these again to use PBRS. If you forget the administrator credentials, you will have to log a support ticket with our Technical Support Help Desk in order to have the password reset.

Once you installed the software and set up your database configurations, you may now use it.

Welcome to PBRS

  • Welcome to PBRS Wizard will appear after you set up your database configuration.
  • Click on the Next button to get started with PBRS.
Welcome to PBRS: Getting Started with PBRS
  • Once you clicked the next button, the Create an Admin user section will appear.
Welcome to PBRS: Create Admin User

 

Welcome to PBRS: Create Admin User
  • Once you put all the information required, click on the Save button and the Next button.
  • Configure messaging section is to insert the main mail you will use for the software.
Welcome to PBRS: Configure messaging
  • The software allows you to put four options of Mail type that are: MAPI, SMTP, GROUPWISE, and NONE. This part is optional; you may skip it by selecting the NONE option and clicking the next button.
  • Select the Mail type of your preference.

MAPI

Welcome to PBRS: configuring messaging
  • After putting all the information required, click on the Test Settings button to ensure the email.
  • After clicking the Test Settings button, a pop-up window will ask you to put a valid email address to send. After entering the email address click on the OK button.

SMTP

Welcome to PBRS: configuring messaging
  • After putting all the information required, click on the Test Settings button to ensure the email.
  • After clicking the Test Settings button, a pop-up window will ask you to put a valid email address to send. After entering the email address click on the OK button.
Email testing in PBRS

NONE

Welcome to PBRS: configuring messaging

After selecting the Mail type options on Configure messaging, click the OK button.

  • Click Next

Welcome to PBRS: Register for free support

  • You can register for technical support for free.
  • Click Next.

Welcome to PBRS: Finish

  • Click Finish and the PBRS Sign In pop-up window will appear.
  • Enter your User Name and Password to sign in.
Sign In in PBRS