Difference between revisions of "How to Share BudgetLink with Multiple Users"

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How to Share BudgetLink with Multiple Users (view source)

Revision as of 19:47, 17 October 2018

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BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros in a folder
BudgetLink works differently to most software. The application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder


If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again
To share it, the first thing is to make sure that a single copy exists in a shared folder which can either be a file in your file server, in drop box or one drive
 
To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook
 
You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users
 
We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time
 
If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above


If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder
If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder


If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder
Alternatively you can can [[Moving BudgetLink to a new machine or folder|Move]] an existing installation to the shared folder


Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine.
Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine.
Jeff
Write, Bureaucrats, Administrators
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