All of the following prerequisites must be met in order to successfully install and use PBRS. If any of the following requirements are not met, some or all of PBRS's functionalities will not work as designed.
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.
Operating System - (New Installation)
Please ensure at least ONE of the following 64 bit Operating Systems is in place with all the latest service packs and/or updates installed. The operating systems listed below are a prerequisite when installing PBRS on a new server.
- Windows 10
- Windows Server 2016
- Windows Server 2019
- Windows Server 2022
Operating System - (Updating PBRS)
Please ensure at least ONE of the following 64-bit Operating Systems are in place with all the latest service packs and/or updates installed. The operating systems listed below are a prerequisite when updating a currently installed PBRS instance.
- Windows 10
- Windows Server 2016
- Windows Server 2019
- Windows Server 2022
Operating System - Additional
Please ensure ALL of the following are in place:
- .NET Framework 4.8 (minimum)
- IIS Version 7 (minimum) - required for the Web Application otherwise not required.
- UAC is switched off during installation, can be switched on after.
- Minimum Processors/Cores: 4
- Primary Drive Disk Space
- Minimum: 20 GB free
- Recommended: 200 GB total
- Installed Memory/RAM
- Minimum: 16 GB
- Recommended: 32 GB
Disk space and Memory/RAM requirements will vary based on report outputs.
Microsoft Office
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:
- Outlook/Excel/Office 2013 64 Bit Version Only
- Outlook/Excel/Office 2016 64 Bit Version Only
- Outlook/Excel/Office 365 64 Bit Version Only
Ensure you have installed the latest service packs and updates.
Microsoft Exchange
If you use Exchange to process email, please ensure that the following is in place:
- Any version of Exchange released after January 2006 (Exchange 2007, Exchange 2010, etc)
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.
SMTP Server
If you use SMTP to process email, please ensure that ALL of the following are in place:
- You must know your mailbox security credentials.
- Your server must allow relaying.
- The IP address of the PBRS server is whitelisted on the mail server.
If you do not know your mailbox security credentials or are unsure if your server allows relaying, please contact your Email Administrator.
Windows NT Service Scheduler
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:
- The Windows Service user has full security rights to the mailbox to be used (if you will be emailing reports).
- The above user has full security rights to network files and folders (if you are reading reports across the network and if you are exporting to network folders).
- The above user has full security rights to any FTP location you may be exporting to.
- The above user has Log on as service rights on the local computer.
- The above user has Act as part of the operating system rights on the local computer only if you will be using MAPI to connect to your Exchange Server.
- The above user is a local administrator (or a member of the local administrator group) of the local computer.
If you need assistance with any of the prerequisites listed above, please contact your system administrator.
User Account Controls
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.
Anti Virus and other Security
Your new software is designed to integrate with your existing systems as well as run unattended. It, therefore, needs to be whitelisted in all your security systems and anti-virus software. Whitelist the "ChristianSteven" folder that was created by the installation process, its files, sub-folders, and contents of the sub-folders.
