Zeyto Academy · Specialist · Module 14
Setup and Administration
Install and license Zeyto, set up the company, manage users and security, back up and restore, reach it remotely, and update and support it.
You will be able to
- Describe where Zeyto runs and how people reach it
- Activate and renew a licence and move to a new computer
- Set up the company profile, fiscal years, numbering, branches and posting controls
- Manage users, roles, backups, remote access and updates safely
Where Zeyto runs and how people reach it
- One Zeyto computer holds Edge, the database and the data folder.
- Desktop app, browser, POS and phone are all ways in; each sign-in takes a seat.
- Only activation, updates, sending and outside-the-shop access need the internet.
- Treat the Zeyto computer like a server.
Installing, first run and the licence
- Install choices default to keeping data and backing up first.
- First run: set the admin password, name the company, complete Company Profile.
- Licence states: Valid, Grace, Suspect, ReadOnly; activation needs the internet and a restart.
- Moving computers: restore, release the old device, then activate.
Company setup: profile, years, numbering, branches and guard rails
- Set Base Currency and TRN before the first document.
- A document needs an open fiscal year covering its date.
- Numbers are given on Submit; cancelled documents keep theirs.
- Books locked up to protects a filed period; it does not apply to POS.
Users, roles and security policy
- Users are never deleted; set them Inactive.
- Roles bundle permissions; Admin ignores them, so keep it rare.
- Form FLS and personal limits hide cost, lock rate and cap discounts.
- Security Policy sets password, lockout and PIN rules for the whole installation.
Backup and restore
- A backup is trusted only after a restore test.
- Passphrase: at least 12 characters, never stored by Zeyto.
- Keep one copy off the Zeyto computer.
- Restore replaces every company, after a safety copy; type RESTORE to confirm.
The shop network, remote links and the phone app
- LAN Security shows the shop-network addresses; Private network profile matters.
- Remote & Mobile Access needs no router changes.
- Links, phone codes and Client codes each expire differently.
- Turn off a link when it is no longer needed.
Updates, diagnostics, audit and safe practice
- Check, download and verify an update first; back up and close POS shifts before installing.
- The Diagnostics Bundle contains no business data or secrets.
- Support access is time-limited, read-only and recorded.
- Audit Log, Timeline, Error Log and Recycle Bin answer different questions.
Where Zeyto runs and how people reach it: key table
| Way in | What it is | Counted as |
|---|---|---|
| Zeyto desktop app (Zeyto Client) | Windows app on a staff PC, installed with the client installer | People on Windows PCs |
| Browser on the shop network | Open the address shown in Settings ▸ LAN Security on any PC, tablet or phone | A Web seat |
| POS till | The till screen, signed in by cashier PIN | POS tills |
| Mobile app | Phone app paired with a one-time code | A mobile seat |
| Browser away from the shop | A link created in Settings ▸ Remote & Mobile Access | A Web seat |
Installing, first run and the licence: key table
| Item | Use it to |
|---|---|
| Restart Zeyto Edge | Restart the service. It waits until Zeyto answers again, which can take longer after an update |
| Back up Zeyto data | Make a plain backup file in Documents\Zeyto Backups, checked after writing |
| Restore Zeyto data | Restore a plain backup. Asks you to type RESTORE and saves a safety copy of today first |
| Reset Zeyto login | Set a new password, or create an Administrator, when nobody can sign in |
Installing, first run and the licence: key table
| State | Meaning |
|---|---|
| Valid | In date and working |
| Grace | The end date has passed but Zeyto works in full for the grace days written into the licence (normally 7 for a paid licence, none for a trial) |
| Suspect | The computer clock looks set back by more than a day; correct the date |
| ReadOnly | The licence has ended, or no valid licence is loaded; data is kept but modules stop working |
Company setup: profile, years, numbering, branches and guard rails: key table
| Rule | Effect |
|---|---|
| Books locked up to (inclusive) | A document dated on or before that day cannot be submitted or amended |
| Future-dated documents: Block | A document dated after today is refused |
| Customer LPO required | A sales invoice with no LPO number is refused |
| Customer TRN required when VAT is charged | A sales invoice with VAT is refused if the customer record has no TRN |
| Same customer, LPO already used: Warn or Block | Catches an LPO number that arrives twice |
Users, roles and security policy: key table
| Setting | Range | Shipped |
|---|---|---|
| Minimum password length | 6 to 64 | 8 |
| Require a digit | on or off | on |
| Failures before lockout | 3 to 50 | 5 |
| Counting window (minutes) | 1 to 1440 | 10 |
| Lockout duration (minutes) | 1 to 1440 | 15 |
| POS PIN length (digits) | 4 to 8 | 4 |
Backup and restore: key table
| File | Encrypted | Made by |
|---|---|---|
| Manual backup (.zbk) | Yes, with your passphrase | You, on this screen |
| Automatic or installer backup (.pgdump) | No, a plain file | The daily schedule, the installer, Start Menu Back up Zeyto data |