CMS Networking and Installation - How to connect to CMS/ParishSOFT Remote Solutions on a PC

In Windows 7, go to the Start menu on your computer click Run. Type MSTSC and click OK.

In Windows 10, click on the start menu and then type MSTSC in the box that says "Type here to search". Then hit ENTER.

The Remote Desktop Connection application will apear.  Click the Options button in the lower right corner to display the full RDC options.



 

In the Computer field type remoteaccess.parishsoft.com.  If you use Remote Solutions 2.0, type hosted.parishsoft.com.

Refer to the Welcome to RDC documentation that indicated yor username and password for the CMS Remote Solutions.  In the User Name field, enterPARISHSOFT10\username. If you use Remote Solutions 2.0, enter PSHOSTING\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 the CMS Remote Solutions to display in full screen, drag the slider all the way to the right.  If you would like the CMS 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 CMS Remote Solutions.RDP. This will create a new icon on your desktop called CMS Remote Solutions 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, please click on the Remote Solutions Shortcut File link below and save it to your desktop:
Remote Solutions Shortcut File

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