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    1. System Requirements
      1. Installing Easify for the first time
      2. Installing the Easify Client on a New Computer
      3. Upgrading Easify
    1. Running Easify for the First Time
    2. Evaluation Window
    3. Installing your License
      1. Setting the Administrator Password
      2. Login Window
      3. Selecting your VAT status
      4. Easify Main Window
      1. About Adding Products
      2. Adding Manufacturers
      3. Adding Suppliers
      4. Creating Product Categories and Subcategories
      1. Configuring Options
        1. Phone Dialing
        2. Customer Types
        3. Postcode Lookup
        4. Advanced Options
        1. Payment Routing
        2. Payment Terms Options
        3. YesPay
        4. Regional Settings
        1. Order Statuses
        2. Order Types Options
        3. Advanced Options
        1. Receipt Printer
        2. Advanced POS Print Options
        3. Pole Display
        4. Advanced POS Options
        1. Product Options
        2. Default Margins Options
        3. Product Info
        4. Advanced Options
        1. Purchasing Options
        2. Advanced Options
        1. Document Management
        2. Email Notifications Options
        3. Updates
        4. Advanced Server Settings
        5. Help System
        1. VAT Settings
    4. You're Ready to Go!
    1. Products
    2. Product Sales History
      1. Adding a New Product
      2. Product Details
      3. Product Pricing
      4. Product Stock Levels
      5. Product Notes
      6. Product Info
    3. Editing Multiple Products
      1. Printing Product Labels
      1. Importing Products into Easify
      2. Supported Import File Types
      3. Doing a Product Import
    1. Customers
    1. Orders & Quotes Main Window
    2. Order Status Explained
      1. Raising a New Order
      2. Working With Products
      3. Product Status
      4. Internal Notes
      5. Document Management
      6. Scheduling
      7. Assigning Users to Jobs
      8. Keeping Track of Hours
      9. Billing
      10. Taking Payments for Orders
    1. Purchasing
    2. Raising a New Purchase
    3. Adding Notes for Your Supplier
    4. Purchase Internal Notes
    5. Document Management
    6. Scheduling Purchases
    7. Recording and Searching Serial Numbers
    8. Paying for Purchases
    1. Overview
    2. Working with Text
    3. Working with Pictures
    4. Working with Boxes and Lines
    5. Working with Data
    6. Working with Sections
    7. Section Editor
    8. Menu Editor
    9. Formula Editor
    10. Advanced Field Formatting
    11. Document Security
    12. Toolbar Reference
    1. Electronic Point of Sale (EPOS)
    2. Raising a Sale
    3. Cancelling a Sale
    4. Changing Product Quantities
    5. Adding Comments to a Product
    6. Selecting a Customer for a Sale
    7. Creating a New Customer for a Sale
    8. Discounting a Sale
    9. Loading and Saving EPOS Sales
    10. Printing Receipts & Other Paperwork
    11. Taking Payments
    12. Returns and Refunds
    13. Setting the Float
    14. Cashing Up
    1. Knowledgebase Overview
    2. Knowledgebase Article Editor
    1. Security
    2. Users
    3. User Permissions
    1. Finance
      1. Accounts
      1. Cashbook
    2. Bulk Invoicing
    1. Installation Problems
    2. Installation Error Codes Explained
    3. MSXML6 Setup Failed
    4. The SQL Server service failed to start
    5. Could not load file or assembly when loading reports
    6. Crystal Reports 2008 Runtime SP1 - Error 1935
    1. Easify Advanced Server (EASU)
      1. EASU Installation Guide
      2. Easify Advanced Server Manager
      1. Running Multiple Companies in Easify
      2. Installing an Additional Company
      3. Installing EASU for a New Company
      1. Scheduling Overview
      2. Scheduling Recurring Orders
      3. Scheduling Recurring Purchases
      4. Scheduled Backups
      5. Creating Scheduled Tasks
      6. Viewing & Editing Scheduled Tasks
      1. ECommerce with XML/SOAP
      1. Easify Connector for WordPress / WooCommerce
      2. Installation Guide
      3. Setup Options
      4. Orders Options
      5. Customers Options
      6. Shipping Options
      7. Payment Options
      8. Logging Options
    1. YesPay Card Payment Processing Overview
    2. What You Will Need
    3. Setting up YesPay
    4. Taking Payment with Chip & PIN
    5. Taking Cardholder not Present Payments

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.