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How do I Install PBRS?

This is a step by step installation process for PBRS (Power BI Report Scheduler).

Installing PBRS

Before Installing...

  • Before beginning the installation, please ensure that ALL of the prerequisites listed on the PBRS Prerequisites page have been met. This ensures that PBRS runs as expected. Failure to meet the listed prerequisites may result in errors occurring.
  • A reboot of the PBRS server will be required after installation is complete.
  • Please make sure you are using a 64-bit Operating System.
  • PBRS DSNs will only support ODBC Data Sources (64-bit).
  • Installing Microsoft Office 64-bit is recommended.

Preparing for the Installation

These steps must be completed prior to running the PBRS installer.

After downloading and extracting the latest build/version of PBRS, perform the following steps:

User Account Control

  • If you are installing PBRS for the first time on this server, turn off the User Account Control (UAC). You can turn it back on once the installation of PBRS has completed.

Unblock the PBRS installer

  • Open the appropriate PBRS version/build folder.

This is most likely located in your Downloads folder.

  • Highlight and then right-click the PBRSSetup file.
  • Click Properties.

Installing PBRS in your server.

  • On the General tab, click Unblock in the lower right corner.

Installing PBRS in your server.

If Unblock is not present, the PBRS installer is already unblocked.

Installing PBRS in your server.

Some security features, such as Windows SmartScreen, can block certain files or flag them as potentially unwanted. If the PBRS installer is run without being unblocked, PBRS will not run properly.

  • Click Apply.
  • Click OK.

Beginning the Installation

To install the latest build/version of PBRS, perform the following steps:

  • Double-click PBRSSetupX.
  • Click Unzip.

Power BI and SSRS Reports: Installing PBRS

  • PBRS Installation Wizard will appear.

PBRS Installation Wizard

  • Click Go next to Install PBRS and supporting services (including scheduler and API).
  • Click on the Yes on the Install Core PreRequisite? pop-up window.

Installing PBRS in your server.

  • Click Next on the Welcome message.

Welcome to the PBRS Setup Wizard.

  • Carefully read the License Agreement. 

Once you have fully read and understood the License Agreement, check I accept the terms in the license agreement checkbox. Then, click Next.

If you do not accept the terms of the license agreement, you will not be able to proceed with the installation.

Welcome to the PBRS Setup Wizard: License Agreement

  • Now, you will see the Select Destination Folder screen.  You can choose to leave the default destination folder that is currently listed or select your own. Click Next.

Leaving the default destination as the destination folder is recommended.

Welcome to the PBRS Setup Wizard: Select Destination Folder

  • You should now see a Ready to Install window detailing the current settings for the PBRS installation. These details include the destination folder you chose in Step 10, as well as the Disk Space Requirements for the PBRS installation.
    • Click Next.

Welcome to the PBRS Setup Wizard: Ready to Install

The Disk Space Requirements will vary from build to build. This is only the amount of disk space that is required for the installation/components of PBRS.

  • Allow the PBRS installation to complete. You do not need to click anything during this process.

Welcome to the PBRS Setup Wizard: Installing PBRS

  • When the Setup Wizard Complete screen appears, click Finish and it will start PBRS.

Welcome to the PBRS Setup Wizard: Finish

  • At this time, you may see a pop-up stating that you will need to restart your computer in order to complete the PBRS installation. Click OK.

Should you not receive this message (below) you will need to manually reboot the server at this time.

System restart after installing PBRS

  • PBRS is now successfully installed on this server.

PBRS in your server icon

Database Installation

Power BI and SSRS Reports: PBRS Database Installation Wizard.

The first time you open PBRS, you will need to configure the PBRS database. This is where PBRS will store the information regarding the schedules you set up within the software.

Select how you want to install the PBRS database to proceed with the database installation steps.