Install Instructions for Process Server's Toolbox ™

  1. Download and run the install for PST.
  2. Select "Yes" on the User Account Control prompt that reads "Do you want to allow the following program from an unknown publisher to make changes to this computer?"
  3. Click Next
  4. Select the "Server" option. Then click Next.
  5. Click Next (installation folder)
  6. Click Next (create shortcut options)
  7. Enter password for ‘sa’ (SQL Server sysadmin account). Note: The password must be at least 8 characters & contain 1 uppercase, 1 lowercase & 1 number or symbol. Then click Next.
  8. Click Next (ready to make changes)
  9. Wait while SQL Server install file is downloaded (around 155 MB). After the install file downloads, SQL Server Express 2014 will be installed, then Process Server’s Toolbox will be installed. Note: It may take several minutes for the SQL Server installation to complete.
  10. When the install is complete, click Finish.
  1. Download and run the install for PST.
  2. Select "Yes" on the User Account Control prompt that reads "Do you want to allow the following program from an unknown publisher to make changes to this computer?"
  3. Click Next
  4. Select the "Workstation" option. Then click Next.
  5. Click Next (installation folder)
  6. Click Next (create shortcut options)
  7. Click Next (ready to make changes)
  8. Wait while Process Server’s Toolbox is installed.
  9. When the install is complete, click Finish.
  1. Double click the Process Server’s Toolbox shortcut on the desktop of the server.
  2. Click ok on the initial window (that shows the version).
  3. On the login window, complete the following:
    • Name: sa
    • Password: (the password you created while installing Process Server’s Toolbox. Remember the password is case sensitive)
    • Server: (click the drop down list & select "Refresh Server List", wait while PST searches. Then click the drop down list again & select the [your server name]\DBSSQLSERVER option)
    • Database: (leave blank)
  4. Click Ok.
  5. When you get the prompt saying "Would you like to setup the PST Database now?", select Yes.
  6. Enter a password under the "User Options" section. Note: The password is case sensitive and must be between 6 & 20 characters.
  7. Click the Create button.
  8. Choose Yes.
  9. Wait for Database to be setup & initial data to be loaded to SQL Server.
  10. When finished, click Ok to close Process Server’s Toolbox.
  11. Reopen Process Server’s Toolbox.
  12. Click ok on the initial window (that shows the version).
  13. On the login window, you’ll notice that the user is now "PST_User" (instead of "sa"). Also if you click the Options button, you’ll notice that the database field is now defaulted w/ the Database you just created.
  14. Enter the password you created for PST_User, then click Ok.

Note: Before upgrading from JET to SQL, you will need to do the following:

  1. Make a backup of your JET database files.
  2. If you are not running version 6.5n or newer, you will need to upgrade to 6.5n before upgrading. Click Here to download the install for 6.5n.
  3. Open PST JET (6.5n):
    • Go to Utilities > Special Function & type: ResetChgNums
    • Go to Utilities > Special Function & type: CleanChgNums
  4. Close all copies of PST.
  5. Install latest & greatest version of Process Server's Toolbox ™ on your server (see: How to install Process Server's Toolbox on a Server.)

How to upgrade from JET to SQL:

  1. Double click the Process Server’s Toolbox shortcut on the desktop of the server.
  2. Click ok on the initial window (that shows the version).
  3. On the login window, complete the following:
    • Name: sa
    • Password: (the password you created while installing Process Server’s Toolbox. Remember the password is case sensitive)
    • Server: (click the drop down list & select "Refresh Server List", wait while PST searches. Then click the drop down list again & select the [your server name]\DBSSQLSERVER option)
    • Database: (leave blank)
  4. Click Ok.
  5. When you get the prompt saying "Would you like to setup the PST Database now?", select Yes.
  6. In the "Setup Options" section, select "Convert Jet Database", then select the folder that contains your JET database files (typically c:\dbs\pst).
  7. Enter a password under the "User Options" section. Note: The password is case sensitive and must be between 6 & 20 characters.
  8. Click the Create button.
  9. Choose Yes.
  10. Click "Ok" on the "Load Data from Jet" window (leave "ALL" entered in the text field).
  11. Wait for Database to be setup & your JET data to be loaded to SQL Server.
  12. When finished, click Ok to close Process Server’s Toolbox.
  13. Reopen Process Server’s Toolbox.
  14. Click ok on the initial window (that shows the version).
  15. On the login window, you’ll notice that the user is now "PST_User" (instead of "sa"). Also if you click the Options button, you’ll notice that the database field is now defaulted w/ the Database you just created.
  16. Enter the password you created for PST_User, then click Ok.

Network Configuration

  1. Go to Start & type: Windows Firewall
  2. Select: Windows Firewall with Advanced Security
  3. On the left pane, select: Inbound Rules
  4. On the right pane, select: New Rule…
  5. Select Program, then click Next.
  6. In the "This program path" field, copy/paste (or type): %ProgramFiles% (x86)\Microsoft SQL Server\MSSQL12.DBSSQLSERVER\MSSQL\Binn\sqlservr.exe
  7. Click Next
  8. Select Allow the connection, then click Next.
  9. Leave Domain, Private & Public checked, then click Next.
  10. For Name, type: DBS SQL Server (dynamic ports)
  11. Click Finish
  12. On the right pane, select: New Rule…
  13. Select Port, then click Next
  14. Select UDP.
  15. For Specific local ports, type: 1434
  16. Click Next
  17. Select Allow the connection, then click Next.
  18. Leave Domain, Private & Public checked, then click Next.
  19. For Name, type: SQL Server (1434)
  20. Click Finish
Also see SQL Server Network Configuration (listen on specific port)
  1. Go to Start & type: Windows Firewall
  2. Select: Windows Firewall with Advanced Security
  3. On the left pane, select: Inbound Rules
  4. On the right pane, select: New Rule…
  5. Select Port, then click Next
  6. Select TCP.
  7. For Specific local ports, type: 1433
  8. Click Next
  9. Select Allow the connection, then click Next.
  10. Leave Domain, Private & Public checked, then click Next.
  11. For Name, type: SQL Server (1433)
  12. Click Finish
  13. On the right pane, select: New Rule…
  14. Select Port, then click Next
  15. Select UDP.
  16. For Specific local ports, type: 1434
  17. Click Next
  18. Select Allow the connection, then click Next.
  19. Leave Domain, Private & Public checked, then click Next.
  20. For Name, type: SQL Server (1434)
  21. Click Finish

Note: The default port for MS SQL Server is 1433. If you use a different port, you will need to specify the port when connecting to the SQL Server Instance. For example, if you use port 3333, the "Server" option in PST may look like this: SERVER\DBSSQLSERVER,3333

Windows Firewall (specific port)
  1. On the Server, go to Start > All Programs > Microsoft SQL Server 2014 > Configuration Tools > SQL Server 2014 Configuration Manager
  2. Expand SQL Server Network Configuration (32bit)
  3. Select Protocols for DBSSQLSERVER
  4. On the right pane, right click on TCP/IP & select Properties
  5. Select the IP Addresses tab
  6. For IPAll (bottom of the list), in the TCP Port field, type: 1433.
  7. Click Ok
  8. Click Ok again
  9. On the left pane, select SQL Server Services
  10. On the right pane, right click on SQL Server (DBSSQLSERVER) & select Stop.
  11. Right click again on SQL Server (DBSSQLSERVER) & select Start.