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OnDemand Version Login and Initial Setup
Please read the OnDemand Overview section first, if you have not already done so, before reading this section.
Before running the OnDemand version, you need to contact us and ask us to set up a user login for your initial Site Administrator for the system, who will be able to set up further users. That login information will be emailed to the Administrator, within one business day, but often faster.
Next, if you have an existing version of ACCOUNTS, run it and make a database backup. Be sure you know where to find that backup.
For existing users of the Remote Database version, the way you get a database backup onto your computer is by running the program and using its Upload/Download ⇒ Download Remote Database to Local menu option. One of the messages you will see during that process will show you the path and filename to the backup file. (In case you miss that message and have to look for the file, it will be saved in the Backup subdirectory of your Data Directory, and the filename will end with ".S4ABackup".)
The Site Administrator can then download and install the OnDemand client from our web page www.software4nonprofits.com/accounts/ondemand.htm#download. After running that client program, they will login with the information that was sent to them, on a window such as the following:
Once a Site Administrator is logged in, they will be able to use a User Management application to set up further user logins, and specify whether each of those users is also a Site Administrator. See OnDemand User Management for full details.
If you feel that your computer is private and secure, and you want to avoid having to log in every time you start the OnDemand client, there are instructions on the Command Line Arguments page for adding your user name and password to the command line used for starting it. If you do that, you will have to change the command line arguments every 180 days, when the OnDemand system requires you to change your password.
Here is a sample of the window that will come up after your login:
Only Site Administrators will see the User Management application. Whether or not you see both ACCOUNTS and DONATION will depend on whether they have both been configured for you by the Administrator.
Important: To start programs from that window, just click once on them. Don't double-click, or you will get error messages about the program already running, because you have opened it twice! (This window may be changed to require double-clicking to start programs at some point, to avoid that problem.)
You can then run ACCOUNTS via the icon in the OnDemand client window. It will come up with the Initial Startup window, like any first install of other versions of ACCOUNTS on a new computer.
If you are an entirely new user of ACCOUNTS (not switching from another version) just leave the first radio button checked ("I am a first time user ..."), click OK and follow the prompts to initialize your database.
If you are switching from another version of ACCOUNTS, choose the 2nd radio button option there ("I want to start by restoring a database backup ..."), and restore the database backup from your existing version, that you made above. (This is essentially like following the instructions in the Help topic Move the Program from One Computer to Another.)
Important: When you are in the OnDemand ACCOUNTS, your computer's C: drive will show up as J:. Any further drives will come up on successive drive letters, so a USB on D: will show up as K: etc. So if you are restoring a backup, those modified drive letters are where you will have to navigate to, in order to find the file on your computer.
If you attempt to log in three times in a row unsuccessfully with the same email address, the login window will exit. You can immediately start it again to try again. If you have forgotten your password, an Administrator can reset it for you - see OnDemand User Management.
File Manager Application
On the menu window, there is an icon for File Manager. That brings up a simple window designed specifically for copying files from the OnDemand server's directories (shown on the left) to drives and directories on your computer (shown on the right), or vice versa. It should be quite obvious how to use it, with drop-down lists for the drives that can be accessed and clearly labelled buttons and toolbars with popup tooltips. If you need more help with it, there is detailed help on the ACS Technologies website (addressed specifically to their own program, ACS, but also applicable to ACCOUNTS) at https://wiki.acstechnologies.com/display/OnDemand/Transferring+Files.
In addition, you can use the ACCOUNTS program's Tools ⇒ Explore Data Directory menu option to bring up a standard Windows 10 File Explorer window that you can use for copying files (as well as just looking around). It also has access to your computer's drives.
Possible Connection Problem: Firewalls
Some users may get an error message when they first try to use the OnDemand Version, saying "Failed to connect to connections.ondemand.acstechnologies.com on port 491.".
If that happens, please consult the following page about this problem on the ACST OnDemand website: https://wiki.acstechnologies.com/display/OnDemand/Failed+to+connect+to+server.
See Also: OnDemand Version Overview