| version 11.4.x | Download Pending |
Audience
This article is intended for PSIsafe Administrators with appropriate system permissions.
Overview
The following is a walkthrough of the PSIsafe Books installation process. For further references needed before proceeding with the installation, see the links below:
PSIsafe Books: General Overview
Connecting PSIsafe Books to Intuit QuickBooks®
Pre-Requisites - Windows Features:
See: PSIsafe Books System Requirements & Prerequisites
Download Installers
Download installers from the PSIGEN Partner Portal
Contact PSIGEN Support for a PSIsafe Books Installation Package Link
Installation
Unblock Installers & Run as AdministratorEnsure you unblock all installers downloaded via Properties > Unblock. Then, right click and “Run as Administrator” when completing the following installation guide. Install with Defaults or Upgrade with DefaultsComplete the installation process with the default options. If you are upgrading an old version of the PSIsafe books client with the standalone installer, be sure to uninstall the old version via Programs and Features first. If you are performing a client upgrade via the upgrade installer, be sure that your installation directory for your current installation is default, and if not, change it when prompted. |
|
PSIsafe Books Setup - Advanced Installer
Proceed through the installation steps with the default settings. Only change the installation directory if applicable to your environment.
Port Exceptions
A designated Network IT Administrator or other authorized individual should enter the following port exceptions into the Windows Firewall, as well as any third-party AV/Firewall/Security Software solutions.
PSIsafe uses the following ports
(Add Inbound and Outbound entries)
TCP/IP:
8993-8994 (Service Ports)
11000 (.NET Remoting)
1433 (SQL Service)
UDP:
1434 (SQL Browser Service)
Connect to Database
First, your PSIsafe Books installation must configure the appropriate connection to your existing PSIsafe Server installation. Proceed with one of the two following connection types based on your PSIsafe installation configuration.
On-Premise Installations
The Connection Configuration window will appear when you first open the PSIsafe Books client. If the connection window does not appear, but displays your preconfigured safe installation connection information, proceed to the next section. Otherwise, select the Gear icon in the lower-right of the login screen to display the above Connection Configuration window.
Select On-Premise and fill out the IPv4 address of your local server or IPv6 PC name. The Customer Code will remain “Default”. Then hit “Save”.
Cloud Installations
The Connection Configuration window will appear when you first open the PSIsafe Books client. If the connection window does not appear, but displays your preconfigured safe installation connection information, proceed to the next section. Otherwise, select the Gear icon in the lower-right of the login screen to display the above Connection Configuration window.
The Server Address will not be entered. The Customer Code will be set up at the end of the purchase process, and should be known by your company administrator. Enter it here and “Save”.
For advanced settings, contact PSIGEN Support for assistance with configuring connections to reserved, Beta, or specialized PSIsafe Cloud Installations, as well as recommendations for adjusting Ports and TCP/HTTP connection protocols.
NOTE: Adjusting these settings and the Client Path/URL without assistance from PSIGEN Support can lead to undesirable outcomes and non-functional installations.
Restart Client and Login
After successfully inputting your connection configuration information, exit the PSIsafe Books client and re-open it to refresh your connection attempt. You may also use the "Refresh" button on the right-hand side of the "Connect to" field.
Then, input the username and password provided by your PSIsafe Manager’s initial configuration process. This is the same login information used to access the PSIsafe desktop client.
If you need to create a new username and password, log into the PSIsafe Management console, navigate to “Users” and click “Add”. You’ll also need to assign rights to your new user in the “Rights” section. For more information, see the PSIsafe Management Administrator's Guide: Users.
Troubleshooting FAQ
For further troubleshooting, see the PSIsafe Books Troubleshooting section.
|
Question |
Answer |
|---|---|
|
I am receiving an error message stating “Configuration System Failed to Initialize”. |
Close the PSIsafe Books client and fully remove any old configuration data stored in C:\Users\[Username]\AppData\[Roaming/Local]\[CNG/Cabinet NG/Cabinet NG Inc/Cabinet] by deleting these directories. They will be recreated on the next launch of the desktop client. |
|
I am unable to see my database listed when I have entered my connection information and clicked “Save”. |
Double check your connection configuration information with your internal IT provider or your PSIsafe Sales Representative. Once confirmed, double check that the ports previously mentioned have been unblocked, particularly the “1434 UDP SQL Browser Service” port, which allows the clients to browse for the SQL DB. |
|
I am prompted for Administrator Credentials when opening the client. |
Make sure you’ve installed the client as an administrator. If confirmed, ensure that UAC policies or AD security policies allow the user to launch programs that interact with system services, AppData directories, and registry entries. |
Keywords: Install Safe, How to Install PSIsafe, Install PSIsafe Client
Comments
Please sign in to leave a comment.