Sharing databases

×IMPORTANT NOTE: The last few versions of Dropbox has been detecting conflicts even when a user is working alone. WE NO LONGER RECOMMEND USING DROPBOX with Multi-Terr

 Sharing databases with multiple users


The desktop database can be shared with multiple users, but an important point to keep in mind is that each user must install the desktop application on their own computer and the only files to be shared are terrdb.accdb and terrdb2.accdb. OneDrive may be used to share the databases, but we strongly recommend to limit the use of the application to one user at the time in order to avoid conflicts. If you are getting conflicts, we strongly recommend considering the recommendations mentioned below.

Recommendations 

Using Web application

Because some of these Online Storage Services are not true multi user applications, at times you may get conflicts if two users are working on the same information at the same time. Therefore, whenever possible we recommend creating web users when it is possible to do specific assignments online instead of using the desktop application (such as assigning territories, sending late reminders, updating addresses)

Using Remote Control (Teamviewer)

An alternate option to have multiple users for the Windows application and completing avoiding conflicts and at the same time assuring that only one user at the time is connected, is by using the application with a remote control software, such as Teamviewer, to connect to a physical machine (computer or laptop). The best solution would be to have a dedicated machine.

Pros

  • The files are never conflicted as they are on a local computer
  • Easy to immediately see if someone is already connected
  • Installing new versions is easier as it is installed only on one machine
  • Users with Apple computers or only tablets would still be able to work on the Windows application as Teamviewer supports connecting to Windows from any platform

Cons

  • May require an extra expense to purchase a laptop or a small tower (a small tower without a screen would be the most cost efficient)
    • The application could also be installed or shared on someone's personal computer, which would not require an extra expense. But they would not be able to use the computer while someone is connected remotely

How to setup Multi-Terr with Teamviewer

  • Install Multi-Terr on the Windows machine to be used for Remote Control
  • If the files are currently on One Drive or another Online Storage Service, move the files terrdb.accdb and terrdb2.accdb from the online storage to the local computer (either in c:\multi-terr or any other folders)
    • If you have chosen to copy the databases into a folder other than c:\multi-terr, open the application and choose Location under the Database tab, and select the appropriate folder.
  • Install and Configure Teamviewer
    • Click here to download the Teamviewer Windows application
    • Choose the option Personal Use if prompted
    • Setup a permanent password in Teamviewer
      • Click on the Clog icon at the top right or from the menu, select Extras and Options
      • Click on the Advanced tab on the left, and the Show advanced options button
      • Setup the password in the section Personal password as well as other pertinent options in that window
  • Provide the Teamviewer ID and the permanent password to the territory team members that work with the Windows application (Note: each user must install Teamviewer on their local computer or device)

Applies to version 5.4.2 or later