Selecting and Setting up a File Sharing Service for SalesPRO Roaming Workstation Sync
Summary
SalesPRO Roaming Workstations perform their syncing by sending data files back and forth on a real-time basis and they use existing file sharing services to perform this function. You must create an account and install one of these file sharing services on the main SalesPRO system and on each roaming workstation. Solatech recommends Dropbox however any of the following will work:
- Drop Box
- One Drive
- Google Drive
- Egnyte
Note: A free account will provide adequate storage for the SalesPRO Sync process.
Instructions
- Install the desired file sharing service on the main system and on all roaming workstation machines.
- Create and/or sign into the service on the main computer.
- Locate the file sharing folder on your computer (typically, C:\Users\User Name\File Sharing Service name).
- Within that folder, create a new folder called WCS5.
- You may either have all computers use the same file sharing account, or you may share this newly created folder with your sales reps if they will be using their own account..
- At this point, you should see the file sharing service running in your system tray (lower right hand corner of windows - next to the clock).
- It will be shown as an icon (examples below).
- Backup and Sync (personal version of Google Drive)
- Dropbox
- Google Drive (professional version, now called Google Drive File Stream)
- OneDrive
- On each Roaming Workstation computer, log into the file sharing service.
- You should see the file sharing service running in the system tray.
- Open up the file sharing service folder on each roaming workstation computer (typically C:\Users\User Name\File Sharing Service Name)
- You should see the WCS5 Folder you created on the main system earlier.
- Create a blank text file in the file sharing service folder on the roaming workstation.
- You should see the blank text file in the file sharing service folder on the Main System.
You are now ready for syncing in SalesPRO!
NOTE:
For users with a dedicated server, multiple office users and roaming
workstation users, please contact Solatech Support for additional setup
instructions.
Related Articles
- How to keep your roaming workstation sync process running smoothly
Applies to
- SalesPRO Software
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