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We also recommend saving the connection to a desktop shortcut so the settings are stored for future use.
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I 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]]
 
  
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<br>RDP Connection
 
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<br>[[File:rdp1.png]]
 
  
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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>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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Log into SME Mobile.
  
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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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Click the '''Profile''' button in upper right corner:
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<br>Set the color depth (Note: lower = faster)
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<br>[[File:SMEMobile_Preferencesbutton.png]]
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<br>Click on the '''‘Local Resources’''' tab
 
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<br>[[File:Rdp4.png]]
 
  
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<br>Click '''Preferences'''
  
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Check Printers (Note: All could servers are set to utilize local printing resources)
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<br>[[File:ClicPreferencesUnderProfile_SMEMobile.png]]
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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>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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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>Click OK and save the configuration
 
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<br>Click on the '''‘Experience’''' tab
 
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<br>[[File:Rdp6.png]]
 
  
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<br>You can set your connection quality or leave it to Automatic
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<br>[[File:DetailsTab_PreferencesSMEMobile.png]]
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<br>Click back on the '''‘General’''' tab
 
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<br>[[File:Rdp7.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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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>[[File:TabSettings_SMEMObilePreferences.png]]
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<br>Click ‘Connect’
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<br>Enter your password: '''Provided By High 5'''
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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>Check ‘Remember my credentials’ (although Windows may still prompt for credentials)
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<br>Click ‘Ok’
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<br>[[File:SMEMobilePreferences_ItemsTab.png]]
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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>The UI tab:
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<br>[[File:smecloud.png]]
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<br>[[File:SMEMobilePreferences_UITab.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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<br>[[File:SMEMobilePreferences_AppendSSHide.png]]
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<br>'''AppendSS''' - set to '''Show'''
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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>[[File:SMEMobilePreferences_AppendSSShow.png]]
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<br>'''QtyS''' -
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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>If set to '''Hide''', the tech cannot change the quantity of items on the order
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<br>'''Cust Docs''' -
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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>If set to '''Hide''', shows docs stored on the order only.
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<br>'''EmailAdmin''' -
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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>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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