By default, the Client Manager is not permitted to access files on another computer or device. It can only read files located on the computer it’s installed on. However, if files are stored on a different computer, it is possible to grant the server access to those files, with a little additional configuration.
A good example of a situation where you might want to do this if the files are stored on a Network Attached Storage (NAS) device or a USB-connected external drive.
You must have Administrator privileges on the computer in order to perform this configuration.
Step 1—Set up the Client Manager as a Server
Install TaxCycle on the computer and set it up using the server set-up option. Learn how to set up a server in the Set up a Client Manager server help topic.
Step 2—Create or select a Windows user account
By default, the Client Manager application runs under a special Windows user account called SYSTEM. Another user account must be selected to run the application when it is run over the network.
You can either use an existing account or create a new account for the Client Manager application to use. Certain NAS devices limit the number of connections from a given Windows account, so creating a new account for this purpose is the best option.
This user account must:
- Be an Administrator on the local computer where the Client Manager server resides.
- Have permissions to access the network location where the files are stored.
Step 3—Change the Client Manager server user account
On the computer where the Client Manager server resides:
- Click the Windows Start button, then in search box, type mmc.
- In the list of applications, mmc.exe will appear. Right-click on it and select Run as administrator to open the Microsoft Management Console.
- In the Microsoft Management Console, go to the File menu and select Add/Remove Snap-in.
- From the list of snap-ins on the left, click Services.
- Click the Add > button.
- If prompted with a new dialog box, keep the default values and click the Finish button.
- Back on the Add/Remove Snap-ins dialog box, click OK.
- Back in the Microsoft Management Console, click once on Services to select.
- Scroll through the list of local system services until you find TaxCycle Shared Services.
- Right-click on TaxCycle Shared Services and select Stop to stop the Client Manager application.
- Once it is stopped, right-click again on TaxCycle Shared Services and select Properties.
- In the Properties dialog, go to the Log On tab.
- Select This account and enter the account name and password for the user account that will run the Client Manager application. It may help to click the Browse button so you can choose a user account from a list of available user accounts on your computer.
- Click OK to save your changes. You may see a notification telling you that the selected user account has been added to the Services group. This is fine.
- Back in the Services window, right-click on TaxCycle Shared Services and select Start to restart the service.
Step 4—Re-index the Client Manager