Multi-User: Remote Desktop Environment

Overview

This guide explains how to install the QQube Multi-User Edition in a Remote Desktop or Terminal Services environment.

QQube is installed once on the server. A dedicated Windows user performs QuickBooks synchronization, while each reporting user works from a separate Remote Desktop session.

Important: The dedicated synchronization user is used only to run QuickBooks, synchronize data, add or remove QuickBooks company files, and resolve issues involving communication between QuickBooks and QQube. Do not use this account for normal reporting work.

Pre-install requirements

• Review the current requirements.
• Download the current QQube installer: qqubeinstall.exe.
• Create a dedicated Windows server user for synchronization. This guide uses qqubesynch as the account name.
• Temporarily give the qqubesynch account administrative machine rights for installation. It may be returned to regular permissions afterward.
• Configure the session timeout policy so the qqubesynch account is never logged out. If the account is logged out, QuickBooks and QQube synchronization cannot run. See the Microsoft session timeout instructions.
• Install and register the client version of QuickBooks under the qqubesynch account.
• Leave QuickBooks open to no company file under the qqubesynch account when synchronization is not running.
• Prepare an automatic login method for the qqubesynch account after a server reboot.

Install the Multi-User Server

1. Sign in as the dedicated synchronization user

Sign in to the server using the qqubesynch account. This account must have temporary administrative machine rights during installation.

Do not:

• Install the Multi-User Server portion from the administrative console.
• Install it while signed in as a regular reporting user.
• Use change user /install.
• Right-click the installer and select Run as administrator.

2. Download and start the installer

Double-click qqubeinstall.exe while signed in as the qqubesynch user.

The Multi-User Server installation includes:

• QQube Database.
• QQube Synchronizer.
• QQube Configuration Tool.

Set up reporting user sessions

There is no separate QQube client installation for Remote Desktop reporting users. Instead, create the required shortcuts within each reporting user's Windows profile.

1. Create the reporting-user shortcuts

Sign in to the administrative console and create these shortcuts on the desktop of each user who needs QQube access:

• QQube Configuration Tool:
  C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Configuration Tool.exe
• QQube Excel Add-In installer:
  C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Add-In For Excel\QQube Add-In For Excel.vsto

The QQube Configuration Tool shortcut properties should show that the shortcut belongs to the specific reporting user's Windows profile.

2. Install the Excel Add-In for each reporting user

Run the .vsto shortcut within each reporting user's session. Microsoft Excel must be closed during installation, and applicable Group Policies must allow Excel COM Add-Ins.

Reporting-user access

When a reporting user opens the QQube Configuration Tool, the Synchronizer and Database Manager options are not available. Those functions remain under the dedicated qqubesynch account.

Hybrid environments with local workstations

Some Remote Desktop environments also have reporting users who connect from separate workstations on the local network. Install QQube on those workstations by following the Multi-User Local Network guide.

Use the shortcut-only procedure above for users working inside Remote Desktop sessions. Use the local-network client installation procedure for users running QQube directly from separate workstations.

Prepare for server reboots

The qqubesynch session must be restored after scheduled or unscheduled server reboots so QuickBooks and QQube synchronization can operate.

• Create a script or other approved method that automatically signs in the qqubesynch user after a reboot.
• Create a startup shortcut for the QQube Synchronizer:
  • Source: C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Synchronizer.exe
  • Destination: C:\Users\[qqubesynch]\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup
• Create a startup shortcut for QuickBooks QBW32.EXE in the same qqubesynch Startup folder.
• Configure QuickBooks to open to no company file.

After installation: The qqubesynch account may be returned to regular, non-administrative permissions. Do not change the session timeout or automatic login configuration required to keep the synchronization session available.

Next steps

Continue to Post-Installation Setup