Install Roadsoft – New From Download

How to Install Roadsoft for the First Time

This installation guide is for new Roadsoft users only. If you already have Roadsoft installed, please refer to the Existing Database – Before Installing or Updating Roadsoft documentation located in the Getting Started section of the user manual.

Determine agency needs:

Option 1 is for customers who do not have a license for Microsoft SQL Server 2008 or greater.

Option 2 is for customers who do have a license for Microsoft SQL Server 2008, or greater, and who want to set up the Roadsoft database on that server.

Option 1:

Customers who do not have a license for Microsoft SQL Server 2008 or greater.

 Single Machine Setup

To set up Roadsoft on a local machine (not shared, also called “client machine”) as a stand-alone database, place the .ini file that was provided on the machine (desktop is fine) and complete the following steps:

1.       Download the Roadsoft installer (SetupRoadsoftX.X.exe) from our website http://roadsoft.org/Downloads and save the file on the local machine.

Do not select an installer that has "update" in the title. Do not run the program if the internet browser asks to run it – Save it.

2.       Right-click on the SetupRoadsoftX.X.exe file that was saved (X.X represents the Roadsoft version number – ex. SetupRoadsoft7.7.exe) and select Run as Administrator.

3.       Follow the prompts. When the Installation Result window is reached, select the Install SQL Express radio button, and then select the Finish button.

If the SQL installation step above is missed or incomplete, download a SQL express installer from our website http://roadsoft.org/Downloads (select the SQL Downloads tab).  Choose the installer that is appropriate for the machine - 32-bit (x86) or 64-bit (x64) – (to find a computer system type, right-click on the computer icon or “this PC” and select Properties). The installer will have the SQL version and the letters "TDG" – ex. TDGSQL2012Installer_x64.exe.

4.       Set up a new Roadsoft database:

a.       Go to the Roadsoft program icon, right-click on it and select Run as Administrator.

b.      Select the Options… button.

c.       Select Create New Database….

d.      Select the drop-down arrow on the Server field and then select <Browse for more…>.

e.      Select the server name from the list on the Local Servers tab (select the Network Tab if nothing is found on the Local Servers tab).

The server name will be the name of the machine followed by TDG or TDG XXXX (XXXX indicates version year of SQL– ex. my-machine-name/TDG2012).

f.        Select the OK button.

g.       In the Database field, enter a name for the database. The database name defaults to "Roadsoft."

Customers may enter an alternative name, but it must begin "RS_" (ex. RS_County).

h.      Select the Create Database button.

i.         Select the OK button.

5.       A default admin userid and password will automatically be created.

User ID: Admin and Password: Admin.

a.       Select the OK button to log in with the default password.

b.      In the Change Password window, enter a new password or accept the default by selecting the Cancel button.

6.       The Roadsoft Framework Data Required window will appear.

a.       Select the Load From File button to browse for the .ini file that was provided. Contact Roadsoft Technical support an .ini file was not received previously.

b.      Locate and select the .ini file, and select the Open button.

c.       Select the OK button to confirm the framework download.

Roadsoft should open to the expected jurisdiction and setup is complete.

Option 2:

Customers who have a license for Microsoft SQL Server 2008, or greater, and want to set up the Roadsoft database on that server.

 Roadsoft/SQL Server requirements

•   SQL Server must accept mixed-mode authentication

•   The SA account must be enabled and have a password set

•   Remote connections must be enabled

•   SQL server service must be run as "NTauthority\system user"

•   TCP/IP and named pipes must be enabled

Once the SQL Server is configured to accommodate RoadSoft, place the .ini file that was provided on the server and complete the following steps:

1.       Download the Roadsoft installer (SetupRoadsoftX.X.exe) from our website http://roadsoft.org/Downloads and save the file on the local machine.

Do not select an installer that has "update" in the title. Do not run the program if the internet browser asks to run it – Save it. Do not install Roadsoft directly on a server.

2.       Right-click on the SetupRoadsoftX.X.exe file (X.X represents the Roadsoft version number – ex. SetupRoadsoft7.7.exe) and select Run as Administrator.

3.       Follow the prompts. When the Installation Result window is reached, select the Install SQL Express radio button, and then select the Finish button.

Do not install SQL Express.

4.       On one of the machines, set up a new Roadsoft database:

a.       Select the Roadsoft program icon, right-click on it and select Run as Administrator.

b.      Select the Options… button.

c.       Select Create New Database….

d.      Select the drop-down arrow on the Server field and then select <Browse for more…>.

e.      Select the Network Servers tab and locate the hosting machine name which will be followed by TDG or TDG SQL XXXX (XXXX indicates version year – ex. TDG SQL2012).

f.        Select the OK button.

g.       In the Database field, enter a name for the database. The database name defaults to “Roadsoft.”

Customers may enter an alternative name, but it must begin “RS_” (ex. RS_County).

h.      Select the Create Database button.

i.         Select the OK button.

5.       A default admin userid and password will automatically be created.

User ID: Admin and Password: Admin.

a.       Select the OK button to log in with the default password.

b.      In the Change Password window, enter a new password or accept the default by selecting the Cancel button.

6.       The Roadsoft Framework Data Required window will appear.

a.       Select the Load From File button to browse for the .ini file that was provided. Contact Roadsoft Technical support an .ini file was not received previously.

b.      Locate and select the .ini file, and select the Open button.

c.       Select the OK button to confirm the framework download.

7.       Run the RoadSoft installer on each of the other machines that will be connected to the shared database.

Do not install SQL Express on each machine and do not follow the Create New Database process on the additional machines.

8.       Connect the additional machines to the database.

a.       Start Roadsoft on each connecting machine ("Run as Administrator" is not needed here).

b.      Select the Options… button.

c.       Select Change Server/Database....

d.      Select the drop-down arrow on the Server field and then select <Browse for more…>.

e.      Select the Network Servers tab and locate the hosting machine name which will be followed by TDG or TDG SQL XXXX (XXXX indicates version year – ex. TDG SQL2012).

f.        Select the OK button.

g.       Select the drop-down arrow on the Database field and then select <Browse Server for DBs>.

h.      Locate and select the database name that was created previously.

i.         Select the Connect button.

Roadsoft should open to the login window. Log in using the administrator password that was created and the expected jurisdiction should open in the application. It is advised to create individual user profiles for networked database users (rather than all using the administrator access).