System Requirements for servers, virtual machines & advanced environments

What is unique about a server environment:

QB file is on server unit
All users are connected to server to talk to company file
Want Unify Enterprise (database on that server) so it can be accessed from multiple locations
If Unify Enterprise on admin computer, the add on user must have access to the server (QB) and to the admin computer (Unify Enterprise Database).
When the Unify Enterprise database is housed on the server, it acts as a hub which all users can access

Installation procedure

The SQL server installation depends on the version of server operating system.
Once Unify Enterprise and SQL are installed, connect it to the online store and QuickBooks company file.
Test downloading of orders, products from the store and posting download orders to Quickbooks.

Using the automation (Unify Enterprise Scheduler)

If the server is going to have downtime or if user is not logged into the server, the Unify Enterprise Scheduler cannot automate continuously.
Install Unify Enterprise on another workstation, the Unify Enterprise Database (SQL server) will connect to the database installed on the server. This workstation will be the primary working environment.
Unify Enterprise Scheduler will be able to run automatically and continually, while primary workstation is connected to the server.
Note: the Unify Enterprise Scheduler can be configured to run up login as a startup item

Multiple users

Advanced environments

Terminal sessions

Once you close out of the session it breaks the SQL connection and Unify Enterprise
each session has a unique ID
Unify Enterprise has to be reconfigured
If you install on a terminal session, the SQL must be installed in the root server (console environment).
Unify Enterprise must be installed in the root server
Login - creates a fake environment for them to work in. Upon log out, the state resets. Can't run services.
(RDP connection) - login into computer, then log into server
Identifying terminal sessions: The background is usually black. Unless you are tech savvy, it is seamless.

Virtual Machines

Although this integration is untested, we do have users that are using this smoothly.
Check with the support for more information and limitations.
Operating system user profile follows you thorough out the virtual environment so logging in to different computer takes time, but information seems to be static.

Installation procedure

Admin user installs Unify Enterprise on the server console
If server desktop is not meant to be used as a workstation, then Unify Enterprise must be installed on a different machine within the LAN. (Note: not a terminal session or virtual environment).

Best practices

Unify Enterprise cannot be installed on an Exchange server
Server must be configured to communicate with the internet (online)
Installation must be done as the ADMIN user of the network
If you are using the ACT software, it's best to install the Unify Enterprise database on another computer.

For any questions contact our support team: 877.753.5373 ext 3

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