Adding a new influence icon to your desktop is something that you may need to do if you are installing a new PC or if you are using a PC/Laptop that has previously been used by another user. The steps to install a new KClient and create an icon are explained below. The icon is what you click in order to open the database.
Before you start.
Before you begin to install a new icon onto your desktop you will need to gather some information from another user who has a working Influence icon on their desktop.
Go to their PC and right-click on the Influence icon and choose Properties > Connection then make a note of the settings for;
Service Name: ??????? (Sometimes shows as "Connect to Service")
To Install the new icon
1) Open the internet on your PC and go to the Influence download site http://www.influence-it.co.uk/downloads/
Download the following files:-
2) Run the file K7connector.exe and follow the on-screen instructions.
Important: When installing the KClient software you must be logged onto your computer as a user with Administrator privileges.
Make sure that the radio button for Everyone who uses this Computer is selected.
3) If you cannot select 'Everyone' do not install the software - you will need to logon to your computer as an administrator before installing the software.
4) Having installed the KClient software you can finally create an icon on your desktop.
Right click anywhere on the desktop and choose New -> KCML Client.
Complete the connection details using the information you noted earlier, i.e.
Connection Type: Connect to Server
Server: xxxxxxxxxxx (whatever you noted earlier)
Login Type: Cache Password
Login: Influence (or whatever you noted earlier)
Password: ??????????? - you will need to know this. Speak to your IT provider or system admin if you do not.
Connect to Service: xxxxxxxx (whatever you noted earlier, which is CASE sensitive.)
a) Enter the server details, and SERVICE NAME (which is CASE sensitive)
b) Complete the login details to connect to the server.
If using our Influence Direct (hosted) service these details will have been provided to you
If influence is installed on your own server/hardware then you will need to credentials to connect to that database server. (Often the Login is "Influence" but may vary depending what was created by your IT support provider when setting up the server.)
c) Just press [Next] to skip past the Proxy Details screen.
d) Give the icon a name you will recognise (usually Influence).
Having setup the KClient and installed an Influence icon on your desktop you should now make sure that the Cache Size and Location are set correctly.
Double-click the Influence icon to begin the login process. Once the Influence login screen appears displaying the purple Influence logo, click in the very top left corner of the window and choose 'Preferences' then select the CACHE tab.
On the CACHE tab make sure that size for the cache is 2mb (not 50mb) - If it is set to 50mb then reduce this to 2mb.
Also on the CACHE tab make sure the location for the cache is in a local folder on the C:\ drive of the local machine*,
* -This is not the case if you are using Thinhost, or if your Influence is accessed via a terminal server; in this case the cache should be located on a drive local to the Terminal server you are using to provide your desktop.
Once you have installed the KClient software and setup an icon, you should be able to double-click the icon on your desktop, and connect to the Influence database.
i) The first time you login, you may see a login screen with server and login information, which is requesting a Password.
In this case you will need to enter the password for the server.
Subsequent logins should go past the server screen and take you to an Influence login window requesting a User ID and Password.
The details for this second screen will be different than those for the server and will usually be a 4-character User ID, and a personal password to get into the database itself.
ii) If you are unable to connect then you may need to add an exception to your firewall.
Please open your firewall software and add an exception for Port 790 of the Influence database server.
e.g. If your influence server is IP address 192.168.10.20, then you would need to add exception for 192.168.10.20, Port 790
NB: Some firewalls do not allow an exception for a specific port, in which case you should simply add an exception for the whole IP address.
iii) If you still cannot connect to the database, you may need to add some Programs as exceptions in your firewall/Anti-virus software.
Please add the following programs as exceptions.
KClient.exe, KService and KWebAdmin
iv) If you see the message Host Refused Connection it is likely that you have clciked the icon in the Task Bar at the bottom of your Win7 screen. This icon in the task bar will not work - please click the Influence icon on the desktop which will contain all of your credentials and will work correctly.
If you are using an older version ofMS Outlook (prior to 2007) you may need to install ClickYes. This is a small program that allows Influence to communicate with MS Outlook. Versions after Outlook 2007 will communicate directly provided that your Anti-virus software is up-to-date.
To install the ClickYes software do the following:
1) Go to www.influence-it.co.uk/downloads, find and download the Software.Zip file.
Open this file and find Software\Clients\ExpressClickYes\ClickYesSetup.exe
2) Run the file ClickYesSetup.exe and follow the onscreen instructions.
Once the file has been installed you will see a small ClickYes icon in the taskbar. Right click the icon and make sure that you have ticked the options for Start on Logon and Start Suspended