Installing Easify for the First Time

Installing Easify for the First Time

To install Easify you will need to obtain a copy of the Easify Installer which you can download here.

Before you begin your installation, we strongly recommend that you run Windows Update and install all critical updates and service packs.

we also recommend that you temporarily disable your anti-virus software during the installation process to prevent it interfering with the Easify Installer.

The easiest place to save your Easify download to is your desktop...

Double click the Setup shortcut to start Easify installation.

Depending on the operating system that you are installing on (in this help guide we are using Windows 10), you may be prompted by Windows User Account Control to confirm that you want to run Easify Setup.

Click the Yes button to authorise Easify Setup to run.

After a short while, Easify Setup will display the following window...

Easify Setup will then carry out some checks on your system to make sure that Easify can be successfully installed.

It is possible that Easify Setup will need to install the correct version of the Microsoft .Net Framework if it is not already installed. If the correct version of .Net Framework is not already installed, Easify Setup will install it for you.

Installing the .Net Framework may take some time, so be sure to wait until it has been installed.

When your system has been prepared for Easify Installation you will see the following window.

Click the Next button to continue the installation...

When you have read and agreed to the End User License Agreement, tick the checkbox and click the Next button to continue...

Easify Setup will then check your computer for any existing Easify installations.

Because this is a first time installation, no existing installations were found.

You will now be prompted to choose an installation type. Because we are performing a first time installation we want both the Easify Server and Client to be installed. So select the Easify Pro and Server (first time installation) option.

Click the Next button to continue.

In the next page of the Easify Setup Wizard you will need to specify your company name and description, and optionally choose the location (installation path) where you want to install Easify.

For this demonstration we have specified our company name as "My Company" and the company description as "Weymouth Office".

Naturally your company name will be different to this, we recommend that you use your full company trading name i.e. "Fred Bloggs Ltd" as it would appear on your official documents.

You will be required to enter a company description, this is mainly used for Easify users that have multiple offices or branches. If your business only has a single location you can enter something like "Head Office", or the town where you are based. The company description is only used internally by the Easify application to help you identify the company that you are connecting to.

For the installation path we recommend that you accept the default values that we provide for you.

However for an advanced installation you can change the path to suit your requirements.

Click the Next button to begin the installation process.

For a first time installation Easify Setup will need to install Microsoft SQL Server. This may take from 20 seconds to several minutes depending on the speed of your computer.

When setup is complete you will see the final page of the wizard.

And you will find two shortcuts on your desktop, one for the Easify Server Manager, and one for the Easify Pro Client.

You can now launch Easify by double clicking on the Easify Pro shortcut on your desktop.

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