# Instalation

# 1) Installing

<p class="callout info">These instructions apply for **installing OZOLS TMS on Windows computers!** To use OZOLS TMS on **Mackintosh** computers, please contact customer support at info@cloudex.lv</p>

1. [Download the OZOLS TMS installation click **here**](https://cloudex.app/app/ozols_client_setup.exe)
2. Open Downloads folder and Dbl-click on "ozols\_client\_setup.exe"
3. Follow the instructions
4. OZOLS TMS is ready to use

[Proceed with Logging in to OZOLS TMS fallowing instructions - click **here**.](https://ozols.lv/doc/books/coudex-tms-english/page/2-log-in)

<p class="callout info">[Unable to connect - **click here**](https://ozols.lv/doc/books/coudex-tms-english/page/7-unable-to-connect-to-ozols-tms)</p>

# 2) Log in

<p class="callout info">To log in to OZOLS TMS you need to enter in the registration window user data you received via e-mail</p>

1. User: OZOLS TMS username received via email
2. Password: OZOLS TMS password received via email
3. Server: online3.cloudex.lv
4. Database: OZOLSABC

[![login eng.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/login-eng.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/login-eng.png)

<p class="callout danger">[Unable to connect - click here](https://ozols.lv/doc/books/coudex-tms-english/page/7-unable-to-connect-to-ozols-tms)</p>

# 3) Changing of password and user information

<p class="callout info">When you start using OZOLS TMS, you receive a user password, which must be changed for security reasons. Follow these instructions to do it:</p>

##### To change your password:

1. In menu select Configuration
2. Change password
3. Enter requested information

[![change pasw Eng.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/change-pasw-eng.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/change-pasw-eng.png)

<p class="callout info">User data is important because it is included as your contact information in various documents generated by OZOLS TMS.</p>

##### To add or change your user data:

1. In <span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">menu s</span>elect Help(?)
2. Edit my user data
3. Add or change your user data
4. Save the changes

[![change user ifo Eng.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/change-user-ifo-eng.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/change-user-ifo-eng.png)

<p class="callout info">If you have questions regarding these instructions, please contact the OZOLS TMS Customer Support team: info@cloudex.lv or call +371-(283) 8 83 00</p>

# 4) Signature with stamp on orders and invoices

<p class="callout info">A scanned stamp with signature is most commonly used for Customer Orders, Transport Orders, Payment cancellation acts and Reconciliation acts</p>

1. Stamp and sign a white sheet of paper. The size of the signature must not exceed the bottom and top edges of the stamp. (see light blue field in sample image below).
2. Scan the sheet of paper as a JPG image and save it in your compute  
      
    [![image-1659084984578.png](https://ozols.lv/doc/uploads/images/gallery/2022-07/scaled-1680-/image-1659084984578.png)](https://ozols.lv/doc/uploads/images/gallery/2022-07/image-1659084984578.png)
3. Open the document in **Paint** (see image below ). **Resize** ① and make the image as vertically narrow as possible, including the signature and the stamp
4. Using the Resize and Skew function ②, resize the image vertically to **135 Pixels** ③ ④.
5. Save the created image to your computer in **PNG** format.

[![paint22 12022-01-07_13-01-38.png](https://ozols.lv/doc/uploads/images/gallery/2022-01/scaled-1680-/paint22-12022-01-07-13-01-38.png)](https://ozols.lv/doc/uploads/images/gallery/2022-01/paint22-12022-01-07-13-01-38.png)

<p class="callout success"><span style="color: #ff0000;">**Important!** </span> **Further steps have to be done in OZOLS TMS!**</p>

1. Open OZOLS TMS and select **Help**
2. **Edit my user data**
3. Click the button - **Scanned signature**  
      
    [![sign stump Eng 2.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/sign-stump-eng-2.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/sign-stump-eng-2.png)
4. Select Signature with stamp
5. Click the search button and add previously scanned and prepared image (vertical size 135px).
6. Save  
    [![sign stump Eng 3.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/sign-stump-eng-3.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/sign-stump-eng-3.png)



<p class="callout info">If you have questions regarding these instructions, please contact the OZOLS TMS Customer Support team: info@cloudex.lv or call +371 (283) 8 83 00</p>

# 5) E-mail settings

<p class="callout info">To send emails from OZOLS TMS, you need to enter your **e-mail address** and **e-mail password** in system.</p>

<p class="callout warning">If you enter the correct e-mail password but emails from OZOLS TMS are not sent, you need to configure your e-mail server. Find out who your email provider is. [Gmail and Microsoft email configuration for Ozols TMS](https://ozols.lv/doc/books/ozols-tms-english/page/8-e-mail-server-configuration-for-work-with-ozols-tms)</p>

1. Select in Menu **Help**
2. **Edit my user data**
3. If applicable, complete the user data. <span style="color: #ff0000;">**Make sure that the correct email address is provided!**</span>
4. Click **User Accounts**
5. Select **email SMTP**  
    [![image-1665063417019.png](https://ozols.lv/doc/uploads/images/gallery/2022-10/scaled-1680-/image-1665063417019.png)](https://ozols.lv/doc/uploads/images/gallery/2022-10/image-1665063417019.png)
6. Enter your <span style="color: #ff0000;">**business e-mail address**</span>
7. <span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Enter your <span style="color: #ff0000;">**business e-mail <span style="text-decoration: underline;">password</span>**</span></span>
8. <span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Save changes<span style="text-decoration: underline;">  
    </span></span></span>[![image-1665063798442.png](https://ozols.lv/doc/uploads/images/gallery/2022-10/scaled-1680-/image-1665063798442.png)](https://ozols.lv/doc/uploads/images/gallery/2022-10/image-1665063798442.png)

<p class="callout info">If you have questions regarding these instructions, please contact the OZOLS TMS Customer Support team: info@cloudex.lv</p>

# 6) Incorrect letters in your local language?

<p class="callout info">If your local language characters are not correctly displayed in the Ozols TMS, please do following steps in your computer:</p>

1. **In Windows “Start menu”** write "**Control**" or "**Panel**"
2. Choose **Control Panel** [![regional-1.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/regional-1.png)![](https://ozols.lv/doc/uploads/images/gallery/2022-09/image-1662623406880.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/regional-1.png)
3. Select **Clock, Language, and Region**
4. **Region** [![regional-2a.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/regional-2a.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/regional-2a.png)  
    [![regional-3a.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/regional-3a.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/regional-3a.png)
5. Open **Administrative**
6. **Change system locale...  
    [![regional-4a1a.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/regional-4a1a.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/regional-4a1a.png)**
7. <span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Select your preferred **language** </span>
8. **Save** changes  
    [![regional-5a.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/regional-5a.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/regional-5a.png)

<p class="callout info">If the above instructions have not solved the problem, please contact OZOLS TMS Customer Support at info@cloudex.lv or call +37 (283) 8 83 00</p>

# 7) Unable to connect to OZOLS TMS

#### If by connecting to OZOLS TMS you encounter the message:

[![wronf parameters.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/wronf-parameters.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/wronf-parameters.png)

##### 1. If the Notification waiting time is less than ~5 seconds:

Make sure you have entered the **User Name and Password correctly**.

##### 2. If waiting time for Notification is more than ~5 seconds:

1\. Press the "**Options &lt;&lt;**" button  
2\. Check if the **server name and database name** are entered correctly  
3\. Make sure the **internet connection** is working

[![login eng.png](https://ozols.lv/doc/uploads/images/gallery/2022-02/scaled-1680-/login-eng.png)](https://ozols.lv/doc/uploads/images/gallery/2022-02/login-eng.png)

<p class="callout info">If the above instructions have not solved the problem, please contact OZOLS TMS Customer Support at info@cloudex.lv or call +371 (283) 8 83 00</p>

# 8) E-mail server configuration for work with Ozols TMS

1. [Gmail settings](#bkmrk-1.-to-send-gmail-ema)
2. [Microsoft Settings](#bkmrk-microsoft-e-pastu-no)

##### <span class="">1. To send Gmail emails from within OZOLS TMS, follow these steps:</span>

1\) Open a Google account and authorize:

[https://myaccount.google.com/](https://translate.google.com/website?sl=lv&tl=en&hl=en-US&client=webapp&u=https://myaccount.google.com/)

2\) Opens the **Security section**

[![image-1654694742407.png](https://ozols.lv/doc/uploads/images/gallery/2022-06/scaled-1680-/image-1654694742407.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-06/image-1654694742407.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp)

3\) Activate **two-step** authentication (a confirmation code will be sent to the phone)

[![image-1654695554505.png](https://ozols.lv/doc/uploads/images/gallery/2022-06/scaled-1680-/image-1654695554505.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-06/image-1654695554505.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp)

  
4\) Select App passwords

[![image-1654695675663.png](https://ozols.lv/doc/uploads/images/gallery/2022-06/scaled-1680-/image-1654695675663.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-06/image-1654695675663.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp)

4\) Choose Other (Custom name)

[![image-1654695357907.png](https://ozols.lv/doc/uploads/images/gallery/2022-06/scaled-1680-/image-1654695357907.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-06/image-1654695357907.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp)

5\) Type "Ozols" in the window and press **GENERATE**

[![image-1654695857759.png](https://ozols.lv/doc/uploads/images/gallery/2022-06/scaled-1680-/image-1654695857759.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-06/image-1654695857759.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp)

5\) A gmail password for the OZOLS TMS system is created

[![image-1654696080380.png](https://ozols.lv/doc/uploads/images/gallery/2022-06/scaled-1680-/image-1654696080380.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-06/image-1654696080380.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp)

5\) This password must be entered in the user's email settings in OZOLS TMS by following the [instructions here.](https://ozols.lv/doc/books/ozols-tms-english/page/5-e-mail-settings)

##### 2. To send Microsoft e-mails from OZOLS TMS, you must perform the following steps:<svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg>

1. Open the following link and sign in to your Microsoft account:  
    [https://mysignins.microsoft.com/security-info](https://translate.google.com/website?sl=lv&tl=en&hl=en&client=webapp&u=https://mysignins.microsoft.com/security-info)  
    [![image-1663850468726.png](https://ozols.lv/doc/uploads/images/gallery/2022-09/scaled-1680-/image-1663850468726.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-09/image-1663850468726.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp)
2. [![image-1747052238150.png](https://ozols.lv/doc/uploads/images/gallery/2025-05/scaled-1680-/image-1747052238150.png)](https://ozols.lv/doc/uploads/images/gallery/2025-05/image-1747052238150.png)
3. Select &gt; Add method &gt; App password  
    [![image-1663850528591.png](https://ozols.lv/doc/uploads/images/gallery/2022-09/scaled-1680-/image-1663850528591.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-09/image-1663850528591.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp)
4. Copy the password created by Microsoft
    
    [![image-1663850674227.png](https://ozols.lv/doc/uploads/images/gallery/2022-09/scaled-1680-/image-1663850674227.png)](https://doc-ozols-lv.translate.goog/uploads/images/gallery/2022-09/image-1663850674227.png?_x_tr_sl=lv&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp)
5. This password must be entered in the user's email settings in OZOLS TMS by following the [instructions here.](https://ozols.lv/doc/books/ozols-tms-english/page/5-e-mail-settings)

# If Windows Smart App Control blocking your app

## ✅ What you can do

---

### Option 1 — Unblock manually (safer approach)

Try this first:

1. Go to C:\\Program Files (x86)\\Ozols\\ folder
2. Right-click `OZOLS.EXE`
3. Click **Properties**
4. At bottom → check **“Unblock”**
5. Click **Apply → OK**
6. Run again

### Option 2 — If you TRUST the app 

If this is your own or known software:

1. Click **“Ok”**
2. Go to: 
    - **Windows Security**
    - → *App &amp; browser control*
    - → *Smart App Control settings*
3. Turn **Smart App Control → Off**

⚠️ Important:  
Once turned off, you **cannot turn it back on without reinstalling Windows** (this is how Microsoft designed it).