Configuring access to the Client Data Management Utility

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Whether Workpapers CS is installed locally or in a network environment, the Client Data Management Utility uses a temporary path during the backup and restore processes. The default folder used for the temporary path is the SQL server data location, such as X:\Program Files\Microsoft SQL Server\<SQL_Instance_Name>\MSSQL\Data (where X represents your local or network drive).

You cannot access the File > Client Data Management Utility in Workpapers CS when the local machine's path to the SQL server data location does not match the server machine's path to the SQL server data location, or when you do not have full permissions set up to access the SQL server data location. (In either case, we recommend that you notify your certified IT professional with SQL knowledge and advise them of the issue.)

Follow these steps for each workstation if you receive a message that indicates an issue with the path to the SQL server data location, or if your IT administrator makes significant changes to your SQL server (for example, an installation of a new SQL instance). This procedure shows you how to add an alternate temporary path in the NetworkInstallation.ini file that will be used instead of the default SQL server data location when you launch the application.

Note: Be sure that you are able to view file extensions in Windows Explorer prior to completing the following steps. See Show File Extensions in Windows for details.

  1. Close the application.
  2. Add a new subfolder in the WINCSI folder, such as \\SERVER\WINCSI\ClientBackup (where \\SERVER represents the location of your WINCSI folder).
  3. In Notepad or a similar text editor, open the NetworkInstallation.ini file (not the NetworkInstallation.ini.readme file) for Workpapers CS found at \\SERVER\WINCSI\Workpapers CS (where \\SERVER represents the location of your WINCSI folder).
  4. Enter the following line in the [appSettings] section of the file, using the following format and the path you created in step 2 after the equal sign.

    ClientBackupRestoreWorkingPath=\\SERVER\WINCSI\ClientBackup

    When you add the alternate path in the NetworkInstallation.ini file, be sure that you are referencing the UNC (universal naming convention) path and not a path for a mapped drive, which often varies across different computers.

    Show me.

    networkinstallation.ini text

  5. Save and close the NetworkInstallation.ini file.
  6. Reopen the application and choose File > Client Data Management Utility.

Related topics

Best practices for safeguarding your firm and client data

Backing up and restoring data for a client via the Client Data Management Utility

Backing up the firm database

Scheduling recurring backups of your firm data

Internal notes


Error: Example 1

The path to the SQL server data location, X:\Program Files\Microsoft SQL Server\SQL2008\MSSQL\Data, does not exist or you do not have proper permission to it.

For non-network installations: You can resolve this error message by following the path listed in the message and opening the folder. Do not change anything in this folder, just open it and give yourself permission to the folder when prompted. If Accounting CS was open when you opened the folder, make sure to close and re-open the program again.

For more information, see the Configuring access to the Client Data Management Utility topic.

Error: Example 2

"The process has been halted due to data issues"

For more information, see the Error message when backing up clients using the CDMU topic.

Permissions

The computer tech should be able to handle the permission issue if you explain who needs permission.

  • Two users who need full permissions:
    • The user making the backup. With most firms, this should not be a problem if you are using a folder in the WINCSI folder because they will have already granted users full control.
    • The user account that is running the SQL server service. Use the following procedure to find the account and set the permissions for the user to log on to the SQL server computer.
      1. Choose > Start > Control Panel > Administrative Tools, and click Services.
      2. Right-click the SQL Server service and choose Properties.
      3. Click the Log On tab to see the user account that is displayed. For SQL 2008, this will be a Network Service Account, by default. For SQL 2012 and higher, a user with the instance name is created (e.g., Service\MSSQL$SQL2012, where my instance name is SQL2012.)
      4. On the Security tab of the folder, provide full control for the user.
      5. On the Sharing tab, click the Advanced Sharing button, and then the Permissions button. Set the permissions to enable access to the shared drive or folder.

    Error logs

    You can also use user error logs to help troubleshoot. The error logs are in C:\users\{windows login}\appdata\local\Creative Solutions\Accounting CS\log.txt.

    • The following error most likely means that the path doesn't exist, although there is a slight chance it's a permissions issue:

      CS.Accounting.Schema.BackupRestoreDataErrorsException: map FS1\CREATIVESOLUTION, \\FS1\W:\BackupRestoreTempPath\dummy_e8892f37b57949a99a011176673cf6fd.junk ---> System.InvalidOperationException: Unable to determine local path to server file: \\FS1\W:\BackupRestoreTempPath\dummy_e8892f37b57949a99a011176673cf6fd.junk at CreativeSolutions.Common.DataAccess.SqlServer.SqlServerAccessProvider.MapFileServerToLocalPath(String serverName, String filePath) at

    • The following error, which includes the words "Access Denied" always points to a permissions issue:

      CS.Accounting.Schema.BackupRestoreDataErrorsException: map FS1\CREATIVESOLUTION, \\FS1\WinCS\AccountingCSBackup\dummy_ae4d7fa18fc8402fa353f1e956e2abd4.junk ---> System.Data.SqlClient.SqlException: Cannot open backup device '\\FS1\WinCS\AccountingCSBackup\dummy_ae4d7fa18fc8402fa353f1e956e2abd4.junk'. Operating system error 5(Access is denied.).

Note: The SQL instance should be configured so that the CreativeSolutionsPracticeCsDatabaseOwner user has the sysadmin role.

We don't need to go into detail about how to make this change because it is outside the scope of Support.

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