|SUMMARY: How to print documents
from a C&P database at a remote location.
Sometimes Clients & Profits users need to access their agency's database
from a remote location. My C&P! is great for a number of uses, but it does
not allow full access to all areas of a database, nor does it allow users
to print the vast array of reports available from C&P. To get the full
functionality of the program from a remote location, many companies use
programs like Timbuktu or pcAnywhere.
These programs allow a remote user
to control the mouse and keyboard of a computer in the office and access
data as if they were on the local area network. Note: Timbuktu offers a
cross-platform version, but pcAnywhere is for PCs only. C&P does not have
to be installed at the remote location, as the computer in the office is
still doing all the work. It just sends the screen image to the remote
location. While this allows a user to access all areas of the program that
they have permission for, any reports printed would still print to the
printer in the office.
pcAnywhere has built-in support for remote printing. A how-to can
be found on Symantec's website. Unfortunately, Timbuktu currently
does not offer such a function. This is documented at Netopia.
One of the simplest ways to print reports remotely is to
save the report as a pdf file, then email it to the remote
location and print normally. Though this process does take
a couple steps, it requires the least amount of setup. This
method is best for users who do not have extremely high remote
printing needs. Instructions on generating PDFs in C&P
can be found here.
1 Print the desired report to PDF and
save to the desktop.
2 Open the email program on the remote
program and compose a new message.
3 Save the PDF as an attachment to the
email and send it to an email address accessible at the
4 Receive the email with the attached PDF and save the file.
5 Open the file using Adobe Acrobat (or Preview in OS X) and print as usual.
Users who need to print many reports or do not want to use the email PDF
technique can setup the computer in the office to print to a remote
printer via IP printing. Instead of sending reports to a printer on the
network in the office, the report is sent across the internet to the
remote location. Note: this option is not available on all printers. Look
for printers designated as network printers. They should include thorough
instructions on how to configure for IP printing. Also, certain ports may
need to be opened in a company's firewall to enable IP printing. Check
with your company's network administrator on how to set this up.