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Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
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Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
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How to manually uninstall Easify V3
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System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Installation Problems
Terminology
Throughout this troubleshooting guide we will refer to the following terms:
Client
- The computer on which the Easify client is being installed.
Server
- The computer on which the Easify database is installed.
Network Connectivity Problems
General Network Connectivity
First of all make sure that network cables are securely inserted and in good working order. If you are using WiFi make sure it is enabled and connected to your wireless access point. Also ensure that routers and switches are powered up and working properly.
The first thing to check is that the computer you are installing the Easify client on can 'see' the server.
Launch a command prompt and type the command
PING <SERVER_NAME>
where
<SERVER_NAME>
is the name of your server.
If the ping command times out, then try the ping command with the IP address of your server -
PING <SERVER_IP_ADDRESS>
where
<SERVER_IP_ADDRESS>
is the IP address of your server.
If you find that you can ping your server by IP address but not by name it means that you have a name resolution problem on your network. This can be due to a variety of reasons including local DNS issues or NETBIOS problems on older networks. If you are unable to fix the name resolution problem, you can try to get Easify up and running by entering the IP address of the computer you are trying to connect to instead of its name. Be sure to use a private static IP address on your server in this case, because if you allow your server to obtain its IP address via DHCP the address may change rendering your clients unable to connect.
If you are unable to ping your server from the client by computer name or IP address you will need to troubleshoot your network which is beyond the scope of this guide.
Firewall Settings
If you experience difficulty with getting a networked Easify client to see your Easify database (Server), check the internal firewall settings on the server.
Note: Easify only requires local network access,
do not
open any public facing firewall ports on your internet facing firewall in an attempt to resolve an issue with Easify connectivity. All references to firewall here are related to the internal Windows (or 3rd party software firewall) on your server.
The server needs to allow the following applications through its internal (Windows) firewall:
SQL Browser Service
- typically located at
"C:\Program Files\Microsoft SQL Server\90\Shared\sqlbrowser.exe"
SQL Server (Easify)
- typically located at
"C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Binn\sqlservr.exe"
Note: The paths to these applications may vary depending on your specific computer configuration.
Although Easify uses an SQL server for its database it does not connect on standard SQL ports. Instead the Easify client contacts the SQL Browser Service to obtain a dynamic port to the actual SQL Server (Easify). Hence both applications must be allowed through the firewall on the server, just opening standard SQL ports on the firewall is not guaranteed to work.
Note: Also ensure that the SQL Browser Service is enabled, set to automatic startup and is running on the server.
Anti-Virus Software
Some brands of anti-virus software can interfere with the smooth running of Easify (and indeed other applications).
Easify is an application that was designed for network use, and even if only installed on a single standalone computer still makes use of internal network subsystems to communicate between client and server (even though these are on the same physical computer). Some anti-virus programs can interfere with this network traffic and cause connectivity problems in Easify.
Some Anti-virus software can interfere with files that are required while running Easify.
For these reasons we suggest that you temporarily disable your anti-virus software while installing Easify.
If you encounter problems running Easify after installation or encounter problems with connecting a network Easify client to a server, you should investigate whether your anti-virus software is conflicting with Easify. The easiest way to determine whether anti-virus software is conflicting with Easify is to temporarily disable your anti-virus software. However some anti-virus software does not fully disable itself when configured to be disabled and in this case the anti-virus software should be temporarily uninstalled and the computer rebooted before proceeding to troubleshoot Easify.