Efficcess Network Guide

Efficcess Network is a full-featured personal information manager (PIM) software program that can help you organize and plan your business life. Efficcess Network Edition allows different users in your organization to access the same copy of data, to work in conjunction and improve work efficiency. Only finish the following steps can you have a more efficient and convenient working style.

The main parts of this guide:

Steps of installation and connecting to server

  1. Please download Efficcess Network (for sever computer)at:
    http://www.efficientdownload.com/es/EfficcessNetwork-Setup.exe
    Please download Efficcess (for client computers) at:
    http://www.efficientdownload.com/es/Efficcess-Setup.exe
  2. Steps for connecting to server as administrator.
    1. After you install Efficcess Server on the server computer, Efficcess will create a database file and connect to server automatically. (By default, the directory of database file is "C:\Documents and Settings\your user name\My Documents\My Information.effw")
    2. There will pop up the User Management window for you to create user accounts. You can customize users’ access rights, which include read-only, access to all users’ data, rights for import/export/printing, etc.
    3. Select one new account, you will see the related information about connecting to server. Then click Copy to Clipboard button and send the info to that user. (Note: password will not be displayed for privacy.) When the number of authorized user is full, the Add button will be disabled. If you want to add a new user, please purchase another license on our official website. And then click Registration Codes button to input it and to add again.

      Tips: If you need to connect to server manually in some time, just click File -> Connect to Server. And input this info below:
      Server ID: Get from Efficient Organizer Server or User Management Window. And then click Get Server Info button.
      Server: Automatically access
      Database file: Automatically access
      Username: SYSDBA (default system administrator)
      Password: masterkey (default system administrator password)

  3. Steps for connecting to server for clients.
    1. Start Efficcess and click File -> Connect to Server.
    2. Please input the related information that the administrator has set for you in the interface:
      Server ID: Get from administrator. And then click Get Server Info button.
      Server: Automatically access
      Database file: Automatically access
      Username: the user name that the administrator has set for you
      Password: the password that the administrator has set for you
    3. Now you can connect to the data file on the server and share data with other users.
  4. If you failed to connect to server, please check your computer as following.
    1. Whether the administrator opened the shared file without connecting to server.
    2. Whether the LAN is connected.
    3. Whether the Windows Firewall allows Efficcess and Firebird to communicate through.

Major highlights of Efficcess Network:

  1. You can add a new entry of each module for other users. If you select Private on the bottom of the edit window, the entry will be seen just only by the user you select. (And administrator or the one whose access rights is to all users' data.) On the contrary, if you do not select Private, the entry will be displayed to all users.
  2. You can assign a task to other user by clicking Assign to and Private on the bottom of Task-editing window. So that other users could not see this task except the administrator or the one whose access rights is to all users' data. Besides, you can assign the previous task to other user easily. Please right-click this task entry and click Assign to in the popup menu. By this way, you can add or change the receiver of tasks. And the Reminder window will only remind the user you select based on the time you set.
  3. Every group member can add a new event for others. Likewise, if you select its owner and Private on the bottom of Event-editing window, others could not see except the administrator or the one whose access rights is to all users' data. And the Reminder window will only remind this user based on the time you set. Besides, if you do not select Private, the Reminder window will remind all members based on the time you set. As a result, it is extremely convenient for you to inform the information about a meeting to your colleagues.
  4. If you add a new desktop note for others, the message will "stick" onto their Windows desktops immediately.
  5. Whenever the users add a new entry in this shared file, you can see the latest information by clicking Refresh on the Toolbar(or press F5). If you want to open an entry which has been deleted by other user without refreshing, an interface will appear to tell you: This item has been deleted by other user.
  6. If an entry was editing by two or more users at the same time, the software will save and display the latest information about it.
  7. If a group member has been deleted by the administrator, his or her private information will be transferred to administrator.
  8. Administrator can set a password to open the file by clicking Password Protection on File menu and selecting Password to Open the File. Or set a separated password for Diary, Notes or Password Manager Module. You can click Password Protection on File menu. And then select Password to Login to the Diary Module. It is the same to set a password for Notes Module or Password Manager Module.
  9. If the administrator wants to backup the database file to an USB stick or other directory, please ensure that all the group members including you have exited Efficcess. You can click Users on File menu to see if there is any member still connecting to server. In addition, if you use backup software to backup database file, please ensure that all users including you have exited Efficcess before it works.

If you want to know more basic functions, please see Efficcess Guide.

If you want to connect to remote server when you're at home, on business and so on, please refer to Connect to Remote Server Guide.

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Efficcess Network
Efficient Address Book Network
Efficient Calendar Network
Efficient To-Do List Network
Efficient Reminder Network
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