TECH SUPPORT

PBRS Pre-Requisites

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ALL of the following pre-requisites 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.

 

Operating System - (New Installation)

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 pre-requisite when installing PBRS on a new machine.

  • Windows 8
  • Windows 8.1
  • Windows 10
  • Windows Server 2012
  • Windows Server 2012R2
  • Windows Server 2016

 

Operating System - (Updating PBRS)

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 pre-requisite when updating a currently installed PBRS instance.

  • Windows 7
  • Windows 8
  • Windows 8.1
  • Windows 10
  • Windows Server 2008
  • Windows Server 2008R2
  • Windows Server 2012
  • Windows Server 2012 R2
  • Windows Server 2016

 

Operating System - Additional

Please ensure ALL of the following are in place:

  • .NET Framework 3.5
  • .NET Framework 4.6.1
  • UAC is switched off (Windows 10, Windows Server 2008)
  • Primary Drive Disk Space
  • Minimum: 20 GB free
  • Recommended: 200 GB total 
  • Installed Memory/RAM
  • Minimum: 8 GB
  • Recommended: 8 GB 

 

Note: Disk space and Memory/RAM requirements will vary based on report outputs.

Note: 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.

  

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 2007 32 Bit Version Only
  • Outlook/Excel/Office 2010 32 Bit Version Only
  • Outlook/Excel/Office 2013 32 Bit Version Only
  • Outlook/Excel/Office 2016 32 Bit Version Only
  • Outlook/Excel/Office 365

 

Note: If you are using any other versions of Outlook or Office, 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)

Note: 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 machine is whitelisted on the mail server

Note: 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 PC.
  • The above user has Act as part of the operating system rights on the local PC.
  • The above user is a local administrator (or a member of the local administrator group) of the PC.

 

Note: If you need assistance with any of the pre-requisites listed above, please contact your system administrator.

 

User Account Controls

At the time PBRS is installed on the machine, it is imperative that the User Account Controls (UAC) on the machine 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. 

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