Using a Laptop in a Networked Environment (Aurora Only)
This document shows you how to best use WinTOTAL Aurora on a laptop when working in a networked environment. You'll see how to make sure reports, contacts, billing, and tracking information stays consistent across the entire network.
Document 5080 ¦ Last updated: 03/05/2017 JH9
Since laptops need to be used off the network, you shouldn’t install WinTOTAL from the network server as described in the WinTOTAL Aurora Networking Guide. Doing so would cause WinTOTAL to not be able to run when the laptop was disconnected from the network! Instead, a laptop needs its own “local” installation. And while you can’t take it all with you on the road, most customers can get all the important data they need on their mobile desktop by combining file cabinet features with XSite synchronizing.
XSites have special features to synchronize contacts, orders, status, billing and tracking information so they can stay consistent.
Other databases stored on your server, such as your comps database, quicklists, images, etc, can’t be synchronized. However, our “Exact” product will let you copy these settings from your server to your laptop if desired. Go to http://www.alamode.com/Vault for more information. Your network and laptop file cabinets are separate, but WinTOTAL has functionality for copying files between the two when you’re on the network. This is explained next.
Once installed, you could use a special “attach directory” feature in the file cabinet to access files from the networked installation.
If you haven't already configured WinTOTAL for your networking environment, you won't be able to complete this step.
To maintain compatibility with some older systems and networks, WinTOTAL shortens folder names to 8 characters.
Now that your laptop is ready for use with your network, here’s a brief description of how you might use them together.
Here’s how to move a file to the shared folder on your network:
Here’s how to get the file from the network to your laptop:
Any reports you moved to this folder on your network should appear in the folder. Select the desired reports and drag them to a regular folder in your laptop’s file cabinet.
Now the report is on your laptop and ready for you to edit. It’s important to note that reports in attached folders must be copied to a regular folder before editing ‑ you can’t edit them directly from the attached folder.
Once you’re finished working with the reports on your laptop, just reverse these steps to move them back to your network.
Now, when you go to one of your permanently attached workstations, you should see the files in the “Laptop Share” folder.
Notice that by dragging the report files from one folder to another, you MOVE them, rather than creating copies. This is important to ensure that users on your network do not modify the same reports while you’re working on them on the laptop. If that happens, you stand the chance of losing the changes made on one side or the other.