What you need to start
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What you need to start |
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Before starting to set up Multi User you must be very clear in your mind exactly what structure you are going to use to set up your network. We suggest you actually draw a diagram similar to those we used as examples earlier. Show on there the master user (and clearly indicate it's reference number [B000]). Having done that draw boxes (and again assign reference numbers) for the subordinate machines. In most cases there will only be 2 levels with B000 as the office left at the office and the lower level,being the laptops that are travelling on the road.
Having designed your setup hierarchy you must now set up some email addresses. We describe email setup as being the easiest and also the most practical. Email will work in every circumstance whether you are synchronising in the office or on the road.
Update your machines
The next step is to ensure that all the machines using Multi User are running the same version. All machines must also be registered using the Multi User registration code we provide you with when you purchase the Multi User capability. Because this is new technology there may be frequent updates so we also suggest that all machines have a current subscription plan activated.
Create your Email Addresses
You must set up one email address for each machine. So if you have 4 machines then you would set up 4 email addresses. An example might be:
Note that the identifier (b000 etc.) must be in lower case. Each email address should preferably start with the site identifiers.
Of course you should replace "ambritsoftware.com" with your own email domain. You may need to request your ISP sets these up for you although most now provide administrative facilities for you to create your own mailboxes.
We do not recommend using Hotmail, GMail or any of the "free" email clients. That is because they have restricted features, they are not supported very well if you run into problems and require setting up very carefully.
We recommend you have your own domain name. If you use gmail or hotmail then b000@gmail.com or b000@hotmail.com will be taken up by the first client and no one else will be able to use that email address. So anyone with a gmail, hotmail or the other popular free accounts should consider purchasing their own domain name and using that.
You may use any email format you like but we recommend the above format for clarity. This would then mean that the above restriction on gmail, hotmail etc. accounts is removed. Even so we do not advocate sending private data (all be it encrypted) over a public network.
Email Settings
Your ISP will be able to help with the settings although we provide general guidelines here. Having set these up and they have been activated DO NOT add these to your existing email client software. You do not want to receive any email via Outlook or similar that is sent to these addresses as Multi User will use these specifically.
Now you need to set up your settings for the master machine. This is the B000 machine so you will be using the settings for the b000 email address you have created.
Go to your Email Preferences section. Note there are 3 Profiles available. We suggest using Profile 1 for your normal email settings within Farriers Manager for sending out Invoices etc. This will be your Default Profile. However Multi User requires its own Profile set up so select Profile 2 or 3 and check the Use For Multi User box.
Now you need to complete the settings you will have been given for your email address. This will involve entering the Username, Password, Email Address, POP3 and SMTP server settings and any Authentication or SSL required. Remember to save the Preferences when finished.
With all the above done you are ready to start setting up Multi User.
A word of caution before we start. We will be using a simple example to show you how to set up Multi User. This will involve the master machine at the office (B000) and a laptop on the road (B100). Please read the instructions VERY CAREFULLY and always be aware that the B000 reference is ALWAYS the master machine and B100 is ALWAYS the laptop. |
