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Microsoft Dynamics RMS (Archived)

Obtaining Store Manager client application

Posted on by 50

Forgive me, but I've just been asked to help someone out who is using RMS to manage purchasing and inventory only. The employee who set up RMS and understands how it integrates left and now it falls to others, who had never even heard of this system until recently, to try to keep things running.

The pressing need now is to get the bookkeeper on the system. All employees are remote. The person who does purchasing/inventory has a Store Manager client. I log directly into the server via Remote Desktop and have everything (Store Manager, Store Adminstrator, Server Manager, etc).

We would like to see the bookkeeper more in the situation of the purchasing agent - just access via a Store Manager client running on her local machine, but I can't even figure out at this point where you purchase the client app.

So my question is simply what do I need to buy and where in order to enable the bookkeeper to connect to the server without a remote desktop connection?

My backup plan is to give her a login to the server via remote desktop on a limited account. Unfortunately, I'm much more familiar with *nix servers and don't even really know how to manage permissions effectively in Windows, so I'm reticent to take this approach.

*This post is locked for comments

  • Spencer McCandless Profile Picture
    Spencer McCandless 2,085 on at
    RE: Obtaining Store Manager client application

    Ha, sounds like where I work. Shoot me an email at Spencerm at herbimport.com. We've been through something similar, and I may be able to help you out.

  • TomCoryon Profile Picture
    TomCoryon 50 on at
    RE: Obtaining Store Manager client application

    Thanks SpencerM

    I'm not too worried about the database communication - the user in question is a bookkeeper who needs to pull reports once a month.

    Though they do have licensed installs, there may unfortunately be issues with finding who has the license and under which account, so I might be stuck with the remote desktop solution in the end.

  • Suggested answer
    Spencer McCandless Profile Picture
    Spencer McCandless 2,085 on at
    RE: Obtaining Store Manager client application

    Well, I believe RMS is licensed by sales lane, not instance of manager install, so you should be able to just download and install Store Ops on her computer from Customer Source ( mbs.microsoft.com/.../default_retailmanagement ). You'll need an active service contract to access customer source, though, so if you don't have one you'll have to go through a Microsoft Partner. They should be able to answer any other questions you have about the setup as well.

    Fair warning, though: RMS communicates with the databases ALOT, and depending on your connection, running Store Ops Manager remotely can decrease performance significantly compared to remotely logging in.

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