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  • Finance
    • Manuel de l’Utilisateur Finance
      • 1. Général Finance
      • 2. Configurations Finance.
      • 3. Paiements
      • 4. Imports – Gestion des Ressources Humaines, Dépenses du Siège et Budgets.
      • 5. Outils de Recherche, Correction, Clôture comptable.
      • 6. Gestion des Bailleurs.
      • Suivi des Modifications Finance
    • Finance User Manual ENG
      • 1. General Finance_EN
      • 2. Finance Configurations.
      • 3. Payments.
      • 4. Imports
      • 5. Searching, Correcting and Closing.
      • 6. Donor Management
      • Track Changes
    • Finance System Documentation
      • System Architecture
      • Finance Settings
      • Horizontal and Vertical Integration
      • Accounting Features
      • Specific Accounting Behaviours
      • Reporting
      • Track Changes – Finance System Documentation
  • Supply
    • Supply User Manual ENG
      • 1. General Supply
      • 2. Supply Configurations.
      • 3. Products
      • 4. Procurement.
      • 5. Warehouse
      • Track Changes
    • Manuel de l’Utilisateur Supply
      • 1. Général Supply
      • 2. Configuration Supply FR
      • 3. Produits
      • 4. Commandes et Achats
      • 5. Entrepôt
      • 6. Suivi des Modifications Supply
    • Supply System Documentation
      • Introduction and Glossary
      • Products
      • Configuration and set up of Supply in Unifield
      • User Interface Functionalities
      • Supply Object flows
      • Supply Stand-alone Objects
      • Vertical Integration
      • Kits
      • Assets
      • Reports
      • Third-party Integration
      • Supply Annex
  • IT
    • IT Manual
      • 1. Installation / Un-installation of an Instance
      • 2. Initial setup
      • 3 User Management
      • 4. Synchronization
      • 5 Synchronization Instance Monitoring
      • 6. Upgrading the Instance
      • 7. Setup a New Language
      • 8. Procedures for Backup / Restore
      • 9. How to Create a Sand box
      • 10. Troubleshooting
      • 11. Automated tools
      • 12. IT Frequently Asked Questions
      • 13. Annexes.
      • Track Changes – IT
    • IT Procedures
      • Procedure To Migrate a UniField Instance
      • Disaster Recovery Procedure for UniField Servers
      • Procedure To Decommission an Instance
      • IT Services
        • IT FAQs
  • Cross Functional
    • DIGITAL SIGNATURE
  • Release Notes

IT Manual

1.1 Requirements
1.2 Getting the AIO
1.3 Installation
1.4 Safe Location to Create
1.5 Change the Super Admin Password
1.6 Allow the UniField web port on Windows 7 Pro Firewall
1.7 Allow UniField to Contact the Synchronization Server on Windows 7 Pro Firewall
1.8 Connection to the UniField Local Instance
1.9 Secure Passwords Between Browser and Server with TLS
1.10 Updating the Time Zone (only if needed)
1.11 Un-installation
2.1 Introduction
2.2 Pre-requisites
2.3 Installation Checklist
2.4 Instances Creation
2.5 Database Creation
2.6 Modules’ Installation
2.7 Instances’ setup
2.8 Synchronization Server
2.9 HQ Instance
2.10 Coordination Instances
2.11 Project Instances
2.12 Summary of Actions / Files to be Uploaded
3.1 Creation of Users in UniField
3.2 How to “Synchronize” a User (only at HQ)
3.3 How to Remove the “synchronize” Option of a User (only at HQ)
3.4 How to “synchronize” User Groups (only at HQ)
4.1 Requirements
4.2 Connection to the Synchronization Server
4.3 Manual Synchronization
4.4 Automatic Synchronization
4.5 Auto-connect Synchronization
5.1 Registration Status of an Instance
5.2 Connection Status of an Instance (ready to synchronize)
5.3 Instance hierarchy information (only at synchronization server instance)
5.4 Synchronization Task Status (only at client instance)
5.5 Monitoring the Data and Messages Exchanged (only at client instance)
5.6 Verify the Status of pull and push of Synchronized Entries (only at synchronization server instance)
6.1 Applying a Patch on Instances
6.2 Automatic Patching of Instances – Silent Upgrade

 7.1 How to Activate a New Language

8.1 Recommendations

8.2 Backing up the Local Instance Configuration Files
8.3 Restoring the Configuration Files
8.4 Backing up a Database
8.5 Restoring a Database
8.6 Deleting (dropping) a Database
9.1 Install the AIO
9.2 Restore Backups
9.3 Resetting a Password
9.4 Connect Instances with Sync server
9.5 Update Hardware Identifier in the Sync_Server
9.6 How to Patch the Sand box
9.7 How to Import User Rights in the Sand box
10.1 Requirements
10.2 General FAQ
10.3 Installation
10.4 Web page
10.5 Transfer the UniField Instance From One Computer to Another
10.6 Synchronization
10.7 Escalation Process and Bug Report
10.8 Information not to be Transmitted to the Field
11.1 Automatic File Import
11.2 Automated Vertical Integration
11.3 Automatic Instance Backup to the Cloud
11.4 External Storage Configuration for Attachments
11.5 Scheduled Actions Configuration
11.6 Automated Instances Creation
11.7 Continuous Backup

12. IT Frequently Asked Questions

13. Annexes

14. Track Changes

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