Select Start – All Programs – PFIM – PFIM. A notice – PFIM is loading appears. The first time PFIM is run a message box appears notifying you that the Primary Database cannot be found – this is part of the program’s auto configuration process – click on Yes and allow the configuration to continue. […]
Category: Install
PFIM Install
How to install PFIM Software on a Windows machine
Note: If you are on a Windows 7 or Vista Machine you need to be very specific on following these steps in Order. 1.) Copy the PFIM installer onto the Desktop of the machine being installed. Windows 7 or Vista Machine Right click on the installer and Select Run as Administrator. If Prompted for Access […]
Working with multiple Databases and INI files
Note: Each database used by a user needs its own INI file Edit the INI to point to your Database Windows 7 or Vista Machine Move the IAM.ini file from the “C:\Program Files\PFIM” or “C:\Program Files (x86)\PFIM” folder to your desktop and edit the file as below. Windows XP Find the IAM.ini file in the […]
Backing up your Database
Note: Before backing up your database: All OTHER Users MUST BE LOGGED OFF. On MySQL – contact support on 0861737488 to ensure that they have backed up your Database. On Access – 1. Locate the Database Open PFIM Click on SETUP On the CONFIGURATION Screen Click on ENVIRONMENT The image below is a section of […]
Working with INI files on Terminal Servers
Note: Each database used needs its own INI file. Note: You can have one shared ini per database or save the ini in the users Home Directory so it is not shared with other users. Create a Home Folder: In Terminal Server ensure you have a Home Folder mapped to a drive letter like H: […]
Sending Statements via E-Mail
Note: When using Windows 7 or Vista you need to use Outlook 2007 or earlier. There are a few areas of consideration when trying to set up your system to send Statements via e-mail. Step 1: Edit the E-Mail content this needs to be done per branch Step 1.1: Select setup by clicking on the […]