If you purchased the Multi-Computer or Multi-Location Package from DaySmart Software, Inc. and will use your software in a network environment, it is the responsibility of the user to set up and maintain the Windows network. Please see the User’s Guide or Windows Help file for complete information on how to set up your Windows network. Once the Windows network has been established, follow the steps below to set up your software network. We highly recommend that the network be set up and maintained by an experienced network administrator.
Your network is made up of a server computer and client computer(s). The server is the computer that contains the software database. The other computers are called clients. Generally, the fastest or most heavily used computer should be the server. The server is also the only computer that will be able to perform a database backup. It is recommended that this computer contains a USB flash drive or some type of removable media on which to make automatic backup copies of the database.
Set Up Server Computer
Install your software from the Orchid support downloads page here. Follow the instructions given by the installation wizard.
Register your software. Start the software and select Register from the Help pull-down menu. Enter your serial number listed on your invoice or the serial number provided to you when you purchased your software.
You may be prompted to select the server. If not, select Database Settings from the File pull-down menu and choose the Connection Settings button and then select Edit Connection Settings.
Select the first option: This is my main computer (server). Press Continue.
In the Manual Setup section enter \DSI and click Continue.
If it fails to connect, click the Automatic Setup option and press Continue1 .
Wait for setup to finish. Select the type of database to create. You can start with a blank database, a database with some sample information (which can be deleted later), or restore a backup copy of a database. Once your database has either been created or restored, you can move on to setting up your client computer(s).
Set Up Client Computer(s)
Install the update-only file from the Orchid support downloads page here. Follow the instructions given by the installation wizard.
Register your software. Start the software and select Register from the Help pull-down menu. Enter your serial number listed on your invoice or the serial number provided to you when you purchased your software.
You may be prompted to select the server. If not, select Database Settings from the File pull-down menu and choose the Connection Settings button and then select Edit Connection Settings.
Select the second option: This is an additional computer (client) and enter your server name in the Manual Setup section. The server name can be found by going to File -> Database Setting -> Connection Settings on your server computer. Click Connect.
If you cannot remember the name, click the Automatic Setup option and press Continue. Select the server computer from the list and click OK. The client computer will then attempt to connect to the database on the server computer.2
If you created a password for your database, enter it and your software will connect. Otherwise, your client should now be connected to your server.
Repeat this section on all remaining client computers.
Important Notes
There are important things to consider when operating in a network environment.
The proper operation of a network can be critical to the operation of your business. We recommend that the network be setup and maintained by an experienced network administrator.
The automatic backup feature only works on the server while your software is running. Therefore,
we highly recommend that the software always runs on the server.The server must be turned on before any client computers can be used.
The server is the only computer that can backup, restore, or create a new database.
To select how often the network computers will check for changes from other computers, such as
new appointments, go to the Tools drop-down menu, select Options, and click the Scheduling tab.
Under Appointment Book Auto Refresh Rate you can select how often the appointment book updates.