# ComptaPro — Client guide: installation, getting started and backups From the installer received from the publisher to the weekly backups, through the first launch, the 30-day trial and key activation. > **Audience**: you, the client (owner or accountant who installs and runs > ComptaPro). > **Companions** (French only): `installateur/Lisez-moi.txt` (memo handed over > at installation) and `installateur/deploiement/README-deploiement.md` > (silent multi-workstation install, for your IT person). > The commands in §5 (backup, verification, restore) have been run and > verified; the interface steps described in §1 to §4 match the installer and > the software screens. > > **Languages**: the installer itself is French only — its pages, the > « Lancer ComptaPro maintenant » option and the « Pointage employés » > shortcut keep their French labels. The **application** interface can be > switched to English or Spanish: menu « Langue » (bottom of the sidebar), or > Settings → User accounts → Language. Screen names below are given in the > language you are reading, followed by the French label where it differs. > > **Other versions**: [français](GUIDE-CLIENT.md) · [español](GUIDE-CLIENT.es.md) --- ## 1. Installation ### 1.1 What you need before starting | Need | Detail | |---|---| | System | Windows 10 or later, 64-bit | | Rights | No administrator required: installation is **per user** | | Network | No Internet connection needed to use the software | | File | `ComptaPro-Setup-.exe` received from the publisher (if a SHA-256 fingerprint is published next to the link, check it before running) | ### 1.2 Running the installer 1. Double-click `ComptaPro-Setup-.exe`. 2. Keep the proposed installation folder: `%LOCALAPPDATA%\Programs\ComptaPro` — the software and your data stay side by side, writable, with no administrator rights. 3. The proposed checkboxes: | Option | Default | Effect | |---|---|---| | Create a Desktop shortcut | checked | « ComptaPro » shortcut to launch the software | | Start ComptaPro automatically with Windows | unchecked | the server starts at login, in a background window | | Create the rescue task that imports statements dropped off while the software is closed (every 15 minutes) | unchecked (optional) | tick it if you drop off bank statements while ComptaPro is closed: the task relaunches it in the background to import them | 4. At the end, leave « Lancer ComptaPro maintenant » ("Launch ComptaPro now") ticked. ### 1.3 Where your data lives Everything is local, in the installation folder: | Folder | Contents | |---|---| | `compta\data\` | database, invoice photos, sessions | | `compta\sauvegardes\` | backup archives (see §5) | | `compta\planifier\` | scheduled-task scripts (backup, statement rescue) | No data is sent to the Internet (see also §4: activation is itself verified locally). ### 1.4 Updating Just run the new `ComptaPro-Setup-.exe`: the server is stopped automatically, files are replaced, your data is kept. Existing scheduled tasks (backup, statement rescue) are kept — the installation folder does not change, so their paths remain valid. The rescue task script is only regenerated if the « secours » option is ticked again (or passed via `/TASKS=secours`) at the time of the update. ### 1.5 Uninstalling Control Panel → Programs and Features → ComptaPro → Uninstall. Windows will ask whether you also want to delete your accounting data (irreversible) or keep it. By default, data and backup archives are kept. --- ## 2. First launch ### 2.1 The black window is the software - Double-click the « ComptaPro » shortcut (Desktop or Start menu). - **Leave the black window open**: it is the software's server. **DO NOT CLOSE THIS WINDOW**, otherwise the software stops — the most common cause of “ComptaPro is not responding”. If it crashes, relaunch the shortcut: that's all. - The window shows three addresses: - `http://localhost:8090/` — the software on **this** workstation (the browser opens automatically); - `http://localhost:8090/punch` — the time-clock page; - the **local network** address: that is the one, not localhost, that employees' phones use to clock in. ### 2.2 First sign-in | Field | Initial value | |---|---| | Username | `admin` | | Password | `admin1234` | → **Change the password immediately**: Settings (« Paramètres ») → User accounts (« Comptes administrateurs »). ### 2.3 Demo data On the very first opening the software loads a set of demo data (invoices, expenses, employees, timesheets) so that every screen is meaningful. You then work on your own data; if you are unsure about the origin of a document, check its date. ### 2.4 Employee time clock - Dedicated page: `http://:8090/punch` (opens with the « Pointage employés » shortcut in the Start menu — French label). - Phones clock in via the network address shown in the black window — never via `localhost`, which designates each phone itself. --- ## 3. 30-day trial - **The countdown starts at the first opening** of the software: no paperwork, no credit card, **all features** for 30 full days, on your real data. - Duration is measured from the first opening: setting the machine clock back does not extend the trial. - Reminders: a banner appears during the **last 10 days** of the trial (it turns red below **3 days**) and goes straight to the License screen. - After 30 days, without a key, the software is locked: only sign-in, the License screen and the time clock remain accessible. Your data stays on the machine. - **There is no “extend the trial” command**: for more time, ask the publisher for a key via the site's form (a time-limited key acts as an extended trial — see §4). --- ## 4. Activation and renewal 1. Menu → **License and activation** (« Licence et activation »). 2. Enter the key provided by the publisher — it starts with **`CMPR2.`** — then submit. 3. The screen shows your license status: type and, for a time-limited key, its **expiry date**. Key facts: - **Verification is 100% local**: the key is a digital signature (Ed25519) checked on your machine; nothing is sent over the Internet, neither key nor data (stated on the sales page and the License screen). - **Two key types**: | Type | Validity | |---|---| | Perpetual | no time limit | | Time-limited | 1 year; once the date shown on the License screen passes, the software is locked | - **Renewal**: the publisher gives you a renewal key to enter in the same place (License screen). - **The key is a bearer instrument**: whoever holds it can activate it. Keep it off the computer (paper copy or email) — you will need it if you reinstall; do not share it. --- ## 5. Backups and restore ### 5.1 What an archive contains Each backup groups **the database, the invoice photos and the sessions**, in a dated file: ``` sauvegarde-AAAA-MM-JJ_HH-MM-SS.zip.chiffre (encrypted — default) sauvegarde-AAAA-MM-JJ_HH-MM-SS.zip (unencrypted, with --sans-chiffrement) ``` - Default folder: `compta\sauvegardes\`. - **The password is essential**: without it, an encrypted archive is permanently unusable. It is passed to the scheduling script via `--mot-de-passe` and stored in `compta\planifier\mot-de-passe-sauvegarde.txt` — **keep a copy somewhere else** than this workstation. - Archives only protect you if they leave the machine: copy `compta\sauvegardes\` regularly to an external drive or a network share. Open a command window **in the installation folder** (`%LOCALAPPDATA%\Programs\ComptaPro`). If `node` is not on your PATH, use the Node shipped with the software (`.runtime\node\node.exe`), as below. ### 5.2 Manual backup ``` .runtime\node\node.exe compta\scripts\sauvegarde.js ``` - Can run **while the software is running** (`VACUUM INTO` snapshot, nothing to stop). - Keeps the **last 5** archives by default: `--conserver N` to change, `--tout-conserver` to delete nothing. - The password is taken (in this order) from `--mot-de-passe`, from the `SAUVEGARDE_MOT_DE_PASSE` environment variable, then from the file `compta\planifier\mot-de-passe-sauvegarde.txt`. ### 5.3 Scheduled weekly backup ``` .runtime\node\node.exe compta\scripts\planifier-sauvegarde.js -aide ``` Then install it (defaults: **every Monday at 02:00**, 5 archives kept): ``` .runtime\node\node.exe compta\scripts\planifier-sauvegarde.js --mot-de-passe ``` - The task appears in the Windows Task Scheduler as « ComptaPro - Sauvegarde hebdomadaire »; the generated script is in `compta\planifier\`, the log in `compta\sauvegardes\`. - Like any user task, it only runs if the computer is on and the user is logged in at the scheduled time. - `--jour` / `--heure` / `--conserver` adjust the schedule; `--afficher` shows the status; `--desinstaller` removes it. ### 5.4 Verify archive integrity ``` .runtime\node\node.exe compta\scripts\sauvegarde.js -verifier ``` CRC32 check of every entry, SHA-256 of the database, SQLite integrity, counts, photos and sessions — **creating and deleting nothing**. Exit code 1 if an archive is corrupted. Detail for a single archive: ``` .runtime\node\node.exe compta\scripts\restauration.js --verifier-seulement ``` ### 5.5 Restoring 1. **Stop ComptaPro** (close the black window): the restore refuses to run while the server is listening. 2. Check the archive if needed (above), then apply it: ``` .runtime\node\node.exe compta\scripts\restauration.js "" --mot-de-passe ``` 3. **Restart ComptaPro**: your data is back exactly as it was in the archive (restore replaces the data folder, it does not “merge” anything). If you are unsure about an archive, `--verifier-seulement` changes nothing: it is the check mode to run before committing.