Install QQube 6.x Multi-User on Remote Desktop | CLEARIFY

Remote Desktop Services (Formerly Terminal Services)

Create dedicated server user Under dedicated server user: Temporarily give admin rights Install client version of QB Install QQube multi-user server Configuration Tool options: add/remove QB files setup synch process Dedicated server user never logs off

No separate installation necessary Links to Configuration Tool, Add-In Configuration Tool options: viewing of synch logs synch remotely on demand Excel Add-In to create or get started Over 250 Report Examples

This How-To Guide is for QQube Versions 6.x

Instructions for QQube Version 5.x are found here.

PRE-INSTALL REQUIREMENTS

• Check the latest requirements for .NET Framework, QB versions, space, and report writing tools that connect to QQube
• Download the latest version of QQube:  https://clearify.com/downloads/qqubeinstall.exe
• Pre-Install Server Configuration Requirements:
  • Dedicated server user called "QQubeSynch", with regular rights, and the time out property set to "never".  This is where the multi-user server portion is installed, and where the synch takes place.  Instructions for setting the time out property to "never" is found here:  2008R2, 2012, 2016.
  • Client version of QuickBooks must be installed and registered under the dedicated server user.
  • Dedicated server user cannot be logged out of.
  • Create a script to automatically login the dedicated server user, upon a server reboot.

The dedicated server user is used for synching only.  Nobody should log into that session to run reports; only check on issues that involve direct communication with QuickBooks and QQube.

INSTALLATION STEPS OVERVIEW (See Actual Details Below)

Login to the dedicated server user created above. IMPORTANT:  You must login with administrative rights temporarily (Do NOT right click and "Run as Administrator"). 

1. Use the qqubeinstall.exe to Install the QQube Multi-User Server option (Do NOT use the Change user /install method).
2. Create shortcuts for the QQube Configuration Tool and Excel.VSTO on the desktops of the users you wish to have access to QQube.
3. Enable proper startup parameters in cases of server reboots, or session shutdown

INSTALLATION DETAIL STEPS

***Multi-User SERVER Install***

Login to the dedicated server user you created above to install the Multi-User server portion. Do not install the multi-user server portion at the administrative console or invoke the "change user /Install".

You MUST be logged in with administrative rights.  Do NOT use the "Run as Administrator" option.

The Multi-User server portion installs three major components

1. QQube Database
2. QQube Synchronizer
3. QQube Configuration Tool

***Multi-User CLIENT Install***

This has changed significantly from earlier versions of QQube, and is available in QQube 6.x 

Login to the administrative console

STEP 1. PLACE SHORTCUTS ON THE CLIENT'S DESKTOP

• Create shortcuts for the QQube Configuration Tool and Excel.VSTO on the desktops of the users you wish to have access to QQube.
  
  • C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Configuration Tool.exe
  • C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Add-In For Excel\QQube Add-In For Excel.vsto

The QQube Configuration Tool Shortcut Properties (Details Tab) should show that the folder path is for the specific user:

The QQube Configuration Tool for the client will allow the user access to the following:

1. Add/Remove available analytics
2. Remotely command the QQube server synchronizer to run
3. View synch logs
4. Clear QQube data and reload
5. Use the built-in examples

The client will NOT be able to:

1. Install or upgrade
2. Activate renewal subscriptions
3. Add/Remove Companies
4. Manage the database engine or location
5. Troubleshoot synch issues such as modal windows, QB updates, etc. 

The .VSTO will install the Excel Add-In.  They need to have Excel closed when performing this process, and Group Policies need to allow Excel COM Add-Ins.

When you login as one of the checked QQube users you should note that the QQube Configuration Tool has UNchecked both the Synchronizer and Database Manager

Clients having synchronizer / database manger checked is the number one cause of synch errors in this environment

STEP 2. SHORTCUTS FOR SERVER REBOOTS 

There will be times that the server will reboot for scheduled - or unscheduled - reasons.

• Create a script to ensure that the QQubeSynch User re-logins automatically. (Without the session logged in, QuickBooks client can't run - and QQube can't talk to QuickBooks)
• Create a shortcut for the Synchronizer from C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Synchronizer.exe to C:\Users\[name of server synch user]\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup
• Create a shortcut for QuickBooks (QBW32.EXE) in the same startup folder. (You always want QB open to NO company file in this environment)

Check other users to make sure that the Synchronizer shortcut does NOT exist anywhere else.

NEXT STEPS FIRST TIME SETUP

While logged into the:dedicated server user created above  

1. Create the QuickBooks Connection users
2. Prepare your QuickBooks File 
3. Run the QQube Configuration Tool Wizard
4. (Optional) Add multiple QuickBooks companies

NEXT STEPS INITIAL DATA SYNCHRONIZATION

1. Understand how the synch process works - and what to expect
2. Do a manual refresh of the the "QuickBooks Company Setup" analytic ONLY to test the synch, and ensure that no modal windows appear or other synch issues occur.
3. Check the synch logs for errors or success