JobBOSS 2021 Installation and Upgrade

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JobBOSS 2021 Installation and

Upgrade

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Information in this document is subject to change without notice. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission from ECI JobBOSS, LLC.

NO WARRANTIES OF ANY NATURE ARE EXTENDED BY THE DOCUMENT. Any product and related material disclosed herein are only furnished pursuant and subject to the terms and conditions of a license agreement. The only warranties made, remedies given, and liability accepted by ECI JobBOSS, LLC, if any, with respect to the products described in this document are set forth in such license agreement. ECI JobBOSS, LLC cannot accept any financial or other responsibility that may be the result of your use of the information in this document or software material, including direct, indirect, special, or conseque ntial damages.

Product names mentioned in this document may be trademarks or registered trademarks of their respective companies and are hereby acknowledged. All product names that are known to be trademarks or service marks have been appropriately capitalized. No use of a third-party mark is to be construed to mean such mark’s owner endorses ECI JobBOSS, LLC products or services.

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Read This First!

This manual includes instructions for new installations and for upgrades of JobBOSS, add-ons, and third-party integrations provided by JobBOSS. Do not proceed with any portion of the installation or upgrade until you have read this entire introductory section.

Technical Competencies

This manual is written for system administrators with the following expertise:

Technical Area Competency

Firewall Managing the Windows firewall

IIS Installing and configuring IIS

Microsoft SQL Server Configuring authentication and services Networking Troubleshooting basic networking issues Windows Server Adding and removing features of the OS

If you do not feel comfortable doing all the above, or if you prefer assistance to ensure a swift and successful installation, contact your Customer Success Manager to arrange remote installation assistance (800-777-4334).

Pre-Installation Checklist and Prerequisites

It is your responsibility to:

• Verify that you meet the current System Requirements (available from the Customer Portal) for JobBOSS and any optional components you have purchased. The JobBOSS installer checks for a supported OS and supported Microsoft SQL Server. If your system is noncompliant, the installation will fail. The installer also attempts to install any necessary prerequisites (such as .NET framework versions) that are not already installed.

• Check with your third-party product providers (uniPoint, custom solutions, etc.) to verify that their product(s) are compatible with the JobBOSS release you plan to install.

• Configure your network. JobBOSS Support does not provide instructions for configuring your network connections, firewall, certificates, etc.

• Install or upgrade components in the order and manner specified in this manual, unless a JobBOSS representative instructs you to do otherwise.

• Verify that you have access to the Customer Portal, where you will access the all installation (.exe) files.

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• All System Requirements must be met.

• No applications can be running on the computer where you are installing or upgrading, including any virus-scanning software or Windows updates.

• You must be logged in to the computer as a user with local administrator rights.

• When perform installation/upgrade tasks, do not access the computer via Remote Desktop Connection. Instead, work directly on the computer console.

• If upgrading:

o All users must be logged out of JobBOSS and any JobBOSS add-ons or integrations.

o JobBOSS recommends that you manually stop any JobBOSS-related services that are running (for example, the Data Collection Web Service).

If you experience issues after installing or upgrading, check for a resolution in Appendix A: Troubleshooting before calling JobBOSS Customer Support.

First-Time Installation

If you are installing JobBOSS components for the first time, JobBOSS recommends that you use JobBOSS Professional Services, in cooperation with your company’s qualified IT professional, to ensure a successful deployment. If you choose to complete the installation yourself, JobBOSS assumes no liability for failure to meet system requirements or to deploy in an appropriate manner.

Before you install JobBOSS, it is your responsibility to:

• Understand how your SQL server security setup affects the JobBOSS connection to SQL server (see Appendix B: Microsoft SQL Server Authentication).

After installing SQL server, you will also need to:

o Enable the browser service

o Enable the TCP IP protocol and named pipes

o Configure the Windows firewall to allow SQL server to communicate on your network (if applicable)

If you do not feel comfortable doing all the above, or if you prefer assistance, contact your Customer Success Manager to arrange SQL server installation/configuration assistance (800-777-4334).

• Determine your processes for database backup and maintenance. JobBOSS recommends that you regularly back up all JobBOSS databases. JobBOSS assumes no liability for customer database backups.

Upgrade Installation

If you are planning a server migration, contact your Customer Success Manager before proceeding. Server migration is not covered in this manual.

Before you upgrade to JobBOSS 2020 SP2 on a server or client, it is your responsibility to:

• Verify that JobBOSS 2018 or later is already installed there.

• Review the JobBOSS 2020 SP2 ReadMe file (available from the Customer Portal) and the ReadMe files for all releases of JobBOSS since your currently installed version. For your convenience, ReadMe files for past releases are available on the JobBOSS 2020 SP2 Upgrade Download page in the Customer Portal.

Each ReadMe describes the functionality changes in a release. When you review these JobBOSS changes, consider how they will impact your standard processing procedures or your upgrade process.

• Back up all JobBOSS databases, and validate the success of your backups. JobBOSS assumes no liability for customer database backups.

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Step 1: Install or Upgrade the JobBOSS Server

To run JobBOSS, you must install or update:

• The server component on a single computer that has access to your Microsoft SQL Server (covered in this section)

• The client component on every workstation where your users will log in and use the application (covered in the following section)

The server component and the computer you install it on are both called the “JobBOSS Server”.

Typically, you use a single computer to host the JobBOSS Server and any other server-based components that are required for the optional add-ons and third-party integrations.

PREREQUISITES:

• On the JobBOSS Server, the firewall must be turned off or configured to allow certain exceptions (see Document 20.379.414 in the Knowledge Base).

• If installing on a Terminal Server, no other users can be logged in to the server.

1. From the Customer Portal – Product Downloads page, download the JobBOSS executable (for example,

JobBOSS2021.exe) to your JobBOSS Server. If upgrading, it can be downloaded to any location on this server except to your current JobBOSS Server directory or any of its sub-directories.

2. Run the executable.

3. Follow the prompts in the installation wizard. (Only noteworthy screens are listed below.) Screen/Window Notes

Database Server screen

When selecting how to connect to the SQL server, consider your shop’s security needs and how the SQL server was originally set up. Typically, SQL Authentication (mixed mode) is used. See Appendix B: Microsoft SQL Server Authentication.

SQL Database Backup Confirmation screen

JobBOSS assumes no liability for customer database backups.

If you have verified that current backups of your JobBOSS databases exist, select the check box to proceed with the upgrade.

Otherwise, click Cancel. You can re-start the installer after completing database backups.

JobBOSS License screen

License keys can contain the number “0”, but will not contain the letter “O”.

New installations: Both license keys are in your order confirmation email.

Upgrades: If you received any new license keys from the purchase of additional seats or modules, enter them here. Otherwise, you do not need to enter anything. However, if the license key fields are blank, stop the installation and call JobBOSS Support.

Destination Folder

screen If you select a different installation location, it cannot be in Program Files.

Configure JBSettings

Database window If this window is displayed, follow the prompts to enter the correct SQL credentials.

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Completed screen

If you do not want to install the JobBOSS Client on this computer, clear the Launch Client Installer check box.

After installing/upgrading the JobBOSS Server, you must install/upgrade the JobBOSS Client and any additional components to supported versions (see the following sections).

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Step 2: Install or Upgrade All JobBOSS Clients

After installing or upgrading the JobBOSS Server, you must update each JobBOSS client (workstation).

PREREQUISITES:

• On each client computer, you must have network access to the JobBOSS Server folder (located on the JobBOSS Server computer).

• If upgrading JobBOSS clients, JobBOSS Server must already be upgraded. (For example, to upgrade JobBOSS clients to JobBOSS 2021, you must first upgrade the JobBOSS Server to JobBOSS 2021.)

• A default printer must be specified. If you install the JobBOSS client on a computer that does not have a default printer, some aspects of JobBOSS reporting will not work.

• If your computer uses DEP (Data Execution Prevention), set DEP to allow the JobBOSS Client to run unchecked. (See Document 22.548.189 in the Knowledge Base for more information.)

JobBOSS offers three installation/upgrade methods to choose from:

• Manual Installation/Upgrade

• Automatic Upgrade

• Scripted Installation/Upgrade

Regardless of the method you choose, users cannot log in to JobBOSS until the client is installed or upgraded to the same version as the server.

Manual Installation/Upgrade

In releases prior to 2018, your shop needed to manually install or upgrade each JobBOSS Client separately. The manual client installation/upgrade method is still available (see steps below).

If you are upgrading the JobBOSS Client on the JobBOSS Server computer and you automatically launched the client installer from the server installer, skip to Step 3.

1. From the computer where you want to install the JobBOSS Client, navigate to the location of the client installation executable (by default, the JobBOSS Server folder).

If installing on your JobBOSS Server computer, navigate to this folder locally, not via your network.

2. Run JobBOSS Client Setup.exe.

3. Follow the prompts in the installation wizard. At the final screen, you will click Finish.

4. Log in to JobBOSS to complete and verify the client installation/upgrade on this computer.

Automatic Upgrade

If you are upgrading from JobBOSS 2018 or later, you can enable all clients to automatically trigger an upgrade.

If you enable this feature, each time a user attempts to launch JobBOSS, the client checks whether its version matches the JobBOSS Server version. The client only triggers an upgrade when it detects that the JobBOSS Server has been upgraded.

The automatic upgrade feature affects all JobBOSS Clients in your deployment. It can be enabled in the JobBOSS Toolbox utility, which is installed with the JobBOSS Server (see steps below).

You can access additional documentation about automatic upgrades from the Help menu in JobBOSS Toolbox.

If you have already enabled Automatic Upgrade during a previous installation, users may launch the JobBOSS client to begin their upgrade at this time.

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> All Programs > JobBOSS Server > JobBOSS Toolbox.)

2. Log in to JobBOSS Toolbox as a JobBOSS user with administrator rights.

3. In the navigation pane, select JobBOSS > Auto-Upgrade Settings.

4. Select the Enable Automatic Client Upgrade check box.

5. Optionally, select the Prompt to launch upgrade check box. This option indicates whether you want the upgrade to proceed unprompted, or allow the user to decide whether to proceed.

6. Click the Update button to apply the changes.

The next time JobBOSS is opened on each client computer (after the JobBOSS Server has been upgraded):

• The JobBOSS Client installer attempts to upgrade itself to the same version.

• Depending on your selection in step 5, the user may be able to postpone the upgrade, but will be unable to use JobBOSS in the meantime.

• If the current Windows user does not have local administrator credentials, the installer prompts for those credentials. Either a local admin user can enter their credentials, or the upgrade can be postponed.

Scripted Installation/Upgrade

Starting with release 2018, you can use a deployment tool or script to automatically “push” the JobBOSS Client to one or more client computers. This command-based installation option works for both new installations and upgrades.

Command Format

“\\path\JobBOSS Client Setup.exe” /jbservername=server [/silent] [/verysilent]

[/DIR=“X:\dirname”] [/?]

where:

path Is the local or network path to the executable.

server Is the name of the computer where JobBOSS Server is installed.

/silent Runs the installation in silent mode. No user prompts are provided, but a progress bar is displayed.

/verysilent Runs the installation in very silent mode. No user prompts, progress bars, or any other visual cues are displayed.

/DIR Specifies a non-default installation location, where X:\dirname is the full path.

/? Displays additional command line options.

Example

In the following example, the client installer is run from the default location on the JobBOSS Server computer JBSERV2, is installed in the default location on the client [C:\Program Files (x86)\JobBOSS], and presents no visual cues to the user logged in to the client computer.

“\\JBSERV2\JobBOSS Server\JobBOSS Client Setup.exe” /verysilent jbservername= JBSERV2

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Step 3: Install or Upgrade JobBOSS Data Collection (If Used)

If you own JobBOSS Data Collection, you need to:

• Install the Data Collection Web Service (typically on your JobBOSS Server computer)

• Install one or more of the following (whichever you use): Workstation Driver or DC Mobile. See diagram below.

Data Collection cannot be used until a JobBOSS administrator creates employee master files and assigns access rights to those employees (in the System Administration module of JobBOSS). Instructions are available in the JobBOSS help.

When upgrading JobBOSS, check the System Requirements to determine if you need to upgrade any of the data collection components to a compatible release.

Data Collection Web Service

JobBOSS Data Collection requires the Data Collection Web Service (JB DC Web Service). The installation package for this service is included—but not installed—with the JobBOSS Server installation.

Typically, you install the Data Collection Web Service on the JobBOSS Server computer. If not, see Appendix C: Installing the Data Collection Web Service NOT on the JobBOSS Server.

If you have multiple JobBOSS databases (for example, multiple companies running against the same JobBOSS Server), you must install a separate instance of the service for each database that you want Data Collection to connect to:

• Installing multiple instances on the same computer (for example, to address load balancing) — The installation wizard allows you to create multiple instances at once.

• Installing each instance on a different computer — Run the installation wizard on each computer.

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• Enable all the following IIS components that are included with your particular OS. (On a server OS, you enable them in Server Manager. On a client OS, you enable them in the Control Panel.)

o IIS 6 Management Compatibility o IIS 6 Management Console o IIS 6 Scripting Tools o IIS 6 WMI Compatibility

o IIS Metabase and IIS 6 configuration compatibility

o .NET Extensibility (3.5; 4.6.0 or later is also required if you have DC Mobile 2.0.1) o ASP.NET 4.6 or later

o ISAPI Extensions o ISAPI Filters o CGI

• Port 8080 must be available for use by the Data Collection Web Service.

• If your computer uses DEP (Data Execution Prevention), set DEP to allow the Data Collection Web Service to run unchecked. (See Document 22.548.189 in the Knowledge Base for more information.)

To install or upgrade the Data Collection Web Service:

1. From the server where you want to run the Data Collection Web Service, navigate to the JobBOSS Server computer.

(The service typically runs on the JobBOSS Server computer, but it depends on your configuration.) 2. Navigate to: \JobBOSS Server\DataCollection\JB Web Service.

3. Right-click the executable and select Run as administrator.

Welcome screen Typically, select Single Database Install. However, if you have multiple JobBOSS databases, select Multi Database Install.

Virtual Directory screen

Single Database Install: The virtual directory is named DataCollection by default, and this screen is not displayed.

Multi Database Install: If you want to install multiple instances of the service on this

computer, follow the prompts to create multiple virtual directories, each with a unique name.

JobBOSS recommends giving the virtual directory the same name as the database you want to connect to.

If later you need to add another instance of the web server on the same computer, relaunch the wizard, select Add another web service, and follow the prompts.

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Successfully Created screen Note the URL and which database it will connect to.

5. If prompted to restart, restart your computer and log in to the computer using the same credentials you used when you began the installation/upgrade.

6. New installations: If you want to run the service on a computer other than your JobBOSS Server computer, you need to configure IIS settings. (See Appendix C: Installing the Data Collection Web Service NOT on the JobBOSS Server.)

Workstation Driver

Workstation Driver is one option for entering shop floor data into JobBOSS Data Collection. The Workstation Driver application must be installed on every computer where you want users to be able to enter data via Workstation Driver (limited to the number of Workstation Driver licenses purchased).

Typically, you configure the Workstation Driver installation to connect to the Data Collection Web Service via LAN. However, to install Workstation Driver at a remote site, you must configure it to connect via the internet.

If you have multiple JobBOSS databases, you must configure Workstation Driver for each database that you want users to connect to.

PREREQUISITES:

• Port 8080 must be available for use by Workstation Driver.

• If installing at a remote site, the Data Collection Web Service must be configured to be accessible outside your LAN.

• If your computer uses DEP (Data Execution Prevention), set DEP to allow Workstation Driver to run unchecked. (See Document 22.548.189 in the Knowledge Base for more information.)

Workstation Driver offers three installation/upgrade methods to choose from:

• Manual Installation/Upgrade Inside Your LAN (Typical Installation)

• Manual Installation/Upgrade Outside your LAN (Remote Site Accessible via Internet)

• Scripted Installation/Upgrade

Manual Installation/Upgrade Inside Your LAN (Typical Installation)

1. From the computer where you want to run the Workstation Driver, navigate to the executable (by default, \JobBOSS Server\Data Collection\Workstation Driver on the JobBOSS Server computer).

2. Run the executable.

Enter JobBOSS Server screen

Enter the name of the computer where JobBOSS Server is installed, and click Next.

The Enter URL button is for installations outside your LAN.

Data Collection Web

Service Selection screen Select the web service for each database that you want this Workstation Driver to connect to.

4. If you want to change the automatic timeout or touchscreen settings, see Appendix A: Troubleshooting and FAQ.

Manual Installation/Upgrade Outside your LAN (Remote Site Accessible via Internet)

Workstation Driver instances outside your LAN can only connect to a single JobBOSS database.

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a. From the JobBOSS Server, copy the following folder to a portable drive: \JobBOSS Server\Data Collection\Workstation Driver.

b. Create a text file that contains your feature key and the URL(s) for your web service(s). Save the text file to the portable drive (in the Workstation Driver folder).

2. At your remote site, copy the Workstation Driver folder to the computer where you will install Workstation Driver, then disconnect the portable drive.

3. Run the executable. It may take several minutes for this application to load.

Enter JobBOSS Server

screen Click the Enter URL button. (Outside your LAN, you cannot connect directly to the server.)

Data Collection Web Service Selection screen

In the DCWebService Alias Name field, enter a name to represent this instance of Workstation Driver. JobBOSS recommends using the database alias.

In the DCWebService URL field, type in the path to your web service.

5. If you want to change the automatic timeout or touchscreen settings, see Appendix A: Troubleshooting and FAQ.

Scripted Installation/Upgrade

Starting with release 2018, you can use a deployment tool or script to automatically “push” the Workstation Driver update to one or more client computers.

After installation, if you want to change the automatic timeout or touchscreen settings, see Appendix A: Troubleshooting and FAQ.

Command Format

\\path\WorkstationDriverSetup.exe /jbservername=server /jbdatabasealiases=alias...

[/silent] [/verysilent] [/DIR=“X:\dirname”] [/?]

Where

path Is the local or network path to the executable.

server Is the name of the computer where JobBOSS Server is installed.

alias Is the alias of the JobBOSS database you want to connect to. Multiple aliases are separated with a comma.

/silent Runs the installation in silent mode. No user prompts are provided, but a progress bar is displayed.

/verysilent Runs the installation in very silent mode. No user prompts, progress bars, or any other visual cues are displayed.

/DIR Specifies a non-default installation location.

/? Displays additional command line options.

If the path or alias contains a space, remember to enclose the parameter in double quotes.

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In both examples below, the client installer:

• Is run inside the LAN, from the default location on the JobBOSS Server computer JBSERV2 (accessed via the network)

• Is installed in the default location on the client

• Displays a progress bar but requires no interaction from the user logged in to the client computer

The following example installs Workstation Driver and creates a shortcut on the desktop to connect to the PRODUCTION 2 database, where the database alias contains a space.

“\\JBSERV2\JobBOSS Server\DataCollection\Workstation Driver\

WorkstationDriverSetup.exe” /silent /jbservername=JBSERV2 /jbdatabasealiases=“PRODUCTION 2”

The following example installs Workstation Driver and creates two shortcuts on the desktop: one to connect to each database (PRODUCTION and TRAINING).

“\\JBSERV2\JobBOSS Server\DataCollection\Workstation Driver\

WorkstationDriverSetup.exe” /silent /jbservername=JBSERV2 /jbdatabasealiases=PRODUCTION,TRAINING

DC Mobile 2.0.4

DC Mobile is one option for entering shop floor data into JobBOSS Data Collection. DC Mobile is a web-based application that allows users to enter data via a web browser on a computer or mobile device.

Typically, you install DC Mobile on the JobBOSS Server computer and access it from a client or other device.

If you have multiple JobBOSS databases, you must configure DC Mobile on a separate computer for each database that you want users to connect to.

PREREQUISITES:

• Port 80 must be available for use by DC Mobile.

• If installing DC Mobile on the JobBOSS Server computer, you must first uninstall JobBOSS Prerequisites (through the Add/Remove Programs feature on your OS). JobBOSS Prerequisites were installed with some previous JobBOSS releases but are no longer required.

• Version 2.0.0 and higher: You cannot upgrade to DC Mobile 2.0.0 or higher from a previous version. Instead, you must first uninstall your existing version, then follow the steps below to install version 2.0.0 or higher.

To install or upgrade DC Mobile:

Version 2.0.4: After downloading the DC Mobile 2.0.4 executable, move it to: \JobBOSS Server\Data Collection\DC Mobile.

1. From the server where you want to host DC Mobile, navigate to the JobBOSS Server computer. (The application typically runs on the JobBOSS Server computer, but it depends on your configuration.)

2. Navigate to: \JobBOSS Server\Data Collection\DC Mobile.

4. Follow the prompts in the installation wizard. (Only noteworthy screens are listed below.)

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Virtual Directory screen

This entry will be a part of the URL for accessing the web application.

If you installed one Data Collection Web Service: JobBOSS recommends using the default virtual folder name “DCMobile2”.

If you installed multiple Data Collection Web Services (for multiple JobBOSS databases): You cannot use the name of either web service’s virtual directory, or the name of any other virtual directory on this computer.

Confirmation message Note the URL displayed, which is the URL that you will use to connect to this web service (and its associated JobBOSS database).

5. On the same computer, open a web browser and enter the DC Mobile URL to verify that the login page is displayed. By default:

http://computer/DCMobile2 where:

computer is the name of the computer where the DC Mobile instance was installed

“DCMobile2” is the name of the virtual folder that was assigned via the installation wizard

6. On a mobile device, open a web browser and enter the DC Mobile URL to verify that the login page is displayed.

If the login page does not display, verify that you are connected to the same network as DC Mobile and that you are using a supported device.

7. If you installed multiple Data Collection Web Services, repeat this process on a different computer. You must install a separate instance of DC Mobile to connect to each web service.

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Step 4: Install or Upgrade Optional Components (If Used)

If you use the following applications or services, you can install them in any order. When upgrading JobBOSS or third-party products, check the System Requirements to determine if you need to upgrade the following to a compatible release:

• CAD Bill of Material Import

• Find and Replace Utility

• JobBOSS Integration for QuickBooks

• JobBOSS Integration for Exact Synergy (Upgrades Only)

• JobBOSS Scheduling Service (Upgrades Only) (only if running on a computer other than the JobBOSS Server)

• JobBOSS Integration for Sage 50—Canadian Edition (not included in this manual; see the current JobBOSS Integration for Sage 50—Canadian Edition Installation and User Guide)

• JobBOSS import utilities (not included in this manual; see the JobBOSS Import Utilities Installation and User Guide for your JobBOSS release level)

CAD Bill of Material Import

If you own CAD Bill of Material Import, you must upgrade it as part of the JobBOSS upgrade process.

If you want to use CAD Bill of Material Import and the JobBOSS Client on the same computer at the same time, open JobBOSS before opening CAD Bill of Material Import. Opening JobBOSS first ensures that you will be able to open and close CAD Bill of Material Import at any time, while keeping JobBOSS open.

PREREQUISITES:

• Obtain the license key file (.elc) that was provided in your confirmation email.

• If your installation of CAD Bill of Material Import uses Microsoft Excel 2013 as the source, the following message displays in the License Status screen: The license is for the following CAD System(s) “Microsoft Excel” which are either not installed or not functioning. BOM retrieval will be disabled. Download and install the Microsoft 2007 Data Connectivity Components (available at https://support.ecisolutions.com/doc-jobboss/CAD/AccessDatabaseEngine.zip). Then, log back into CAD Bill of Material Import.

• CAD Bill of Material Import must be installed on a computer that has network access to the JobBOSS database and the JobBOSS Server folder.

• If you are using Windows Authentication to connect to SQL server, the Windows User must also be a SQL Server Administrator. If you are using SQL Authentication (mixed mode), the installation process may prompt you for a SQL Server Administration User ID and Password.

To install or upgrade CAD Bill of Material Import:

1. From the Customer Portal – Product Downloads page, download the CAD Bill of Material Import executable to the JobBOSS Server.

2. Right-click the executable and select Run as administrator.

3. Follow the prompts in the installation wizard. At the final screen, you will click Finish.

4. Launch CAD Bill of Material Import. When you launch CAD Bill of Material Import for the first time, the License Status screen displays.

5. Click the folder icon located next to the Select New License File field. Navigate to and select your CAD Bill of Material Import license key file (.elc).

6. Click Install. The license file is installed. CAD Bill of Material Import is now available for use.

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Find and Replace Utility

It is recommended that you only install this utility on the computers of JobBOSS users who need this utility, such as your system administrators.

PREREQUISITES:

• The following folder must exist on your JobBOSS Server computer:

\JobBOSS Server\Utilities\

• In the above location, delete any old versions of the utility to prevent the use of an unsupported version.

• The JobBOSS Client must be installed on the machine before installing this utility To install or upgrade the Find and Replace Utility:

1. From the Utilities Guide on the customer portal, download the Find and Replace Utility executable to this location on the JobBOSS Server: \JobBOSS Server\Utilities\

2. From the computer where you want to run the Find and Replace utility, navigate to the JobBOSS Server computer.

3. Navigate to: \JobBOSS Server\Utilities\

5. Follow the on-screen prompts. The utility will be installed in the same folder as the JobBOSS Client.

6. Click Close when the install completes.

7. To learn more about the Find and Replace Utility (including prerequisites, scenarios for use, and how to rename or merge IDs):

a. Open the utility. (Exact steps vary by your OS. For example, navigate to Start > All Programs > JobBOSS > Find &

Replace Utility.)

b. When Find and Replace opens, select Help to access more information about the utility.

JobBOSS Integration for QuickBooks

The JobBOSS Integration for QuickBooks needs to be installed on one computer for each JobBOSS database that you want to integrate with. It can be installed on any computer that has Intuit QuickBooks and the JobBOSS Client installed on it.

Before you can use the JobBOSS Integration for QuickBooks for the first time, you need to initialize it. During upgrade, this task is not required.

To install or upgrade the JobBOSS Integration for QuickBooks:

1. If an earlier version of the JobBOSS Integration for QuickBooks is installed, uninstall it.

2. From the Customer Portal – Product Downloads page, download the JobBOSS Integration for QuickBooks executable.

To initialize the JobBOSS Integration for QuickBooks:

JobBOSS limits all vendor and customer names to 30 characters. Before initializing the integration, JobBOSS recommends that you shorten any longer vendor and customer names in QuickBooks. Any vendor or customer names that come from QuickBooks will be truncated to 30 characters in JobBOSS.

1. From the computer where the JobBOSS Integration for QuickBooks is installed, open Intuit QuickBooks in single-user mode and log on (using the “Admin” logon ID) to the database that JobBOSS will integrate with.

If QuickBooks is not open and you are not logged on to the QuickBooks database you want JobBOSS to integrate with prior to performing the following steps, the integration will not function.

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Accounting section).

3. Verify that Don’t allow any applications to access this company file is not selected in QuickBooks (in the Preferences window – Company Preferences tab – Integrated Applications section).

4. Verify that account numbers are defined on your QuickBooks accounts.

5. Click Start > All Programs > JobBOSS > JobBOSS QB Integration to open the JobBOSS Integration for QuickBooks adapter.

6. Click Connect to QB. The QuickBooks – Application with No Certificate window opens.

a. Select Yes, always; allow access even if QuickBooks is not running.

b. Click Continue. The Confirm to Proceed window opens.

c. Review the confirmation message, and click Yes. The Access Confirmation window opens.

d. Review the confirmation details, and click Done.

7. Click JobBOSS Settings in the integration adapter. The Settings window opens.

a. In the Load Options section, select which items that you want to import into JobBOSS (Customers, Vendors and/or the Chart of Accounts).

b. In the Database field, select the JobBOSS database that you want to integrate with your QuickBooks database.

c. Click OK.

8. Click Load JobBOSS. The items that you selected for import (Load Options) will be copied from the QuickBooks database to the JobBOSS database at the next data sync.

9. To sync data, do one of the following:

o Click Sync to manually sync the data between JobBOSS and QuickBooks now.

o In the Synchronization Interval field, select an interval to have the data sync automatically.

10. Close the JobBOSS Integration for QuickBooks adapter.

JobBOSS Integration for Exact Synergy (Upgrades Only)

When you purchase Exact Synergy Enterprise, JobBOSS Professional Services must perform the initial installation of the JobBOSS Integration for Exact Synergy.

If you own the JobBOSS Integration for Exact Synergy, you must upgrade it as part of the JobBOSS upgrade process.

PREREQUISITES:

Verify that no users are using the integration during the upgrade. On the Synergy server (the server where Exact Synergy Enterprise is installed), you can optionally shut down the Synergy website server before running the integration.

1. From the Customer Portal – Product Downloads page, download the JobBOSS Integration for Exact Synergy executable to the server where Exact Synergy Enterprise is installed.

2. Right-click executable and select Run as administrator.

3. The Welcome screen displays. Click Next.

4. The Destination Folder screen displays the location where the integration will be installed (C:\Program Files\Synergy by default). The Destination Folder must be the same folder in which Exact Synergy Enterprise was installed. To change the location, click Change and browse to the location where Exact Synergy Enterprise was installed.

5. Click Next. The Ready to Install the Program screen appears.

6. Click Install. The installation begins.

7. Click Finish after the installation completes.

8. After you have installed the integration, launch Exact Synergy Enterprise on the Synergy server to automatically check if the Synergy database needs to be updated.

If the system detects that an update is necessary, the Database: Update web page will display.

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to complete the Synergy database update:

a. Enter the Windows Login name and Password in the Login section (if Integrated Security is not selected).

b. Click Update. The Database: Update web page is refreshed and displays the progress of the database update until it completes.

JobBOSS Scheduling Service (Upgrades Only)

The JobBOSS Scheduling Service is installed and upgraded with JobBOSS Server. However, if you installed the Scheduling Service on any other computers, you must upgrade each additional Scheduling Service as part of the JobBOSS upgrade process.

To upgrade scheduling services:

1. From the computer where you installed the JobBOSS Scheduling Services, navigate to the JobBOSS Server folder on the JobBOSS Server computer.

2. Right-click JobBOSS Services Setup.exe and select Run as administrator.

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Appendix A: Troubleshooting and FAQ

When I try to run JobBOSS reports (after initial installation), a connection error message is displayed.

JobBOSS reports can be affected by a variety of security settings. See Document 17.724.677 in the Knowledge Base.

I don’t know how to start using a product, or I don’t know how a specific module or function works.

JobBOSS and optional add-ons, integrations, and utilities: Launch JobBOSS on any client (workstation) where it is installed. Click Help in the upper navigation bar. JobBOSS launches the help suite, where you can search for additional information about how to set up and use JobBOSS and many of its optional supporting components.

You can also select a module or form (in JobBOSS Explorer) and press the F1 key to open the help directly to an overview of that module or form.

Data Collection: Data Collection cannot be used until a JobBOSS administrator creates employee master files and assigns access rights to those employees (in the System Administration module of JobBOSS). Instructions are available in the JobBOSS help.

After Data Collection has been deployed and configured, users can access how-to instructions within DC Mobile by selecting Help from the main menu.

CAD Bill of Material Import: In CAD Bill of Material Import, users can access how-to instructions by pressing the F1 key or selecting Help > BOM Import Help from the main menu.

How do I change Workstation Driver timeout and touch-screen settings?

1. Double-click the Workstation Driver shortcut on your desktop. The Workstation Driver Launch window opens.

2. The name of the database this installation is connected to is displayed in the middle of the window (for example, PRODUCTION). Click the database name.

3. If you want to change the length of time before a user is automatically logged out of Workstation Driver, type a new value (in seconds). The default is 60 seconds.

4. If you want to enable touch screen, select the Use Touch Screen Keyboard check box.

5. Click OK.

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Appendix B: Microsoft SQL Server Authentication

Your JobBOSS connection to SQL server is affected by the authentication mode that is configured for your SQL server.

JobBOSS does not provide support for SQL server installation. To install SQL server, work with your qualified IT professional or contact your Customer Success Manager to arrange remote installation assistance (800-777-4334).

Remember to configure your firewall to allow traffic to/from SQL server.

During SQL server installation, you select which authentication mode it uses:

• SQL authentication (mixed mode) — This is the preferred method when deploying JobBOSS.

• Windows authentication — If this mode is currently in use, you must follow the steps below to either switch the authentication mode or give the JobBOSS Windows service access to your JobBOSS SQL databases.

To switch the authentication mode after SQL installation:

1. Open SQL Server Management Studio.

2. In the Object Explorer pane, right-click your server and select Properties.

3. On the Security page, under Server authentication, select the new server authentication mode.

4. Click OK.

5. You are prompted to restart SQL server. Click OK to close the message window.

6. In Object Explorer pane, right-click your server and select Restart.

7. Enable the SQL server superuser (sa) account.

a. In the Object Explorer pane, expand Security > Logins.

b. Right-click sa and select Properties.

c. On the General page, you might have to create and confirm a password for the login.

d. On the Status page, in the Login section, select Enabled.

e. Click OK.

8. If the SQL Server Agent service is running, restart it from the Windows Services panel.

To give the JobBOSS Windows service access to the JobBOSS SQL databases:

1. In the Windows Services panel, double-click JobBOSSServices.

2. In the Log On tab, select This Account.

3. Click Browse to select a user who has rights to the SQL server.

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Appendix C: Installing the Data Collection Web Service NOT on the JobBOSS Server

You may choose to install the Data Collection Web Service on a computer other than the JobBOSS Server or in addition to the JobBOSS Server (if multiple instances are required).

After installing the Data Collection Web Service on a computer that is not running JobBOSS Server, you must ensure that the IIS user has network rights to access the JobBOSS Server folder. JobBOSS recommends creating another network user with these

parameters:

• Username IUSR_DC

• Access rights to the JobBOSS Server folder on the JobBOSS Server computer

• Password never expires (if possible)

To set up web services to use IUSR_DC (or whatever user you create, as recommended above):

1. On the computer where the JB DC Web Service installed, go to: Control Panel >Administrative Tools and double-click Internet Information Services (IIS) Manager. (Do not double-click Internet Information Services (IIS) 6.0 Manager. This is the previous version of IIS).

The Internet Information Services (IIS) Manager window opens.

2. Open the Data Collection Web Service (JBDCWebService):

o On Windows 7, 8, or 8.1 client OS, expand Local computer name (top level in tree) > Web Sites > JBDCWebService.

o On Windows Server OS, expand Local computer name (top level in tree) > Sites > JBDCWebService.

3. Click the Data Collection Virtual Folder, and select Properties. The Virtual Folder will be called “DataCollection”, by default, for the first single-database installation of the Data Collection Web Service. The Virtual Folder will be named per the JobBOSS database it links to (PRODUCTION, TRAINING, etc.), by default, for multiple database installations of the web service.

4. Double-click Authentication under the IIS section in the middle panel.

5. Right-click Anonymous Authentication and click Edit. The Edit Anonymous Authentication Credentials window appears. Click Set.

6. The Set Credentials window opens. In the Username field, type the IUSR_DC domain user that you created.

7. Enter and confirm the password that you selected for user IUSR_DC.

8. Click OK to close the Set Credentials window.

9. Click OK to close the Edit Anonymous Authentication Credentials window.

10. Close the Internet Information Services (IIS) Manager window. You have completed the modifications needed to successfully run the JB DC Web Service on a computer other than the JobBOSS Server.

If your JB DC Web Service workstation is accessible directly from the Internet, JobBOSS does not recommend giving IUSR_DC permissions to any folder other than your JobBOSS Server folder.

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Revision History

Date Update Description

June 30, 2021 Released JobBOSS 2021, deprecated ShopAlers January 25, 2021 Released JobBOSS 2020 SP2

November 9, 2020 Released JobBOSS 2020 SP1, changed DC Mobile from 2.0.3 to 2.0.4 May 20, 2020 Released JobBOSS 2020

November 19, 2019 Released JobBOSS 2018 SP4 July 10, 2019 Released JobBOSS 2018 SP3

May 21, 2019 Changed DC Mobile from 2.0.0 to 2.0.1 or 2.0.0 and higher November 28, 2018 Released JobBOSS 2018 SP2

June 11, 2018 Released JobBOSS 2018 SP1 April 23, 2018 Released JobBOSS 2018

December 20, 2017 Updated DC Mobile virtual directory name

October 17, 2017 Released JobBOSS 12.1; Removed DC Mobile 1.0.0 from JobBOSS installation executable August 31, 2017 Released DC Mobile 2.0.0; Minor clarifications and edits throughout

May 15, 2017 Released JobBOSS 12.0; Issued new, combined installation/upgrade guide

JobBOSS 2021 Installation and Upgrade