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Sharing your Document over a Network

If you want simultaneous access to your MoneyWorks file by more than one user, you will need to install MoneyWorks Datacentre. MoneyWorks Datacentre runs in the background on a server or workstation and provides high-performance network access to one or more MoneyWorks databases.

Note: Prior to MoneyWorks 8, MoneyWorks Gold itself could act as a server for the currently open document. In MoneyWorks 8, network services are provided by MoneyWorks Datacentre, either in multi-company or single company configurations. This means that all network users can have access to the higher performance, Internet availability, and greater flexibility of a dedicated server.

MoneyWorks Datacentre allows simultaneous access to an accounts database for multiple users. This actually means two different things:

  • Multiple users can work on the same set of accounts simultaneously, either over a local area network, or remotely across the internet provided their router is configured correctly.
  • You can set up multiple user names, each with their own password and privileges. Privileges control what data and procedures an individual user can access.

You can use the multiple user name and password functionality even if you are not sharing the data across a network. Likewise you can share data across a network without employing the enhanced security of multiple user names and passwords. Normally, however, the two go hand in hand, for obvious reasons.

What you will need

MoneyWorks Datacentre This is the serving technology that enables fast, secure networking. There are two versions: a “single company” version, that allows a single company file to be shared, or a “multi company” version, that allows a number of company files to be shared simultaneously to different users.

A designated “host” computer This is the machine onto which the Datacentre software will be installed. It can be either a server or a desktop machine running recent versions of Windows or Mac OS X. It does not need to be a dedicated computer—Datacentre is invisible and runs in the background. If you want 24/7 access, then the computer will need to be running all the time.

Licenses In order for users on different computers to access the shared document, each of those users will require a MoneyWorks license. This can be either a full MoneyWorks Gold license, or a server-based concurrent license. If you do not have the requisite number of licenses (i.e. one per concurrent user), you will first need to contact your MoneyWorks reseller or visit the Cognito website to obtain the necessary licenses. Note that you only need to have licenses for the maximum number of users at any one time.

A network  You will need to have your computers networked. We strongly recommend that the server computer has a wired connection to your network switch.

What you will not need

You don’t need a domain controller, a dns server, or a directory server  MoneyWorks uses Bonjour™ network service discovery to make it easy to connect to a MoneyWorks server on a local area network. MoneyWorks Datacentre does not require dedicated server hardware; it does not require a server OS — plain macOS or Windows is fine; it has no other software requirements (database software, directory server etc).