Knowledge Base - FAQ

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Knowledge Base - FAQ

The video below shows a quick overview of some of the most important features of the PhoenixRS Software Application. YouTube site.

The video below shows you how to install and configure the PhoenixRS Software Application. We recommend that you watch the video in high resolution on the YouTube site.

When you first install the software a 30 day trial license will be activated. In order to activate the unlimited usage license, you need to follow the simple procedure give below.

  • Purchase a License Key from our website
  • Click on Administration -> License Manager
  • E-mail the License ID to info@ubiforge.com
  • You will receive a response e-mail from us with your unique License Key
  • Enter the License Key in the text box and click on "Ok"

In order to ensure that you do not loose any data, it is imporant that you back up the database on a regular basis. Follow the procedure below to back up your database:

  • Click on Administration -> Manage Database -> Backup / Restore Database
  • Click on Backup Database
  • Navigate to the folder where you want to save the backup (can be a on Flash Drive), enter the filename that you would like to use for the backup, followed by the ".bak" extension and click "Save"

In order to restore a previously backup database follow these steps:

  • Click on Administration -> Manage Database -> Backup / Restore Database
  • Click on the "Restore Database" tab
  • Click on Restore Database
  • Navigate to the folder containing the previously backed up database, select the  backup file and click "Open"

To set your preferred currency, follow the procedure below:

  • Click on Configure -> Currency Settings
  • Select your currency of choice from the availible options

The software comes installed with a pre-configred invoice template. In order to get the maximum benefit from the on-the-fly invoicing capability of the software, you need to customize the template with your establishment / company information. Follow the procedure given below:

  • In the application, click on "CONFIGURE => Documents => Invoice Template
  • Enter the details for your establishment in the respective fields
  • Click on Save

The software comes installed with a pre-configred confirmation fax template. In order to get the maximum benefit from the on-the-fly confirmation fax capability of the software, you need to customize the template with your establishment / company information. Follow the procedure given below:

  • In the application, click on "CONFIGURE => Documents => Confirmation Fax Template
  • Enter the details for the confirmation fax in the respective fields
  • Click on Save

The PhoenixRS application has built-in support for operation on a Local Area Network (LAN). This feature allows multiple copies of the software, installed on different computers in your network, to access and update the database on the main host computer. To set up your network, follow the procedure given below:

  • Install the PhoenixRS application on all the relevant computers within your network.
  • On the computer that will act as the main host you need to share the folder that contains the database. Navigate to the following folder: C:\Users\[UserName]\AppData\Roaming\PhoenixRS (replace [UserName] with your computer account name). The AppData folder is a hidden folder on your system, so you will need to enter the path in the address bar of Windows Explorer. Right Click somewhere in the folder, click on "Properties" and then click on the "Sharing" tab. Click on "Advanced Sharing". In the Advanced Sharing Dialog, tick the "Share this folder" check-box. Click on "Permissions". In the Permission Dialog, select the "Everyone" group and tick the "Full Control" check-box (See image below). Click "OK", again click "OK" and click on "Close" in the remaining Dialog.
  • You need to configure each of the remaining computers to access the database on the host computer. In Windows Explorer (My Computer), click on "Network" (left hand column). In the right hand column (folder section) Double Click on the name of the host computer. A dialog will appear, prompting you to enter the user credentials for the host computer (See image below). Enter the username and password that you normally use to log in to the host computer (If you do not know these credentials you can create a new user on the host computer - Control Panel => User Accounts and Family Safety). IMPORTANT: Tick the "Remember my credentials" check-box. (This will ensure that the computer will always have access to the database folder on the host computer). Click on OK. This computer should now be set up to access the host database folder.
  • Next you need to set up the database path in the PhoenixRS application to point to the database on the host computer. Launch the PhoenixRS application, click on "CONFIGURE => Set Database Path". In the "Database Path" text box, enter the path to the database on the host computer: \\[UserName]\PhoenixRS. Replace [UserName] with the name of the host computer. Click on Save (See image below).
  • This computer should now be configured to access the database on the host computer. Follow this procedure for all remaining computers.