1. Before you start
Prepare the following before you visit the school computer:
- A Windows 10 or Windows 11 x64 computer with at least 8 GB RAM and 5 GB free disk space.
- A Windows Administrator account.
- Internet access for the first enrolment and school-data download.
- The school’s cloud backend URL (for example https://app.tailoredschool.com).
- A fresh one-time Edge enrolment code created for the correct school.
- The email address of the admin, accounts, headmaster, or teacher user who needs the first offline login.
- The
postgressuperuser password you will set when installing PostgreSQL. Write it down; ISMS Desktop setup will ask for it.
postgres administrator password, and creates a separate isms_edge role and database. It does not reuse another application’s database.
2. Install PostgreSQL
Do this before you run the Tailored School / ISMS Desktop setup. Use the official Windows installer from EnterpriseDB, not a bundled copy from another app.
- Open EnterpriseDB PostgreSQL downloads and get PostgreSQL 18 for Windows x86-64.
- Right-click the downloaded installer and choose Run as administrator.
- Keep the default installation directory and port 5432 unless this computer already uses that port.
- Set a strong
postgressuperuser password and store it with the school’s office records. You will need it in the next step. - Skip Stack Builder / extra tools if the installer offers them. ISMS Desktop does not need them.
- Finish the installer, then confirm the postgresql-x64-18 Windows service is running.
postgres password in ISMS Desktop setup. If no PostgreSQL service is detected, the Edge installer can still stage PostgreSQL 18 as a fallback.
3. Install Tailored School Desktop
- Download
TailoredSchool-Setup.exe(or copyISMS-Edge-<version>-offline-setup.exeto the computer). - Right-click the file and choose Run as administrator.
- Accept the Windows elevation prompt and complete the installer.
- Wait while the offline runtime is staged. No Python, Node.js, or Rust is required.
- The installer opens the graphical Configure ISMS School Edge wizard. Approve its administrator prompt. No PowerShell terminal should appear.
- Enter the cloud URL, a descriptive computer name, and the one-time enrolment code.
- When setup detects the PostgreSQL service, enter the
postgresadministrator password from step 2. The password is used only to create the isolated Edge database and is not stored. - Enter an eligible staff email for offline access, or leave it blank. If entered, choose and confirm a numeric offline PIN of at least six digits.
- Setup runs database migrations, downloads the school snapshot and files, installs the Windows services, and verifies loopback-only access.
- Keep the graphical setup open until it reports that School Edge is ready.
4. Open and test
- Open ISMS Desktop from the Start menu. It waits for the local services and opens the school portal directly.
- Sign in using the activated email and offline PIN.
- While internet is connected, confirm classes, students, invoices, subjects, exams/results, reports, attendance, communications, and fee setup are visible.
- Disconnect Wi‑Fi, refresh the local portal, and verify the same local data remains available.
- Make one controlled offline change and reconnect. Confirm sync-backed pending changes return to zero. Edge Sync separately identifies full-portal changes that currently remain local-only.
- Sign in as an administrator, open Edge Sync, and set an offline PIN for every verified admin, accounts, cash desk, headmaster, or teacher who needs this computer.
- To inspect Windows services, use the ISMS Desktop tray icon and choose Desktop settings & diagnostics.
5. Offline users and PINs
- The account must already exist in the school’s cloud data and be included in a successful Edge bootstrap or pull.
- First-run setup activates only the one staff email entered during configuration.
- A local administrator can open Edge Sync → Staff offline access, select an eligible user, and set or replace that person’s PIN.
- After signing in, each eligible staff member can open Edge Sync → My offline PIN and replace their own PIN.
- Alternatively, choose Configure Edge in Desktop settings, approve the administrator prompt, enter another eligible email and PIN, and run setup again. The existing school enrolment is reused.
- PINs are hashed in this computer’s local database, expire automatically, and are never uploaded to the cloud.
6. Daily operation
- Closing the desktop window leaves the Windows services running.
- Closing the school portal leaves the tray application and services running; use Open school portal on the tray icon to reopen it.
- Use Back up edge data regularly and copy completed backups off the computer.
- Logs: C:\ProgramData\Tailored Bytes\ISMS Edge\logs
- Backups: C:\ProgramData\Tailored Bytes\ISMS Edge\backups
- After Windows maintenance or a package upgrade, open Desktop settings & diagnostics and confirm that all four services are running.
7. Upgrade
Run the newer offline setup executable as administrator. The installer replaces application and runtime files but preserves .env, media, the local database, logs, backups, and the enrolled node identity. Run verification after the upgrade.
8. Uninstall
Windows uninstall removes the launcher and ISMS Edge services but deliberately preserves PostgreSQL, local school data, configuration, media, logs, and backups. This prevents accidental data loss.
Uninstall-ISMS-Edge.ps1 -RemoveData. Back up and verify the backup first.9. Troubleshooting
| Problem | What to do |
|---|---|
| Installer stops or aborts | Read the on-screen error list, then open C:\ProgramData\Tailored Bytes\ISMS Edge\INSTALLATION_FAILED.txt. For PostgreSQL failures also check logs\postgresql-installer.log and logs\installation.log. Correct the issue and rerun the setup as administrator. Setup is safe to retry. |
| ISMS Desktop is present but Edge services are missing | The first installation did not finish. Rerun the setup executable, then complete the graphical wizard. |
| Enrolment rejected | Confirm cloud Edge sync is enabled, the school has the offline.edge entitlement, and the one-time code is unused and unexpired. |
| Existing PostgreSQL password rejected | Enter the postgres password set during the EnterpriseDB install. Do not reset an unrelated database service blindly. |
| Another app is using a port | The installer automatically selects and persists a free high loopback port pair. Selected ports are shown in the setup wizard and reused on upgrades. |
| Portal does not open | Use the tray icon → Desktop settings & diagnostics, refresh service state, then inspect backend and portal logs. |
| PowerShell windows keep appearing | Install version 0.1.8 or later. It removes legacy PowerShell maintenance shortcuts. |
| Offline login fails | Reconnect once, rerun configuration with an eligible staff email, or ask a local administrator to activate a new offline PIN from Edge Sync. |