Pre-Installation Tasks

When the AutoMate Windows Service is set with the proper permissions to operate, it will be able to perform the following:

Stop the AutoMate Service;
Upgrade the AutoMate software, which is downloaded from the Nimbus Web Site; and
Restart the AutoMate Service.

The Nimbus Windows User Account is used to ensure your system has the correct network permissions for the AutoMate software to operate and upgrade automatically where necessary.

Creating the Windows User Account for Nimbus AutoMate

This user account can either be a Local Windows User account or an Active Directory user, so long as the user has access to all database (eg: MYOB AE, APS, HandiSoft etc) and folder location (Nimbus Documents folder) items.

Active Directory user

Please contact your IT services provider to create this account for you.

Local Windows user

Open the Control Panel
Access User Accounts
Add a new User Account
1. User name: "Nimbus"
2. Full name: "Nimbus"
3. Description: "Nimbus"

Set the Service Properties for the Nimbus User Account

Open the Control Panel
Open Services
Scroll down the list and locate the Nimbus AutoMate Service
Right mouse click on the Nimbus AutoMate and select Properties
Click the Log On tab
1. Select “This account”: radio button and Browse for the User Account: Nimbus created above.
2. Apply the changes.

Set the Permissions for the Nimbus Windows User Account

Click the Start button
Select “Run Enter “regedit” and click the OK button

Navigate to:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\NimbusAutoMate\Parameters

Right-click on Parameters and select Permissions
Locate the Nimbus Windows User Account created above.
Allow Full Control for this User Name.
Please ensure that this Windows User Account has rights to delete files from the Program Files\Nimbus Technology folder (and sub- directories) and that it can create a sub-directory.

Network Access for Nimbus Windows User

Ensure that the Nimbus Windows User Account has HTTPS access on Firewall port 443 for outgoings
Ensure the Nimbus Windows User Account has network Access
If folder sync is required, confirm that the Nimbus account has full permissions to the documents folder

This may be an issue if you receive an error “No Nimbus Access”.

Nimbus Windows User Account has full permissions to the Database

Confirm that the Nimbus user has full access to the synced Database (MYOB AE, HandiSoft, APS, PaperBuster)
The Nimbus Documents folder (if one is being used)

The MYOB Document Management data folder. Typically this is C:\MYOB\Data\DMFS_VPMSER

IF MYOB DM Configuration required and IF NOT on the same server as Nimbus AutoMate

Pre-installation - Make a share on the server that contains MYOB Folders – the share must point to the MYOB DM folder which typically is C:\MYOB\Data\DMFS_VPMSER
Post-installation - Run Regedit on the server where Nimbus AutoMate is installed

i. Go to registry key “SYSTEM\CurrentControlSet\Services\NimbusAutoMate” and edit the value "DMFoldersOverride” and set the value to be the full UNC share pathname as set in Point 1 above.

4.7 Ensure Nimbus Windows User Account has Stop and Start permissions: Microsoft has provided a list of steps at http://social.technet.microsoft.com/wiki/contents/articles/5752.how-to- grant-users-rights-to-manage-services-start-stop-etc.aspx
4.8 Ensure the Nimbus Windows User Account has permissions to access the SQL database (APS, HandiSoft and PaperBuster SQL) 1. Open the SQL Manager Studio 2. Ensure the Windows User Account that has been created for Nimbus AutoMate displays within Security / Logins as bellow screenshot. If the user account is not visible, then right mouse click on Login and select New Login. Search for the User Name.

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Once the user name displays in the Logins folder, ensure that the User mappings provide access to the Master database and the required database (eg: APS, HandiSoft SQL etc). Then ensure that the Database role membership is set to db_datareader and public. Also ensure that db_denydatareader is not selected.

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5. Path of synced Database You will need to know the path where your database that is to be synchronised, is located.

Database	What is required
MYOB AE (and MYOB AE DM)	the database connection information is contained in the file “lookup.xml” normally found in: C:\program files\MYOB\central\deploy. AutoMate uses this file to locate the actual SQL database
APS	you will need to know the name of and the location of the APS SQL database
HandiSoft SQL	you will need to know the name of and the location of the HandiSoft SQL database
HowNow	you will need to know the name of and the location of the HowNow database
CCH iFirm	an API key is required
WorkFlow Max / Xero PM	an API key is required
Paper Buster	the Microsoft Access file “ATOPB.mbd” is normally used, often stored under the Practice Central folder
iManage	Please contact Nimbus Support for assistance.

6. Path for Synced documents Folder Nimbus AutoMate synchronises to a folder structure from a given root: e.g., C:\Nimbus Documents\. If Folder Syncing is being used, then this Folder (suggest Nimbus Documents) must be created. For Paper Buster sites, this folder will be: \\servername\apps\Practice Central\ For MYOB DM integration, this tab is not available.
For HowNow sites, this tab is not available. When the Nimbus Documents folder is located on the same server as the database you are syncing to, you must use a full path name eg: C:\Nimbus Documents\

When the Nimbus Documents folder is located on a different server as the database you are syncing to, you must use a UNC path name eg: \\servername\apps\Practice Central\ Note: Nimbus AutoMate will not recognise Mapped Drives when setting the local root for folder syncing.

Pre-Installation Tasks

Administrative Access to installation path

Internet Access

Install AutoMate

Account & Permissions

Creating the Windows User Account for Nimbus AutoMate

Active Directory user

Local Windows user

Set the Service Properties for the Nimbus User Account

Set the Permissions for the Nimbus Windows User Account

Network Access for Nimbus Windows User

Nimbus Windows User Account has full permissions to the Database

IF MYOB DM Configuration required and IF NOT on the same server as Nimbus AutoMate

AutoMate Configuration

Paper Buster Configuration

MYOB AE Configuration

Folder Sync Configuration

Day to Day Operation

Further Assistance

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