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Alternate Task 1: Peachtree Network Installation: Quick Tips For Network Install

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Alternate Task 1: Peachtree Network Installation

If you will be installing and testing the Peachtree 2010 Beta release on a network, use these instructions to install Peachtree Beta. This setup allows multiple users to access your Peachtree Beta test data at once. If you will be installing and testing the Peachtree 2010 Beta release on only one computer, you should use the simpler installation instructions in Task 1: Install Peachtree 2010 Beta in the 2010 Beta Test Kit.

Quick Tips for Network Install


Use the following tips to help you install Peachtree on a network: Always install Peachtree FIRST on the computer that will store your Peachtree company data files; that is, those files that record your Peachtree transactions and records. Then, install Peachtree on each workstation. Each computer that will have Peachtree operating on it must have Peachtree installed on it. Your Peachtree company data files (your transactions and records, such as customers and vendors in Peachtree) should be stored in a SINGLE location on the server computer. All other computers operating Peachtree should be mapped to this computer and access this ONE set of Peachtree company data files.

The instructions below will show you, step-by-step, how to set up Peachtree correctly for the setup above.

1. Installing on the computer where the Peachtree Beta company data files will be stored
Be sure to follow directions for any notifications regarding your firewall or anti-virus programs. Certain Peachtree files may trigger an alert message but you must allow them to run.

1. Double click the downloaded Peachtree2010Beta.exe file to launch the Peachtree Beta Software Installer. This may take a minute or two depending on the speed of your machine as the installer extracts necessary files. 2. An installation window will open and the Destination folder will default to C:\Peach2010Beta1Installer. Click the Install button to begin. This may take a while depending on the speed of your machine as the installer extracts necessary files. 3. A welcome window will display - Click the Next button. (Note: All of the installation screens have not been updated with the correct version number yet. They should read Peachtree Accounting Release 2010). 4. Read the License Agreement and, if you accept the terms, select the Agree option. Select Next. (If you select Disagree, you will exit the setup program when you click Next.)

5. If you receive a warning that the Microsoft Windows firewall has been detected, we recommend that you select Yes. This will help to ensure that Peachtree installs and runs correctly on your computer.

6. IF you have any firewall software installed on your computer, you will receive a notice that it is running. Please read the information on this screen carefully and follow any directions. If you need detailed, step-by-step help for modifying your firewall setup, see http://www.peachtree.com/support/firewall _install_tips.cfm. Click OK when you have finished with any modifications to your firewall. 7. If you have any anti-virus software running on your computer, you will receive a message informing you of the name of that software. Read this warning carefully and follow any directions. This will ensure that Peachtree installs and runs correctly on your computer. Click OK when you have turned off your anti-virus software. 8. Type in the following Serial Number and click the Next button: BETA1001 9. Next, the Standalone or Network window appears. Select No. This will ensure that you install correctly for multi-user setup. Click Next. 10. Select Yes to the question Will you store Peachtree company data on this computer? Click Next. 11. The program files will default to C:\Peachtree2010Beta1. Click Next. Do NOT install into your current Peachtree Accounting directory! 12. Click Next on the Peachtree Company Data Location window - Do NOT change the default company data location. 13. Click Install to begin installing the Peachtree Beta software. Warning: During the install process, you will see a list of programs and files that you must allow to run for Peachtree to run properly. If you receive any warnings from your firewall software, be sure to select Allow or Unblock for these programs.

14. Next, Peachtree will display the Sharing Peachtree Company Data window. You will need to share the folder where the Peachtree company data is stored on this computer.

Write down this path so that you will know where to point your other computers when you install Peachtree on them. Or click Network setup tips and print. 15. Click Share the Folder to open Windows Explorer with the Peachtree folder highlighted. 16. Right-click the Peachtree folder and select Properties. Click the Sharing tab. 17. Select Share this folder and note the Share name. This is where you will need to point the other computers when you install Peachtree on them.

18. Click Permissions and give everyone Full Control. This will ensure that other users will have access to Peachtree files. You can specify which features and screens of Peachtree that users can see and use from within Peachtree itself. Do NOT limit access here!

19. Click OK on the sharing window.

20. Windows may display the message: If the share name is longer than 12 characters, this folder cannot be accessed by computers running Windows 98SE, Windows Millenium Edition, Windows NT 4.0, or earlier operating systems. To make the folder fully accessible, name it using 12 characters or fewer. Do you want to use the share name "Peachtree2010Beta1" anyway? You should select Yes to this message. Peachtree is no longer supported on these operating systems and the share name should not be a problem.

21. Note the shared folder name and click Network setup tips to view and print the tip sheet. You will need this to set up your workstations. 22. Click Next. When the installation is complete, the Installation Completed window appears. It gives you three options. Check or uncheck these boxes as desired; then select the Finish button to complete installation.

2. Installing on Workstations
Follow these steps to install Peachtree on each workstation. Make sure you know the drive and directory of the Peachtree Beta company data files located on the server computer before you begin installation.
Be sure to follow directions for any notifications regarding your firewall or anti-virus programs. Certain Peachtree files may trigger an alert message but you must allow them to run.

1. Double click the downloaded Peachtree2010Beta.exe file to launch the Peachtree Beta Software Installer. This may take a minute or two depending on the speed of your machine as the installer extracts necessary files. 2. An installation window will open and the Destination folder will default to C:\Peach2010Beta1Installer. Click the Install button to begin. This may take a while depending on the speed of your machine as the installer extracts necessary files. 3. A welcome window will display - Click the Next button. (Note: All of the installation screens have not been updated with the correct version number yet. They should read Peachtree Accounting Release 2010). 4. Read the License Agreement and, if you accept the terms, select the Agree option. Select Next. 5. At this time, you may receive a warning that the Microsoft Windows firewall has been detected. If so, we recommend that you select Yes. This will help to ensure that Peachtree installs and runs correctly on your computer. 6. Next, if you have any firewall software installed on your computer, you will receive a notice that it is running. Please read the information on this screen carefully and follow any directions. If you need detailed, step-by-step help for modifying your firewall setup, see http://www.peachtree.com/support/firewall_install_tips.cfm. Click OK when you have finished with any modifications to your firewall 7. If you have any anti-virus software running on your computer, you will receive a message informing you of the name of that software. Read this warning carefully and follow any directions. This will ensure that Peachtree installs and runs correctly on your computer. Click OK when you have turned off your anti-virus software. 8. Type in the following Serial Number and click the Next button: BETA1001 9. Next, the Standalone or Network window appears. Select No. This will ensure Peachtree knows you are installing in a network environment. Click Next.

10. Select No to the question Will you store Peachtree company data on this computer? Click Next. 11. Select Yes to the question Have you already installed Peachtree Accounting Release 2009 on the computer where the company data will be kept? since you already installed Peachtree on the computer where the Peachtree company data will be stored in the steps above. (Note: this screen has not been updated with the correct version number yet. It should read Peachtree Accounting Release 2010). 12. The program files will default to C:\Peachtree2010Beta1. Click Next. Do NOT install into your current Peachtree Accounting directory! 13. Click the drop-down arrow to display a list of shared folders on your network. If you shared the Peachtree Beta company data folder on your server computer correctly (as in the instructions above), you will see the appropriate folder here. Click on it to select it. Note: If it is not in this list, you can click Find a computer and search for it manually. Click Next to continue. 14. Click Install to begin installing the Peachtree Beta software. Warning: During the install process, you will see a list of programs and files that you must allow to run for Peachtree to run properly. If you receive any warnings from your firewall software, be sure to select Allow or Unblock for these programs. 15. When the installation is complete, the Installation Completed window appears. It gives you three options. Check or uncheck these boxes as desired; then select the Finish button to complete installation. 16. Repeat these instructions for each workstation. 17. Enter any feedback or report any issues you have on the Peachtree 2010 Beta installation process following the instructions in Section 3, Reporting Defects and Providing Feedback, of the 2010 Beta Test Kit document. Please enter Task 1 - Network in the Message Subject field. You do not have to enter anything into the reporting tool unless you have encountered issues with this task.

Note: if your computer does not meet the minimum system requirements, you will receive a notification of this at this point.

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