Start Fishbowl

From Fishbowl

Jump to: navigation, search

This guide provides instructions on what to expect when starting Fishbowl for the first time, and how to change the default database to your own.

Contents

Launching the Fishbowl Server and Client
Jump to top of page

Fishbowl has two parts which work in tandem: The Fishbowl Server and the Fishbowl Client. The Fishbowl Server must be running before the Fishbowl Client can be used. See Fishbowl fundamentals for more information about the relationship between server and client.

To run the Fishbowl Server and Client you may do either of the following:

FB install Program Files.png

When the Client Login screen comes up, enter the username and password. If this is the first time running Fishbowl, enter the following:

Login client.png

To connect to the Fishbowl Server remotely you must have the Client installed on the remote machine. At the log in screen, choose the Details button. Replace the word localhost with the IP address of the computer that is running the Fishbowl Server and click Login. Clicking the Search Button.png Search button next to the Server Address field will search for any Fishbowl Client signals being broadcast from the Fishbowl Server.

If you are unable to connect to the server, you may need to open port 28192 on the server in order for clients to connect to the server.

For details about staring Fishbowl on Linux, see Start Fishbowl on Linux.

Running Fishbowl for the First Time
Jump to top of page

With a new installation, the server will be running an example database called Bicycles Unlimited. This database is already populated with parts, vendors, customers, etc. and is designed for you to test and explore before creating your own default database.

To login to the example database for the first time, enter the following:

A Setup wizard will be displayed. Click Cancel or complete the wizard to change the admin password.

Welcome Example.png

Parts of the Screen
Jump to top of page

Fishbowl is organized by modules. A module is an area of Fishbowl that is used for a specific business function. Some common modules include Part, Product, Sales Order, Purchase Order, and many more. The layout of Fishbowl is designed to make it easy to navigate between modules. Below is an image and description of the parts of the Fishbowl window.

Parts of the Screen.png

1. Menu Bar

  • The File menu contains useful options such as Logout, Exit, Print, etc. Imports and Exports are also located in the File menu.
  • There is a menu for each Module Group. Any module can be opened by selecting it from the appropriate Module Group menu.
  • The Reports menu provides convenient access to reports that are associated with the currently open module.
  • The Tools menu contains Module Options as well as Bookmarks and Program Options.
  • The Help menu contains access to training materials as well as information about the installed version of Fishbowl and any plugins.
    Help version.png

2. Tabs

Tabs are used to display all of the currently open modules. Right-click a tab to close the module.

3. Module Tabs

Most modules have several tabs that contain different information regarding the module.

4. Action Bar

  • When logged in as admin, click the Broadcast Icon Button.png Broadcast button to send a message to all users that are logged into Fishbowl.
  • The Load Bookmarks button will load the saved tabs.
  • The Home button will load the Small.Home.png Home module.
  • Clicking the green bubble will logout or a login. Hovering over the bubble displays the user that is logged in.

5. Component Toolbar

Several modules have component toolbars. A component toolbar is a column of small buttons that are used to perform functions such as Add, Edit, etc.

6. Module

The currently active module will display in the center of the window.

7. Search Pane

Most modules have a pane that allows searches to be performed. Double-clicking a search result will open the item in the module.

8. Module Groups

A module group is a logical grouping of modules. Clicking a module group button will display the list of modules.

9. Modules

This is a list of the modules in the current module group. Clicking a module button will activate that module.

10. Module toolbar

The module toolbar displays buttons for the currently active module. Each module has a several buttons in the module toolbar that perform functions such as New, Save, Delete, etc.

Changing your Default Database
Jump to top of page

Whether you are trying to create a blank database or connect to a different existing database, the following information will provide step-by-step instructions on how to do so.

Creating a new database

To create a new database you will need to be on the Fishbowl Server computer. The Fishbowl server will also need to be stopped, which will not allow any existing clients to stay connected.

  1. Double-click the Fishbowl Server icon in the system tray and then click the Stop button.
  2. Click the Tools menu and then select Options.
    Server options stop.png
  3. Click the New Icon Button.png Add Database Connection button on the Database tab of the Fishbowl Server Administration window.
    Fishbowl Server Admin.png
  4. Enter a new database name and then click Connect. The checkbox to Include Demo Data will populate the new database with example data.
    New MySQL database.png
  5. Choose the costing method for this database (Average, Standard, FIFO, LIFO). Once this costing method has been chosen, it cannot be changed. For an explanation of each type of costing method, see Costing methods.
    New database costing methods.png
  6. The new database should now appear in the database list of the Fishbowl Server Administration window.
  7. Click OK and then right-click the Fishbowl Server icon and choose Start.

Connect to an existing database

Follow the instructions below to connect to an existing database.

  1. Double-click the Fishbowl Server icon in the system tray and then click the Stop button.
  2. Click the Tools menu and then select Options.
    Server options stop.png
  3. Click the New Icon Button.png Add Database Connection button on the Database tab of the Fishbowl Server Administration window.
    Fishbowl Server Admin.png
  4. Enter an existing database name and then click Connect.
    Existing MySQL database.png
  5. Click OK and then right-click the Fishbowl Server icon and choose Start.

Switch between databases

Follow the instructions below to switch between databases.

  1. Double-click the Fishbowl Server icon in the system tray and then click the Stop button.
  2. Click the Tools menu and then select Options.
    Server options stop.png
  3. Click the desired database and then click OK.
    Fishbowl Server Admin.png
    • Databases can be removed from the list by clicking the Remove Icon Button.png Remove button. To delete the database, right-click the database and select Drop database.
  4. Right-click on the Fishbowl Server icon in the system tray and select Start.

The Startup Wizard

If you are connecting to a new database, Fishbowl provides the Startup wizard to help your company enter some basic information. Below is a description of the steps in the Startup wizard.

This step allows the user to enter the company name and address. This information will be used throughout Fishbowl. If necessary this information may be modified at a later date through the Small.Company.png Company module. This module also allows you to associate additional contacts and addresses with your company.
This step requests you to change your admin password. If necessary, this password may be changed later. If you have forgotten your admin password and need to have it reset, please contact Fishbowl Support.
In this step a few remaining steps are listed, as well as a link to the Implementation Checklist.

Change license key after Fishbowl is installed
Jump to top of page

Sometimes it may be necessary to change a trial license key to a permanent key, or to enter a new license key for a new version of Fishbowl. Throughout the year, Fishbowl releases several minor updates called point releases (for example, Fishbowl 2017.1, Fishbowl 2017.2, etc.). Point releases do not require an updated license key.

Once a year, a major version of Fishbowl is released for the upcoming year (for example, Fishbowl 2018). In order to update to the latest major version, Fishbowl users must have a current support contract and must enter a new license key. Click here to receive an updated license key instantly.

Follow the steps below to change the license key after Fishbowl is already installed.

  1. Right-click the Fishbowl Server icon in the system tray and choose Options.
    Server Options.png
  2. Click the License tab to enter the Name and License Key.
    License Tab.png
  3. Click OK and the license key will be automatically activated.
  4. Click OK to close the Fishbowl Server Administration dialog.
Personal tools
Namespaces
Variants
Actions
Navigation
Other Pages
Toolbox
Print/export
Translate