Connecting to a server

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Quick start for Networking Features:

 

To use Networking you will need 2 components:

 

Server
EssentialPIM Pro Client

 

Server is essentially a Firebird Server. It is a part of Network package and if you have chosen to install it, you can now see it in Windows Start menu (Programs -> Firebird -> Firebird Server). Most probably it is already running on your computer (look for fbserver.exe running as a process)

If it is running already, no further steps need to be taken in regards to Server component.

 

Now let's setup a EssentialPIM Client (which is actually any copy of EPIM 2.x). You can connect to Firebird server virtually from anywhere, LAN, VPN, Internet. You just need to know:

 

IP Address of the machine (or Name, if connecting within LAN)
Name and Path to the database on a Server

 

Let's connect to a test database on a local computer:

 

Start EssentialPIM
Close any open database (File-> Close)
Go to File -> Connect to Database (If window is disabled)

 

You will see this window:

 

connect to database

 

Fill in fields as shown. In "Database file" browse to EPIM test file which is at C:\Documents and Settings\YOUR USERNAME\Application Data\EssentialPIM Pro\Network\network_test.epim

Username for Administrator is SYSDBA and default password is masterkey

 

Important: database should be on the same machine as the Firebird server. EssentialPIM does not use file sharing, so don't use shared or network paths. Always use absolute path to the database, like: G:\database.epim

 

Now you will connect to a test database through EssentialPIM Server.

 

Attention firewall users!

 

Following ports need to be open to allow EssentialPIM Clients to communicate to the server:

- on Server machine for fbserver.exe:

       - incoming: 3050 (for data) and 3051 (for events)

       - outgoing : whole range (fbserver uses random range of ports to communicate events)

 

- on Client machine for EssentialPIM.exe:

       - incoming: whole range

       - outgoing: 3050 and 3051

 

You can manage users using Tools -> User menu (read more)

 

We have pre-made several users with non-administrator access level, they are:

 

Login

Password

USER1

epim456

USER2

epim765

 

In folder C:\Documents and Settings\YOUR USERNAME\Application Data\EssentialPIM Pro\Network\ we have also pre-made a database.ini file that you can place on other computers (into C:\Documents and Settings\YOUR USERNAME\Application Data\EssentialPIM Pro\) and EPIM will automatically connect to this test database. Note: since we use computer name to address the machine, it will work within LAN only.

 

Read more about managing users