Difference between revisions of "SME Administration Guides"
Jump to navigation
Jump to search
| (8 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | '''Installing SME''' | + | '''Installing SME''' |
| − | * [[Installing SME]] | + | * [[Installing SME]] |
| − | * [[Making a connection to your SME database]] | + | * [[Making a connection to your SME database]] |
| − | * [[Setting up a client computer to run SME]] (Preferred method) | + | * [[Setting up a client computer to run SME]] (Preferred method) |
* [[Setting Up SME Client Users]] | * [[Setting Up SME Client Users]] | ||
* [[Local installation of the SME executable]] (Not the preferred method) | * [[Local installation of the SME executable]] (Not the preferred method) | ||
* [[Set up of initial company data connection]] | * [[Set up of initial company data connection]] | ||
| + | * [[New Company]] To create a new company file using new connection | ||
* [[SME on Remote Desktop or RDP]] | * [[SME on Remote Desktop or RDP]] | ||
* [[SME Hosted Server]] | * [[SME Hosted Server]] | ||
* [[SME Server Move]] | * [[SME Server Move]] | ||
| − | <br>'''Updating SME''' | + | <br> |
| − | * [[Updating SME 7.2]] | + | '''Updating SME''' |
| − | * [[Exclusive Access]] | + | * [[Updating SME 7.2]] |
| − | * [[Updating SME]] | + | * [[Exclusive Access]] |
| − | * [[Upgrading - SME 7.1 to 7.2]] | + | * [[Updating SME]] |
| − | * [[Upgrading - SME 7.0 to 7.1]] | + | * [[Upgrading - SME 7.1 to 7.2]] |
| − | * [[Upgrading - SME 6.3 - 7.0]]<br> | + | * [[Upgrading - SME 7.0 to 7.1]] |
| − | + | * [[Upgrading - SME 6.3 - 7.0]] | |
| + | <br> | ||
| + | '''Backing up SME''' | ||
* [[SME Backups Best Practices]] | * [[SME Backups Best Practices]] | ||
* [[Backing up your SME database using MS SQL Management Studio]] | * [[Backing up your SME database using MS SQL Management Studio]] | ||
| − | <br>'''Installing Add On Products for SME''' | + | <br> |
| − | * [[SME Web Services Installation Guide]] | + | '''Installing Add On Products for SME''' |
| + | * [[SME Web Services Installation Guide]] | ||
* [[Barcode for SME Installation Instructions]] | * [[Barcode for SME Installation Instructions]] | ||
* [[Tech Service for Android on SME Installation Instructions]] | * [[Tech Service for Android on SME Installation Instructions]] | ||
| Line 26: | Line 30: | ||
* [[Web Services Update]] | * [[Web Services Update]] | ||
* [[SME POS Setup]] | * [[SME POS Setup]] | ||
| − | <br>'''SME Hosted/ Remote''' | + | <br> |
| + | '''SME Hosted/ Remote''' | ||
* [[Remote Desktop Settings]] | * [[Remote Desktop Settings]] | ||
| − | |||
<br> | <br> | ||
| − | <br>'''Importing into SME'''<br> | + | '''Utilities''' |
| + | * [[Custom Tabs and Fields]] | ||
| + | * [[Custom Email Bodies]] | ||
| + | * [[Merge Database]] | ||
| + | * [[Recreating Inventory Detail Utility]] | ||
| + | * [[End of Year Utilities]] | ||
| + | <br> | ||
| + | '''Importing into SME''' <br/> | ||
| + | see: [[SME Import Export Process]] | ||
* [[Before Importing - About UID]] | * [[Before Importing - About UID]] | ||
* [[Importing Customers]] | * [[Importing Customers]] | ||
| Line 36: | Line 48: | ||
* [[Importing Inventory Items]] | * [[Importing Inventory Items]] | ||
* [[Importing Leads]] | * [[Importing Leads]] | ||
| − | |||
* [[Importing contacts into Constant Contact]] | * [[Importing contacts into Constant Contact]] | ||
| − | |||
| − | |||
| − | |||
<br> | <br> | ||
| − | + | '''FAQ for Administrators''' | |
* [[SQL Server Best Practices]] | * [[SQL Server Best Practices]] | ||
| − | * [[SQLink | + | * [[SQLink Connection issues]] |
* [[FAQ - Connection Issues]] | * [[FAQ - Connection Issues]] | ||
* [[Drop down fields not working]] | * [[Drop down fields not working]] | ||
| Line 60: | Line 68: | ||
* [[Location Settings]] | * [[Location Settings]] | ||
* [[FTP Error Reports]] | * [[FTP Error Reports]] | ||
| + | * [[Repair Full Text Search]] | ||
| + | * [[SME and Excel - Extracting Data in Meaningful ways]] | ||
Latest revision as of 21:23, 18 February 2020
Installing SME
- Installing SME
- Making a connection to your SME database
- Setting up a client computer to run SME (Preferred method)
- Setting Up SME Client Users
- Local installation of the SME executable (Not the preferred method)
- Set up of initial company data connection
- New Company To create a new company file using new connection
- SME on Remote Desktop or RDP
- SME Hosted Server
- SME Server Move
Updating SME
- Updating SME 7.2
- Exclusive Access
- Updating SME
- Upgrading - SME 7.1 to 7.2
- Upgrading - SME 7.0 to 7.1
- Upgrading - SME 6.3 - 7.0
Backing up SME
Installing Add On Products for SME
- SME Web Services Installation Guide
- Barcode for SME Installation Instructions
- Tech Service for Android on SME Installation Instructions
- Automated Email Installation
- Web Services Update
- SME POS Setup
SME Hosted/ Remote
Utilities
- Custom Tabs and Fields
- Custom Email Bodies
- Merge Database
- Recreating Inventory Detail Utility
- End of Year Utilities
Importing into SME
see: SME Import Export Process
- Before Importing - About UID
- Importing Customers
- Importing Contacts for Customers
- Importing Inventory Items
- Importing Leads
- Importing contacts into Constant Contact
FAQ for Administrators
- SQL Server Best Practices
- SQLink Connection issues
- FAQ - Connection Issues
- Drop down fields not working
- Licensing Issues
- Out of Seats when you are not out
- Regional Settings
- Steps to create a new user profile
- SKA Error 4 message when opening SME
- Live Spelling - Reset Dictionary
- End of Year Utilities
- Email Settings
- Recreating Inventory Detail Utility
- SME and SQL Express
- Named Piped Provider: Could not open a connection to SQL Server
- Location Settings
- FTP Error Reports
- Repair Full Text Search
- SME and Excel - Extracting Data in Meaningful ways