Getting Started-- Multi
Contents
1. A VPN acts like a Local Area Network LAN but it runs over the public Internet instead of over a local Ethernet or wireless connection HINT If your locations are fairly close together you may be able to use a wireless network or a networking bridge to connect the locations using a simple LAN You might want to talk to a local networking expert for suggestions since networking technology is changing rapidly Setting Up a VPN You ll use a firewall to set up a VPN Use the firewall that is included in Mac OS X or Windows XP or purchase firewall software which usually will have additional security features T he firewall will manage incoming Internet connections and make sure that hackers won t get access to your computers WARNING Having an open Internet connection makes you extremely vulnerable to attack via the Internet You should become educated about Internet security before you set up a VPN on your own or you should hire an expert who will set up a secure network for you To use a VPN you need a static IP address which is only available for some types of Internet connections The IP address is how Goldenseal clients will locate your server computer from out there on the Internet Set up the firewall connection to accept traffic on the port used by Goldenseal see the next section Setting the Port ID fora VPN All networking software runs over a network port which can have any number between 1 and about 322. 1 Double click on the Goldenseal application the picture of a tree 2 You ll see the standard file open dialog Click the Server button or click Cancel and then choose Open as Client from the File menu Choose Connection Type Connect Yia Local Network Li Change Network Port Port Port Text 3 Goldenseal will ask you how you d like to connect Choose Local Network then click OK Open a Server 1927 168 10 100 Mac Page 12 Goldenseal MultiUser Manual 4 You ll see a list of Goldenseal server files that are currently open on your local network Choose a server then click OK NOTE If you don t see a server file make sure that a server file is open and make sure the client and server computers are both connected to your network see Lesson One 5 If you are using passwords Goldenseal will ask you for a user name and password 6 Goldenseal will sign you on as a client You ll be able to see and change records based on your password access level the same as if you were using the single user version of Goldenseal Using Multiple Clients Goldenseal allows more than one client to connect to the server at the same time The maximum number of clients that can connect at the same time depends on the version of Goldenseal that you purchased the program is available with 2 5 10 and 20 user versions There are a few special conditions that occur with multiple clients Record Locking Only one us
3. Internet and then connect each client to the server through a Virtual Private Network VPN that runs over the Internet see Lesson 6 NOTE A VPN requires a static IP address for your server computer Setting up TCP IP Goldenseal uses TCP IP protocols to connect each client and server to your network Each computer on a local network needs to have a different TCP IP address The address number must be within the number range that is used for local networks NOTE Most local area networks LAN use TCP IP addresses that range from 192 168 10 2 to 192 168 10 254 with a subnet mask of 255 255 255 0 To be on the same subnet the first three numbers in the IP address must be the same and the final number must be different To set the TCP IP address on the Macintosh follow these steps 1 Open the TCP IP Control Panel Mac OS 9 or the Networking icon in System Preferences Mac OS X 2 Enter your connection method 3 Enter a TCP address and subnet mask 4 Click OK To set the TCP IP address on Windows follow these steps 1 Open the Network Connections Control Panel 2 Double click on Local Area Connection 3 Select Internet Protocol TCP IP then click the Properties button 4 Turn on the Use the following IP Address button and type in an IP address and subnet mask 5 Click OK then click OK again to leave the Control Panel Goldenseal Multiuser Manual Page 7 Lesson Two The Goldenseal Server A Goldenseal serve
4. 000 Goldenseal starts out using Port 18259 which can also be identified with the letters GS using the ASCII numbers for those characters If you run Goldenseal over a LAN you do not need to change the port ID Goldenseal MultiUser Manual Page 21 If you run Goldenseal over a VPN then you should change the port ID so someone else who has Goldenseal won t be able to sign onto your network if they know your server s IP address HINT You can also limit access to your company file with Passwords Changing the port ID just gives you an additional level of protection Choosing a Port ID The easiest way to set a Port ID is to use a two letter code You can use either upper case or lower case letters aa aA Aa and AA will each give you a different port ID You can also use numbers or punctuation HINT Try to pick letters that you can remember but that outsiders can t guess easily from what they know about your company Changing the Port on the Server To change the Port ID on your server machine follow these steps 1 Open the Goldenseal file 2 Choose Preferences from the Options menu and choose Network from the submenu 3 Turn on the Change Network Port checkbox 4 Type in a port number or a two letter port name 5 Click OK Network Preferences File User Type Single User T E Allow Data Entry in Server ki Show Metwork Log Client Screen Font Genewa Client Printing Font Genewa 4 Change Network Port He
5. Getting Started with Goldenseal Multi User 2003 2005 Turtle Creek Software Programming by Dennis Kolva Casey McDermott Mindfire Solutions Manual written by R C Baga Dennis Kolva Testing and Proofing by Sarita Appavu Gor Rivenshield This manual should not be ue used while you are operating a motor vehicle or heavy machinery About This Manual Thank you for purchasing Goldenseal Multi User This start up manual shows you how to get started with the multi user features This manual is a supplement to the Getting Started With Goldenseal Estimating and Getting Started with Goldenseal Accounting manuals Refer to them for installation instructions and general program features Goldenseal Multiuser Manual Page 3 Lesson One Multi User Setup In this lesson you will learn how to set up a Goldenseal server About Client Server Software The multi user version of Goldenseal is a client server program The server is one computer that contains your company file on its hard drive You ll open the company file on the server almost exactly the same as you would if you were using the single user version Every other computer is a client Working on a client computer looks the same as working on the single user version but no company data is stored on the client machine Clients get information from the server and save changes back to the server You need to have a separate copy of the Goldenseal program on every co
6. Port Number j 2259 Hetwork Port Text GS 3 Click on the File User Type popup field and choose Server 4 Click OK 5 Click on the File menu and choose Quit Macintosh or Exit Windows The next time you open the file it will run as a server If you are just starting with Goldenseal create a company file as described near the end of the Getting Started with Goldenseal Estimating manual Then follow the steps above HINT For more about the Goldenseal company file see Lesson One in Getting Started with Goldenseal Estimating For more about using the Goldenseal server see Lesson 2 in this manual Goldenseal Multiuser Manual Page 5 Installing Goldenseal onto Client Computers To run Goldenseal on client computers install the Goldenseal application on each client machine To do that follow the installation instructions from the beginning of the Getting Started with Goldenseal manual Clients can be either Macintosh or Windows computers or some of each NOTE You do not need to install the company file onto the client machine since clients use the company file from the server For more about using Goldenseal as a client see Lesson 3 in this manual Setting up Your Network You ll need a physical network to connect client computers to the computer which is running the Goldenseal server file You can use any of the following Local Area Network LAN A Local Area Network LAN uses copper wires to connect each o
7. a entry screens 4 Click on the Client Print Font field and choose the font you d like to use for printed forms and reports Custom Fonts Goldenseal lets you use custom fonts for any fields in data entry screens printed forms and reports If all of your computers use the same fonts custom fonts will work OK on all of your clients If your computers use different fonts or if you mix Macintosh and Windows machines it s better not to use custom fonts since they may not draw correctly on machines that don t have that font installed Server Hints If you use a client after the server has been idle for a while you may need to wait a few seconds for the server computer to wake out of energy saving mode Ending a Client Session When you are finished using Goldenseal as a client click on the File menu and choose Quit Macintosh or Exit Windows If someone quits from the server all connected clients will receive a warning that the server is about to close Please finish any work and close your client session as soon as you can Page 14 Goldenseal MultiUser Manual Lesson Four Sharing Macs amp Windows Goldenseal allows you to mix Macintosh and Windows machines on your network It doesn t matter what type of machine you use for a server It also doesn t matter what type of machines you use as clients Goldenseal files are binary compatible between Macintosh and Windows That means that you can move a
8. alls on a Macintosh follow these steps 1 Choose Control Panels from the Apple menu and open the Remote Access control panel 2 Choose Answering from the RemoteAccess menu Answering Ej Answer calls E Maximum Connection Time 60 minutes Allow access to Q9 entire network this computer PEE Server Setup m m Allow TCF IF clients to connect using PPP Default client IF address 192 1 68 10 120 Allow client to use own IF address Page 18 Goldenseal MultiUser Manual 3 Turn on the Answer Calls checkbox Turn on Allow TCP IP Clients to connect using PPP 5 If you dial in with a client computer that is set up for your local network turn on the Allow Clients to use their Own IP Address checkbox Otherwise turn it off and enter a default client IP address Enter a number between 192 168 10 1 and 192 168 10 255 that is different from the address for the other computers on the network 6 Click OK To receive incoming calls on a Windows machine follow these steps Ja 1 Click the Start button and choose Settings from the menu 2 Choose Control Panel from the submenu 3 Double click on the Network and Dialup Connections icon 4 Double click on the Make New Connection icon This will open the Network Connection Wizard 5 Select Accept Incoming Connections then click Next 6 Choose the modem you ll use to accept incoming connections then click Next 7 Finish the wizard setup It will create a conn
9. as glds at the end of the file name If the file name contains a period elsewhere in the name remove it 2 Move the file from the Mac to the Windows machine You can use a Windows formatted zip disk or floppy disk or you can burn a CD or DVD in Windows format If you have a cross platform file sharing utility you can also use that to move the file over the network 3 The Windows version of Goldenseal will be able to open the Mac file Swapping Files from Windows to Mac To set up a Macintosh so it will automatically read Goldenseal files from Windows follow these steps 1 Choose Control Panels from the Apple menu and open the File Exchange control panel File Exchange PC Exchange File Translation Wi Map PC extensions to Mac 05 file types on PC disks Wi Open unmapped files on any disk using mappings below Changes to these mappings also affect Internet Preferences C Extension Application File Type go GraphicConverter i GEM a Pictureviewer la cirt E amp MacAnim Viewer GL E SE AccountingMU PPC GLDS amp GraphicConverter Ll GRPp a 5 MacGzip il Gzip PC SCSI Disks 4 Mount at startup 2 You ll see a list of Windows file extensions and the Macintosh programs that open them Page 16 Goldenseal MultiUser Manual 3 Click the Add button Add Mapping Extension GLDS Kap to E Application a Goldenseal Installer kA GoLive 5 0 8 es Gravitation Ltd 4 0 GUSICo
10. clients have to the file Page 8 Goldenseal MultiUser Manual To set up Goldenseal so you can do data entry on the server follow these steps 1 Choose Preferences from the Options menu and choose Network from the submenu 2 Turn on the Allow Data Entry in Server checkbox 3 Click OK Using a Dedicated Server If you have an extra computer install the Goldenseal server file on it and have all users sign onto it as a client A dedicated server is generally faster and more reliable since it does not need to display windows and respond to user actions 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 1 Choose Preferences from the Options menu and choose Network from the submenu 2 Turn off the Allow Data Entry in Server checkbox 3 Click OK Backing Up your Company File Everyone in your company will use the company file on the server s hard drive Because all your data is in one place it is very important to back it up frequently We suggest that you make a daily backup Setting Sleep Mode on the Server 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 fol
11. ection icon Setting Up the Client Computer To dial in from a different location you ll need a computer that has a modem The modem needs to be connected to a phone line To make outgoing calls on a Windows machine follow these steps 1 Click the Start button and choose Setup from the menu 2 Choose Control Panels from the submenu 3 Double click on the Network Connections icon 4 Double click on the Make New Connection icon This will open the Network Connection Wizard 5 Select Dial Up to Private Network then click Next 6 Enter the phone number to connect to Goldenseal Multiuser Manual Page 19 Signing On as a Client To open as a client with a dial up connnection follow these steps 1 Double click on the Goldenseal application icon the picture of a tree 2 You ll see the standard file open dialog Click the Server button on the right Choose Connection Type Connect Yia Local Network w 3 Goldenseal will ask you how you d like to connect Choose Dial Up then click OK Open a Server 192 168 100 100 Mac 4 You ll see a list of servers that are currently running on your local network Choose a server then click OK 5 Goldenseal will sign you on as a client Page 20 Goldenseal MultiUser Manual Lesson Six Using a VPN If you have users at several different locations and have a fast Internet connection at each location you can connect everyone with a Virtual Private Network VPN
12. er can work on a record at one time If you open a record that is already being used by another client Goldenseal will warn you of that fact You ll be able to view the record but you won t be able to change it Busy Server If one user is doing a lengthy action e g writing payroll or generating a report other users may experience delays when accessing the server They will see a waiting progress indicator until the other action is completed If the server allows data entry and it is showing a modal dialog or error message clients will have no access until the modal window is closed Appointment Reminders If you enter a user into the User To Remind field of an appointment you ll only get those reminders if you sign on with that user name If there is no User to Remind then every client who is signed on at the time of the reminder will be reminded Goldenseal MultiUser Manual Page 13 Setting Client Fonts Goldenseal allows each client to set the fonts that they ll see for screen viewing and printing That way you can use the fonts that are installed on each client machine even if they are different than the ones on the server To set the fonts for a client follow these steps 1 Make sure you have the server running and sign on as a client 2 Choose Preferences from the Options menu and choose Network from the submenu 3 Click on the Client Screen Font field and choose the font you d like to use for dat
13. f your computers Most people use Ethernet which is a very fast and fairly inexpensive network You ll need an Ethernet hub or router and an Ethernet cable that runs from each computer to the hub or router HINT An Ethernet router is more reliable than a hub since it manages IP addresses and reduces packet collisions Wireless Network You can use a wireless network such as WiFi to connect your computers Wireless networks usually require a base station and a wireless card in each computer They are slower and more expensive than Ethernet but much more convenient Most wireless networks use the 802 11b or 802 11g standards the g standard is newer faster and more reliable Direct Dial Up Connection You can have your server answer the phone with its modem connection so you can make a connection over phone lines see Lesson 3 NOTE Goldenseal uses dial up to connect directly from a Goldenseal client to your Goldenseal server It does not use your dial up connection to the Internet Page 6 Goldenseal MultiUser Manual Because most phone lines only offer a two way connection the server can only connect to one dial up client at a time A modem is much slower than a LAN or wireless network so it works best if you only need it to occasionally to access information from the server Internet Connection If you have a cable modem DSL line or other fast internet connection for all of your computers you can connect your server to the
14. file from a Macintosh machine to a Windows machine or vice versa and still open it There are a few quirks that you ll need to consider when using both Macs and Windows on a network Icons and Graphics Because we use QuickTime for the Windows version Windows machines can show graphics or account icons created on the Macintosh but Macintosh machines can t show most types of graphics created in Windows If you ll be working cross platform create your logo and other graphics on the Macintosh Speed There is a very slight speed penalty when you are a client that is a different platfom from the server since Goldenseal needs to swap some of the bits and bytes in each record to account for the way data is stored in Macs and Windows You may not even notice the difference Database Report The Database Report shows the raw data in your company file If you are viewing a record that is currently stored on the other platform some data in the record may appear to be reversed Text Some less common text characters are different between Mac and Windows including curly quotes and accented characters Avoid their use if you ll be using Goldenseal on both Macs and Windows machines Goldenseal Multiuser Manual Page 15 Swapping Files from Mac to Windows If you have a Goldenseal file that you created on the Macintosh and want to use it on a Windows machine follow these steps 1 On the Macintosh rename the file so it h
15. low these steps 1 Choose Control Panels from the Apple menu and open the Energy Saver control panel 2 Set the system sleep to Never different Macintosh System versions may have a different Energy Saver setup Goldenseal Multiuser Manual Page 9 Energy Saver Advanced Setti ngs Put the system to sleep whenever it s inactive for Sleep is 4 low power mode Waking up from sleep is faster than restarting Show Details 3 Close the Control Panel window To turn off sleep mode on a Windows machine follow these steps 1 Click the Start button choose Settings from the menu and choose Control Panel from the submenu 2 Double click on the Display icon 3 Click the Screen Saver tab 4 Click the Power button 5 Set the hard disk and system sleep options to Never 6 Click OK Server Setup 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 Goldenseal remembers the records that are found so you might want to use the Find All command on each of your record windows so Goldenseal opens to showing all records on the clients Page 10 Goldenseal MultiUser Ma
16. mputer in your network The different copies of Goldenseal will talk to each other over the network and share info from our company file HINT You can use the same Goldenseal CD to install the program on every computer on your network whether it is the server or a client Choosing a Server Computer Before you start using Goldenseal multi user decide which computer you want to use as a server You can put the server on either a Macintosh or a Windows machine If you have only a few computers the Goldenseal server can be on a machine that is actively used by someone If you have many users it s better to put the Goldenseal server on a computer that only runs Goldenseal NOTE When someone is actively using the server computer clients may experience delays when the server is busy Installing Goldenseal onto the Server Machine To install Goldenseal onto the server machine follow the installation instructions from the beginning of the Getting Started manual orange cover Page 4 Goldenseal MultiUser Manual Starting a Server File If you already have a single user Goldenseal file and want to use it as a multi user server follow these steps 1 Open the Goldenseal file 2 Choose Preferences from the Options menu and choose Network from the submenu Network Preferences Allow Data Entry in Server Ej Show Metwork Log Client Screen Font Genewa Client Printing Font Genewa T Change Network Port Hetwork
17. nfig Help Viewer af Hex Edit File Type m sbkt Show Advanced Options 4 Type in glds as a file extension 5 In the list of applications locate the Goldenseal application on your hard drive It s the picture of a tree You may need to click the Select button to locate it 6 Click the Add button 7 Goldenseal for Macintosh will now properly open Goldenseal files from Windows To move a file from a Windows machine to a Macintosh you can use a Windows formatted zip disk or floppy disk or burn a CD or DVD If you have a cross platform file sharing utility you can also use that to move the file over the network Goldenseal MultiUser Manual Page 17 Lesson Five Dial up Connections Goldenseal lets you call in from a remote location In this Lesson you will learn how to connect over phone lines Setting up Phone Lines You will usually need a dedicated phone line if you plan to frequently connect to Goldenseal over phone lines The server computer needs to answer the phone so the line won t work very well for business calls If you only dial in occasionally or use an automatic fax modem switcher you may be able to temporarily use a fax or voice line for Goldenseal Setting Up the Dial In Server To use a dial up connection you ll need to install the Goldenseal server file on a computer that has a modem The modem needs to be connected to a phone line as described above To receive incoming c
18. nual Ending a Server Session 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 Using a Server Off line If you want to work on the server file and not allow client access follow these steps 1 Open the file 2 Choose Preferences from the Options menu and choose Network from the submenu Network Preferences Li Allow Data Entry in Serwer x Show Metwork Log Client Screen Font Genewa Client Printing Font Genewa 3 Choose Single User from the File User Type popup then click OK 4 Quit or Exit from Goldenseal 5 Open the file again You ll be able to work on it but clients will not be able to sign onto the file 6 To go back online choose Preferences from the Options menu and choose Network from the submenu and change the File User Type back to Server Goldenseal MultiUser Manual Page 11 Lesson Three Local Clients Goldenseal lets you connect to the server file from another computer known as a client A client gets its data from the server If a client changes a record the change is saved on the server machine Several clients can use the same server at the same time In this lesson you will learn how to connect as a client over a local area network LAN Signing On as a Client To open Goldenseal as a client follow these steps
19. r 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 Starting a Server Session en a Goldenseal server file exactly the same as a single user Goldenseal ile To open a server file on the Macintosh follow these steps 1 Double click on your hard drive s icon and locate the company file 2 Double click on its icon To open a server file in Windows follow these steps 1 Locate the file icon on the Desktop 2 Double click on it If you don t have an icon on the Windows desktop follow these steps 1 Click the Start button 2 Choose Programs from the menu that shows above the button 3 Choose Goldenseal from the menu that shows at the right HINT If you don t see a Goldenseal menu item you first need to run the installer see page 5 4 Choose Goldenseal from the menu that shows at the right 5 You ll be asked to choose a file to open Locate your company file and double click on it Working on a Server Machine If you have only a small number of computers one person can work directly on the server machine 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 all
20. twork Port Humber 2497279 Network Port Text laa Page 22 Goldenseal MultiUser Manual Signing on to a VPN from a Client To sign onto Goldenseal from a client at a different location follow these steps 1 Sign the client computer onto your VPN using your firewall software 2 Double click on the Goldenseal application the picture of a tree 3 You ll see the standard file open dialog Click the Server button or click Cancel and then choose Open as Client from the File menu Choose Connection Type Connect Yia Local Network 4 Change Metwork Port Port 24979 Port Text a 4 If you are using a different port turn on the Change Network Port checkbox and type in a port number or port text 5 Click OK 6 You ll see a list of servers Choose your Goldenseal server and click OK 7 Goldenseal will connect you to the server file and you can use Goldenseal just like you were on the local network Goldenseal MultiUser Manual Page 23
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