How to set up Remote Solutions 1.0 on a PC using Windows 7 or before
If you are using Windows 8 or above, click here.
From the Start menu on your computer click Run. Type MSTSC and click OK.
The Remote Desktop Connection application will appear. Click the Options button in the lower right corner to display the full RDC options.
In the Computer field type remoteaccess.parishsoft.com.
Refer to the Welcome to RDC documentation that indicated your username and password for the CMS Remote Solutions. In the User Name field, enterPARISHSOFT10\username.
If you share the computer with others and want to be prompted each time for your CMS Remote Solutions credentials (passwords), click the checkbox at Always ask for credentials.
If you do not share the computer and want the system to remember your credentials (password), remove the checkmark at Always ask for credentials.
Click the Local Resources tab.
Remove the checkmark at Printers and leave the checkmark at Clipboard.
Click the More button, and this will open a new window where you can select Drives.
check the box at Drives. This will make your local drives available to you on the CMS Remote Solutions for backups and copying/exporting reports locally.
NOTE: Depending on the version of your Remote Desktop Connection application you will or will not see the More button.
Click the Display tab. You can adjust the size of your Remote Desktop. If you want Remote Solutions to display in full screen, drag the slider all the way to the right. If you would like Remote Solutions to appear as a window on your desktop, make a selection other than full screen. NOTE: You may want to adjust this setting a couple times to find the perfect setting for you.
Click on the General tab and click Save As.
Browse to your desktop on your computer and save the .rdp file as ParishSOFT.RDP. This will create a new icon on your desktop called ParishSOFT that you can simply double click to access your data. This RDP file saves the configuration so you don’t need to check the boxes each time.
At this point either click Connect or double click on the new .rdp file you just saved. Click OK on the Welcome banner. You will be presented with a Windows login screen. Type the credentials (password) you were given to connect. Once you typed in your credentials (password) click the OK button to be logged in.
To download a pregenerated Remote Solutions shortcut file with all of the above settings already filled in for you, save the attached file to your desktop.