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Azure Virtual Desktop migration

Steps to take now before the migration

Prior to your migration, everyone needs to review the following information and take applicable actions.

Save credentials for Accounting CS, Practice CS, and Workpapers CS

If your firm uses Accounting CS (including ACS Payroll), Practice CS, or Workpapers CS, the
Remember login information
 option is not saved. If you have Firm Security enabled, make note of your
Open Firm name
,
Staff ID
, and
Password
 in each application.
If you do not remember your Staff ID, open the application and go to
Setup
,
Firm Administration
, then
Staff
 to find your
Staff ID
.
If you do not remember your current password, we recommend you reset your password prior to your firm’s migration date to avoid any delays in accessing your applications after migration.

Back up Microsoft Outlook settings

All Microsoft Outlook user profiles in a current Virtual Office CS or SaaS environment will be reset during the migration process. This profile ensures the applications you use seamlessly integrate with your email.
If your firm uses Microsoft Exchange hosted on Virtual Office CS or SaaS, there are no steps you need to take prior to your firm’s migration date.
If your firm is NOT using Microsoft Exchange hosted on Virtual Office CS or SaaS, we recommend every person with an account take the following steps pre-migration to ensure you have the details required to reset your Microsoft Outlook profile post-migration:
  1. Sign in to
    NetStaff CS
    .
  2. Open
    Microsoft Outlook 2021
     through
    Virtual Office CS or SaaS
    .
  3. Go to
    File
    , then
    Account Settings
    .
  4. Double-click your email account.
  5. Take a screenshot of (or photo or copy) your
    POP and IMAP Account Settings
     and save for use post-migration. Repeat the same steps for every Microsoft Outlook user profile (email address) you have set up in
    Virtual Office CS or SaaS
    .
POP and IMAP Account Settings screen in Outlook.

Optional: Install the AVD package early

If you want to get started now, you can download the Azure Virtual Desktop client and other tools prior to your migration date.
Included is the following:
  • Azure Remote Desktop enables launching of
    Virtual Office CS or SaaS
     applications.
  • TerminalWorks TSPrint improves print performance.
  • TerminalWorks TSScan enables scanning in
    Virtual Office CS or SaaS
    . It is needed if you use the scanning features within applications such as FileCabinet CS
    , Workpapers CS, or UltraTax CS
    .

This article applies to:

  • Product: Accounting CS, FileCabinet CS
  • Subject: Azure Virtual Desktop

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