MoneyWorks Datacentre. Administrators' Guide

Transcription

1 MoneyWorks Datacentre Administrators' Guide

2 Executive summary Installation...3 Mac OS X...3 Windows 2000/XP...3 Installing Client Software Starting the Datacentre...6 Mac OS X...6 Windows 2000/XP...7 Table of Contents Updating the Datacentre software Configuring the Datacentre Connecting to the Admin Web server Initial Configuration Main menu options Configuration Options Partitioning Users Using MoneyWorks Datacentre Saving and Rollback Backups and Archives Document Maintenance Uninstalling MoneyWorks Datacentre Administrators' Guide 1

3 Executive summary There are 3 steps to getting going with MoneyWorks Datacentre server: 1. Install the Datacentre server software Mac OS X: Double-click Datacentre.pkg on the Datacentre install CD or disk image Windows: Insert the auto-start Datacentre install CD on Windows, or double-click DatacentreSetup.exe Also install client software from the MoneyWorks Gold CD (or download) on your client workstations. 2. Start the server Actually, the installer does this for you. 3. Configure the server Upgrading a v4 Datacentre Follow all the steps as for installing. You will not need to enter a new registration number or change any configuration options unless you have more than one user key in which case we will have given you a new one to enter. v5 only serves v5 files. It does not automatically convert v4 documents to v5. To do this, open each v4 file in MoneyWorks Gold 5. You will need to supply the master admin password to convert each document if it is password protected. You will also need to recreate users and privileges after conversion (v5 has an expanded set of user privileges). Only the master admin user is retained by the conversion process. Open the MoneyWorks Datacentre Remote admin web page using a web browser and enter your registration number(s). Then click Save Changes, then click Restart Server Now. The Windows installer will open the admin page for you; on Mac/Safari, look in Bonjour under bookmarks). To manually connect, use: Place your documents in the Datacentre's data folder and you are set. MoneyWorks Datacentre Administrators' Guide 2

4 1. Installation Mac OS X Graphical Installation If your server has a monitor, keyboard and mouse (or remote desktop access), you can use the graphical installer. 1. Either insert the MoneyWorks Datacentre CD into the server's CD drive, or locate the Datacentre.pkg installer package. 2. Double-click the Datacentre.pkg icon. 3. Follow the on-screen instructions to complete the installation (you will need to be logged in as a user with Administrator privileges, and you will be asked to provide your password). Command Line Installation If your server is "headless" (has no monitor), you can install via SSH. 1. Copy the Datacentre.pkg to the server (either to your home directory on the server, or to / on the server). 2. Type the following (assuming Datacentre.pkg is in your home directory if it is at root, omit the ~): cd / sudo installer -pkg ~/Datacentre.pkg -target / You will need to type your password to authenticate the sudo command. Note that the "cd /" is only required for Mac OS X 10.3, due to a bug in Apple's installer on that system. The Mac OS X installation process installs the following: Startup scripts into: /Library/StartupItems/MoneyWorks Datacentre/ Datacentre support files into: /Library/Application Support/Cognito/MoneyWorks Datacentre/ Graphical console tool at: /Applications/MoneyWorks Datacentre Console.app A directory for your data and backups here: /MoneyWorks Documents/ This last one is the default data directory for the server. It is where you should put the documents that you want to share. It contains 2 subfolders called Backups and Archives. The Datacentre will automatically place backups and archives of your data in these. See the section Backups and Archives. If you want to place your data files elsewhere, you can configure a different server data directory later on. If you want to secure the files that you put in here, then you should adjust the permissions for this directory as appropriate (The Datacentre runs as root, so it will be able to read and write the directory no matter what). Windows 2000/XP 1. Insert the CD into the server's CD drive or locate the downloaded setup program (DatacentreSetup.exe) 2. Open DatacentreSetup.exe and follow the onscreen MoneyWorks Datacentre Administrators' Guide 3

5 instructions. The Windows installation process installs the following: Datacentre support files into: C:\Program Files\MoneyWorks Datacentre\ A directory for your data and backups here: C:\MoneyWorks Documents\ This is the default data directory for the server. It is where you should put the documents that you want to share. It contains two subfolders called Backups and Archives. The Datacentre will automatically place backups and archives of your data in these. See the section Backups and Archives. If you want to place your data files elsewhere, you can configure a different server data directory later on. If you want to secure the files that you put in here, then you should adjust the permissions for this directory as appropriate (The Datacentre runs using the System Account, so you do need to ensure that the System Account has read and write privileges for this directory). Installing Client Software The MoneyWorks Datacentre client software is MoneyWorks Gold v4.1 or later. You can install this from the MoneyWorks Gold CD that comes with MoneyWorks Datacentre. The first time MoneyWorks Gold is opened on a particular computer (actually for a user account on the computer), it will ask for registration information. One full MoneyWorks Gold installation MoneyWorks Datacentre comes with one MoneyWorks Gold registration number to enable full standalone functionality (in particular for creating new accounts documents). You can enter this registration number on one computer (it will be in the form xxg-nnnnn-nnnnn). You can use that computer for creating new MoneyWorks accounts documents and setting them up before sharing them with other users by placing them in the Datacentre documents folder on the server. On this computer, choose Standalone or Server from the Install As popup menu and type your company name and the MoneyWorks Gold registration number. All other client installations For all other computers that you install the client software on for use only with the Datacentre server no registration information is required: Simply choose Datacentre Client from the Install As popup menu and click OK. Updating client software MoneyWorks Datacentre Administrators' Guide 4

6 You only ever need to install the client software on a particular workstation once. Whenever the Datacentre software is updated on the server, software updates are delivered to clients automatically when they log in. Additional full MoneyWorks Gold Installations If you have additional MoneyWorks Gold serial numbers, you can enable full standalone functionality on as many computers/user accounts as you have serial numbers. Every installation that has a full MoneyWorks Gold serial number will have the ability to create new MoneyWorks documents or even act as a server in its own right independently of the Datacentre server. MoneyWorks Datacentre Administrators' Guide 5

7 2. Starting the Datacentre The v5 Datacentre installer will start the server for you. On Windows it will also (attempt to) open the configuration page in your web browser. But first... Place your documents MoneyWorks Datacentre will serve any MoneyWorks Gold documents that it finds in its Document Root directory. By default, this directory will be /MoneyWorks Documents/ (on Mac OS X), or C:\MoneyWorks Documents\ (on Windows 2000/XP). You should move your MoneyWorks documents to this directory, along with your MoneyWorks Custom Plug-Ins folder if you have custom reports and forms. If you have several documents that use different custom forms and reports, you can create subdirectories in the document root directory and place a MoneyWorks document together with its particular MoneyWorks Custom Plug-Ins folder into each one. When clients log in to a document for the first time, the corresponding MoneyWorks Custom-Plug-Ins folder will automatically download to their workstation. See Wither Plugins for more information. Password Protection The documents do not have to have the "Share on The Network" option turned on. Datacentre will share them anyway. You should, however, enable password protection before placing a document for sharing by the Datacentre. If you don't do this, users will be logged in anonymously and you will not be able to see who is logged in. Also, per-user settings will not be stored if users are not set up. Start on reboot There is no need to reboot the server after installation. The MoneyWorks Datacentre is configured by default to start itself if the machine is rebooted. The installer will start the server for you. If you need to manually start the server, here is how: Mac OS X Graphical Start 1. On the server, double-click the MoneyWorks Datacentre Console icon in Applications. Don't file-share Ideally, the document root directory should not be available to normal users via file sharing. This might tempt them to try to bypass the Datacentre server and open the files directly (Clientonly installations won't allow direct opening of documents, but a user with a full Gold installation could do this). MoneyWorks Datacentre Administrators' Guide 6

8 You can stop the Datacentre using: sudo SystemStarter stop "MoneyWorks Datacentre" Note that stopping the Datacentre does not stop any running document servers these only stop after the last user logs out of them. Windows 2000/XP 2. If you want to share documents from a directory other than the default one, type the path of the directory you want into the Document Root field. Or you can click Browse to select a directory. 3. Click Start to start the Datacentre. You will be asked for your administrator password (this is your Mac OS X account password nothing to do with MoneyWorks). If you are on Windows XP Service Pack 2 or later, you will need to add MoneyWorks Datacentre to the Firewall exceptions list. Windows XP SP2 Firewall Exceptions 1. Select Windows Firewall from Start -> Control Panels 2. Click the Exceptions tab Note: The MoneyWorks Datacentre Console is a program that starts or stops MoneyWorks Datacentre it is not MoneyWorks Datacentre. Shutting the Console application down will have no effect on Datacentre. Command Line Start To start the Datacentre and use the default sharing directory at /MoneyWorks Documents/, type the following (on one line): sudo /usr/libexec/startupitemcontext /sbin/systemstarter start "MoneyWorks Datacentre" MoneyWorks Datacentre Administrators' Guide 7

9 3. Click Add Program Click Browse Select the file C:\Program Files\MoneyWorks Datacentre\moneyworks_datacentre.exe and click Open 6. Click Browse... again 7. Select the file C:\Program Files\MoneyWorks Datacentre\moneyworks_daemon.exe and click Open 8. Click OK 9. Click OK Starting 1. Open Start->Settings->Control Panel. Double-click Administrative Tools, and then double-click Services. 2. Find the MoneyWorks Datacentre service in the Services list. 3. Right click on the MoneyWorks Datacentre service and select Start from the contextual menu. Command Line Start To start the Datacentre from the command line: net start "MoneyWorks Datacentre" You can stop the Datacentre using: net stop "MoneyWorks Datacentre" MoneyWorks Datacentre Administrators' Guide 8

10 Updating the Datacentre software your machine (such as ones that have local files open), otherwise the client update can not proceed. Mac OS X Updating the Datacentre is exactly as for the initial installation. The v5 installer will stop the server and attempt to close any documents that are currently open. If users are logged in to them they will be asked to log out (in which case you will need to wait 2 minutes after they have all logged out before attempting a new connection). Run the installer. The installer will restart the service. Windows 2000/XP Installing an update is as for a new install. The installer will attempt to stop the service before proceeding with the upgrade install, however if anyone is logged in, all users must log out first and you must wait 2 minutes for all data servers to shut down before you attempt to install an update. If you don't do this, you will simply get errors from the installer when it cannot overwrite the program files. In this case, make sure everything is shut down and try again. Client updating Gotcha (Windows) On Windows, it is easy to run multiple instances of an application (a new one will start every time you choose the program from the Start menu). If you are running more than one instance of MoneyWorks Gold on a client, and you connect to the Datacentre and it wants to update your client software, you must quit from any other instances of MoneyWorks Gold running on MoneyWorks Datacentre Administrators' Guide 9

11 3. Configuring the Datacentre You can configure the Datacentre when it is running by using its web interface. Important: Initial Configuration: You must at least enter your MoneyWorks Datacentre registration number and you should set a Web Admin password. Connecting to the Admin Web server Mac OS X 1. In Safari, click the bookmarks icon, then click on Bonjour. Windows The installer should open the configuration page at the end of the installation process after it starts the service for you. If you need to open the page manually, here's how: 1. Open up your web browser and type into the address bar, where "server" is the IP address of your server. Note: Port 6700 is the default port on which MoneyWorks Datacentre runs its Web Admin service. If that port is already in use when MoneyWorks Datacentre starts, it will try port 6701 or If they are also in use, the Web Admin Service won't start. In this case you will need to manually edit the configuration file to specify a different port on which to run the Web Admin service. 2. Double-click on the line that says Datacentre Web Admin on <Server> If the server does not reside on the same subnet as your workstation, Bonjour will not see it. In that case, type into the address bar, where "server" is the DNS name or IP address of your server. The Datacentre Remote Admin main menu page Initial Configuration MoneyWorks Datacentre Administrators' Guide 10

12 Now that you are connected to the Web Admin server, you can configure the Datacentre: 1. Click Configuration 3. Enter your Datacentre Serial number in the Datacentre Serial No. field. Your Datacentre serial number looks like: CXD-NNNNN-NNNNN (C represents your country code, and the N's are digits. The third letter will be a 'D') 4. If you have a user key to extend the number of concurrent users, type it into the Datacentre User Keys field. User Keys look like: CXU-NNNnn-NNNNN The nn part specifies the number of additional concurrent users. 2. Type a name for your Datacentre server in the Datacentre name field. By default, the Datacentre name is Datacentre. This is the name advertised on Bonjour, and will also be used for the name of the folder into which custom plugins folders are downloaded to clients. You should give your Datacentre server a unique name. (e.g. XYZ Corp Datacentre). If you are a MoneyWorks consultant/support provider we strongly advise that you give each Datacentre you install a unique name. This will have the effect of keeping custom plugins downloaded from each site separate on your client computer. Note: In v4 you could specify multiple user keys whose number of users would be added together. In v5, only one key is used to specify the total number of additional users. If you previously had multiple user keys, you will have received a new user key from Cognito with your upgrade. 5. If you want to use a directory other than the default MoneyWorks Documents directory to store MoneyWorks documents to be served by the Datacentre, type the path to the desired directory into the Document Root field. 6. Click the Save Changes button 7. Click Restart Server Now for the changes to take effect. Main menu options Server status To see what documents are open, click Server Status MoneyWorks Datacentre Administrators' Guide 11

13 Configuration To change settings such as document root directory, TCP ports, timeouts, etc, click Configuration. See Configuration Options for details. Setting a Password To change the password for accessing this web admin page, click Web Admin Password; type the password and click Set Password. If a password has already been set on the web admin server, you will need to supply the password the first time you click on one of the links on the front page. Your web browser will ask for both a user name and a password. Leave the user name blank. Important: The password is stored in clear text in the Datacentre config file. Remote users should not have access to the Datacentre config files. Shutting down the server You can stop the Datacentre server by clicking Shut Down Server. Note that this will stop the Datacentre process only, preventing any new logins. If anyone is already logged in to any accounts documents, the database server processes serving them will not shut down as long as users are still logged into them. Configuration Options Datacentre Serial No. Before anyone can log in to the Datacentre, you must enter the Datacentre serial number in here. See Initial Configuration. Document Root Document Root is the directory in which MoneyWorks Gold data files are placed. The Datacentre will share any MoneyWorks Gold document in this directory or in nested subdirectories up to two levels deep. If the Datacentre is running on Mac OS X, you specify this as a POSIX path to the directory (e.g. /Users/admin/MoneyWorks files/ or /Moneyworks Documents/). If the Datacentre is running on Windows, you specify this as a Windows path (e.g. C:\MoneyWorks Documents. If the Datacentre is running on Mac OS X, you can specify this parameter using the GUI Datacentre Console also. Important Note: The pathname is case-sensitive. Service Port This is the TCP/IP port to run the Datacentre service on. Default is HTTP Port This is the TCP/IP port to run the Datacentre Remote Web Admin service on. Default is Verbose Logging Logging Verbosity. Default is 0 Moneyworks Datacentre writes diagnostics to it's own log file (/var/log/moneyworks_datacentre.log on Mac OS X; C:\Documents and Settings\All Users\Application Data\Cognito\ MoneyWorks Datacentre\moneyworks_datacentre.log on Windows). On Mac OS X, diagnostics are also written to the system log. Further diagnostics may also be written to log files named after MoneyWorks documents that you open (in /var/log/moneyworks/ on Mac OS X and C:\Documents and Settings\All Users\Application Data\Cognito\MoneyWorks MoneyWorks Datacentre Administrators' Guide 12

14 Datacentre\Logs\ on Windows) possible values: 0 Terse logging (serious errors and failures only) 1 Verbose logging to log file 2 Verbose logging to system log/console (Mac) 3 Verbose logging to system log/console (Mac) and log file Server startup timeout seconds Don't change this except under the direction of technical support. Default is 30. Shutdown idle servers after: seconds This is the time to wait after the last client logs out of a document before the document should be closed (and possibly backed-up). Default is 60 seconds. If all clients log out, and then somebody logs in again within this time, then the document will not need to be reopened, and rollback will still be possible. Login grace time: seconds Don't change this except under the direction of technical support. Default is 30. Disconnect idle clients after: minutes Defines how long the DC should let a client remain idle before forcibly disconnecting them. A client is considered to be idle if the network connection is good but they make no requests of the database (Note that on Windows, just causing windows to refresh generates database requests). Default is 120 minutes. Warning: It is strongly recommended that you not set this value too high. For automatic saving to happen at least once a day, it is best for clients to be logged out overnight. If you change this setting to more than 8 hours, idle clients may never be logged out and you may never get automatic saves or backups. Disconnect stale clients after: minutes Defines how long we should let a stale client stay connected before forcibly disconnecting them. A client can be stale if either they crash (in which case we want a short threshold) or if they go to sleep (in which case we might want to be lenient, because they may have just gone to lunch). Default is 5 minutes. If your clients are going to sleep and getting chucked off the server, make this number bigger. Require Login Don't turn this on unless you plan to partition users (see Partitioning Users). Auto Backup If unchecked, no backups are made automatically. If checked, documents will get automatically backed up on any day that they are used (on first save or when they close*). If a new period has been opened, then the backup goes into the Archives folder and is dated so that it will not get overwritten. Otherwise backups go into the backups folder and are stamped with the day of week (1-7). Week-old backups will therefore get overwritten. *If you have changed the Disconnect idle clients after setting, or manage some other way to prevent clients being biffed off overnight, then documents may never close, in which case you will not get backups unless clients manually invoke Save (Note it MoneyWorks Datacentre Administrators' Guide 13

15 is important that you do use the Save command periodically if clients are never logging out). If you open several periods in advance, you won't get archives for those periods. Don't open periods in advance. Backup Path Path to the directory where backups will be written. By default this is the Backups folder inside the MoneyWorks Documents folder. Archive Path Path to the directory where archives will be written. By default this is the Archives folder inside the MoneyWorks Documents folder. Network Backup paths on Windows Windows Services (such as MoneyWorks Datacentre) do not, by default, have access to network shares. Therefore if you want backups and archives to be written to a volume that is not locally attached to the server that Datacentre is running on, you will need to set MoneyWorks Datacentre to run as a user who has privileges to access the network volume to which you wish backups to be written. In Services, right-click on the MoneyWorks Datacentre service, and click the Log On tab. Here you can specify a user name and password of a user that the service will run as. Note that this user must also have read/write access to the files that the Datacentre will be serving, otherwise it will of course not be able to access them. In addition, any network paths should be specified in UNC format (\\server\share\directory), not with a drive letter (actually drive letters set up for the user may work). Note that there is no trailing \ on the end of the path to the folder. Important Please ensure that the Backup and Archive paths are valid and are writable by the service (see previous section). Verifying this is especially important if you have chosen to write backups to a remote file server volume. You will not get any notification of failure to write backups other than a log entry. The Save a Backup As command will fail on clients if the Backup directory is not valid or writable. Configuration Files If need be, you can manually edit configuration files. Datacentre uses two configuration files: moneyworks_datacentre.conf and moneyworks_datacentre.conf2. The former contains the path to the data folder, and the latter contains all other settings from the configuration page. In the event that you can't get the server to start due to a port conflict, it may be necessary to set the port manually in the conf2 file. On a Mac server, the configuration files are here: /Library/Application Support/Cognito/MoneyWorks Datacentre/ On Windows, they are here: C:\Documents and Settings\All Users\Application Data\Cognito\MoneyWorks Datacentre\ The files are plain text and are in the form: property-name colon space value newline. The first line is a comment. There are two blank lines at the end of the file. Don't remove them. MoneyWorks Datacentre Administrators' Guide 14

16 Lost Web Admin Password If you lose your web admin password, it is stored in plaintext in the conf2 configuration file. You can either delete the configuration file (while the server is not running), or manually edit it to change the password. Troubleshooting MoneyWorks Datacentre write diagnostic logs that may aid in tracking down problems. The locations are: Mac: /var/log/moneyworks_datacentre.log /var/log/moneyworks/document.log Windows: C:\Documents and Settings\All Users\Application Data\Cognito\MoneyWorks Datacentre\moneyworks_datacentre.log C:\Documents and Settings\All Users\Application Data\Cognito\MoneyWorks Datacentre\Logs\document.log Partitioning Users When using MoneyWorks Datacentre as an ASP solution, you can partition users so that they only see one subfolder of the Datacentre documents folder. The name of the subfolder will be the username into which the user will initially log in to the Datacentre. To set this up: 1. Set the Require Login checkbox in the Datacentre web admin (and restart DC) 2. Organise the documents in your DC root folder into subfolders. 3. Add a file folder.conf to each of your subfolders of the MoneyWorks Documents folder The folder.conf file is a plain text file in the form: # This is a comment in my folder.conf file max_connections: 3 password: sprongle It may have Mac, Unix or DOS line endings; Each setting is on a line by itself with the setting name, a colon, one space, the setting value and a newline. You may specify either or both of max_connections and password. Max_connections limits the number of concurrent connections from different clients that may be made to the documents in the folder. E.g. you might have a 20-user DC, with 5 subfolders, each one limited to 4 connections. Password is the plain text password that is required to access the folder when initially logging in to the Datacentre. The name of the subfolder is the user name that must initially be supplied (along with the password, if any) when logging in to the Datacentre. If Require Login is set and you wish to be able to log in to the document root folder (and see all subfolders), you will need to MoneyWorks Datacentre Administrators' Guide 15

17 put a folder.conf in the document root folder as well. This will allow logging in with a blank username. moneyworks://usera:usera_pass@server:6699?doc=doc1user:d oc1pass@usera/some%20document.mwd5 In this setup, the initial login to the DC must supply "UserA", "UserB", or "UserC" for the username. Logging in as UserA will display only the files in the UserA folder. UserA's password is specified in the folder.conf file in the UserA folder. Since there is no folder.conf at the root level, no root login (blank username) is allowed. URLs When MoneyWorks Datacentre is set up to require login itself, you will need to pass the document username and password as part of the?doc= part of the URL. e.g.: MoneyWorks Datacentre Administrators' Guide 16

18 4. Using MoneyWorks Datacentre To connect to documents on MoneyWorks Datacentre, you must have MoneyWorks Gold v4.1 or later installed on your workstation. 1. Start up MoneyWorks and click Connect on the navigator welcome page. 2. If the Datacentre server is on the same subnet as you, it will appear in the Bonjour servers list (along with any MoneyWorks Gold servers on your local subnet): Select the Datacentre you want to connect to and click Log In. If the Datacentre server is on a different subnet, you will need to connect manually. Select Manual Using IP Address from the Connect Using popup menu, and type in the server's DNS name or IP address. Then click Log In. A list of documents available on the server will be displayed. From this point the login process is the same as for connecting to an ordinary MoneyWorks Gold server (see the section Connecting to a shared document in the MoneyWorks Gold Advanced Features Guide). 3. Select the document you wish to connect to 4. Type your user name and password for that document If the document is not password protected you can leave these fields blank. They will be ignored. 5. Click Log In If you are the first user to connect to the document, the server will need to open it first, in which case there will be a slight delay while this happens. Saving and Rollback With MoneyWorks Datacentre it is (usually) no longer necessary to manually invoke the Save command to permanently update the database. This is because the Datacentre will normally close any open documents once everyone has logged off (and, by default, will forcibly log them off once they have been idle for 2 hours). With Datacentre, sufficiently privileged remote clients can manually invoke the Save and Rollback commands (must be the only one logged in to use Rollback). With Moneyworks Gold, only the server operator can do these. Backups and Archives If the auto backup option is on, and there are folders in the document root folder called Backups and Archives, documents will get automatically backed up on any day that they are used. The backup is made the first time someone Saves or when the document is closed if no-one ever Saves. If a new period has been opened, the automatic backup goes into the Archives folder and is dated so that it will not get overwritten. Otherwise backups go into the Backups folder and are stamped with the day of week (1-7). Week-old backups will therefore get overwritten. As of v4.1.7, clients can download a backup to their workstation using the Save a Backup command (provided that they have the Backup and Remote Save privileges). This means that they can also use the Accountants Export command to "export" in MoneyWorks Datacentre Administrators' Guide 17

19 MoneyWorks format. A side effect of using either of these at a client is that a daily backup is forced on the server at that time. This backup will include/exclude custom plugins for that document as requested by the client. Off-site backups The automatic backups and archives made by the DC should be further backed-up to external removable media. At the very least, back up to a different device to protect against failure of the main storage device (hard disk). Back up to removable media and remove the media to an offsite location to protect against fire/theft. Rotate the removable media one backup copy is not enough. All your backups should not be on-site at the same time. Your general server backup system should back up the Backups folder and Archives folder. The.mwgz backup files created by MoneyWorks are generally 20-25% the size of the original documents, thus saving space on the removable backup media, plus the DC will only have the backup files open for writing when it is actually creating them. If you want to, you can manually delete elderly items in the Archives folder if/when you feel you no longer need them and you need the disk space. Backing up to network volumes on Windows Windows Services (such as MoneyWorks Datacentre) do not, by default, have access to network shares. Therefore if you want backups and archives to be written to a volume that is not locally attached to the server that Datacentre is running on, you will need to set MoneyWorks Datacentre to run as a user who has privileges to access the network volume to which you wish backups to be written. In Services, right-click on the MoneyWorks Datacentre service, and click the Log On tab. Here you can specify a user name and password of a user that the service will run as. Note that this user must also have read/write access to the files that the Datacentre will be serving, otherwise it will of course not be able to access them. In addition, any network paths should be specified in UNC format (\\server\share\directory), not with a drive letter (actually drive letters set up for the user may work). Note that there is no trailing \ on the end of the path to the folder. Warning: DO NOT keep the live data files on a remote network volume. You will suffer. Document Maintenance MoneyWorks Datacentre allows you to perform all day-to-day activities with your accounts data by logging in as a client, however there will be some activities that require direct singleuser access using a full-license copy of MoneyWorks Gold. Creating a new file MoneyWorks Datacentre does not have a facility for creating new documents. To create a new file, use the New command in MoneyWorks Gold. We recommend that you do the bulk of the setup of a new file in single user mode. When your new set of accounts is ready for prime-time, place it on the Datacentre documents folder so that everyone can get at it. To copy the file, you will need file-share access to the Datacentre documents folder. Customising Forms and Reports You can develop and test new forms and reports while logged in MoneyWorks Datacentre Administrators' Guide 18

20 to the Datacentre as a client. If there is no MoneyWorks Custom Plug-Ins folder on the server, you can make a local MoneyWorks Custom Plug-Ins folder on the client using the button in Index to Reports. A folder made this way cannot be uploaded to the server. To enable uploading of plugins, there must be a MoneyWorks Custom Plug-Ins folder on the server to start with. When you have completed the changes you wish to make to your forms and reports, you can upload the entire changed MoneyWorks Custom Plug-Ins folder to the server using the Upload All button in the Signing window (in Sharing and Users). Obviously, you require the Signing privilege to get to that command in the first place. The changes will be seen by other users next time they log in. You can also select a single file and click Upload One. Note: If you manually change files in the Plugins folder on the server, these changes will not be seen by clients until the server closes down and starts up again (2 minutes after the last client logs out). Whither Plugins When you open a local document in MoneyWorks, Custom Plugins are normally loaded from a MoneyWorks Custom Plug-Ins folder located in the same folder as the document you open. This allows different sets of Custom Plug-Ins (reports, forms etc) to be used with different documents by putting the documents and their attendant plugins folders into different folders. automatically downloaded to the client workstation at login time. Note that the folder is not downloaded every time you log in just the first time and any time thereafter if the contents of the folder on the server are changed. Where does the downloaded Plug-Ins folder go? The MoneyWorks Gold client will create a folder with the same name as the Datacentre (by default this is "Datacentre") in the user's Application Support folder (Application Data on Windows). Inside this folder it will place any downloaded Custom Plug-Ins folder(s). If the document that you log in to on the server resides in a subfolder of the MoneyWorks Documents folder on the server, and has a Custom Plug-Ins folder in that subfolder, then the client will create a subfolder of the same name within it's own Datacentre folder and put the Custom Plug-Ins folder there. Thus you can maintain separate Custom Plug-Ins folders for every document if you wish. Also, portable clients who might log in to more than one Datacentre server will be able to keep the plugins for different Datacentres separate, provided the Datacentres have unique server names. In the diagram below, you can see how the Custom Plug-Ins folders are replicated from the server to the client. When a client is using Document One or Document Two, plugins folder A will be used. When using Other Document, plugins folder B will be used. With MoneyWorks Datacentre, clients do not have direct access to the folder on the server from which documents are being served. Therefore when you log in to a document on Datacentre that has a Custom Plug-Ins folder residing in the same folder (on the server), then that Custom Plug-Ins folder will be MoneyWorks Datacentre Administrators' Guide 19

21 Non-MoneyWorks Gold files MoneyWorks Datacentre will only share MoneyWorks Gold 5 documents. If you want to share MoneyWorks Express or MoneyWorks Cashbook documents, you must first open them in a full-license copy of MoneyWorks Gold to upgrade them to MoneyWorks Gold format. Then you an place the MoneyWorks Gold document in the Datacentre documents folder. If any files are changed in plugins folder B on the server, it will be replicated to clients the next time they log in to Other Document. Note, however, that if files are deleted from the plugins folder on the server, they will not be deleted on the clients. Standard Plugins are loaded from the folder "MoneyWorks Standard Plug-Ins" that is also expected to be in the Application Support/AppData directory. Trouble Shooting and Diagnostics Transient errors (-54 or -49): If a client attempts to connect to a document that is in the middle of closing down/backing up, the client will see a -54 or -49 error. This is normal. In this case, the client should just wait for a minute, then try again.if you need to run low-level diagnostics (block and index checks) using the Diagnostics command, you should move or copy the document from the Datacentre documents folder to you local hard disk and open it directly using a full-license copy of MoneyWorks Gold. MoneyWorks Datacentre Administrators' Guide 20

22 Uninstalling If you need to remove the Datacentre server from a computer, this may be done from the command line (note, these uninstall scripts are only installed by the v5 installer. If you need to uninstall a v4 DC, install v5 on top of it, then follow the steps below). Mac uninstallation In Terminal.app, type: sudo /Library/Receipts/Datacentre.pkg/Contents/Resources/uninstall 1. Copy uninstall.txt to your My Documents folder and rename it to be uninstall.bat 2. Double-click it This DOS batch script will unregister the service and delete the following items: C:\Program Files\MoneyWorks Datacentre\*.* C:\Documents and Settings\All Users\Application Data\Cognito Note: Everything in the above directories gets deleted. Be sure you have not put anything in there that you want to keep. Note: The MoneyWorks Document folder is not deleted. You will be asked for the admin password. This unix shell script will stop the server and delete the following items: /Library/Application Support/Cognito/MoneyWorks Datacentre /Library/StartupItems/MoneyWorks Datacentre /Applications/MoneyWorks Datacentre Console.app /Library/Receipts/Datacentre.pkg /var/run/moneyworks/ /var/log/moneyworks/ /var/log/moneyworks_datacentre.log Note: Everything in the above directories gets deleted. Be sure you have not put anything in there that you want to keep. Note: The MoneyWorks Document folder is not deleted. Windows uninstallation In C:\Program Files\MoneyWorks Datacentre, there is a file called uninstall.txt. MoneyWorks Datacentre Administrators' Guide 21