Remote Desktop (Terminal Services/ Citrix) Platform)

 

For the purposes of this help page, the term 'Remote Desktop' will include Terminal Services and Citrix.

 

 
Installation

For instructions on initial setup and system requirements, please see our Installation check list at:
http://www.treasurysoftware.com/support2-Installation-Citrix.html
 

 

Turn On/Off
To turn Remote Desktop on or off:

Enter into an account and from the main menu select File > Maintenance > 'Remote Desktop' tab.  Check /  (uncheck) the 'Enable' check box.  Exit and re-enter into the system.
 
 

Understanding Remote Desktop Mode

Simple (non-Remote Desktop Mode)
In a simple desktop or SQL Server environments, when a user starts Treasury Software, the system looks for a settings file which contains a catalog of accounts, Treasury Software licensing information, as well as user-based preferences.

 

Typically only one settings file is on a computer.  This file is opened in 'exclusive' mode - in that multiple users should not read/write to the file.  While this is not an issue when a computer is in use by one person - it needs to be addressed if the computer is a Remote Desktop Server.

 

 

Remote Desktop Mode

Once Treasury Software is turned 'on' for Remote Desktop Mode, the system will protect the original settings file.  Remember - the settings file is user specific.  More than one user should not access the file at a time.

 

WARNING - Unexpected results will occur if Treasury Software is installed on a Remote Desktop Server and Treasury Software's Remote Desktop Mode is not turned 'on'.

 

 

 

Technical discussion - 'Under the hood'

Simple
In a simple environment, the settings file is accounts.brd  and is located at c:\Program Files\Treasury Software\version xxxx\accounts.brd (or for Windows 7 .c:\Users\Public\Treasury Software\accounts.brd)

 

Remote Desktop

When the system is 'switched' to Remote Desktop, the system protects the accounts.brd from being accessed.

 

As each user starts Treasury Software for the first time, the system creates an accounts.brd specific for that individual, and it is placed in the \users directory.

Notes:
The accounts.brd file is appended with their login id.

The users directory will either below the Program Files\Treasury Software tree (Windows XP), or in the Users\Public\Treasury Software tree (Vista, Windows 7).

 
 

Planning - 'When' to turn on Remote Desktop mode
Remember: The system's accounts.brd is used as a template for each user's accounts.brd file.

Everything that you do in the system PRIOR to a user logging in for the first time will be included in that new user's accounts.brd.

 

Therefore:

If you create two new accounts (ie. Checking and Saving) prior to any users logging in - each user when logging in for the first time - will have Checking and Savings accounts in their catalog.

 

As a corollary, if you are the system administrator and make changes to the system, such as entering new license codes - this information will:

--not be available to existing users (their accounts.brd's have already been created)

--will be available to any new users, as the system will use the updated accounts.brd as a template.

 

 
 

Making system changes after users have already logged in

1. Make Treasury Software temporarily unavailable to users.

2. Enter into Treasury Software through the Remote Desktop as an administrator - not as a user through a published application (Citrix).

3. Enter into an account.

4. Turn off the Remote Desktop function (File > Maintenance > Remote Desktop).

5. Exit, and then re-enter Treasury Software.  Enter into an account.  Confirm that the Remote Desktop function is off.

6. Perform any maintenance, add any licenses, or add any accounts as needed.

As a reminder - you are now updating the accounts.brd file.  This will be used as a template for each of your users.

7. Turn the Remote Desktop function back 'on' (File > Maintenance > Remote Desktop).

8. Exit the software.

 

Optional
If you want to force this change to all existing users, you will need to delete the user settings files.  Then, once each user logs in - the system will create a new settings file for them (using the newly updated settings file as a template).

 

Warning - Deleting the user's settings files will reset all of their settings to the default settings file (which you just updated).
This includes:
--License information
--Account catalogs
--SQL Server server name and authentication method (no effect if using Windows Authentication)
--Minor settings
 

To delete the user's settings files - using Windows Explorer - delete the contents of the \users directory.

The files in the folder will have a syntax of [login id]_accounts.brd.

 

The \users directory can be located at c:\Program Files\Treasury Software\version XXXX XX\users\

If the folder is empty (on Vista or later), then look to the

c:\Users\Public\Treasury Software\users\ directory.

 

9. Make Treasury Software available again to your users.

 

 

For some reason, if there is a setting that you missed - or wish to change - you can repeat this process.