Installing Software and then Switching User

Switch User after Software Install

Installing Software

When you install Amphis Customer Contacts Management Software, by default it is installed just for the current user.

Install software just for me

To ensure that Amphis Customer works on Windows Vista and Windows 7, data and documents are stored by default in user folders, though this can be customized so that data and documents are stored elsewhere eg on a different server so that multiple PCs can share the customer details.

Also, Amphis Customer is licensed on a per user basis.

Multiple Users Per PC

So, what happens if I install Amphis Customer as user Fred on my PC, but then logout and login as a different user Mary ?

Amphis Customer Icon Missing

First of all, you'll notice that the Amphis Customer icon isn't there on the desktop or on the Start Menu. Although if you go to c:\program files\amphis software\amphis customer v3.0 you'll find the Amphis Customer.exe file. (On a 64-bit PC, the Amphis Customer.exe file will be in c:\program files (x86)\amphis software\amphis customer v3.0)

You can right-click and drag the .exe file onto the Desktop to create a Desktop Icon.

Cannot Connect to Customer Database. Config DB Missing

If you run the Amphis Customer.exe file you will get an error saying that it cannot connect to the database - "Cannot Connect to Customer Database. Config DB Missing". Amphis Customer uses a config.mdb file to tell it where to find the customer.mdb Customer Database file but this file won't be present for the second user.

So, how can I configure Amphis Customer so that 2 different users can use the software on the same PC ?

Copy Config.Mdb file To Each User

When you installed Amphis Customer for the first user it would have installed a config.mdb file in the User folder for that user. Simply copy that file to each user that you want to have access to Amphis Customer.

The Config Database config.mdb is stored in the folder...

C:\Users\<username>\AppData\Roaming\Amphis Customer v3.0

(On Windows XP it will be C:\Documents and Settings\<username>\Application Data\Amphis Customer v3.0)

The config.mdb file is the same for all users so just copy the file to the User folder for each user.

Choose a Shared Folder for the Database, Documents and Templates

Then, you'll need to choose a folder somewhere that all users can access. This is similar to if you were sharing customer data between multiple PCs. Then you would store the shared database, documents and templates in a shared folder on a server somewhere. You can do the same for multiple users using the software on the same PC or you can choose a public folder on the PC itself.

So, you could create a folder c:\amphis and move the entire Amphis Customer data folder there like this. (Note: actually a better option on Windows Vista or Windows 7 is to create a folder c:\users\public\amphis instead because that doesn't require administrator privileges to access).

CRM Custom Location

Then, you need to change the configuration by going to Tools->Configuration and changing the location that Amphis Customer uses for the database, documents, templates, reports and exports. Just click the Change button for each of these, select the Folder to use and click OK. Click the Test Permissions button to check the folder permissions are set correctly. Click the Save Changes button for each change. Then click Close and restart Amphis Customer.

Now when you run Amphis Customer logged in as Fred or Mary it will access the data, documents and templates etc from the c:\amphis folder. If the program cannot access the folders when run as the new user, try using a different folder that both users can access without Administrator privilege eg c:\users\public\amphis (on Windows Vista or Windows 7). Alternatively, you can try running it with Administrative permissions.

You can create a shortcut for Amphis Customer by right-clicking on the Amphis Customer.exe file and dragging it to the desktop and clicking Create Shortcut.

Note that Amphis Customer is licensed per user so although Fred may have had a license, when the software runs as Mary, it may run as a 30 day trial which will require another license.