Installing Response Manager

To install Response Manager:

  1. Ensure that you are logged in to Windows with an account with local administration privileges. Your account must also have privileges on SQL Server to create a database unless you’ve already created the database or you plan to use a SQL Server account for database creation. If you’re not sure what your database creation account is, refer to Preparing to Install.

  2. Open the installer file.

    The Response Manager installer

    The installation Welcome page appears.

  3. Click Next. The License Agreement page appears. You must accept the terms of the agreement to continue.

  4. Click Next and enter your serial number.

    Serial number entry

    Contact if you don’t know yours.

  5. Click Next. The Destination Folder page appears.

    Destination Folder page
    Destination Folder page

    Response Manager will be installed in the specified folder. This is also the location in which all of Response Manager’s data files (including all email message content) are stored. On an averge system, 1000 messages will take up about 30MB of space in the Response Manager server’s file system. So, if, for example:

    • your total number of messages sent and received on an average day is 6000,

    • your organization handles mail 5 days a week, and

    • you plan to keep a year’s worth of email active in the system

    then you should install Response Manager on a drive with room for (6 × 30MB × 52 weeks × 5 days) or about 47GB. These numbers are guidelines; actual requirements will be determined by the size of the messages you send and receive.

    If you want to use a folder other than the default folder, click Change to specify it here.

  6. Click Next. Select the type of installation you want to perform: Complete, which installs all the necessary components for Response Manager; or Custom, which allows you to choose the components to be installed. For example, if you want to install only the Admin portion of the product (and connect to an already-installed server), choose the Custom option and select the Response Manager Administrator component for installation.

    These instructions will assume that you have chosen the Complete option, which we recommend.

  7. Click Next. You are prompted to choose whether to use an existing database.

    Use existing database option
    Use existing database option
    If you want to… …then
    use a database that has been created manually (see Manual Database Creation) select the Use existing database option
    have the installer create a new database for use with Response Manager leave the Use existing database option unselected
    use the database from an existing Response Manager server that is being moved to this machine select the Use existing database option
  8. Click Next and follow the onscreen instructions. After the software has been installed and you click Finish, you may be prompted to restart your computer. If so, click Yes to restart and log in with the same account.

→ Next: Configuring Response Manager

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