Purpose:
Section titled “Purpose:”Steps needed to install Lacerte on RDS
Scope:
Section titled “Scope:”Service Desk
Responsibility:
Section titled “Responsibility:”Service Desk
Completion Criteria:
Section titled “Completion Criteria:”Application is installed on RDS and is accessable by end users
Records:
Section titled “Records:”NA
Steps:
Section titled “Steps:”On RDS02, login as domain admin
Download installer and prep file from Intuit website https://centrexit.1password.com/app#/OY633QWYKFCCDE3XJ54M55NRQU/Search/OY633QWYKFCCDE3XJ54M55NRQU:forbsrmoavsyamr32lpbqan5ye:yfiinx5h5k467ak2mqetfdhcoi?itemListId=intuit
Create folder on C Drive and name it Lacerte 202X (what ever year it is and put the installer and prep file in that folder and run from there).
Select 960527761 - LEGACY PARK ADVISORS firm when going through installation.
Once the application is installed we need to “publish” it for it to appear as a remoteapp.
Select default options and continue without hosting.
It will require a restart of the RDS, schedule that after hours.
The first time you launch it have a meeting with Phil to walk through each of the modules to point to the data location on the file server.
Process References:
Section titled “Process References:”- Create a relationship back to related process. Note: Please add KB relationships to core process, process, SOPs or other WIs on the right.