Getting Started
|
Setup required before use |
Who Can Use It? | Where Is It? |
|---|---|---|
|
System Administrator |
File > Connection Wizard > Create a New Database |
If the Welcome screen doesn’t open automatically, you can go to All Programs | Synergy Practice Management and select the relevant product.
If a connection has not yet been established the only option available will be Get Connected.
When you select Create a new database you will work through a series of steps to successfully create the database. Some features though require additional configuration, so please read through these instructions carefully.
Click Create a new database.
Select Yes
Only one database is required to be created in a centralised location - all other PCs will "connect" to this computer and database. They will enter data that will "write back" to this computer and the database. All other PCs that will us Synergy, require access to this computer.
Click Next.
Test proxy settings
Select Test Connection, you will receive one of two test messages:
Firewall settings
There may also be a failed connection test if you use a firewall. If you have a Firewall restricting FTP traffic, you will need to add a rule permitting FTP traffic from http://*.totalsynergy.com.au.
Please discuss with your
I.T personnel if you have any issues.
Click Next.
Tip: The following instructions
outline the
I don’t have SQL Server installed, then select Typical.
Select Typical
Skip the following step
if you've already worked through the SQL installation instructions. You
will need to enter the SQL Instance credentials (server name, user name
and password) to validate the install. Proceed
to Enter License Details
It’s important you follow the instructions in the PDF thoroughly.
Select Next.
Select Next.
Once you’ve installed SQL Server Express 2008R2 or 2012, the SQL Server details should be filled in automatically.
Complete the following steps:
Refer below for solutions of possible issues that may occur here
Click Next.
Download
- Xpress clients
If your license details don’t display - check the details entered are correct or check your proxy settings.
Browse - Synergy clients
Click Next.
You have the ability to nominate a directory where the physical database will be created and will reside permanently.
Complete the following steps:
Click Next.
The country will detect which region the database should be created, based on your Control Panel Regional Settings.
Click Next.
The system will create a directory in a shared location. All documents can be saved automatically to this location and all document templates will be stored in this location.
Complete the following steps:
Sample document templates can be installed automatically when your database is created. The templates can be modified once installed.
Click Next.
The database will be created.
Once the Database creation is complete, your Total Synergy Application is now ready to use.
Within a new database a 'dummy' user is added to enable initial access to the database. This user should be deleted once other users have been created. Ensure the first user to be created is a System Administrator.
Error: Login
failed for user 'sa'.
Solution 1 - Typical
install.
Key in your password that was set when installing SQL Server Express.
Solution 2 - Custom
install.
Check your SQL server name and password are correct.
Error: Could not open a
connection to SQL Server.
Solution
The instance has not been created or does not exist.
Looking for more help? Try reviewing the following topics: View Topics
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