Installing PBRS



  • Before beginning the installation, please ensure that ALL of the pre-requisites listed on the PBRS Pre-Requisites page have been met. This ensures that PBRS runs as expected. Failure to meet the listed pre-requisites may result in errors occurring.
  • Installation and Configuration of PBRS on a new machine are not part of normal technical support. If assistance is needed or requested during the PBRS installation or configuration process, Professional Services can help for a nominal consultation fee.
  • A reboot of the PBRS machine will be required after installation is complete.


Preparing for the Installation

Note: 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:

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


2. Unblock the PBRS installer.

    • Open the appropriate PBRS version/build folder. Note: This is most likely located in your Downloads folder.
    • Highlight and then right-click the PBRSSetup file.
    • Click Properties.
    • On the General tab, click Unblock in the lower right corner. Note: If Unblock is not present, the PBRS installer is already unblocked.
    • Click Apply.
    • Click OK.



Note: 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.


3. Change the Compatibility Settings.

    • On the Properties window for the PBRSSetup file that you opened in the previous step, click the Compatibility tab.
    • In the Settings section at the bottom of the window, ensure that Run this program as an administrator has a check next to it. If it does not, check it.
    • Click Apply.
    • Click OK.



Note: You must perform this step even if you are logged in as an Administrator or have Administrative rights on this computer.


Beginning the Installation

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

1. Right-click the PBRSSetupX file and select Run as Administrator.




2. Click Next on the Welcome message.




3. Carefully read the License Agreement. 

Once you have fully read and understand the License Agreement, click the radio button next to I accept the terms in the license agreement. Then, click Next.

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




4. 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.

Note: Leaving the default destination as the destination folder is recommended.





5. 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.




Note: 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.


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




7. When the Setup Wizard Complete screen appears, click Finish.




8. 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 machine at this time.




PBRS is now successfully installed on this machine. Please proceed to the After Installation section.


Database Installation

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 next steps.

Default PBRS Database Installation

Use My Existing Database Server


Default PBRS Database Installation

1. Open PBRS




2. You should now see a Database Configuration Wizard pop up. Click Next.




3. Select Install and configure a new database installation and click Next.




4. The database will now be created. This process can take up 20 minutes.

Note: If the configuration fails, PBRS will offer to install a local Access database. PBRS will operate in this instance. However, advanced users will likely prefer to run PBRS using the SQL Server install. If the configuration fails and you would like to use the SQL Server install, verify that you have met all the PBRS pre-requisites.




5. Click Finish to complete the database configuration.




The PBRS installation and database configuration is now complete.


Use My Existing Database Server

You will need to have your SQL Server name and a SQL Server account (username and password) which have read/write/create permissions.


1. Open PBRS



2. You should now see a Database Configuration Wizard pop up. Click Next.




3. Select Install and configure a new database installation and click Next.




4. Enter the details of your SQL Server, check the option Create Database (existing database will be dropped) and enter the credentials of your SQL Server account. Click Test. Once PBRS can successfully connect to your SQL Server, click Next. 




Note: the SQL Server credentials must have permissions to read/write/create.


5. The database is now being created within your own database server.




6. The database configuration is now complete.