Determine changes that need to be made to security measures in place
Different businesses treat network security with varying levels of defense, but it is likely if you are hosting any of your own sensitive data that you have some measures in place to protect that. This could range from an extensive network-level security that is managed by an outside security or IT company, or you may use a simple anti-virus a business purchases and installs for itself.
In the case that your network is being managed by a third-party or internal IT division, they may have additional ports to open, and program controls to enable at the workstation level, so involving them is crucial. Webgility can provide information on the app to have it whitelisted, but lifting security measures to ensure the app works correctly must be resolved by your IT division.
This article focuses instead on self-managed networks and ensuring the Unify Desktop Extension or Unify Desktop apps are able to connect to both QuickBooks and your online channels without any interruption of service.
If you are using Windows Defender alone to protect your workstation from virus and malware threats, then you can use the tool packaged with the download of Unify Desktop.
This tool is always located under the default installed location for Unify Desktop under your C:\Webgility\UnifyEnterprise Folder.
Double click the wgFirewall.exe file to run the tool. This tool will automatically open up the ports internally used by Unify to send information to and from the SQL database. Additionally it will apply rules in your Windows Defender or Windows Firewall settings to allow the Unify Desktop app to communicate with our servers as well as your externally hosted sales channels.
The wgFirewall tool automatically creates rules to accept and send data on a TCP and UDP port when communicating with the SQL database.
Upon completion, this message will display, confirming the ports have been properly added.
Running this tool should prevent Windows Defender from interfering with any data transfers made by Unify.
Third-Party Anti-Virus and Anti-Malware
It is common to use additional tools with Windows Defender to prevent against virus and malware attacks to client workstations during everyday use. Some tools include things like McAfee, BitDefender, Kaspersky, Norton, AVG, Komodo and the list goes on.
While these tools can be very useful for preventing threats, they also can be an incredible hindrance to any automated software. Any anti-virus program intrinsically views an application like Unify Desktop as a potential threat because of how frequently it communicates with other apps locally on the workstation as well as communicating out to your sales channels or our secure servers. Unify’s day-to-day behavior is therefore typically something that must be green-lit by the anti-virus software.
Below is an example of how to add Unify to an exception list in order to prevent any interruption of service. **NOTE** - Different Anti-Virus software may require more or less steps, and may require multiple changes to rule definitions in order to fully release the restraints on data transferred to and from Unify Desktop or the Unify Desktop Extension. As such, this is simply an example and your particular network may require similar but additional changes.
Example exception in AVG Free
We will look at how to add Unify Desktop and the Scheduler to the exception list of AVG to prevent it from automatically quarantining Unify when it tries to download orders for example.
If AVG or another Anti-Virus has already quarantined (or put the Unify app on it’s “block” list) you may have to first remove it from that list. In AVG this list of quarantined programs can be found here:
Once you have removed any Unify executable from your Quarantine or block list. We can add the exception to stop AVG from detecting Unify as a threat.
Under your Settings of AVG, under General Settings, scroll down and expand the Exceptions section. Click Browse to search for the Webgility folder containing the files that need to be whitelisted.
Upon clicking Browse, locate the Webgility Folder under your C:\ Drive and select the checkbox for the entire directory under "Webgility" like this:
Click OK, and you will see that the Webgility Folder has been entered in the list. Click Add and then OK to confirm the changes.
You have successfully added Unify Desktop and the Scheduler to AVG's exception list which should prevent any attempts to quarantine the app in the future. This should relieve any issues caused by your Anti-Virus software, but if issues persist, involve our support team by calling in at (877) 753-5373 ext. 3