Distributing the FYI File to Users

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Distributing the FYI File to Users

Users cannot access remote Concordance databases without having the .fyi file distributed to them. You must also ensure that the port setting is entered in the FYI Admin Console and is open for inbound and outbound traffic. The .fyi file does not need to be redistributed to users unless the serial number or port address changes.

Note

If FYI Server is installed on Windows 7 and you have created a .fyi file for distribution to users running Windows 7, both Windows 7 machines must have the default Windows Firewall turned off in order to view the file.

 

Checklist: Concordance .FYI Distribution

 

E-mail Template

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Prepare an e-mail template for distributing the Concordance FYI file to users to ensure that this process is fast and easy the next time a user needs access.

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Include the .fyi file in the e-mail and instruct users to save the .fyi file to their desktop.

 

Logons and Passwords

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Include the user’s logon and password, as well as the server or host name, they need to access the application through the FYI Server.

 

Launching Concordance

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After users have saved the .fyi file to their desktop, they can double-click the .fyi file to launch the Concordance application.

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Once users have entered their logon and password, and entered the server address, Concordance should launch so they can get started using the application.

*If a user receives an error message stating that the server is unreachable or other message or pop-up, instruct them to contact you. The error is probably due to an incorrect server address and you will need to verify whether the port setting is correct and open.

 

Security

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Inform users of the user session time allotment you have designated for them. Users should know that when their user session timeout period is nearly finished, they will receive an announcement indicating that they should save their work. If a user is logged on, but not actively working, FYI Server will then perform a hard kill disconnecting them from Concordance and they risk losing data. To re-open a user session, a user should save their work, exit Concordance and re-launch the application, thereby opening a new user session period.