Installation & Set Up

Installation & Set Up

Simplicity Desktop Application Installation

Visit Simplicity website login page to download Simplicity application

Step 4

Download the Simplicity Desktop Installation.

Step 5

 Enter the authentication details provided to you.

Step 6

Select and install the appropriate application.

Step 7

Creating a New User

The following walk through takes you through the process of creating a new user and granting them access to use the Simplicity desktop application.

STEP 1.

When a user that has not been setup in Simplicity runs the Simplicity desktop application they will be presented with the following prompt. What will vary on these messages are the session number and the associated code. They will then be prompted to phone the help desk for support.

Step 1

STEP 2.

To grant the user access now, run the Simplicity User Maintenance application.

Once this has been done you should see a toolbar as below.

Click on the Security Log icon to look up the session code that has been provided.

Step 2

STEP 3.

You will be presented with the Security Log search screen.

Click on the preview below to view the full image.

Step 3

STEP 4.

Enter in the session code that has been provided to you and click Find.

Click on the preview below to view the full image.

"Step 

STEP 5.

You will be see the entry relating to the session code you provided.

Click on the preview below to view the full image.

"Step 

STEP 6.

Session code details displaying who and from where has attempted to access the Simplicity desktop application.

Step 6

STEP 7.

If you are setting up a new database for the first time you will to complete the steps 7 - 10, otherwise skip to step 11.

Click on databases.

Step 7

STEP 8.

Select add new database.

Step 8

STEP 9.

New Database Explorer.

Step 9

STEP 10.

Enter in the Simplicity Client database attributes as illustrated below.

Step 10

STEP 11.

From the database explorer click on add new desktop interface.

Step 11

STEP 12.

Enter in the desktop interface details and then click add new security account.

Step 12

STEP 13.

Enter in the security account details and click save.

Step 13

 STEP 14.

This will return you to the desktop interface explorer.

Step 14

STEP 15.

Now click on add new sql user.

Step 15

STEP 16.

Enter in the sql user details.

Step 16

STEP 17.

To use your Active Directory / NTLM Authentication leave the password field blank.

Step 17

STEP 18.

After clicking save you will be returned again to the desktop interface explorer.

Step 18

STEP 19.

You can return to the database explorer and add any additional desktop interfaces as required.

Step 19

STEP 20.

For each user once you have completed entering in their details and all the other associated entities you should open the desktop interface explorer on their record.

Step 20

STEP 21.

Click create / edit client details to publish the configured user into the database.

Step 21

STEP 22.

Select the user's profile, data group and roles. Once you have done this click save and your database user setup will be complete.

Step 22

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