10-Windows Server Settings & Procedures

Windows Firewall

As of December 2020 Microsoft, has re-classified traffic on the 10.0.0.0 private network to be all guest or private. The problem will that after an upgrade of the SapphireOne server, the work stations are unable to establish communication with the SapphireOne Server.
Traffic on the 192.168 and 172.16 private networks are unaffected.

The Windows firewall on your SapphireOne Server may have to be re-configured if the Client machines are unable to see the SapphireOne server, as the latest versions of windows are finally starting restrict traffic on the local network. Firewalls for each business will usually be a customised configuration and as such should be managed by your IT person or consultant.

SapphireOne is installed as a standalone program on both the computer acting as a server and also on the Client workstations. No attempt will be made by the installer to alter these firewall settings.

Because of the differences in each business structure even for those running the same version of Windows, will have their firewalls set up individually.

Running as Administrator (Important for a Windows based platform).

SapphireOne must be run with Administrator privileges.When a user clicks on the server shortcut, windows will not run it as an administrator so the following procedure will have to be executed.

  • Shortcut Properties – Right click on the shortcut and select Properties from the drop-down menu.
  • Advanced – Then from the middle right hand side select the Advanced option.
  • Run as Admin – Next select then the Run as Administrator checkbox.
  • Apply – Do not forget to select the Apply button as Windows does not automatically save as you close out of the screen.

If there are any problems when running SapphireOne server please note the following items.

  • Documents/Files – When attaching a document to a transaction or a function may cause the SapphireOne server to crash. It is simply a Permissions error.
  • Microsoft Permissions – Again, from the firewall item above Microsoft are finally tightening up permissions. As of the latest version, the user will be presented with an alert asking:
    • Do you want to open the structure file in read only mode
  • Automatic Restarting – If running on Windows 10 or now 11 there is also a way to auto start the SapphireOne when the server initially starts or re-starts. This is documented later in this article.

Changes in the Windows SapphireOne folder location

As the internet for most business is fast enough, new versions may be downloaded from SapphireOne’s File Station. Extended details are documented in the 06-SapphireOne Server Upgrade article.

SapphireOne Execution Procedure.

This will be a short explanation of the SapphireOne procedure for starting a data file.
You must understand this procedure, because when an upgrade is done to the server, an understanding of where these files are, and what they do is very important.

For either Single User or Server it is the same, three steps although for single user the there is a single folder with everything in it and the entire folder is always replaced when an upgrade is completed

That there are two versions of the program at this application/executable level.
One for the MacOSX platform and a different version for the Windows based platforms.

  1. Application/Executable – The application/executable is provided by 4D and is usually started by a short cut. On a MacOSX platform it is SapphireOne.app and on the Windows platform it is SapphireOne.exe.
  2. Complied Database – Next a Compiled Database which is provided by SapphireOne is accessed by the 4D Application.
    • Server Mode – In SapphireOne server mode this is a separate folder named Server Database and this is replaced when a SapphireOne upgrade is performed.
    • Single User Mode – In Sapphire Single User this is included with the 4D Application, so that the entire application is replaced with the Compiled Database included as part of the upgrade.
  3. Live Data File – Finally, a Company Data File is asked for and run up. This is a file that ends with .4DD, and is where your companies’ financial details are stored.
    • Live Data File Folder – This folder should should contain nothing except the files directly related to the SapphireOne software and nothing else.
      • .4DD File – the primary file in this folder is the one ending with .4DD, From this file when it is executed all of the other files can be rebuilt.
      • .Index File – If the data file is very large it will take the operating platform and SapphireOne some time to rebuild it, so a cup of coffee is definitely required.

Auto Starting SapphireOne from MacOSX & Windows..

The information below is widely available on the internet and has been included here to make it convenient for the user when setting up SapphireOne. We will assume that any user setting these procedures up is very familiar with the operating platform that they are working on, so the instructions will be navigational and procedural instructions only.

MacOSX

First a user will have to be set up to automatically Log in.

  1. Menu Selection – Choose Apple menu > System Preferences > Users & Groups.
  2. Padlock – Click the padlock, you will be asked to enter the account password for the computer.
  3. Login Options – Next click Login Options in the lower left-hand corner. Next to the Little house.
  4. User Account – Choose a user account from the list of users at the left hand side of the screen.
    • Automatic Login – This menu should by default be set as Off. Select the user from the list that is to be automatically logged in.
    • User Password – You will then be asked to enter the Password for the user account that was selected.
  5. Starting SapphireOne – Do not leave this screen and proceed to item 8 below!

Now we will selected the user above to automatically start SapphireOne on boot.

  1. Select User – Click on the automatically logged in user as selected above.
  2. Login Items Tab – Select the Login Items Tab at the top of the screen.
    • Items in the List – There may be some items already in the list and this is normal.
    • + Button – Next click the + button below the list of items to add a new item.
    • Search Screen – The search function for the Mac will be displayed with the desktop open.
    • Alias or Application – You may select an Alias on the desktop, or drill in until you find the SapphireOne 18.4 Server.app.
  3. Finishing Up – Exit the Users & Groups and the Mac will save the procedure that you have set up.
    • Checking – You are done but we suggest that you first go back in to User & Groups and check that all details entered were saved correctly be the Mac.
  4. Restarting – Restart the Mac and ensure that SapphireOne is automatically restarted on reboot.

Windows.

First a user will have to be set up to automatically Log in.

  1. Run Command Screen – Open the Run command, (Start > All apps > Windows System > Run or press Windows key + R).
    • Enter Command – In the text box, type netplwiz and press Enter.
  2. User Accounts Screen – A User Accounts window will open.
    • Select a User – Under Users for this computer: select the username required.
    • De-Select Checkbox – Uncheck the box next to Users must enter a user name and password to use this computer and then select Apply.
  3. Automatically Sign In Screen – A new window labeled Automatically sign in will be displayed.
    • Password – Enter the password twice for the selected account and then select OK.

Your Windows platform will now bypass the log-in page when your windows server re-starts, but it will not bypass the login page when you unlock your PC.

Now we will automatically start SapphireOne on boot.

  1. Run Command Screen – Open the Run command box (Start > All apps > Windows System > Run or press Windows key + R).
  2. Enter Command – Enter as follows exactly with the space between common & startup, Shell:common startup. This folder is normally hidden in Windows!
  3. Folder path – Windows will go to the folder located at,
    C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Startup.
  4. Shortcut – Create a shortcut to your SapphireOne server in the Startup Folder.
    • Drag & Drop – You could also use drag and drop or copy and paste the shortcut into this Startup folder.
  5. Restart – Restart the Windows computer and ensure that the Windows platform starts the SapphireOne
  6. e server when it restarts!

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