Screen Sharing
Screen Sharing is a feature of Mac OS X 10.5 and higher, allowing remote access to your computer from another Mac, or any VNC Viewer running on a PC, iPad, iPhone, etc..
This Solution provides basic setup information. (6203)
To allow Screen Sharing on your Mac:
1. Go to System Preferences to Sharing
2. Click the checkbox for Screen Sharing
This allows you to connect from another Mac.
3. Click Computer Settings
4. Click the checkbox for VNC Viewers and enter a Password
This allows you to connect from a VNC Viewer.
Connect a Mac locally:
On another Mac on your network, look in a Finder window under Shared for your shared computer and click Share Screen. Enter your name and password (for the computer you are connecting to).
Connect a VNC Viewer locally:
On your iPad or iPhone, use App Store to get a VNC Viewer such as Remoter, Jaadu, RealVNC, Mocha, etc.. Connect to your local network (e.g. Settings, Wi-Fi, On), and in the VNC Viewer connect (e.g. in Remoter, Sessions, Add, and choose your computer, enter name and password, and connect).
To connect remotely, see Allowing Remote Connections.
1. Go to System Preferences to Sharing
2. Click the checkbox for Screen Sharing
This allows you to connect from another Mac.
3. Click Computer Settings
4. Click the checkbox for VNC Viewers and enter a Password
This allows you to connect from a VNC Viewer.
Connect a Mac locally:
On another Mac on your network, look in a Finder window under Shared for your shared computer and click Share Screen. Enter your name and password (for the computer you are connecting to).
Connect a VNC Viewer locally:
On your iPad or iPhone, use App Store to get a VNC Viewer such as Remoter, Jaadu, RealVNC, Mocha, etc.. Connect to your local network (e.g. Settings, Wi-Fi, On), and in the VNC Viewer connect (e.g. in Remoter, Sessions, Add, and choose your computer, enter name and password, and connect).
To connect remotely, see Allowing Remote Connections.
Allowing Remote Connections
If you want to access your Big Business workstation from a home computer, or portable like your iPad, tablet, iPhone, etc., you may need to configure your router or to allow the remote connection.
This Solution provides basic setup information. (6204)
On an office Mac:
1. Go to System Preferences, Network, click Advanced and go to TCP/IP to see the address of the Router.
On an office PC:
1. Go to the Command Prompt and type, "ipconfig, to see the address of the Default Gateway.
If addresses start with 10.0 or 192.168, they are private (internal) addresses used to share one public (outside) address. The trick is to find out your outside address and tell the router to send incoming requests to the internal address you want.
In a browser you can go to whatismyip.com (or a simlar service) to see your public IP address This is the outside address on your router, which you will enter in Big Business Client, Screen Sharing, or a VNC Viewer.
Before this will work, you must set the router to send incoming request to the computer you want.
In a browser go to the address of your router or gateway (e.g. http://192.168.0.1). Most routers have a browser interface and will ask for a password on a dialog saying, "you must log into ABC123", where ABC123 is the model of router you are using.
If you are not familiar with configuring your router (e.g. it was installed by a service provider) you can search the Internet for the model (ABC123) to find the documentation and help including the default Password and instructions for Port Forwarding (Virtual Serving, Pinholing, enabling Services, i.e. allowing incoming connections)
Setup the Port Forwarding (or similar) so your router sends VNC or Screen Sharing requests on port 5900 to the computer you want to access, or ports 19813 and 19814 for Big Business to your server computer.
1. Go to System Preferences, Network, click Advanced and go to TCP/IP to see the address of the Router.
On an office PC:
1. Go to the Command Prompt and type, "ipconfig, to see the address of the Default Gateway.
If addresses start with 10.0 or 192.168, they are private (internal) addresses used to share one public (outside) address. The trick is to find out your outside address and tell the router to send incoming requests to the internal address you want.
In a browser you can go to whatismyip.com (or a simlar service) to see your public IP address This is the outside address on your router, which you will enter in Big Business Client, Screen Sharing, or a VNC Viewer.
Before this will work, you must set the router to send incoming request to the computer you want.
In a browser go to the address of your router or gateway (e.g. http://192.168.0.1). Most routers have a browser interface and will ask for a password on a dialog saying, "you must log into ABC123", where ABC123 is the model of router you are using.
If you are not familiar with configuring your router (e.g. it was installed by a service provider) you can search the Internet for the model (ABC123) to find the documentation and help including the default Password and instructions for Port Forwarding (Virtual Serving, Pinholing, enabling Services, i.e. allowing incoming connections)
Setup the Port Forwarding (or similar) so your router sends VNC or Screen Sharing requests on port 5900 to the computer you want to access, or ports 19813 and 19814 for Big Business to your server computer.
Introduction to Server
This Solution provides an introduction to Big Business Server for Mac OS and a brief description of client / server architecture and benefits. (3231)
Big Business Server is the multi-user version of Big Business, the integrated business management tool from bigbusiness.com. Big Business Server is based on a client/ server architecture that supports multiple simultaneous users— all your employees can access current information from the server.
Client / server architecture divides data processing between the client and the server. The division of labor between these two parts is transparent to users. The client part is located on the user computers. Its responsibility is to display the Big Business interface and to query the server in response to user actions.
The server part is located on a designated server computer. Its responsibility is to store and manage data and provide services to the client computers across a network. To search for a set of customers, for example, users ask the client to locate certain customer cards. The client sends the request to the server, which executes the search on the server machine and returns the resulting customer cards to the client.
The benefits of client/ server architecture are increased efficiency and speed. Work is divided between the clients and the server and is intelligently managed to reduce the amount of network passes. The less network traffic, the faster the entire system works. Because all data is stored on the server, each client has immediate access to up-to-the-minute data.
Client / server architecture divides data processing between the client and the server. The division of labor between these two parts is transparent to users. The client part is located on the user computers. Its responsibility is to display the Big Business interface and to query the server in response to user actions.
The server part is located on a designated server computer. Its responsibility is to store and manage data and provide services to the client computers across a network. To search for a set of customers, for example, users ask the client to locate certain customer cards. The client sends the request to the server, which executes the search on the server machine and returns the resulting customer cards to the client.
The benefits of client/ server architecture are increased efficiency and speed. Work is divided between the clients and the server and is intelligently managed to reduce the amount of network passes. The less network traffic, the faster the entire system works. Because all data is stored on the server, each client has immediate access to up-to-the-minute data.
Getting Started
This Solution describes Getting Started with Big Business Server for Mac OS X. (3248)
Getting started with Big Business Server is easy. Installation takes just a few minutes. You use simple dialog boxes to set up the program with your company data. If you choose, Big Business Server can automatically set up almost everything. You can also import data from other programs.
This manual is an addendum to the Big Business User’s Guide. It leads you through installing Big Business Server on both the client and server machines. It also discusses the exclusive features of Big Business Server that are not mentioned in the Big Business User’s Guide.
This chapter explains how to install and set up the software. After you finish this chapter, you’ll be ready to start working with Big Business.
This manual is an addendum to the Big Business User’s Guide. It leads you through installing Big Business Server on both the client and server machines. It also discusses the exclusive features of Big Business Server that are not mentioned in the Big Business User’s Guide.
This chapter explains how to install and set up the software. After you finish this chapter, you’ll be ready to start working with Big Business.
Before You Start
This Solution provides the System Requirements for Big Business Server for MacOS X. (3232)
Before you start, take a minute to verify that you have what you need to use Big Business Server.
For the server computer, you need:
• Any Intel Mac running OS X 10.4.11 or higher (10.6 recommended)
• 2GB of available memory
For each client computer, you need:
• Any Mac running OS X, 10.4.11 or higher (10.6 recommended)
• Any Windows computer with Windows XP or higher (Windows 7 recommended)
• 1GB of available memory
For the network, you need:
• An Internet Protocol network (Ethernet recommended)
To use Big Business, you should be familiar with the basics of using the operating system(s) running your computers. If you are unsure about any of the techniques mentioned here, consult the documentation that came with your computer.
A dedicated server is recommended to ensure the integrity of your data. Running other applications or services on your server may compromise the performance of Big Business Server and should be evaluated carefully.
For the server computer, you need:
• Any Intel Mac running OS X 10.4.11 or higher (10.6 recommended)
• 2GB of available memory
For each client computer, you need:
• Any Mac running OS X, 10.4.11 or higher (10.6 recommended)
• Any Windows computer with Windows XP or higher (Windows 7 recommended)
• 1GB of available memory
For the network, you need:
• An Internet Protocol network (Ethernet recommended)
To use Big Business, you should be familiar with the basics of using the operating system(s) running your computers. If you are unsure about any of the techniques mentioned here, consult the documentation that came with your computer.
A dedicated server is recommended to ensure the integrity of your data. Running other applications or services on your server may compromise the performance of Big Business Server and should be evaluated carefully.
Installing Server for Mac OS X
This Solution desribes installation (installing) of Big Business Server for Mac OS. (3233)
The Install program places Big Business Server on the server hard disk you specify in the Applications folder.
To install Big Business Server on your server computer:
1. Download the latest Server from www.bigbusiness.com.
2. Double-click the Big Business Server Installer.
3. Read the ReadMe then click the Continue button.
4. Select a destination disk to install the software.
5. Wait while the software installs.
6. Quit the installer.
The Applications folder where Big Business Server is installed will open automatically. Open the Big Business Server folder and drag the Big Business Server to the Dock for easy launching.
To install Big Business Server on your server computer:
1. Download the latest Server from www.bigbusiness.com.
2. Double-click the Big Business Server Installer.
3. Read the ReadMe then click the Continue button.
4. Select a destination disk to install the software.
5. Wait while the software installs.
6. Quit the installer.
The Applications folder where Big Business Server is installed will open automatically. Open the Big Business Server folder and drag the Big Business Server to the Dock for easy launching.
Installing Client for Mac OS X
This Solution describes the installation (installing) Big Business Client for Mac OS X. (5820)
The Install program places Big Business Client on the hard disk you specify in the Applications folder.
To install Big Business Client for Mac OS X:
1. Download the Client Installer from www.bigbusiness.com.
2. Double-click the Big Business Client Installer.
3. Read the ReadMe then click the Continue button.
4. Select a destination disk to install the software.
5. Wait while the software installs, then Quit the installer.
The Applications folder where Big Business Client is installed will open automatically. Open tthe Big Business Client folder and drag the Big Business Client to the Dock for easy launching.
To install Big Business Client for Mac OS X:
1. Download the Client Installer from www.bigbusiness.com.
2. Double-click the Big Business Client Installer.
3. Read the ReadMe then click the Continue button.
4. Select a destination disk to install the software.
5. Wait while the software installs, then Quit the installer.
The Applications folder where Big Business Client is installed will open automatically. Open tthe Big Business Client folder and drag the Big Business Client to the Dock for easy launching.
Installing Client for Windows
This Solution describes installation (installing) Big Business Client for Windows. (5821)
The Install program places Big Business Client in Program Files or a location you specify.
To install Big Business Client for Windows:
1. Download the Client Installer from www.bigbusiness.com
2. Run the installer and Allow if needed
3. Follow the onscreen instructions.
The installer automatically creates Shortcuts in the Start menu and on your Desktop.
Important:
If you are installing on a protected computer, you may need to sign on to the computer as an Administrator level user.
To install Big Business Client for Windows:
1. Download the Client Installer from www.bigbusiness.com
2. Run the installer and Allow if needed
3. Follow the onscreen instructions.
The installer automatically creates Shortcuts in the Start menu and on your Desktop.
Important:
If you are installing on a protected computer, you may need to sign on to the computer as an Administrator level user.
Building a Data File
Building a Data File is covered by unlimited setup support, to help you through setup.
Typically, you gather spreadsheets with essentials like, Customers with balances, and Items with inventory, and import them into a new Data File. We can do this for you.
Then, place your new Data File on your computer and open with Big Business Server.
Moving Data to the Server
This Solution describes moving your Data File to Big Business Server for Mac OS X. (3255)
If you have built a new Date File using Big Business Single-User, are Upgrading to Big Business Server, or migrating from an old server computer, here are some ideas for moving your Data File.
Your Data File can be stored in any convenient location on your new server computer. Name your Data File prior to moving it to avoid any confusion.
There are several possible ways to move your data file; the easiest are:
• Enable File Sharing and copy the file over the network
• Use a removable drive, flash drive, etc.
• Burn the file onto a CD-R or DVD-R
• Compress and send your file using FTP or Email.
If you have any questions, contact Big Business Support.
Your Data File can be stored in any convenient location on your new server computer. Name your Data File prior to moving it to avoid any confusion.
There are several possible ways to move your data file; the easiest are:
• Enable File Sharing and copy the file over the network
• Use a removable drive, flash drive, etc.
• Burn the file onto a CD-R or DVD-R
• Compress and send your file using FTP or Email.
If you have any questions, contact Big Business Support.
Launching Server
This Solution describes launching Big Business Server for Mac OS X and selecting a Data File. (3256)
To start Big Business Server, double-click Big Business Server, or click once if you have added it to your Dock.
The first time you launch Big Business Server, follow the prompts to select your Data File or create a new Data File.
Once you have selected a Data File to use with Big Business Server, it will be automatically opened when you start Big Business Server.
To change the Data File, hold down the Option key while launching Big Business Server and follow the prompts to select another Data File or create a new Data File.
The first time you launch Big Business Server, follow the prompts to select your Data File or create a new Data File.
Once you have selected a Data File to use with Big Business Server, it will be automatically opened when you start Big Business Server.
To change the Data File, hold down the Option key while launching Big Business Server and follow the prompts to select another Data File or create a new Data File.
Server Administration Window
This Solution describes the Server Administration Window (3260)
At startup the Big Business Server automatically displays the Server Administration Window. Closing the Server Administration Window does not Quit Big Business Server. Choose Administration from the Window menu to open the window.
The Server Administration Window lists activity and vital statistics for Big Business Server.
The Server Administration Window lists activity and vital statistics for Big Business Server.
Quitting Server
This Solution describes Quitting Big Business Server for Mac OS X. (3259)
When you quit Big Business Server, the dialogue below will be displayed.
You may choose:
• to Wait for all users to disconnect
• to Disconnect all users in the default ten minutes
• to Disconnect all users immediately, by entering zero (0) minutes.
You may choose:
• to Wait for all users to disconnect
• to Disconnect all users in the default ten minutes
• to Disconnect all users immediately, by entering zero (0) minutes.
Applescript to Quit Big Business Server
When you Quit Big Business Server a dialog asks how much time to allow Clients to Quit. When you choose Shut Down, to shut down your computer, click Restart to allow Software Update to install updates, or you have an uninterruptible power supply than can tell the computer to shut down, this dialog prevents Big Business Server from being shut down automatically.
Big Business Server for Mac installs an Applescript which can automatically Quit Server, or be copied for your own script. (6174)
Big Business Server includes an AppleScript that can run in the background and responds to Shut Down by telling Big Business Server to Quit without any dialog.
To use this AppleScript move or copy it out of the Auto Shut Down folder and into the Big Business Server folder.
The next time Big Business Server starts it will automatically launch the AppleScript and leave it running in the background. Then, Shut Down or any other operation that Quits the AppleScript will prompt it to Quit Big Business Server without any dialog.
To use this AppleScript move or copy it out of the Auto Shut Down folder and into the Big Business Server folder.
The next time Big Business Server starts it will automatically launch the AppleScript and leave it running in the background. Then, Shut Down or any other operation that Quits the AppleScript will prompt it to Quit Big Business Server without any dialog.
Launching Client
This Solution describes launching Big Business Client for Mac OS X to connect to Big Business Server (3257)
To start Big Business Client, double-click Big Business Client, or click once if you have added it to the OS X Dock.
The first time you launch Big Business Client, the Connect dialog will appear and will display Big Business Server on its Available tab. Select your Server and click OK.
The first time Big Business Client connects, there will be a delay while resource files are copied to the client computer.
The next time you launch Big Business Client it will automatically connect to the same server unless you hold down the Option key (Mac) or Alt key (Windows) to display the Connect to Server dialog.
The first time you launch Big Business Client, the Connect dialog will appear and will display Big Business Server on its Available tab. Select your Server and click OK.
The first time Big Business Client connects, there will be a delay while resource files are copied to the client computer.
The next time you launch Big Business Client it will automatically connect to the same server unless you hold down the Option key (Mac) or Alt key (Windows) to display the Connect to Server dialog.
Turning Off Sleep (macOS)
Allowing your client or server computer to go to Sleep may lose the connection, and you may lose work in progress.
Sleeping Clients is a new feature in Big Business 11 that does allow Clients to Sleep and resume without restarting the application.
This solution describes turning off Sleep on macOS computers to avoid problems. (3524)
We recommend setting the Energy Control Panel on any Mac used for Big Business to Never go to Sleep. If you update System software, Default settings may be restored.
To set your Mac to Never go to Sleep:
1. Open the Energy Saver Control Panel
2. Click the checkbox for Prevent Computer From Sleeping Automatically
3. Close the Energy Saver Control Panel
Sleeping Clients is a new feature in Big Business 11 that does allow Clients to Sleep and resume without restarting the application.
To set your Mac to Never go to Sleep:
1. Open the Energy Saver Control Panel
2. Click the checkbox for Prevent Computer From Sleeping Automatically
3. Close the Energy Saver Control Panel
Sleeping Clients is a new feature in Big Business 11 that does allow Clients to Sleep and resume without restarting the application.
Connecting to Remote Server
When you launch Big Business Client it displays any locally available Big Business Server on the Available tab. To connect to a remote Server enter a Name and IP Address on the Custom tab.
This Solution provides instructions for connecting to Big Business Server from a remote Client. (5528)
To connect to a Big Business Server outside of your local network:
1. Launch Big Business Client while holding the Option key (on a Mac, or launch and immediately hold the Alt key on a Windows PC)
2. On the Connection dialog, click the Custom tab
3. Enter any name and the Server's IP address.
4. Click the OK button to connect.
5. Wait while resource files are copied from the server, which may be a few minutes.
If the connection fails:
6. Check your Network settings.
7. Check with your network administrator that Ports 19813 and 19814 are open if a Firewall is in place.
If performance is too slow:
8. Verify the connection speed on both ends. Most important are the downstream speed on the remote end, and the upstream speed on the Server end.
9. Consider remote desktop options like RDC, TeamViewer, etc.
If you need help:
10. Big Business Support includes unlimited setup help. Call or email to support@bigbusiness.com for assistance.
1. Launch Big Business Client while holding the Option key (on a Mac, or launch and immediately hold the Alt key on a Windows PC)
2. On the Connection dialog, click the Custom tab
3. Enter any name and the Server's IP address.
4. Click the OK button to connect.
5. Wait while resource files are copied from the server, which may be a few minutes.
If the connection fails:
6. Check your Network settings.
7. Check with your network administrator that Ports 19813 and 19814 are open if a Firewall is in place.
If performance is too slow:
8. Verify the connection speed on both ends. Most important are the downstream speed on the remote end, and the upstream speed on the Server end.
9. Consider remote desktop options like RDC, TeamViewer, etc.
If you need help:
10. Big Business Support includes unlimited setup help. Call or email to support@bigbusiness.com for assistance.
Alert for Mac Service
Big Business Server for Mac OS X will display an Alert if it has been Registered as a Service. (6208)
Big Business Server and Big Business are virtually the same product with identical features and interface. However, Big Business Server has sophisticated multi-user capabilities not found in Big Business. As a result, Big Business Server includes multi-user management features that are not discussed in the Big Business User’s Guide. Those features are listed in this chapter.
In a client/ server architecture, the server stores and manages a single data set that all users access and share. This ensures that users have immediate access to current data. The server also stores the Big Business structure and manages multiple users accessing the same structure objects, such as screens, lists, or notes, at the same time.
Big Business provides an intelligent object-locking system that lets multiple users access and view the same structure objects simultaneously. To protect data integrity, Big Business allows only one user at a time to modify the object. For example, when you try to modify a customer card that is already in use, Big Business displays a read-only version of the customer card— you can view and print the card, but you cannot change it until it has been closed by the other user.
In a client/ server architecture, the server stores and manages a single data set that all users access and share. This ensures that users have immediate access to current data. The server also stores the Big Business structure and manages multiple users accessing the same structure objects, such as screens, lists, or notes, at the same time.
Big Business provides an intelligent object-locking system that lets multiple users access and view the same structure objects simultaneously. To protect data integrity, Big Business allows only one user at a time to modify the object. For example, when you try to modify a customer card that is already in use, Big Business displays a read-only version of the customer card— you can view and print the card, but you cannot change it until it has been closed by the other user.
This chapter includes instructions on these and other topics:
• In-Use Objects
• Single-Instance Objects
• Single-User Objects
• System Maintenance
• Updating Lists
• Making Deposits
• Performing a Check Run
• Creating an Invoice
After you have completed this chapter, you will be familiar with the basic differences of Big Business Server. Please refer to the Big Business User’s Guide for in-depth program and feature instructions.
• In-Use Objects
• Single-Instance Objects
• Single-User Objects
• System Maintenance
• Updating Lists
• Making Deposits
• Performing a Check Run
• Creating an Invoice
After you have completed this chapter, you will be familiar with the basic differences of Big Business Server. Please refer to the Big Business User’s Guide for in-depth program and feature instructions.
In Use Objects
This Solution describes how Big Business Server for Mac OS handles multiple users and displays in-use objects, like a Customer Card which is locked In Use when another user is modifying it. (3237)
Big Business allows multiple Users to view the same object simultaneously, but only one User at a time can actually modify the object. For example, many users can view the Customer Card for A Shop For Gifts And Things at the same time, but only one user can actually edit the card. Once that User closes A Shop For Gifts And Things’s Customer Card, another User can begin making modifications immediately. Objects displayed in this Read-Only Mode can be viewed and printed by any number of users at a time. User access to objects is managed on a first-come-first-served basis.
Big Business does not display a dialog box when an object will be displayed in Read-Only mode. Instead the In Use indicator is displayed.
The following is a list of the objects that Big Business displays in Read-Only Mode:
• Customer, Vendor, Item, Contact, Employee, Company Cards
• Quotes, Orders, Invoices
• Receive Money
• Purchase Orders
• Bills
• Make a Payment tool
• Bank, Category, Account Cards
• General Journal
• Transfers
• Access
Big Business does not display a dialog box when an object will be displayed in Read-Only mode. Instead the In Use indicator is displayed.
The following is a list of the objects that Big Business displays in Read-Only Mode:
• Customer, Vendor, Item, Contact, Employee, Company Cards
• Quotes, Orders, Invoices
• Receive Money
• Purchase Orders
• Bills
• Make a Payment tool
• Bank, Category, Account Cards
• General Journal
• Transfers
• Access
Single Instance Objects
This Solution describes how Big Business Server for Mac OS handles multiple users and single-instance objects, like a Deposit when another user is already using it. (3238)
Big Business won’t display certain objects in Read-Only Mode; only one instance of the object is allowed to be open on the network at one time. Big Business does this to protect data integrity and prevent event conflicts, such as printing duplicate Checks or duplicating Deposits. For instance, a User cannot perform a Check Run when another user has already started a Check Run. Once the first User has completed the Check Run, the other User may begin one.
Big Business displays the following dialog box when only one instance of the object can be open at a time. The following is a list of the objects that can be open in only one instance at a time:
• Prefs (except MyDesk)
• Balance Adjustments
• Reconciliation
• Deposits
• Finance Charges
Big Business displays the following dialog box when only one instance of the object can be open at a time. The following is a list of the objects that can be open in only one instance at a time:
• Prefs (except MyDesk)
• Balance Adjustments
• Reconciliation
• Deposits
• Finance Charges
Updating Lists
This Solution describes how Big Business Server for Mac OS handles multiple users and can update lists, like the Customer Listing when other users jhave modified it. (3242)
Certain lists, such as customer titles, account types, and salutations, are stored on the local client machines to increase system performance. The server stores a master of all these lists. As a result, user lists might not always match the master, and users will have to update their lists occasionally.
To update your list:
• Select the Update List item from a list.
To update your list:
• Select the Update List item from a list.
List Up To Date
Big Business Client (used with Big Business Server) includes buttons to update lists (Customer, Vendor, Item, etc.) to check for new entries made by other users since you started your Client. (3243)
If your list is current, Big Business displays the following dialog box.
System Maintenance
This Solution describes how Big Business Server for Mac OS handles multiple users and exclusive objects, like the Maintenance Prefs when other users are signed-in. (3240)
You cannot perform maintenance on the system when other users are signed- in. If you launch the Maintenance Prefs tool when users are signed- in, Big Business displays the following dialog box.
Before using maintenance tools in Big Business, you need to wait until all users have logged off the server.
Before using maintenance tools in Big Business, you need to wait until all users have logged off the server.