7.x Remote Desktop Install | CLEARIFY

Remote Desktop Services (Formerly Terminal Services)

Create dedicated server user Under dedicated server user: Temporarily give admin rights Install QuickBooks client Install QQube multi-user server Configuration Tool options: Add/remove QuickBooks 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 7.x

Instructions for QQube Version 6.x remote desktop install

Instructions for QQube Version 5.x remote desktop install

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: 
• Pre-Install Server Configuration Requirements:
  • Dedicated server user called "QQubeSynch", - initially with administrative rights for installation - with regular rights thereafter, and the time out property set to "never".  This is where the multi-user server portion is installed, and where the synch takes place.  Microsoft Instructions for setting the time out property to "never".
  • 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 CHOICES

***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

It will always default to - and install - the multi-user Server option.  A single-user is not allowed to be installed on a server, as a dedicated user exists to synch (auto or manual) without interrupting QuickBooks users.

***Multi-User CLIENT Install***

This has changed significantly from QQube versions 5.x and earlier

Login to the administrative console

STEP 1. PLACE SHORTCUTS ON THE CLIENT'S DESKTOP

• Create shortcuts on the desktops of the users for which you wish to have QQube access for the QQube Configuration Tool and Excel.VSTO 
  
  • 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 does not have Synchronizer and Database Manager options.

Clients having synchronizer / database manger checked is the number one cause of synch errors in this environment. QQube Version 7.x eliminates this possibility.

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 logs in automatically after a reboot. Remember that without the session being 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. Remember that you always want QB open to NO company file in this environment.

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 that other synch issues occur.
3. Check the synch logs for errors or success