Difference between revisions of "Cloud Access through RDP"

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I also recommend saving the connection to a desktop shortcut so the settings are stored for future use.
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We also recommend saving the connection to a desktop shortcut so the settings are stored for future use.
  
 
Saving instructions are at the end of the configuration steps.
 
Saving instructions are at the end of the configuration steps.
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- Launch the Remote Desktop Connection utility from Windows> Start> Remote Desktop Connection (RDP)
 
- Launch the Remote Desktop Connection utility from Windows> Start> Remote Desktop Connection (RDP)
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<br>[[File:1st.png]]
 
<br>[[File:1st.png]]
  
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<br>Click '''RDP Connection'''
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<br>RDP Connection
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<br>[[File:rdp1.png]]
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<br>[[File:ClicPreferencesUnderProfile_SMEMobile.png]]
 
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<br>In Preferences, the '''Details''' tab is where you would choose what is showing or hidden or showing but non-editable on the Details tab in SME Mobile
 
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<br>You can also enter a number to arrange the order of the field.
 
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<br>[[File:DetailsTab_PreferencesSMEMobile.png]]
 
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<br>The Tabs tab, allows you to hide or show the buttons at the bottom of the order in SME Mobile
 
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<br>[[File:TabSettings_SMEMObilePreferences.png]]
 
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<br>The Items tab allows you to show / hide/ non-edit costs, prices and choose their access to warehouses
 
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<br>[[File:SMEMobilePreferences_ItemsTab.png]]
 
  
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<br>The UI tab:
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<br>Click on the ‘Show Options’ in the lower right hand corner
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<br>[[File:Rdp2.png]]
  
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<br>[[File:SMEMobilePreferences_UITab.png]]
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<br>Enter Your Server \ Your Login info – as provided by High 5 Software
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<br>Click on Allow me to Save Credentials
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<br>Click on the Display Tab
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<br>[[File:Rdp3.png]]
  
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<br>'''AppendSS''' as to do with adding notes (serv req, serv perf, site notes).
 
  
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<br>If '''AppendSS''' is set to '''Hide''', then the user cannot edit what has already been entered in the Services Requested, Service Performed, and Notes. They would enter their text and hit Append to add a new time and date stamped note and tap Append to enter their text.
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Set the screen size. (Note: if you do not want the RDP session to take over your entire screen you can choose a setting slightly smaller than the entire screen).
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<br>Set the color depth (Note: lower = faster)
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<br>Click on the '''‘Local Resources’''' tab
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<br>[[File:Rdp4.png]]
  
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<br>[[File:SMEMobilePreferences_AppendSSHide.png]]
 
  
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<br>'''AppendSS''' - set to '''Show'''  
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Check Printers (Note: All could servers are set to utilize local printing resources)
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<br>If AppendSS is set to Show, then the user will be able to enter text directly into the text editor and have the ability to edit notes previously entered. Also, the tech will need to enter their time/date stamp.
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<br>Check Clipboard (Note: All could servers are set to utilize local printing resources)
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<br>Click on the '''‘More’''' button
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<br>[[File:Rdp5.png]]
  
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<br>[[File:SMEMobilePreferences_AppendSSShow.png]]
 
  
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<br>'''QtyS''' -
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Check '''‘Drives’''' – you can check all that apply. If your computer is on a network you can also check mapped drives
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<br>If set to '''Show''', the tech can change the quantity of items on the order
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<br>Click OK and save the configuration
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<br>If set to '''Hide''', the tech cannot change the quantity of items on the order
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<br>Click on the '''‘Experience’''' tab
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<br>[[File:Rdp6.png]]
  
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<br>'''Cust Docs''' -
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<br>You can set your connection quality or leave it to Automatic
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<br>If set to '''Show''', then the order would show stored documents saved on the customer record plus stored docs on the order.
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<br>Click back on the '''‘General’''' tab
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<br>If set to '''Hide''', shows docs stored on the order only.
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<br>[[File:Rdp7.png]]
  
  
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<br>'''EmailAdmin''' -
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Click '''‘Save As’''' and save the RDP configuration settings to your desktop. If you have multiple RDP sessions to other computers you may want to give it a unique name. .E. High5 SME server, etc…
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<br>If set to '''Show''' when the tech sends emails from SME Mobile, the emails will be sent from the Admin user in SME
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<br>Click ‘Connect’
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<br>If set to '''Hide''' then the email will be sent from the user's email account (email is setup in SME > Setup > users > Email Settings tab)
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<br>Enter your password: '''Provided By High 5'''
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<br>Check ‘Remember my credentials’ (although Windows may still prompt for credentials)
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<br>Click ‘Ok’
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<br>The server will load to the SME login screen
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<br>Enter your SME login information as provided by your SME Administrator
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<br>[[File:smecloud.png]]

Latest revision as of 16:37, 2 April 2014

Please make sure that the following settings are configured when connecting to our remote server:


We also recommend saving the connection to a desktop shortcut so the settings are stored for future use.

Saving instructions are at the end of the configuration steps.


- Launch the Remote Desktop Connection utility from Windows> Start> Remote Desktop Connection (RDP)
1st.png


RDP Connection
Rdp1.png


Click on the ‘Show Options’ in the lower right hand corner
Rdp2.png


Enter Your Server \ Your Login info – as provided by High 5 Software
Click on Allow me to Save Credentials
Click on the Display Tab
Rdp3.png


Set the screen size. (Note: if you do not want the RDP session to take over your entire screen you can choose a setting slightly smaller than the entire screen).
Set the color depth (Note: lower = faster)
Click on the ‘Local Resources’ tab
Rdp4.png


Check Printers (Note: All could servers are set to utilize local printing resources)
Check Clipboard (Note: All could servers are set to utilize local printing resources)
Click on the ‘More’ button
Rdp5.png


Check ‘Drives’ – you can check all that apply. If your computer is on a network you can also check mapped drives
Click OK and save the configuration
Click on the ‘Experience’ tab
Rdp6.png


You can set your connection quality or leave it to Automatic
Click back on the ‘General’ tab
Rdp7.png


Click ‘Save As’ and save the RDP configuration settings to your desktop. If you have multiple RDP sessions to other computers you may want to give it a unique name. .E. High5 SME server, etc…
Click ‘Connect’
Enter your password: Provided By High 5
Check ‘Remember my credentials’ (although Windows may still prompt for credentials)
Click ‘Ok’
The server will load to the SME login screen
Enter your SME login information as provided by your SME Administrator
Smecloud.png

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