The Blackbaud products should be installed and configured before installing RMS. The order of installation should go as follows:

  1. Install The Raiser's Edge or Student Billing
  2. Install RMS Store Operations
  3. Install The Raiser's Edge's Point of Sale, or Student Billing's School Store Manager

How to Install and Configure Microsoft® RMS - Standalone/Network Server Version


RMS Installation:

  1. Make sure the dongle is firmly attached to the Store Operations Point of Sale machine that will be started first everyday. (Note: RMS 2.0 does not require dongle)
  2. Insert the RMS Store Operations CD into the CD-ROM Drive. On the Main Menu, select the Install Store Operations link.
  3. Click Next on the InstallShield Wizard Welcome Screen
  4. If you do not have the Microsoft Desktop Engine or MSSQL installed you will be prompted to install the MSDE.
  5. Click Install to install the MSDE, click Skip if you do not want to install the MSDE on this workstation.
  6. Click Next to install RMS
  7. Review and Accept the End-User License Agreement and Click Next
  8. Enter a Username and an Organization Name
  9. Select the option to install for all users or one user
  10. Click Next
  11. Select Standalone as the Installation Type if this is the server machine, or if the software will be installed as a true Standalone
  12. Select run from Network if you want to install a workstation that is attached to a Network
  13. An installation location prompt appears. The default install path is C:\Program Files\Microsoft Retail Management System\Store Operations. To accept the location, click Next. To change the location browse to the another directory and click Next.
  14. Click Install to begin the installation.
  15. Click Finish once completed.
  16. Reboot the computer.

Configure the Microsoft Desktop Engine (MSDE):

  1. From the Start menu, access Programs, Startup, Service Manager. The MSSQL Server icon will appear on the systray.
  2. Enter a name for the MSSQL Desktop Engine in the Server field
  3. Select SQL Server in the Services Field
  4. Click Start/Continue
  5. To start the MSSQL Engine automatically when the Operating System starts, mark the checkbox to Auto-Start service when OS Starts
  6. Close the MSSQL Window

Connect RMS to the MSSQL Engine and Create a New Database:

  1. Open the Store Operations Administrator
  2. Select File, Connect from the menu bar
  3. In the Server field, select the Name of the MSSQL Engine added in the prior steps. If the name does not appear in the dropdown type in the name exactly as it appears on the desktop engine.
  4. Click OK
  5. Select Database, Create from the menu bar
  6. Click Next
  7. In the Database Name field, enter the name to associate with your database and click Next
  8. Leave default settings and click Next
  9. Browse for your RMSSample.bck file or rms.bck files copied from your RMS Installation CD and Click Next.
  10. Click Finish and the Backup/Restore database process begins
  11. Click OK once the restore is complete
  12. Click OK
  13. Select File, Connect from the Main Menu
  14. Enter the name of the database created in the above step in the Database field
  15. Click OK
  16. Select File, Configuration from the menu bar
  17. In Server Name enter the name of the MSSQL Database Engine
  18. Enter the name of the database selected in the Create a Database process.
  19. Click Test Database Connection.
  20. A confirmation screen should appear. Click OK.
  21. You are now be able to log into Store Operations Manager and Point of Sale.