FIMS on NPact's Azure Cloud Knowledgebase

I am not able to use FIMS via the remote desktop client app to export files to my local C drive, is there a way to export data from FIMS using the browser-based method described in part B of the article below? How to access FIMS on NPact Azure ...

When opening up browser links in FIMS on Azure such as Guidestar or links in the help menu, the page that opens looks different than before and has incorrect formatting. Answer: This is due to the pages opening on the browser of the Azure ser...

I need to setup an ODBC connection on with Crystal Reports with FIMS on Azure, how can I do that? The steps below are only to use OBDC to connect Crystal Reports via ODBC with a FIMS database hosted in Azure.  At this time, it is not possible...

When I open My Files, the local C drive on my computer is not showing there and also when printing from a FIMS report, my local printers are not showing to select in the print dialog window using the Remote Desktop Client App. Answer Re-insta...

I noticed that in the Remote Desktop Client App, there is no way to log out. I can log out of FIMS but I cannot log out of the actual remote desktop environment, how can I do that? Answer: Note in the New Windows App, you can click Sign out on t...

When I am in any module such as gifts or grants, the magnifying glass is missing to select a profile from the list that comes up. Answer: This issue occurs due to using high resolution or display percent on the monitor. Adjust the resoluti...

After the migration from HostNet to Azure, you may notice some issues with exporting to your local drive. For example, saying that the path does not exist. Answer: This is because the paths are different in Azure for your local C drive. In HostN...

When attempting to merge a letter in Microsoft Word, the error ' word could not open app because it didn't contain a valid database.' occurs. Answer: This error occurs if you do not have the merge template linked to the correct data so...

When attempting to Save As in Azure, the error 'This operation has been cancelled due to restrictions in effect on this computer. Please contact your system administrator'. occurs. Answer: This error occurs if you try to save to the Azure ser...

When clicking Save As in a FIMS report that I opened in FIMS on Azure, and attempting to save the report to my local C drive, I get the error, 'You don't have permission to save in this location, would you like to save in the xxxx folder instead ', ...

I need to add a new user or remove a user from Azure Cloud, how can I do that? Answer: Please create a suppport ticket for this request. The request must come from an organization administrator of your foundation.

When attempting to subscribe to the Azure workspace in the remote desktop client appp or logging into Azure in the browser, the following error occurs: Request Id:  Correlation Id:  Timestamp:  Message: AADSTS50020: User accou...

I accidentally deleted a file folder on my S drive that I actually need. Can I get it back? Answer: You certainly can get a file or folder restored if it is accidentally deleted. Our hosting solution has regular backups. Please contact Support wi...

We use FIMS on NPact's Azure Cloud and I need to see who is logged into FIMS as we are out of access licenses or I need to disconnect a user. Answer: You can see who is connected and disconnect FIMS users by using the Database Maintenance utility...

I forgot my Azure Cloud password, how can I reset it? Answer: 1. In a browser, go to the Microsoft Log in page  https://myaccount.microsoft.com/ 2. Enter in your username and click Next 2. Click the 'Forgot my password' link: ...

I would like to change my NPact Azure Cloud password, how can I do that? Answer: 1. In a browser, go to the Microsoft Log in page https://myaccount.microsoft.com/ 2. Enter in your username and click Next 3. Enter your current pass...

How to access FIMS on NPact's Azure Cloud There are two ways to access FIMS on Azure, the Windows App section A and the browser method in section B. This article is updated with changes when Microsoft makes updates.   A. Primary Me...

When opening the Remote Desktop Client or when subscribing to an Azure workspace, the following error occurs: Answer: Please create a support case for assistance with this issue.

I export data out of FIMS to use in my local version of Word. What changes do I need to make in my Word templates to work with exported data from FIMS on NPact's Azure Cloud? Answer: In your Microsoft Word templates, set the paths for your ex...

I have exported data out of FIMS but I'm not sure where my files go when I export them. How can I find them? Answer: When exporting from FIMS in NPact's Azure Cloud using the Remote Desktop Client app, you have the option of changing th...

I have access to more than one FIMS Azure cloud site, how do I know which one I am logged into? Answer: You can determine what Azure site your are in by looking at the number in the username. Your username to log into Azure Cloud for each Azure...

When I am using FIMS in the Remote Desktop Client App, there are several display and function issue occurring including: 1. Mouse is not working correctly. If you try to click on menus in FIMS such as tabs in modules, you are not able to. You will ...

Host*Net FIMS is Migrating to NPact's Microsoft Azure Cloud Environment   FIMS on Host*Net is moving from Blackbaud systems to NPact’s Microsoft Azure cloud environment starting on  5/22/2023 . Please see the inform...

When launching FIMS or My Files in Azure Cloud, the following error occurs: Answer: Please create a support case on this issue.

Do Azure Cloud Users get Automatically Logged off After a Certain Amount of Time Inactivity? Answer: Yes, users are automatically logged off after 30 minutes of inactivity.

There may be an instance when you want to revert to a backup copy of your FIMS database. Below is an overview of how often backups are completed and how long they are stored. Answer: When are backups performed? Full database backups are perform...

Does Azure Cloud support printing using the service PrintX service? Answer: At this time, we cannot support PrintX for use with Azure Cloud. 

How to Use the Database Maintenance Tool Answer: The Database Maintenance tool can be used to copy live to test, restart databases, see what users are connected to demo and production databases and disconnect users. You can access the Database M...

I have an employee that left our foundation, how do I remove their access to FIMS and Azure Cloud? Answer: To remove a FIMS account, see the following: How to delete a FIMS username If you need to remove an Azure Cloud user, please create a s...

I use FIMS on Azure Cloud and would like to know if Multifactor Authentication is available. Answer: Yes, MFA is required as part of the access process.

How can I tell who is logged into FIMS on Azure Cloud? Answer: There are two ways to see who is logged into FIMS on Azure Cloud: 1. The Users Connected Listing report: Users Connected Listing 2. The Database Maintenance tool: How to ...

In the Database Maintenance Tool, I see an option for Run at Night, what does that do? How to Use the Database Maintenance Tool Answer: Checking that option first, then clicking the button to copy live to demo means that that copy live to de...

If you have a DonorCentral issue you may need to review the upload logs. These can be viewed in the S drive in Myfiles. Answer: 1. Launch My Files 2. Go to the eAdvisor folder and click and open it 3. You will see folders labeled History and...

Since Microsoft Outlook is not available on Azure Cloud, what are some ways that I can use emails from FIMS? Answer:  These are the processes that use Outlook in FIMS that will require new techniques:  Email a File Stored in MyFiles...

I have a group of files or a folder that I would like to zip up that are on the S drive, how can I do that? Answer: 1. In My Files, go to the Share button 2. Select the files or folder to be zipped For a group of files: Select a group of files ...

I need to re-name a file or folder in My Files, how can I do that? Answer: In order to re-name a file or folder do the following: Launch MyFiles. Check the checkbox next to the folder in question. Click the Rename button on the top ribbon Not...

When Printing Checks from FIMS on Azure Cloud the error, 'The RPC Server is Unavailable' followed by 'Printer '' not found, Abort (no printer).' occurs.   Answer: These errors are caused if there is no default printer set for the ...

Instead of manually copying your live database to your demo database each day, you can request to have this completed for you automatically each night. Answer: Please contact support to set this up.  

How to Move or Copy Files or Folders Between Local Drives and My Files Answer: Note: In My Files, you can only move or copy files\folders between locally installed drives, the Documents folder in My Files and the S drive.  See the followin...

Since Microsoft Office and the Create Individual Documents in Word from a Mail Merge is not available in Azure Cloud, you will need to use a local installation of Word with macros. This requires that your merge templates be located on your local wo...

How can I tell if my Exports in FIMS are set to use my local C drive as the export location? Answer: You can determine if an export is set to export to the local C drive by going to the Export To tab of the export in question and see if it lists ...

Sometimes a FIMS connection will get stuck connected because for an unexpected disconnect (workstation crash or similar event).  Due to this the user cannot log back into FIMS until that connection is released.  Answer: To fix this issu...

We need to test something and want to try it out in Test and Learn or the Demo database, but it isn't up to date.  How do we get it refreshed?  How do we get a more recent copy of our Live database copied into the test environment? Answe...

If the explore directories for fund or profile folders are changed in FIMS on Azure Cloud to local drives, the document module cannot create document links for those documents to upload to DonorCentral. This includes dragging and dropping documents ...

You may notice that a period of days or weeks has elapsed since your last DonorCentral upload. Answer: Open the My Files folder and check to see if the eAdvisor folder is still there. If it is missing, this is why the DonorCentral nightly sync is...

When I attempt to print a document in FIMS on Azure Cloud, all of my printers are not showing up how can I fix that? Answer: Depending on the speed of your computer and network connection, it can take a few minutes to load all of the printers fro...

What are the proper steps to save files in My Files? Also, what are the locations to which I can save in My Files? Answer: Please see the information below on where you can save documents in My Files along with explanations of where you canno...

If you use FIMS that is hosted on Azure, you may want to receive a copy of that data for your own use in the following scenarios:    1. You are cancelling FIMS and would like to get a backup of your hosted FIMS database for your own use go...

How to use External Statements to create Individual Statements for DonorCentral. Answer: Since Office is not available in Azure Cloud, you have most likely changed the DonorCentral Download directory in your user preferences to be your local C d...

I am a hosted customer and would like to change the name of my hosted FIMS database in Azure Cloud, how can I do that? Answer: If you would like to change your database name, an organization administrator from your organization will need to crea...

When I click the website button from the toolbar in FIMS on Azure Cloud in order to go to the website that is on the profile, nothing happens, or I get a message in the browser saying that the page cannot be reached or that is it blocked. Answer: ...

Since Microsoft Office is not installed in Azure Cloud, how can I use Microsoft Excel functions? Answer: These are the workflows using Excel that will require new techniques:  Launch Excel  – Microsoft Excel is not visible as a pu...

Since Microsoft Word is not available in Azure Cloud, how can I use Word functions? These are the workflows using Word that will require new techniques:   Launch Word - You can still work with your FIMS information by using a local install...

The single fund statements button on the tool bar in the Fund module no longer works for FIMS on Azure Cloud due to Microsoft Office not being installed. Single fund statements in the fund module use the saved report configured in Tools > Syste...

When I log into Azure Cloud and click on the FIMS icon, the error message " msgOpen: unable to open message file: PROMSGS" and I'm unable to login. Steps To Duplicate: Sign into Azure Cloud Click on FIMS icon Error " msgOpen: unable to o...

The daily scheduled DonorCentral Upload is not working and I am using FIMS on Azure Cloud, what are some things that I can check? Answer: 1. Check and see if the FIMSInternal user's password was changed. To do that go to Tools\System Utilities\S...

When exporting out a fund statement the error, "Statement Data File Name is Invalid". This error occurs for clients on Azure Cloud who are still using the local N drive for their export files rather than the shared S drive on Azure Cloud. The local ...

In FIMS on Azure Cloud, after changing the explore directories for fund and profile folders to the local C drive, messages like this occur: Answer: This is expected because Azure Cloud cannot see the local C folders. Typically, the Explore_Dir...

 I am cancelling our FIMS on Azure Cloud service and need to get all of the files out of My Files, how can I do that? Answer: Please create a support case and specify which files and folders are needed.

When attempting to open a Microsoft Office file type in Azure, the following message occurs:   Answer: This error is occurring due Microsoft Office not being available in Azure cloud. You are not able to open files with specific file ty...

When attempting to accss FIMS from Azure Cloud, the following error occurs, " Error: Could not connect to server for database [filepath], errno 0. (1432)". Answer: Please contact FIMS support if you are having this issue.

I noticed that the checkboxes next to files are gone along with the file extensions in My Files, how can I add them back? Answer: Go to the View menu in MyFiles Check the checkboxes for Item check boxes and File name extensions as shown below Now...

Unable to open file ssimp.txt Errno = 2 (98) when attempting to import contacts into FIMS on Azure Cloud.   Steps To Duplicate: 1. Follow the steps in this article to import contacts into FIMS: How can I Import Contact Records into FIM...

When attempting to print from FIMS on Azure Cloud, the following error occurs: Answer: Verify that you have a printer installed on your workstation and that the printer that you would like to use is marked as default. Set a default printer in...

Since Microsoft Office is not available in Azure Cloud and using the process of setting the fund folder to C:\ per the document below, Individual Statements to Fund Folders in External Statements Creates no Documents. How do I save Gift Acknow...

When using the spreadsheet import wizard, the following errors occur: Answer: This is caused by Office not being available on Azure Cloud. What are the workflows for Microsoft Excel with FIMS on Azure Cloud? Steps To Duplicate User selec...

Error: Upload for selected document [DOC ID] had an error. Upload unsuccessful. System.NullReferenceException. Object reference not set to an instance of an object. - when uploading a gift letter to DonorCentral using the Document Module, document l...

I changed my user preferences download directory in User Preferences > All Other Preferences > DonorCentral_Download_Directory to the local eAdvisor folder so that I can upload pdf fund statements that were created on my local C drive eAdvisor...

When posting the GL journal for gifts, the following error occurs:  eAdvisor\History\gl_master.txt was not found. (293) This issue can also occur when posting GL for grants, posting FACTS journal entries, automatic entries, asset rebalancing, ...

When attempting to export to PDF using graphical viewer, the following error occurs: "System ComponentModel.LicenseException: License for the PDFExport cannot be found" in Azure Cloud. Steps To Duplicate: Go to Reports | Profiles | Address List...

When running the DIY Profile Import in FIMS on Azure, the following error occurs: Answer: This error occurs due to the User Preferences SaveAsDir being set to \\tsclient\c. The local system does not allow user to save directly to the c:\ dri...

When launching FIMS or MyFiles on Azure, the following error occurs: 'We've blocked the connection because the certificate in the connection information has expired. Either refresh your Workspace or contact Support for help when launching FIMS on A...

There is a new Windows App that resolves many issues with using FIMS on Azure. To install the new Windows App, do the following: For Microsoft Windows devices and computers: 1. Go to Control Panel\Programs\Programs and Features on your computer 2...