Network Setup

You only need to follow these instructions if you purchased the Network Package of DaySmart business software. If you have purchased the Network Package of DaySmart business software and will be using DaySmart business software in a network environment, it is the responsibility of the user to setup and troubleshoot the Windows network. Please see the Windows Help file for complete information on how to setup your Windows network or contact a network administrator. Once the Windows network has been established, follow the steps below to setup your DaySmart business software network. We recommend that the network be setup and maintained by an experienced network administrator.

Setup Server Computer
The server is the computer that contains the DaySmart business software database. The other computers are called clients. The client computers get information from the server computer. Any changes you make on the client computers will be saved on the server computer's database. Generally, the faster or most heavily used computer should be the server. The server computer must be on for the client computers to run the software. The server is also the only computer that will be able to backup the database, so it is recommended that this computer contain a Zip drive, CD writer, or be able to utilize a USB memory stick (thumb drive).

On the server, perform the following steps:

1. While in Windows, insert the DaySmart business software CD in the CD ROM drive. Or, download the software by clicking the Download Now button below. The installation process should begin.



2. If you use Windows XP (Service Pack 2), if the installation process does not begin, click the Start button on the Windows desktop. Select Run. At the prompt, type d:\launch (where d: is the letter of your CD ROM drive). If you use Windows Vista, hold down the Windows key, which is located next to the Alt key, and press the R key. At the prompt, type d:\launch (where d: is the letter of your CD ROM drive). Your CD ROM drive could also be the e: drive, depending on your computer's configuration.
3. If you are downloading this file from the Internet, the Open File - Security Warning screen will appear. Click the Run button. DaySmart business software is free of viruses and is perfectly safe to run on your computer.
4. The InstallShield Wizard screen will appear. Click Next.
5. The License Agreement screen will appear. Please carefully and slowly read over the license agreement. If you wish to accept the terms in the license agreement, select I accept the terms in the license agreement and click the Next button. If you do not accept the terms, DaySmart business software will not install and you can stop using DaySmart business software.
6. Leave the default destination folder as C:\Program Files\ DaySmart\ and click Next.
7. Click the Install button. DaySmart business software will automatically install SQL Server. This process will take a few minutes.
8. Click the Finish button.
9. The DaySmart business software icon will now appear on your computer's desktop. Double click on the DaySmart business software icon.
10. The First Time Setup screen will appear. Select Register and click OK.
11. Enter your business's name and serial number. Your serial number was given to you at the time of purchase of DaySmart business software and is also found on the sticker that comes with your DaySmart business software CD. Keep the serial number in a safe place and do not lose it.
12. Click the OK button.
13. The Registration Successful screen will appear. Click OK.
14. The Select Server screen will appear. Select This computer is the server.
15. Click the Auto Setup button. In most cases, DaySmart business software will automatically connect to the instance of SQL Server found. If more than one instance of SQL Server is found on your computer, you will be prompted to select which instance to use. From the list of available instances of SQL Server, select which instance you would like to connect to and click OK.
16. If DaySmart business software does not connect to an instance of SQL Server, click the Auto Setup button again. If you still have an issue, restart your computer and when you open DaySmart business software, you may be prompted with the No Database Open screen. Click the Select Server button and repeat step 15.
17. Select which type of database that you would like to start with. You can select either of the following choices:
    a) Sample Database, select this choice if you would like to start using DaySmart business software with some sample clients, products, and appointments. We recommend using the sample database with the trial version of DaySmart business software.
    b) Blank Database, select this choice if you would like to start using DaySmart business software with a totally blank database.
18. Click OK. Click OK again.
19. After the database has been created, the Set Database Password screen will appear. DaySmart business software will ask for a database password every time it is opened or when you restore a database from a backup. Enter your database password and then retype it. Be sure to take careful note of your database password spelling in UPPER and lower case. Passwords are CaSe sensitive. Keep the password in a safe place as CMJ Designs Inc. does not replace database passwords. Click the OK button.
20. DaySmart business software will let you know that your database password was successfully set. Click OK.
21. You are now ready to setup your client computers.
22. After you register DaySmart business software, DaySmart business software (on each computer on the network) will need to be activated. Next time you close and re-open DaySmart business software, DaySmart business software will walk you through how to activate it. You can activate it over the Internet or via phone. Complete step-by-step instructions that are very easy to follow, will be shown on the DaySmart business software screen. Follow the instructions for activation. If you are on a payment plan, you are not required to activate until you complete the payment plan. If you are leasing the software, you are not required to activate the software.

Note: While following steps 1-22, above, if you are presented with the No Database Open screen, press the Select Server button, and repeat steps 14-22, above.

Setup Client Computers
On each of the client computers, perform the following steps:

1. While in Windows, insert the DaySmart business software CD in the CD ROM drive. Or, download the software by clicking the Download Now button below. The installation process should begin automatically.



2. If you use Windows XP (Service Pack 2), if the installation process does not begin, click the Start button on the Windows desktop. Select Run. At the prompt, type d:\launch (where d: is the letter of your CD ROM drive). If you use Windows Vista, hold down the Windows key, which is located next to the Alt key, and press the R key. At the prompt, type d:\launch (where d: is the letter of your CD ROM drive). Your CD ROM drive could also be the e: drive, depending on your computer's configuration.
3. If you are downloading this file from the Internet, the Open File - Security Warning screen will appear. Click the Run button. DaySmart business software is free of viruses and is perfectly safe to run on your computer.
4. The InstallShield Wizard screen will appear. Click Next.
5. The License Agreement screen will appear. Please carefully and slowly read over the license agreement. If you wish to accept the terms in the license agreement, select I accept the terms in the license agreement and click the Next button. If you do not accept the terms, DaySmart business software will not install and you can stop using DaySmart business software.
6. Leave the default destination folder as C:\Program Files\ DaySmart business software and click Next.
7. Click the Install button. DaySmart business software will automatically install SQL Server. This process will take a few minutes.
8. Click the Finish button.
9. The DaySmart business software icon will now appear on your computer's desktop. Double click on the DaySmart business software icon.
10. The First Time Setup screen will appear. Select Register and click OK.
11. Enter your business's name and serial number. Your serial number was given to you at the time of purchase of DaySmart business software and is also found on your DaySmart business software CD. Keep the serial number in a safe place and do not lose it.
12. Click the OK button.
13. The Registration Successful screen will appear. Click OK.
14. The Select Server window will appear. It can also be opened by selecting Database Controls from the File pull-down menu and then pressing the Select Server button. Select the second option, which says This computer is a client. Press the Auto Setup button. DaySmart business software will now generate a list of computers on your network that have instances of Microsoft SQL Server running on them.
15. Select the computer that you have setup to be the server computer from the list and press OK. If no instances of SQL Server are detected, click the Auto Setup button again. If this does not fix the issue, restart your computer and if the No Database Open screen appears when you reopen DaySmart business software, click the Select Server button and repeat step 14.
16. The client computer will now connect to the database located on the server computer and prompt you for the database password. This is the same password that you entered when setting up the server computer. Click OK after entering in the password.
17. You are all ready to use DaySmart business software.
18. After you register DaySmart business software, DaySmart business software (on each computer on the network) will need to be activated. Next time you close and re-open DaySmart business software, DaySmart business software will walk you through how to activate it. You can activate it over the Internet or via phone. Complete step-by-step instructions that are very easy to follow, will be shown on the DaySmart business software Software screen. Follow the instructions for activation. If you are on a payment plan, you are not required to activate until you complete the payment plan. If you are leasing the software, you are not required to activate the software.

Note: While following steps 1-18, above, if you are presented with the No Database Open screen, press the Select Server button, and repeat steps 14-18, above.

Important Notes
Some important notes are as follows:

• The proper operation of the 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 DaySmart business software is running. Therefore, we highly recommend that DaySmart business 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.