Multi-User Lesson Two- Opening a Server
When you are using Goldenseal accounting software over a network, the server file is the “master copy” which contains all of your company data.
You can access that data directly from the server, just as you’d do with the single-user version of Goldenseal. You can also access that data from any of the clients that connect to the server.
Open a Goldenseal server file exactly the same as a single-user Goldenseal file.
To open a server file on the Macintosh, follow these steps:
To open a server file in Windows, follow these steps:
If you don’t have a shortcut icon on the Windows desktop, follow these steps:
If you have only a small number of computers, one person can work directly on the server machine.
If a client is working on a record, you’ll be able to view it from the server but you won’t be able to change it.
Some operations on the server machine may run a little slower when clients are performing a lengthy operation. If you perform a lengthy operation on the server, it will slow down the access that clients have to the file.
To set up Goldenseal so you can do data entry on the server, follow these steps:
If you have an extra computer, install the Goldenseal server file
on it, and have all users sign onto it as a client.
When you use a dedicated server, you can turn off alert messages, so Goldenseal will not show messages that require user action. To do so, follow these steps:
The server machine may go into ‘sleep’ mode to conserve energy. When a client needs something from the server, there will be a delay while the server machine wakes from sleep mode. If you want faster access, you may want to turn off ‘sleep’ on your server.
To turn off sleep mode on a Macintosh, follow these steps:
To turn off sleep mode on a Windows machine, follow these steps:
If your server has a larger screen than the clients, you may need to resize and move windows to the upper left, so they will open up in a convenient location on the clients (Goldenseal ‘remembers’ the window location).
If you use custom fonts on the server file, make sure that the same fonts are installed on the clients. Otherwise they may not be able to properly display text that uses the custom font.
When you are finished with the Goldenseal server, click on the File menu and choose Quit (Macintosh) or Exit (Windows).
If clients are still connected to the server, you’ll need to wait until they disconnect.
If you want to work on the server file and not allow client access, or if you want to use a copy of the server file and not allow client access, follow these steps: