Install Schedule Master

New Schedule Master installation instructions

1. In a networked environment, always install on the server computer first.
2. Download file ScheduleMaster.exe and choose "Run" or "Open".
3. Schedule Master installs in the Program Files\Schedule Master 7 folder.  A database folder "SMXData"  is created under your "Documents" folder.
4. In a networked environment, install any remote ("client") copies of Schedule Master, then click the Find Schedule Master database button on the Utilities tab. See help screens regarding how to locate the server database.
5. On Windows Vista and Windows 7, you will be prompted to "Run as administrator" for certain functions. To do this, you must be logged in as a Windows administrator type user. So close down Schedule Master and restart by right clicking the icon and selecting "Run as administrator". After the operation is completed, close Schedule Master again and restart it normally.

Schedule Master update installation instructions

1. Make a backup of your database using Schedule Master before upgrading.
2. In a networked environment, always update the server computer first and always update every copy of Schedule Master on your network.  If the database is not locally accessible by any computer,  move the database files to the local access folder ("SMXData") while updating, then move them back to the common database folder.
3. No other copies of Schedule Master should be running (on any computer on your network) during the update installation.
4. Download file ScheduleMaster.exe  and choose "Run" or "Open".
5. Startup Schedule Master when the install completes.
6. Repeat installation for each computer where Schedule Master is installed. 
7. Empty the installed sample database and restore your database using Schedule Master.

How to setup QuickBooks so Schedule Master can access it from another computer on your local area network (when QuickBooks is installed on a different computer than Schedule Master):

Server computer where QuickBooks is installed:

1. Download and install RDSServer.exe (go to Downloads page).
2. Launch QuickBooks.
3. Launch "QuickBooks Remote Data Sharing Server" (an icon on your desktop) and create a login and password for use by the remote computer when prompted.
4. Click the Start button in the RDS Server, then when prompted in QuickBooks, give the RDS Server access by clicking "Yes, Always".

Note-- Startup the RDS Server after starting up QuickBooks and stop the RDS Server before closing QuickBooks.

Remote computer where Schedule Master is installed:

1. Startup Schedule Master and install the QuickBooks interface by clicking "Install QB access" from the Setup button under the Utilities tab.
2. Download and install RDS30Client.exe (go to Downloads page).
3. Launch "QuickBooks Remote Data Sharing Client" (an icon on your desktop).
4. Click "Find server" which should show the RDS Server you launched above, then click Ok.
5. Access QuickBooks by clicking "Show QB customer jobs", from the Import from QuickBooks screen under the Add / Select tasks tab. When prompted, enter the RDS login and password you setup in step 3 server instructions above.

Note-- The RDS Client automatically starts whenever it is needed by Schedule Master. Also note that QuickBooks cannot be installed on this computer.