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16839: Hosting on Rightworks - Desktop Configuration


Rightworks Desktop

Hosting on Rightworks: What steps do I need to take when I log in to my Rightworks Desktop for the first time? 

 

Your Rightworks Desktop will be loaded with the applications that you (or your account administrator) selected from your AppHub portal. This can include several years of Drake Tax and Drake Accounting. Adding applications must be done from your AppHub portal; for more information, see Related Links below.

To get started, you must configure your Drake programs and complete some basic setup steps. If you have a backup from your local computer, you will simply be able to restore that backup after activating your program. This article will discuss the set up for the following situations: 

Moving from local Drake Software to Hosting on Rightworks

Drake Tax

  1. In your locally installed Drake Tax, go to Tools > File Maintenance > Backup.
  2. Choose the following options under Manual One-Time Backup
    • Back up to local or network location:
      • Choose the appropriate location such as C:\Drake21\Backups
    • Perform full back up
    • Include DD Archive Cabinet (optional)
  3. Click Backup.
  4. Repeat steps 1-3 in each year of Drake Tax that you will be using on Rightworks.
  5. Launch your Rightworks Desktop. 
  6. Launch Drake Tax within your Rightworks Desktop. 
  7. Go to File > Convert Demo to Standard. Enter in your Drake Serial Number. 
  8. Go to Tools > File Maintenance > Restore
  9. Choose the following options under the Restore section: 
    • Restore From: Local or network location
    • Restore Location:
      • Choose the appropriate location by browsing to your local computer's C drive or network installation (same as step 2 above). This will then show as \\tsclient\DRIVELETTER where DRIVELETTER is the local or network drive letter.
        • For the example above, it will show as \\tsclient\C\Drake21\Backups.
    • Select backup to restore:
      • Select the date and time you made the backup, for example Manual Full Backup - 8/3/2022 4:23:33 PM.
    • Click Preview
  10. Choose either Restore Everything or Custom Restore. Make additional selections as needed.
  11. Click Restore.  
  12. When complete, click Exit.
  13. Go to Tools > Repair Index Files > Repair all indexes > Continue > OK. 
  14. Repeat the steps above as needed for each year of Drake Tax that you are moving from your local computer.

Note that only the current and two immediately prior years are installed by default during the on-boarding process. Additional prior years can be installed from your AppHub portal; see Related Links below for details on installing applications. For steps on moving other files, or larger backup the File Manager can be used instead; see Related Links below for details. 

Drake Accounting

  1. In your locally installed Drake Accounting, go to Client > Backup. Verify the backup location before continuing. 
  2. Select the client or clients you want to back up. Select the check box next to Client Code if you wish to back up all of the clients at one time.
  3. After selecting the clients, click Backup to begin the process.
  4. A progress bar will appear at the bottom of the Backup Client(s) screen, and will disappear upon completion.
  5. Launch your Rightworks Desktop. 
  6. Launch Drake Accounting within your Rightworks Desktop. 
  7. Complete your initial setup.
  8. Go to Client > Restore
  9. Click Change Path
  10. Browse to the location that you chose in step 1 above. 
  11. Choose Restore All

Migrating from Drake Hosted to Hosting on Rightworks 

  • Your existing Drake Hosted data is moved during the on-boarding process. If desired, you can make a backup of your data and move it to your local computer prior to completing the on-boarding. For steps, see Related Links below. 
  • For Drake Tax, the current year and two prior year applications are also installed. Simply launch your Rightworks Desktop and open each year of Drake Tax to see your data and setup.
  • For any prior years of Drake Tax or the current and prior years of Drake Accounting you will need to install the applications from your AppHub portal before logging in to your Rightworks desktop. Then the data will be shown in those applications upon re-opening. For assistance with installing applications, see Related Links below.
  • If you want to move any other data from local to Hosting on Rightworks, follow the steps above. 

New users of both Drake Software and Hosting on Rightworks

If you are new to both Drake Software and Hosting on Rightworks, after you have established your Hosting account, you will just set up Drake Tax and Drake Accounting on the cloud. This will involve the same steps as the local desktop installation that is covered in Related Links below, however, the steps are summarized below.  

Drake Tax

  1. Launch your Rightworks desktop. 
  2. Open the earliest year of Drake Tax that you will be using. 
  3. Go to File > Convert Demo to Standard. Enter your serial number. 
  4. Complete your setup following the setup assistant. See Related Links below for details. 
  5. Go to Tools > Install State Programs. Install any needed states.
  6. Repeat in each year of Drake Tax that you will be using. Note that you can bring settings forward from year-to-year, however, you must confirm your Setup > Firms and Setup > ERO screens in every year of Drake Tax. 

Note that only the current and two immediately prior years are installed by default during the on-boarding process. Additional prior years can be installed from your AppHub portal; see Related Links below for details on installing applications.  

Drake Accounting

  1. Launch your Rightworks desktop. 
  2. Open the earliest year of Drake Accounting that you will be using. 
  3. Complete your setup. See Related Links below for details. 
  4. Repeat in each year of Drake Accounting that you will be using.

Related Links


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