Servers

Is FYI Server installed?

Is the FYI Administration Console Server installed?

Did you remember to set up a valid administrator account in Microsoft Windows?

Did you set up your firewall ports for FYI traffic?

Databases

Did you register your database in the FYI Admin Console?

Is the Yes option selected in the Online field for the database?

Did you associate your Concordance databases to the client and matter that applies for each database?

*FYI Reviewer users cannot access databases unless they are associated with a matter.

*Clients are for organizational purposes only.

Have you implemented the necessary IP address restrictions?

Did you specify a database administrator on the Management tab in the FYI Admin Console?

Do you have a valid user account?

Users

Do you have users associated to a database in the FYI Admin Console?

Did you save a .fyi file for Concordance users and note the URL for FYI Reviewers?

Have you set the maximum number of open databases for each user?

Does each user have a valid ID and password, and does it match any used for authentication?

Have you enabled accounts to FYI Server and Concordance .FYI or FYI Reviewer?

Do you have an FYI Reviewer license for each user?

Have you installed Concordance locally for each .FYI user?

Have you verified that your Internet connection is working and that users can download the ActiveX Control?

Have you made sure your users are not using a proxy server?