sharing data in our small offcie

September 7, 2011 at 11:06:31
Specs: Windows 7
We would like to set up one computer in our 3 person office with which we can store programs and files so everyone can work off the same files.
One of the programs we have is a CRM for sales contacts. It needs to be updated regularly and available to all of us.
I am somewhat savvy, but just not sure how to do that, but we do have extra computers on hand.
my laptop uses windows 7....the two other desktops use XP

All advice welcome


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#1
September 7, 2011 at 11:20:04
Pretty simple, make a small peer to peer network, by putting everyone in the same workgoup. The XP PRO units and Win 7 units would by default be in the same work group called workgroup. Windows XP home units use MSHOME for the workgroup name. They would have to be changed to workgroup. The workgroup name could be anything provided each computer uses the same name. you can look up key points of this to see how it is done or this would be too lengthy. Basically you use a router to get internet access to all units. Recommend a networkable printer so they all use the same printer without it attached to one computer. Use one computer as the file serving unit, it should ideally have an operating system with file security such as XP Pro, vista or Win 7, but Not XP home. You can install the crm on this computer and "share" the data files. This means Network discovery on the win 7 and vista computers would need turned on as well as file and print sharing enabled on all computer in the workgroup. You place the files you wish to share on the designated "file server computer", you can give the file persmission on read/write etc by right clicking the file under Security tab. Then the data files can be backed up from the central file server. The readers digest version on how to do it.

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#2
September 7, 2011 at 19:54:35
Problem with the "Readers Digest" version is the CRM software. It may very well be that the files for this can be located on a convenient shared resource system however the software to run those files may not be able to run off that fileserver, or it may not run in a P2P environment. You may need to license & install it on each system.
This "simple" need may in fact turn into a fairly sophisticated network setup and professional advice specific to the software, should be sought.

Goin' Fishin' (Some day)


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#3
September 8, 2011 at 06:45:26
Not uncommon. The crm software is no doubt fairly expensive and all the points regarding it are valid, however, on a forum such as this I cannot resolve those issues for your proprietary problems. I deal with such cases all the time; the software can only be installed on one unit, and the licensing...simply accounting, vinyl cutting software and on and on......similar problems. I like your idea.........get help because I don't think those issues are the type to be resolved on a forum. Calling the software maker can be useful, if the software is licensed. Getting the data to 1 point of back up is still a good end goal. Goodluck.

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#4
September 8, 2011 at 06:51:51
Thank you both. The software company has given me tips. sad thing is that my version for 2 yrs ago...does not support WIN 7....

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#5
September 8, 2011 at 20:47:04
Nothing saying you can't use an Xp Pro machine to share things out on.

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