IMPORTANT: You must be logged on to your server or PC as the LOCAL ADMINISTRATOR during installation. You can use the software as a normal user after installation is complete, but we highly recommend that you carry out the installation process as a LOCAL ADMINISTRATOR in order to ensure trouble-free use afterwards.
Please ensure at least ONE of the following 32 or 64 bit Operating Systems is in place with all the latest service packs and/or updates installed. Operating systems listed below is a prerequisite when installing PBRS on a new server.
Please ensure at least ONE of the following 32 or 64-bit Operating Systems are in place with all the latest service packs and/or updates installed. Operating systems listed below is a prerequisite when updating a currently installed PBRS instance.
Please ensure ALL of the following are in place:
You may have multiple versions of .NET Framework installed. However, 3.5 and 4.6.1 must be installed as it has components that other versions do not have.
Disk space and Memory/RAM requirements will vary based on report outputs.
If you will use extended Output functions (e.g. Email, Excel Bursting, Document Properties, etc.), please ensure that ONE of the following is in place with all of the latest updates and fixes installed:
If you are using any other versions of Outlook or Office, ensure you have installed the latest service packs and updates.
If you use Exchange to process email, please ensure that the following is in place:
Integration with other versions of Exchange may work even if the latest service packs are not installed, but some functionality may error or be unavailable. For best results, please ensure you have applied the latest service pack and all updates.
If you use SMTP to process email, please ensure that ALL of the following are in place:
If you do not know your mailbox security credentials or are unsure if your server allows relaying, please contact your Email Administrator.
PBRS installs a background application scheduler by default. However, if you wish to use the Windows (NT) Service scheduler, you can do so by going to Options > Scheduling and clicking the radio button next to Use NT Service.
Prior to using the NT Service Scheduler, you must ensure ALL of the following:
If you need assistance with any of the prerequisites listed above, please contact your system administrator.
At the time PBRS is installed on the server, it is imperative that the User Account Controls (UAC) on the server are turned off. Please ensure that you or your IT personnel are available to disable this feature until the installation is complete.
Once the installation is finished, these can be turned back on.